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Brookstone Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Brookstone Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
366,009
+2,370
+0.7% +$66.3K 0.11% 206
2026
Q1 		$9.13M Buy
363,639
+20,332
+6% +$534K 0.1% 220
2025
Q4 		$9M Sell
343,307
-4,464
-1% -$116K 0.1% 223
2025
Q3 		$8.94M Buy
347,771
+5,434
+2% +$135K 0.11% 220
2025
Q2 		$8.16M Sell
342,337
-606
-0.2% -$13.3K 0.11% 212
2025
Q1 		$7.38M Buy
342,943
+137,755
+67% +$3.13M 0.11% 217
2024
Q4 		$4.66M Buy
205,188
+38,826
+23% +$887K 0.07% 263
2024
Q3 		$3.69M Buy
166,362
+75,069
+82% +$1.6M 0.05% 286
2024
Q2 		$1.97M Sell
91,293
-54,285
-37% -$1.1M 0.03% 371
2024
Q1 		$2.96M Buy
145,578
+8,145
+6% +$158K 0.05% 295
2023
Q4 		$2.55M Buy
137,433
+56,913
+71% +$983K 0.05% 295
2023
Q3 		$1.33M Sell
80,520
-1,749
-2% -$30.3K 0.03% 379
2023
Q2 		$1.4M Buy
82,269
+4,659
+6% +$75.9K 0.03% 371
2023
Q1 		$1.25M Buy
77,610
+1,863
+2% +$29.1K 0.02% 411
2022
Q4 		$1.15M Sell
75,747
-4,065
-5% -$61.1K 0.02% 406
2022
Q3 		$1.12M Buy
79,812
+16,524
+26% +$257K 0.03% 378
2022
Q2 		$962K Buy
63,288
+5,820
+10% +$93.4K 0.02% 413
2022
Q1 		$992K Sell
57,468
-69,510
-55% -$1.22M 0.02% 421
2021
Q4 		$2.34M Buy
126,978
+34,416
+37% +$633K 0.04% 247
2021
Q3 		$1.63M Buy
92,562
+84
+0.1% +$1.49K 0.03% 293
2021
Q2 		$1.63M Buy
+92,478
New +$1.57M 0.03% 286

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Brookstone Capital Management's SCHB Position: Q2 2026 in Review

Brookstone Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.65% in Q2 2026, buying an estimated $66.3K and bringing the position to 366,009 shares worth $10.6M. The position accounts for 0.11% of the portfolio, ranked #206.

Brookstone Capital Management first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. 416 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Brookstone Capital Management held 366,009 shares of Schwab US Broad Market ETF worth $10.6M as of Q2 2026.
  • Brookstone Capital Management bought 2,370 Schwab US Broad Market ETF shares in Q2 2026, an estimated $66.3K.
  • Schwab US Broad Market ETF made up 0.11% of Brookstone Capital Management's portfolio in Q2 2026, its #206 holding.
  • Brookstone Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 416 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.