BCM
SCHR

Brookstone Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Brookstone Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
54,921
+8,830
+19% +$218K 0.01% 614
2026
Q1 		$1.15M Sell
46,091
-6,691
-13% -$168K 0.01% 604
2025
Q4 		$1.32M Sell
52,782
-7,096
-12% -$179K 0.02% 554
2025
Q3 		$1.5M Sell
59,878
-2,627
-4% -$65.6K 0.02% 507
2025
Q2 		$1.56M Sell
62,505
-4,235
-6% -$105K 0.02% 466
2025
Q1 		$1.66M Buy
66,740
+21,644
+48% +$530K 0.02% 442
2024
Q4 		$1.1M Sell
45,096
-7,700
-15% -$189K 0.02% 509
2024
Q3 		$1.34M Sell
52,796
-8,132
-13% -$203K 0.02% 446
2024
Q2 		$1.5M Sell
60,928
-34,054
-36% -$824K 0.02% 417
2024
Q1 		$2.33M Sell
94,982
-11,698
-11% -$288K 0.04% 334
2023
Q4 		$2.65M Buy
106,680
+87,308
+451% +$2.11M 0.05% 287
2023
Q3 		$456K Buy
19,372
+6,146
+46% +$150K 0.01% 594
2023
Q2 		$321K Buy
13,226
+2,316
+21% +$58K 0.01% 671
2023
Q1 		$273K Buy
10,910
+718
+7% +$17.9K 0.01% 711
2022
Q4 		$255K Buy
10,192
+138
+1% +$3.4K 0.01% 731
2022
Q3 		$246K Buy
10,054
+524
+5% +$13.4K 0.01% 702
2022
Q2 		$244K Sell
9,530
-1,734
-15% -$44.8K 0.01% 691
2022
Q1 		$293K Sell
11,264
-4,636
-29% -$127K 0.01% 658
2021
Q4 		$441K Sell
15,900
-538
-3% -$15.1K 0.01% 549
2021
Q3 		$464K Sell
16,438
-736
-4% -$21.1K 0.01% 514
2021
Q2 		$489K Buy
+17,174
New +$487K 0.01% 486
2021
Q1 		– Sell
-7,948
Closed -$231K – 540
2020
Q4 		$231K Buy
+7,948
New +$232K 0.01% 414
2015
Q4 		– Sell
-154
Closed -$4K – 747
2015
Q3 		$4K Sell
154
-82
-35% -$2.21K ﹤0.01% 1542
2015
Q2 		$6K Buy
+236
New +$6.36K ﹤0.01% 1426

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

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

Brookstone Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 19% in Q2 2026, buying an estimated $218K and bringing the position to 54,921 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #614.

Brookstone Capital Management first reported a position in SCHR in Q2 2015 and has held it in 24 quarters since. The position peaked at $2.65M in Q4 2023. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Brookstone Capital Management held 54,921 shares of Schwab Intermediately-Term US Treasury ETF worth $1.35M as of Q2 2026.
  • Brookstone Capital Management bought 8,830 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $218K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #614 holding.
  • Brookstone Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2015 and has held it in 24 quarters since.
  • Brookstone Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.65M in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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