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Schwab Strategic Tr shares owned by Brookstone Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Brookstone Capital Management from 13F filings

Historical chart of Brookstone Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Brookstone Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $284k 8.9k 31.73
2023-12-31 $357k 15k 24.59
2023-09-30 $326k 15k 22.46
2023-06-30 $326k 14k 23.56

More positions owned by Brookstone Capital Management

Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Broo Valu St Etf (BAMV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Brookstone Capital Management

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Advisor Group Holdings
Modern Wealth Management
Summit Asset Management
LPL Financial
HighTower Advisors
Bank of America Corporation
Fifth Third Wealth Advisors
Iron Financial
TD Waterhouse Canada
Woodmont Investment Counsel
Charles Schwab Trust
Nuveen
Envestnet Asset Management

View all funds holding Schwab Strategic Tr