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Brookstone Capital Management: SCHV position timeline

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

Brookstone Capital Management held 395,893 SCHV 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 395,893 shares
    Change vs previous 13F +175,267 shares

    0.14% of the 13F portfolio, value $13,781,020.

    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 220,626 shares
    Change vs previous 13F -30,369 shares

    0.08% of the 13F portfolio, value $6,729,079.

    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 250,995 shares
    Change vs previous 13F -12,863 shares

    0.09% of the 13F portfolio, value $7,431,949.

    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 263,858 shares
    Change vs previous 13F +38,209 shares

    0.09% of the 13F portfolio, value $7,680,918.

    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 225,649 shares
    Change vs previous 13F +2,619 shares

    0.08% of the 13F portfolio, value $6,243,698.

    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 223,030 shares
    Change vs previous 13F +80,999 shares

    0.08% of the 13F portfolio, value $5,928,125.

    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 142,031 shares
    Change vs previous 13F +104,856 shares

    0.05% of the 13F portfolio, value $3,702,749.

    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 37,175 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,987,752.

    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).