Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 19,794 shares of SCHG stock, worth $601,539. This represents 0.59% of its overall portfolio holdings.

Number of Shares
19,794
Previous 26,628 25.66%
Holding current value
$601,539
Previous $666,000 13.21%
% of portfolio
0.59%
Previous 0.84%

Shares

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

Jul 11, 2025
SELL
$22.27 - $29.21 $152,193 - $199,621
-6,834 Reduced 25.66%
19,794 $578,000
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
1,579
Shares Held
770M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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