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 $539,807. This represents 0.53% of its overall portfolio holdings.

Number of Shares
22,006
Holding current value
$539,807
% 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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Vanguard Capital Wealth Advisors Portfolio

Follow Vanguard Capital Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email