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 34,403 shares of SCHV stock, worth $878,996. This represents 1.15% of its overall portfolio holdings.

Number of Shares
34,403
Previous 34,221 0.53%
Holding current value
$878,996
Previous $892,000 1.46%
% of portfolio
1.15%
Previous 0.99%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$25.77 - $27.6 $4,690 - $5,023
182 Added 0.53%
34,403 $905,000
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $580,610 - $1.81 Million
22,513 Added 192.29%
34,221 $892,000
Q3 2024

Oct 25, 2024
BUY
$73.43 - $80.37 $465,693 - $509,706
6,342 Added 118.19%
11,708 $940,000
Q2 2024

Aug 07, 2024
BUY
$71.74 - $75.86 $163,280 - $172,657
2,276 Added 73.66%
5,366 $397,000
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
$59.13 - $69.24 $259,580 - $303,963
4,390 New
4,390 $0
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $222,760 - $264,328
-3,656 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$67.71 - $74.19 $204,755 - $224,350
-3,024 Reduced 45.27%
3,656 $261,000
Q4 2021

Feb 02, 2022
BUY
$67.9 - $73.3 $123,985 - $133,845
1,826 Added 37.62%
6,680 $489,000
Q3 2021

Nov 01, 2021
BUY
$66.91 - $71.05 $25,091 - $26,643
375 Added 8.37%
4,854 $328,000
Q2 2021

Jul 28, 2021
BUY
$65.81 - $69.75 $24,547 - $26,016
373 Added 9.08%
4,479 $306,000
Q1 2021

Apr 12, 2021
SELL
$58.71 - $65.66 $35,578 - $39,789
-606 Reduced 12.86%
4,106 $0
Q4 2020

Jan 25, 2021
SELL
$50.83 - $59.53 $120,822 - $141,502
-2,377 Reduced 33.53%
4,712 $278,000
Q2 2020

Aug 05, 2020
SELL
$42.21 - $55.29 $454,939 - $595,915
-10,778 Reduced 60.32%
7,089 $355,000
Q4 2019

Jan 28, 2020
BUY
$54.73 - $60.25 $206,386 - $227,202
3,771 Added 26.75%
17,867 $1.07 Million
Q3 2019

Oct 18, 2019
SELL
$56.56 - $57.5 $74,432 - $75,670
-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
900
Shares Held
330M
Call Options Held
0
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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