Brookstone Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,554	Closed	-$214K	–	826
2022 Q1	$214K	Sell	8,554 -17,566	-67%	-$424K	﹤0.01%	724
2021 Q4	$660K	Sell	26,120 -308	-1%	-$7.59K	0.01%	466
2021 Q3	$624K	Sell	26,428 -84	-0.3%	-$2K	0.01%	462
2021 Q2	$624K	Buy	+26,512	New	+$589K	0.01%	447
2015 Q4	–	Sell	-476	Closed	-$9K	–	745
2015 Q3	$9K	Sell	476 -262	-36%	-$4.91K	﹤0.01%	1203
2015 Q2	$13K	Buy	+738	New	+$14.2K	﹤0.01%	1073

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brookstone Capital Management's SCHH Position: Q2 2022 in Review

Brookstone Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 8,554 shares — an estimated $214K sold.

Brookstone Capital Management first reported a position in SCHH in Q2 2015 and held it in 6 quarters. The position peaked at $660K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

Brookstone Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
Brookstone Capital Management sold 8,554 Schwab US REIT ETF shares in Q2 2022, an estimated $214K.
Brookstone Capital Management first reported a position in Schwab US REIT ETF in Q2 2015 and held it in 6 quarters.
Brookstone Capital Management's Schwab US REIT ETF position peaked at $660K in Q4 2021.
464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Brookstone Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.