Schwab U S Broad Market ETF shares owned by Brookstone Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Brookstone Capital Management
from 13F filings
Historical chart of Brookstone Capital Management investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Brookstone Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Brookstone Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 348k | 25.71 |
| 2025-06-30 | $8.2M | 342k | 23.83 |
| 2025-03-31 | $7.4M | 343k | 21.53 |
| 2024-12-31 | $4.7M | 205k | 22.70 |
| 2024-09-30 | $3.7M | 56k | 66.52 |
| 2024-06-30 | $2.0M | 30k | 64.64 |
| 2024-03-31 | $3.0M | 49k | 61.05 |
| 2023-12-31 | $2.6M | 46k | 55.67 |
| 2023-09-30 | $1.3M | 27k | 49.50 |
| 2023-06-30 | $1.4M | 27k | 51.17 |
| 2023-03-31 | $1.2M | 26k | 48.28 |
| 2022-12-31 | $1.1M | 25k | 45.45 |
| 2022-09-30 | $1.1M | 27k | 41.95 |
| 2022-06-30 | $962k | 21k | 45.60 |
| 2022-03-31 | $992k | 19k | 51.79 |
| 2021-12-31 | $2.3M | 21k | 110.52 |
| 2021-09-30 | $1.6M | 15k | 105.53 |
| 2021-06-30 | $1.6M | 15k | 105.43 |
More positions owned by Brookstone Capital Management
View all positions for Brookstone Capital Management