Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Vanguard Capital Wealth Advisors

$78.9 Million
Q1 2025

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 26,628 shares of SCHG stock, worth $673,155. This represents 0.84% of its overall portfolio holdings.

Number of Shares

26,628

Previous 14,853 79.28%

Holding current value

$673,155

Previous $413,000 61.26%

% of portfolio

0.84%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$24.91 - $29.02 $293,315 - $341,710	11,775 Added 79.28%	26,628 $666,000
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $312,638 - $1.27 Million	12,057 Added 431.22%	14,853 $413,000
Q3 2024 Oct 25, 2024	BUY	$92.63 - $105.69 $258,993 - $295,509	2,796 New	2,796 $291,000
Q2 2020 Aug 05, 2020	SELL	$37.99 - $51.32 $53,223 - $71,899	-1,401 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$40.97 - $46.72 $57,398 - $65,454	1,401 New	1,401 $130,000
Q2 2019 Aug 05, 2019	SELL	N/A	-3,220 Closed	0 $0
Q1 2019 Apr 29, 2019	SELL	N/A	-664 Reduced 17.1%	3,220 $255,000
Q4 2018 Jan 17, 2019	BUY	N/A	3,884 New	3,884 $267,000
Q1 2018 Apr 25, 2018	SELL	N/A	-25,883 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	25,883	25,883 $0

Others Institutions Holding SCHG

# of Institutions

1,483

Shares Held

706M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
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Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Large C Transaction History