Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Vanguard Capital Wealth Advisors

$118 Million
Q4 2025

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 21,526 shares of SCHB stock, worth $555,801. This represents 0.47% of its overall portfolio holdings.

Number of Shares

21,526

Previous 22,071 2.47%

Holding current value

$555,801

Previous $567,000 2.12%

% of portfolio

0.47%

Previous 0.47%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$25.2 - $26.46 $13,734 - $14,420	-545 Reduced 2.47%	21,526 $555,000
Q3 2025 Oct 30, 2025	BUY	$23.82 - $25.84 $1,548 - $1,679	65 Added 0.3%	22,071 $567,000
Q2 2025 Jul 11, 2025	BUY	$19.1 - $23.83 $420,314 - $524,402	22,006 New	22,006 $524,000
Q1 2022 Apr 29, 2022	SELL	$49.15 - $56.85 $220,929 - $255,540	-4,495 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$51.87 - $56.86 $62,555 - $68,573	1,206 Added 36.67%	4,495 $508,000

Q3 2021 Nov 01, 2021	BUY	$51.32 - $54.83 $33,922 - $36,242	661 Added 25.15%	3,289 $342,000
Q2 2021 Jul 28, 2021	BUY	$48.92 - $52.14 $128,561 - $137,023	2,628 New	2,628 $274,000
Q4 2020 Jan 25, 2021	SELL	$39.03 - $45.5 $131,804 - $153,653	-3,377 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$28.84 - $38.49 $19,986 - $26,673	-693 Reduced 17.03%	3,377 $248,000
Q4 2019 Jan 28, 2020	SELL	$34.47 - $38.58 $12,960 - $14,506	-376 Reduced 8.46%	4,070 $312,000
Q3 2019 Oct 18, 2019	BUY	$35.32 - $36.13 $32,317 - $33,058	915 Added 25.91%	4,446 $315,000
Q2 2019 Aug 05, 2019	SELL	N/A	-305 Reduced 7.95%	3,531 $249,000
Q1 2019 Apr 29, 2019	SELL	N/A	-19 Reduced 0.49%	3,836 $261,000
Q4 2018 Jan 17, 2019	SELL	N/A	-2,943 Reduced 43.29%	3,855 $231,000
Q3 2018 Oct 19, 2018	SELL	N/A	-600 Reduced 8.11%	6,798 $478,000
Q2 2018 Aug 15, 2018	BUY	N/A	1 Added 0.01%	7,398 $488,000
Q1 2018 Apr 25, 2018	SELL	N/A	-6,658 Reduced 47.37%	7,397 $0
Q4 2017 Feb 15, 2018	BUY	N/A	14,055	14,055 $0

Others Institutions Holding SCHB

# of Institutions

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History