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Disclosery

Brookstone Capital Management: SCHX position timeline

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

Brookstone Capital Management held 174,967 SCHX 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 174,967 shares
    Change vs previous 13F +18,787 shares

    0.05% of the 13F portfolio, value $5,149,290.

    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 156,180 shares
    Change vs previous 13F +47,237 shares

    0.05% of the 13F portfolio, value $4,004,453.

    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 108,943 shares
    Change vs previous 13F +16,424 shares

    0.03% of the 13F portfolio, value $2,931,657.

    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 92,519 shares
    Change vs previous 13F -9,584 shares

    0.03% of the 13F portfolio, value $2,436,962.

    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 102,103 shares
    Change vs previous 13F -9,845 shares

    0.03% of the 13F portfolio, value $2,495,390.

    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 111,948 shares
    Change vs previous 13F -11,946 shares

    0.04% of the 13F portfolio, value $2,471,811.

    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 123,894 shares
    Change vs previous 13F +80,226 shares

    0.04% of the 13F portfolio, value $2,871,867.

    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 43,668 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,962,842.

    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).