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Brookstone Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Brookstone Capital Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30,064
Closed -$684K – 840
2021
Q4 		$684K Buy
+30,064
New +$682K 0.01% 458

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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Brookstone Capital Management's SCHK Position: Q1 2022 in Review

Brookstone Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2022, closing a stake of 30,064 shares — an estimated $684K sold.

Brookstone Capital Management first reported a position in SCHK in Q4 2021 and held it in 1 quarter. The position peaked at $684K in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q1 2022.

  • Brookstone Capital Management reported no remaining Schwab 1000 Index ETF position as of Q1 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 30,064 Schwab 1000 Index ETF shares in Q1 2022, an estimated $684K.
  • Brookstone Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 1 quarter.
  • Brookstone Capital Management's Schwab 1000 Index ETF position peaked at $684K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2022.

Based on Brookstone Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.