Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Vanguard Capital Wealth Advisors

  • $98.5 Million
  • Q2 2025

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 22,006 shares of SCHB stock, worth $568,635. This represents 0.53% of its overall portfolio holdings.

Number of Shares
22,006
Holding current value
$568,635
% of portfolio
0.53%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$19.1 - $23.83 $420,314 - $524,402
22,006 New
22,006 $524,000
Q1 2022

Apr 29, 2022
SELL
$49.15 - $56.85 $220,929 - $255,540
-4,495 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$51.87 - $56.86 $62,555 - $68,573
1,206 Added 36.67%
4,495 $508,000
Q3 2021

Nov 01, 2021
BUY
$51.32 - $54.83 $33,922 - $36,242
661 Added 25.15%
3,289 $342,000
Q2 2021

Jul 28, 2021
BUY
$48.92 - $52.14 $128,561 - $137,023
2,628 New
2,628 $274,000
Q4 2020

Jan 25, 2021
SELL
$39.03 - $45.5 $131,804 - $153,653
-3,377 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
$28.84 - $38.49 $19,986 - $26,673
-693 Reduced 17.03%
3,377 $248,000
Q4 2019

Jan 28, 2020
SELL
$34.47 - $38.58 $12,960 - $14,506
-376 Reduced 8.46%
4,070 $312,000
Q3 2019

Oct 18, 2019
BUY
$35.32 - $36.13 $32,317 - $33,058
915 Added 25.91%
4,446 $315,000
Q2 2019

Aug 05, 2019
SELL
N/A
-305 Reduced 7.95%
3,531 $249,000
Q1 2019

Apr 29, 2019
SELL
N/A
-19 Reduced 0.49%
3,836 $261,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,943 Reduced 43.29%
3,855 $231,000
Q3 2018

Oct 19, 2018
SELL
N/A
-600 Reduced 8.11%
6,798 $478,000
Q2 2018

Aug 15, 2018
BUY
N/A
1 Added 0.01%
7,398 $488,000
Q1 2018

Apr 25, 2018
SELL
N/A
-6,658 Reduced 47.37%
7,397 $0
Q4 2017

Feb 15, 2018
BUY
N/A
14,055
14,055 $0

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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