Brookstone Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	+9,165	New	+$226K	﹤0.01%	1212
2025 Q2	–	Sell	-8,677	Closed	-$214K	–	1093
2025 Q1	$214K	Sell	8,677 -1,168	-12%	-$28.6K	﹤0.01%	962
2024 Q4	$240K	Sell	9,845 -5,881	-37%	-$144K	﹤0.01%	894
2024 Q3	$390K	Sell	15,726 -12,190	-44%	-$299K	0.01%	755
2024 Q2	$679K	Sell	27,916 -23,174	-45%	-$557K	0.01%	576
2024 Q1	$1.23M	Sell	51,090 -12,376	-20%	-$299K	0.02%	441
2023 Q4	$1.54M	Buy	+63,466	New	+$1.5M	0.03%	374

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

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

Brookstone Capital Management opened a new position in Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2026: 9,165 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in SCHJ as recently as Q1 2025.

Brookstone Capital Management first reported a position in SCHJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2023. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Brookstone Capital Management held 9,165 shares of Schwab 1-5 Year Corporate Bond ETF worth $226K as of Q2 2026.
Schwab 1-5 Year Corporate Bond ETF was a new Brookstone Capital Management position in Q2 2026.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1212 holding.
Brookstone Capital Management first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Brookstone Capital Management's Schwab 1-5 Year Corporate Bond ETF position peaked at $1.54M in Q4 2023.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

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