Brookwood Investment Group LLC Schwab Strategic Tr 1000 Index Transaction History
Brookwood Investment Group LLC
- $620 Billion
- Q2 2025
A detailed history of Brookwood Investment Group LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Brookwood Investment Group LLC holds 48,138 shares of SCHK stock, worth $1.48 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
48,138
Previous 53,969
10.8%
Holding current value
$1.48 Million
Previous $1.45 Billion
1.2%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
233Shares Held
72.7MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio