Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,974,737
+$114,750 QoQ
Shares Held
53,915
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#649
of 2,309 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brookstone Capital Management holds $31,059,610 across 6 Capital Markets names. SCHW ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
69,561 | $14,541,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,776 | $9,887,153 | |
| 3 | SCHW |
Schwab Charles Corp
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|
53,915 | $4,974,737 | |
| 4 | MARA |
MARA Holdings, Inc.
|
48,000 | $666,720 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,101 | $511,528 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,567 | $478,441 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,974,737 | 53,915 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,859,987 | 51,713 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,943,047 | 49,475 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,554,682 | 47,708 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,937,270 | 54,113 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,231,895 | 54,061 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $483,063 | 6,527 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $548,811 | 8,468 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $592,909 | 8,046 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $790,531 | 10,928 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $588,652 | 8,556 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $498,107 | 9,073 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $483,367 | 8,528 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,163,097 | 22,205 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,380,891 | 52,617 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,427,481 | 33,776 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $209,004 | 2,479 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $622,340 | 7,400 | Shares | Sole | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||