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Disclosery

Brookstone Capital Management: SCHW position timeline

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

Brookstone Capital Management held 53,915 SCHW 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 53,915 shares
    Change vs previous 13F +2,202 shares

    0.05% of the 13F portfolio, value $4,974,764.

    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 51,713 shares
    Change vs previous 13F +2,238 shares

    0.06% of the 13F portfolio, value $4,859,962.

    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 49,475 shares
    Change vs previous 13F +1,767 shares

    0.06% of the 13F portfolio, value $4,943,087.

    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 47,708 shares
    Change vs previous 13F -6,405 shares

    0.05% of the 13F portfolio, value $4,554,680.

    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 54,113 shares
    Change vs previous 13F +52 shares

    0.06% of the 13F portfolio, value $4,937,257.

    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 54,061 shares
    Change vs previous 13F +47,534 shares

    0.06% of the 13F portfolio, value $4,231,904.

    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 6,527 shares
    Change vs previous 13F -1,941 shares

    0.01% of the 13F portfolio, value $483,095.

    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 8,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $548,812.

    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).