Brookstone Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Buy	20,733 +1,001	+5%	+$22.7K	﹤0.01%	956
2026 Q1	$448K	Sell	19,732 -2,453	-11%	-$56.3K	0.01%	897
2025 Q4	$510K	Buy	22,185 +537	+2%	+$12.4K	0.01%	846
2025 Q3	$500K	Buy	21,648 +2,563	+13%	+$58.5K	0.01%	815
2025 Q2	$434K	Buy	+19,085	New	+$426K	0.01%	780

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Brookstone Capital Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 5.1% in Q2 2026, buying an estimated $22.7K and bringing the position to 20,733 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Brookstone Capital Management first reported a position in SCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $510K in Q4 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Brookstone Capital Management held 20,733 shares of Schwab 5-10 Year Corporate Bond ETF worth $469K as of Q2 2026.
Brookstone Capital Management bought 1,001 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $22.7K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #956 holding.
Brookstone Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Brookstone Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $510K in Q4 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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