Brookstone Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brookstone Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71M	Buy	2,182,950 +293,505	+16%	+$9.9M	0.7%	24
2026 Q2	$59.9M	Buy	1,889,445 +1,124,540	+147%	+$35.7M	0.6%	27
2026 Q1	$23.5M	Buy	764,905 +153,767	+25%	+$4.66M	0.27%	99
2025 Q4	$16.8M	Sell	611,138 -75,541	-11%	-$2.05M	0.19%	124
2025 Q3	$18.7M	Sell	686,679 -10,870	-2%	-$297K	0.22%	110
2025 Q2	$18.5M	Sell	697,549 -445,430	-39%	-$11.6M	0.24%	97
2025 Q1	$32M	Buy	1,142,979 +668,645	+141%	+$18.6M	0.46%	49
2024 Q4	$13M	Buy	474,334 +83,611	+21%	+$2.38M	0.19%	126
2024 Q3	$11M	Buy	390,723 +67,680	+21%	+$1.84M	0.16%	155
2024 Q2	$8.86M	Buy	323,043 +10,953	+4%	+$285K	0.15%	169
2024 Q1	$8.39M	Sell	312,090 -51,402	-14%	-$1.33M	0.15%	160
2023 Q4	$9.22M	Sell	363,492 -35,766	-9%	-$852K	0.18%	137
2023 Q3	$9.31M	Sell	399,258 -160,899	-29%	-$3.95M	0.2%	132
2023 Q2	$13.4M	Buy	560,157 +47,070	+9%	+$1.12M	0.27%	109
2023 Q1	$12.6M	Sell	513,087 -37,581	-7%	-$940K	0.25%	114
2022 Q4	$14.2M	Sell	550,668 -20,316	-4%	-$501K	0.29%	93
2022 Q3	$12.8M	Buy	570,984 +125,004	+28%	+$3.04M	0.3%	85
2022 Q2	$10.8M	Sell	445,980 -71,520	-14%	-$1.82M	0.24%	103
2022 Q1	$13.6M	Buy	517,500 +120,684	+30%	+$3.16M	0.27%	86
2021 Q4	$10.8M	Buy	396,816 +17,082	+4%	+$444K	0.19%	111
2021 Q3	$9.6M	Sell	379,734 -30,600	-7%	-$778K	0.17%	111
2021 Q2	$10.4M	Buy	+410,334	New	+$10.4M	0.19%	110

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Brookstone Capital Management's SCHD Position: Q3 2026 in Review

Brookstone Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 16% in Q3 2026, buying an estimated $9.9M and bringing the position to 2,182,950 shares worth $71M. The position accounts for 0.7% of the portfolio, ranked #24.

Brookstone Capital Management first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Brookstone Capital Management held 2,182,950 shares of Schwab US Dividend Equity ETF worth $71M as of Q3 2026.
Brookstone Capital Management bought 293,505 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $9.9M.
Schwab US Dividend Equity ETF made up 0.7% of Brookstone Capital Management's portfolio in Q3 2026, its #24 holding.
Brookstone Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 22 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.