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Disclosery

Brookwood Investment Group LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookwood Investment Group LLC on SCHZ, newest first. How the timeline and the estimate are built.

Brookwood Investment Group LLC held 75,785 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,785 shares
    Change vs previous 13F -12,564 shares

    0.2% of the 13F portfolio, value $1,752,907.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,349 shares
    Change vs previous 13F +37,604 shares

    0.26% of the 13F portfolio, value $2,051,464.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,745 shares
    Change vs previous 13F +1,166 shares

    0.14% of the 13F portfolio, value $1,185,911.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,579 shares
    Change vs previous 13F +6,242 shares

    0.15% of the 13F portfolio, value $1,163,619.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,337 shares
    Change vs previous 13F -30,708 shares

    0.16% of the 13F portfolio, value $1,007,152.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,045 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,714,891.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).