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

Vanguard Capital Wealth Advisors

$90.4 Million
Q4 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 33,566 shares of SCHX stock, worth $737,109. This represents 0.86% of its overall portfolio holdings.

Number of Shares

33,566

Previous 10,510 219.37%

Holding current value

$737,109

Previous $713,000 9.12%

% of portfolio

0.86%

Previous 0.7%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $516,454 - $1.57 Million	23,056 Added 219.37%	33,566 $778,000
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $302,861 - $336,264	4,956 Added 89.23%	10,510 $713,000
Q2 2024 Aug 07, 2024	SELL	$58.7 - $64.78 $15,555 - $17,166	-265 Reduced 4.55%	5,554 $356,000
Q1 2024 Apr 15, 2024	BUY	$55.41 - $62.08 $68,375 - $76,606	1,234 Added 26.91%	5,819 $361,000
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $1,647 - $1,924	-34 Reduced 0.74%	4,585 $258,000
Q3 2023 Nov 01, 2023	SELL	$50.36 - $54.21 $9,266 - $9,974	-184 Reduced 3.83%	4,619 $233,000
Q2 2023 Jul 14, 2023	BUY	$47.67 - $52.37 $13,347 - $14,663	280 Added 6.19%	4,803 $251,000
Q1 2023 Apr 20, 2023	SELL	$44.78 - $49.41 $123,548 - $136,322	-2,759 Reduced 37.89%	4,523 $218,000
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $307,664 - $350,701	7,282 New	7,282 $0
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $53,450 - $67,210	-1,233 Reduced 19.85%	4,978 $222,000
Q1 2022 Apr 29, 2022	SELL	$49.51 - $57.27 $202,297 - $234,005	-4,086 Reduced 39.68%	6,211 $334,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $188,656 - $208,249	3,635 Added 54.56%	10,297 $1.17 Million
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $108,088 - $115,264	2,098 Added 45.97%	6,662 $693,000
Q2 2021 Jul 28, 2021	SELL	$48.62 - $52.01 $13,321 - $14,250	-274 Reduced 5.66%	4,564 $474,000
Q1 2021 Apr 12, 2021	SELL	$44.9 - $48.34 $49,120 - $52,883	-1,094 Reduced 18.44%	4,838 $0
Q4 2020 Jan 25, 2021	SELL	$39.35 - $45.48 $225,436 - $260,554	-5,729 Reduced 49.13%	5,932 $537,000
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $502,427 - $665,780	-17,177 Reduced 59.56%	11,661 $864,000
Q4 2019 Jan 28, 2020	BUY	$34.42 - $38.54 $14,594 - $16,340	424 Added 1.49%	28,838 $2.22 Million
Q3 2019 Oct 18, 2019	BUY	$35.28 - $36.01 $196,862 - $200,935	5,580 Added 24.44%	28,414 $2.02 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-5,106 Reduced 18.27%	22,834 $1.6 Million
Q1 2019 Apr 29, 2019	BUY	N/A	12,365 Added 79.39%	27,940 $1.89 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-4,707 Reduced 23.21%	15,575 $929,000
Q3 2018 Oct 19, 2018	BUY	N/A	2,183 Added 12.06%	20,282 $1.41 Million
Q2 2018 Aug 15, 2018	BUY	N/A	315 Added 1.77%	18,099 $1.18 Million
Q1 2018 Apr 25, 2018	BUY	N/A	4,741 Added 36.35%	17,784 $0
Q4 2017 Feb 15, 2018	BUY	N/A	13,043	13,043 $0

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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