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Disclosery

Brookstone Capital Management: SCHZ position timeline

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

Brookstone Capital Management held 240,386 SCHZ 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 240,386 shares
    Change vs previous 13F +34,317 shares

    0.06% of the 13F portfolio, value $5,560,129.

    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 206,069 shares
    Change vs previous 13F +7,188 shares

    0.05% of the 13F portfolio, value $4,784,915.

    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 198,881 shares
    Change vs previous 13F -3,526 shares

    0.05% of the 13F portfolio, value $4,647,855.

    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 202,407 shares
    Change vs previous 13F -13,097 shares

    0.06% of the 13F portfolio, value $4,750,487.

    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 215,504 shares
    Change vs previous 13F -2,692 shares

    0.07% of the 13F portfolio, value $5,008,314.

    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 218,196 shares
    Change vs previous 13F +128,022 shares

    0.07% of the 13F portfolio, value $5,053,419.

    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 90,174 shares
    Change vs previous 13F +47,706 shares

    0.03% of the 13F portfolio, value $2,046,955.

    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 42,468 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,018,089.

    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).