Vanguard Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Buy
2025
Q2
$524K Buy
2022
Q1
Sell
2021
Q4
$508K Buy
2021
Q3
$342 Buy
2021
Q2
$274K Buy
2020
Q2
$248K Buy
2019
Q4
$312K Sell
2019
Q3
$315K Buy
2019
Q2
$249K Sell
2019
Q1
$261K Sell
2018
Q4
$231K Sell
2018
Q3
$478K Sell
2018
Q2
$488K Buy
2018
Q1
$466K Sell
2017
Q4
$907K Buy