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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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