Brookstone Capital Management Schwab Us Aggregate Bond ETF Transaction History

Brookstone Capital Management

  • $7.5 Billion
  • Q4 2025

A detailed history of Brookstone Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Brookstone Capital Management holds 198,881 shares of SCHZ stock, worth $4.65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
198,881
Previous 202,407 1.74%
Holding current value
$4.65 Million
Previous $4.75 Million 2.04%
% of portfolio
0.06%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$23.37 - $23.7 $82,402 - $83,566
-3,526 Reduced 1.74%
198,881 $4.65 Million
Q3 2025

Oct 15, 2025
SELL
$22.9 - $23.58 $299,921 - $308,827
-13,097 Reduced 6.08%
202,407 $4.75 Million
Q2 2025

Jul 30, 2025
SELL
$22.68 - $23.28 $61,054 - $62,669
-2,692 Reduced 1.23%
215,504 $5.01 Million
Q1 2025

Apr 29, 2025
BUY
$22.46 - $23.26 $2.88 Million - $2.98 Million
128,022 Added 141.97%
218,196 $5.05 Million
Q4 2024

Jan 13, 2025
BUY
$22.63 - $47.53 $1.08 Million - $2.27 Million
47,706 Added 112.33%
90,174 $2.05 Million
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $583,170 - $617,618
12,902 Added 43.64%
42,468 $2.02 Million
Q2 2024

Jul 18, 2024
SELL
$44.66 - $45.99 $630,152 - $648,918
-14,110 Reduced 32.31%
29,566 $1.35 Million
Q1 2024

Apr 15, 2024
SELL
$45.44 - $46.67 $163,856 - $168,292
-3,606 Reduced 7.63%
43,676 $2.01 Million
Q4 2023

Jan 11, 2024
BUY
$43.09 - $46.83 $1.5 Million - $1.63 Million
34,834 Added 279.84%
47,282 $2.2 Million
Q3 2023

Oct 20, 2023
BUY
$44.14 - $46.33 $161,419 - $169,428
3,657 Added 41.6%
12,448 $550,000
Q2 2023

Jul 11, 2023
BUY
$45.86 - $47.33 $7,521 - $7,762
164 Added 1.9%
8,791 $405,000
Q1 2023

Apr 18, 2023
BUY
$45.33 - $47.44 $4,623 - $4,838
102 Added 1.2%
8,627 $404,000
Q4 2022

Jan 09, 2023
SELL
$44.04 - $47.03 $580,094 - $619,479
-13,172 Reduced 60.71%
8,525 $0
Q3 2022

Oct 13, 2022
BUY
$44.98 - $49.09 $76,331 - $83,305
1,697 Added 8.49%
21,697 $975,000
Q2 2022

Jul 11, 2022
SELL
$46.62 - $50.36 $66,946 - $72,316
-1,436 Reduced 6.7%
20,000 $953,000
Q1 2022

Apr 12, 2022
BUY
$50.05 - $53.52 $61,361 - $65,615
1,226 Added 6.07%
21,436 $1.05 Million
Q4 2021

Jan 11, 2022
BUY
$53.63 - $54.52 $133,109 - $135,318
2,482 Added 14.0%
20,210 $1.07 Million
Q3 2021

Nov 03, 2021
BUY
$54.26 - $55.17 $35,703 - $36,301
658 Added 3.85%
17,728 $961,000
Q2 2021

Jul 14, 2021
BUY
$53.9 - $54.6 $920,073 - $932,022
17,070 New
17,070 $932,000

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
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