Brookstone Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.55M | Sell |
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|
2025
Q2 | $4.94M | Buy |
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|
2025
Q1 | $4.23M | Buy |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $679K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $260K | Buy |
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|
2015
Q1 | $206K | Buy |
|