Schwab Strategic Tr us aggregate b shares owned by Brookstone Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Brookstone Capital Management
from 13F filings
Historical chart of Brookstone Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Brookstone Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 202k | 23.47 |
| 2025-06-30 | $5.0M | 216k | 23.24 |
| 2025-03-31 | $5.1M | 218k | 23.16 |
| 2024-12-31 | $2.0M | 90k | 22.70 |
| 2024-09-30 | $2.0M | 43k | 47.52 |
| 2024-06-30 | $1.4M | 30k | 46.24 |
| 2024-03-31 | $2.0M | 44k | 46.00 |
| 2023-12-31 | $2.2M | 47k | 46.62 |
| 2023-09-30 | $536k | 12k | 43.09 |
| 2023-06-30 | $399k | 8.8k | 45.41 |
| 2023-03-31 | $402k | 8.6k | 46.54 |
| 2022-12-31 | $397k | 8.5k | 46.62 |
| 2022-09-30 | $975k | 22k | 44.94 |
| 2022-06-30 | $953k | 20k | 47.65 |
| 2022-03-31 | $1.1M | 21k | 49.17 |
| 2021-12-31 | $1.1M | 20k | 53.09 |
| 2021-09-30 | $961k | 18k | 54.21 |
| 2021-06-30 | $932k | 17k | 54.60 |
More positions owned by Brookstone Capital Management
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Top funds holding Schwab Strategic Tr us aggregate b
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