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

Vanguard Capital Wealth Advisors

  • $141 Million
  • Q1 2024

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 3,090 shares of SCHV stock, worth $228,536. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,090
Previous 3,031 1.95%
Holding current value
$228,536
Previous $212,000 10.38%
% of portfolio
0.17%
Previous 0.17%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$68.82 - $75.98 $4,060 - $4,482
59 Added 1.95%
3,090 $234,000
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $50,762 - $58,299
-830 Reduced 21.5%
3,031 $212,000
Q3 2023

Nov 01, 2023
BUY
$64.45 - $69.39 $17,723 - $19,082
275 Added 7.67%
3,861 $248,000
Q2 2023

Jul 14, 2023
BUY
$63.33 - $67.21 $6,586 - $6,989
104 Added 2.99%
3,586 $240,000
Q1 2023

Apr 20, 2023
SELL
$62.59 - $69.3 $56,831 - $62,924
-908 Reduced 20.68%
3,482 $228,000
Q4 2022

Jan 17, 2023
BUY
$64.27 - $69.24 $282,145 - $303,963
4,390 New
4,390 $0
Q2 2022

Aug 04, 2022
SELL
N/A
-3,656 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
N/A
-3,024 Reduced 45.27%
3,656 $261,000
Q4 2021

Feb 02, 2022
BUY
N/A
1,826 Added 37.62%
6,680 $489,000
Q3 2021

Nov 01, 2021
BUY
N/A
375 Added 8.37%
4,854 $328,000
Q2 2021

Jul 28, 2021
BUY
N/A
373 Added 9.08%
4,479 $306,000
Q1 2021

Apr 12, 2021
SELL
N/A
-606 Reduced 12.86%
4,106 $0
Q4 2020

Jan 25, 2021
SELL
N/A
-2,377 Reduced 33.53%
4,712 $278,000
Q2 2020

Aug 05, 2020
SELL
N/A
-10,778 Reduced 60.32%
7,089 $355,000
Q4 2019

Jan 28, 2020
BUY
N/A
3,771 Added 26.75%
17,867 $1.07 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-1,316 Reduced 8.54%
14,096 $799,000
Q2 2019

Aug 05, 2019
SELL
N/A
-864 Reduced 5.31%
15,412 $814,000
Q1 2019

Apr 29, 2019
BUY
N/A
8,298 Added 104.01%
16,276 $890,000
Q4 2018

Jan 17, 2019
SELL
N/A
-4,619 Reduced 36.67%
7,978 $393,000
Q3 2018

Oct 19, 2018
BUY
N/A
176 Added 1.42%
12,597 $706,000
Q2 2018

Aug 15, 2018
BUY
N/A
1,540 Added 14.15%
12,421 $659,000
Q1 2018

Apr 25, 2018
BUY
N/A
6,639 Added 156.51%
10,881 $0
Q4 2017

Feb 15, 2018
BUY
N/A
4,242
4,242 $0

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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