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

Vanguard Capital Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Sell
21,625
-60
-0.3% -$1.68K 0.42% 48
2026
Q1 		$544K Buy
21,685
+159
+0.7% +$4.17K 0.5% 45
2025
Q4 		$565K Sell
21,526
-545
-2% -$14.2K 0.45% 44
2025
Q3 		$567K Buy
22,071
+65
+0.3% +$1.61K 0.45% 51
2025
Q2 		$524K Buy
+22,006
New +$485K 0.52% 47
2022
Q1 		– Sell
-26,970
Closed -$508K – 166
2021
Q4 		$508K Buy
26,970
+7,236
+37% +$133K 0.37% 70
2021
Q3 		$342K Buy
19,734
+3,966
+25% +$70.5K 0.23% 86
2021
Q2 		$274K Buy
+15,768
New +$267K 0.21% 112
2020
Q2 		$248K Buy
+20,262
New +$234K 0.29% 90
2019
Q4 		$312K Sell
24,420
-2,256
-8% -$27.7K 0.33% 88
2019
Q3 		$315K Buy
26,676
+5,490
+26% +$64.9K 0.37% 82
2019
Q2 		$249K Sell
21,186
-1,830
-8% -$21.1K 0.3% 90
2019
Q1 		$261K Sell
23,016
-114
-0.5% -$1.25K 0.33% 88
2018
Q4 		$231K Sell
23,130
-17,658
-43% -$191K 0.34% 85
2018
Q3 		$478K Sell
40,788
-3,600
-8% -$41.5K 0.55% 57
2018
Q2 		$488K Buy
44,388
+6
+0% +$66 0.65% 57
2018
Q1 		$466K Sell
44,382
-39,948
-47% -$439K 0.61% 53
2017
Q4 		$907K Buy
+84,330
New +$884K 1.14% 27

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SCHB Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.28% in Q2 2026, selling an estimated $1.68K and leaving 21,625 shares worth $626K. The position accounts for 0.42% of the portfolio, ranked #48.

Vanguard Capital Wealth Advisors first reported a position in SCHB in Q4 2017 and has held it in 18 quarters since. The position peaked at $907K in Q4 2017. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 21,625 shares of Schwab US Broad Market ETF worth $626K as of Q2 2026.
  • Vanguard Capital Wealth Advisors sold 60 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.68K.
  • Schwab US Broad Market ETF made up 0.42% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 18 quarters since.
  • Vanguard Capital Wealth Advisors's Schwab US Broad Market ETF position peaked at $907K in Q4 2017.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.