Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Vanguard Capital Wealth Advisors
- $102 Million
- Q3 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 10,510 shares of SCHX stock, worth $243,832. This represents 0.7% of its overall portfolio holdings.
Number of Shares
10,510
Previous 5,554
89.23%
Holding current value
$243,832
Previous $356,000
100.28%
% of portfolio
0.7%
Previous 0.24%
Shares
25 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio