Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Vanguard Capital Wealth Advisors
- $120 Million
- Q3 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 18,574 shares of SCHG stock, worth $599,197. This represents 0.49% of its overall portfolio holdings.
Number of Shares
18,574
Previous 19,794
6.16%
Holding current value
$599,197
Previous $578,000
2.42%
% of portfolio
0.49%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,684Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio