Skip to content
Disclosery

Brookstone Capital Management: SCHD position timeline

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

Brookstone Capital Management held 1,889,445 SCHD 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 1,889,445 shares
    Change vs previous 13F +1,124,540 shares

    0.6% of the 13F portfolio, value $59,914,292.

    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 764,905 shares
    Change vs previous 13F +153,767 shares

    0.27% of the 13F portfolio, value $23,467,273.

    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 611,138 shares
    Change vs previous 13F -75,541 shares

    0.19% of the 13F portfolio, value $16,763,519.

    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 686,679 shares
    Change vs previous 13F -10,870 shares

    0.22% of the 13F portfolio, value $18,746,329.

    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 697,549 shares
    Change vs previous 13F -445,430 shares

    0.24% of the 13F portfolio, value $18,485,047.

    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 1,142,979 shares
    Change vs previous 13F +668,645 shares

    0.46% of the 13F portfolio, value $31,957,703.

    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 474,334 shares
    Change vs previous 13F +344,093 shares

    0.19% of the 13F portfolio, value $12,958,815.

    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 130,241 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,009,310.

    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).