BCM
SCHQ

Brookstone Capital Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Brookstone Capital Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,975
Closed -$222K – 1169
2025
Q2 		$222K Sell
6,975
-3,428
-33% -$108K ﹤0.01% 986
2025
Q1 		$341K Sell
10,403
-16,157
-61% -$517K ﹤0.01% 815
2024
Q4 		$835K Buy
26,560
+20,797
+361% +$685K 0.01% 576
2024
Q3 		$202K Sell
5,763
-5,112
-47% -$176K ﹤0.01% 966
2024
Q2 		$366K Sell
10,875
-7,452
-41% -$243K 0.01% 736
2024
Q1 		$618K Sell
18,327
-4,799
-21% -$162K 0.01% 585
2023
Q4 		$811K Buy
+23,126
New +$745K 0.02% 502

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Brookstone Capital Management's SCHQ Position: Q3 2025 in Review

Brookstone Capital Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2025, closing a stake of 6,975 shares — an estimated $222K sold.

Brookstone Capital Management first reported a position in SCHQ in Q4 2023 and held it in 7 quarters. The position peaked at $835K in Q4 2024. 112 funds tracked by Wall St. Rank hold SCHQ as of Q3 2025.

  • Brookstone Capital Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 6,975 Schwab Long-Term US Treasury ETF shares in Q3 2025, an estimated $222K.
  • Brookstone Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 7 quarters.
  • Brookstone Capital Management's Schwab Long-Term US Treasury ETF position peaked at $835K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2025.

Based on Brookstone Capital Management's 13F filing for Q3 2025, filed 15 Oct 2025.