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Disclosery

Brookstone Capital Management: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookstone Capital Management on SCHB, newest first. How the timeline and the estimate are built.

Brookstone Capital Management held 366,009 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,009 shares
    Change vs previous 13F +2,370 shares

    0.11% of the 13F portfolio, value $10,599,630.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 363,639 shares
    Change vs previous 13F +20,332 shares

    0.1% of the 13F portfolio, value $9,127,341.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,307 shares
    Change vs previous 13F -4,464 shares

    0.1% of the 13F portfolio, value $9,004,942.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 347,771 shares
    Change vs previous 13F +5,434 shares

    0.11% of the 13F portfolio, value $8,941,191.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 342,337 shares
    Change vs previous 13F -606 shares

    0.11% of the 13F portfolio, value $8,157,881.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 342,943 shares
    Change vs previous 13F +137,755 shares

    0.11% of the 13F portfolio, value $7,383,557.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 205,188 shares
    Change vs previous 13F +149,734 shares

    0.07% of the 13F portfolio, value $4,657,766.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,454 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,688,774.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).