BCM
SCHV

Brookstone Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brookstone Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Buy
395,893
+175,267
+79% +$5.77M 0.14% 175
2026
Q1 		$6.73M Sell
220,626
-30,369
-12% -$946K 0.08% 269
2025
Q4 		$7.43M Sell
250,995
-12,863
-5% -$376K 0.09% 249
2025
Q3 		$7.68M Buy
263,858
+38,209
+17% +$1.09M 0.09% 239
2025
Q2 		$6.24M Buy
225,649
+2,619
+1% +$68.8K 0.08% 248
2025
Q1 		$5.93M Buy
223,030
+80,999
+57% +$2.17M 0.08% 234
2024
Q4 		$3.7M Buy
142,031
+30,506
+27% +$824K 0.05% 289
2024
Q3 		$2.99M Buy
111,525
+46,059
+70% +$1.18M 0.04% 319
2024
Q2 		$1.69M Buy
65,466
+3,423
+6% +$84.6K 0.03% 398
2024
Q1 		$1.57M Buy
62,043
+2,604
+4% +$62.4K 0.03% 397
2023
Q4 		$1.39M Buy
59,439
+5,241
+10% +$115K 0.03% 390
2023
Q3 		$1.14M Buy
54,198
+3,627
+7% +$81.5K 0.03% 404
2023
Q2 		$1.12M Buy
50,571
+918
+2% +$20K 0.02% 414
2023
Q1 		$1.1M Buy
49,653
+7,059
+17% +$157K 0.02% 437
2022
Q4 		$963K Buy
42,594
+3,237
+8% +$70.1K 0.02% 433
2022
Q3 		$776K Buy
39,357
+9,120
+30% +$196K 0.02% 455
2022
Q2 		$637K Sell
30,237
-4,695
-13% -$105K 0.01% 518
2022
Q1 		$826K Sell
34,932
-16,518
-32% -$391K 0.02% 453
2021
Q4 		$1.27M Buy
51,450
+28,863
+128% +$684K 0.02% 345
2021
Q3 		$516K Hold
22,587
– – 0.01% 491
2021
Q2 		$517K Buy
+22,587
New +$512K 0.01% 474

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Brookstone Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 79% in Q2 2026, buying an estimated $5.77M and bringing the position to 395,893 shares worth $13.8M. The position accounts for 0.14% of the portfolio, ranked #175.

Brookstone Capital Management first reported a position in SCHV in Q2 2021 and has held it in 21 quarters since. 224 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Brookstone Capital Management held 395,893 shares of Schwab US Large-Cap Value ETF worth $13.8M as of Q2 2026.
  • Brookstone Capital Management bought 175,267 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.77M.
  • Schwab US Large-Cap Value ETF made up 0.14% of Brookstone Capital Management's portfolio in Q2 2026, its #175 holding.
  • Brookstone Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 224 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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