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

Brookstone Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.15M	Buy	174,967 +18,787	+12%	+$536K	0.05%	321
2026 Q1	$4M	Buy	156,180 +47,237	+43%	+$1.27M	0.05%	361
2025 Q4	$2.93M	Buy	108,943 +16,424	+18%	+$439K	0.03%	385
2025 Q3	$2.44M	Sell	92,519 -9,584	-9%	-$243K	0.03%	407
2025 Q2	$2.5M	Sell	102,103 -9,845	-9%	-$223K	0.03%	385
2025 Q1	$2.47M	Sell	111,948 -11,946	-10%	-$278K	0.04%	371
2024 Q4	$2.87M	Sell	123,894 -7,110	-5%	-$166K	0.04%	327
2024 Q3	$2.96M	Sell	131,004 -23,193	-15%	-$505K	0.04%	320
2024 Q2	$3.39M	Sell	154,197 -25,965	-14%	-$537K	0.06%	292
2024 Q1	$3.73M	Sell	180,162 -35,007	-16%	-$689K	0.07%	263
2023 Q4	$4.05M	Buy	215,169 +106,620	+98%	+$1.87M	0.08%	221
2023 Q3	$1.82M	Sell	108,549 -1,614	-1%	-$28.3K	0.04%	323
2023 Q2	$1.9M	Sell	110,163 -795	-0.7%	-$13.1K	0.04%	315
2023 Q1	$1.81M	Buy	110,958 +37,725	+52%	+$594K	0.04%	341
2022 Q4	$1.12M	Sell	73,233 -72,468	-50%	-$1.1M	0.02%	409
2022 Q3	$2.05M	Sell	145,701 -1,233	-0.8%	-$19.3K	0.05%	279
2022 Q2	$2.26M	Sell	146,934 -12,348	-8%	-$200K	0.05%	269
2022 Q1	$2.78M	Sell	159,282 -12,060	-7%	-$213K	0.05%	246
2021 Q4	$3.18M	Buy	171,342 +36,030	+27%	+$666K	0.05%	212
2021 Q3	$2.38M	Sell	135,312 -240	-0.2%	-$4.28K	0.04%	245
2021 Q2	$2.39M	Buy	+135,552	New	+$2.29M	0.04%	240
2015 Q4	–	Sell	-3,318	Closed	-$25K	–	749
2015 Q3	$25K	Sell	3,318 -1,770	-35%	-$14.3K	﹤0.01%	673
2015 Q2	$42K	Buy	+5,088	New	+$42.7K	0.01%	554

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Brookstone Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $536K and bringing the position to 174,967 shares worth $5.15M. The position accounts for 0.05% of the portfolio, ranked #321.

Brookstone Capital Management first reported a position in SCHX in Q2 2015 and has held it in 23 quarters since. 376 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Brookstone Capital Management held 174,967 shares of Schwab US Large- Cap ETF worth $5.15M as of Q2 2026.
Brookstone Capital Management bought 18,787 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $536K.
Schwab US Large- Cap ETF made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #321 holding.
Brookstone Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 23 quarters since.
376 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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