Vanguard Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
+22,006
| New | +$524K | 0.52% | 47 |
|
|
2022
Q1 | – | Sell |
-26,970
| Closed | -$508K | – | 166 |
|
|
2021
Q4 | $508K | Buy |
26,970
+7,236
| +37% | +$136K | 0.37% | 70 |
|
|
2021
Q3 | $342 | Buy |
19,734
+3,966
| +25% | +$69 | 0.23% | 86 |
|
|
2021
Q2 | $274K | Buy |
+15,768
| New | +$274K | 0.21% | 112 |
|
|
2020
Q2 | $248K | Buy |
+20,262
| New | +$248K | 0.29% | 90 |
|
|
2019
Q4 | $312K | Sell |
24,420
-2,256
| -8% | -$28.8K | 0.33% | 88 |
|
|
2019
Q3 | $315K | Buy |
26,676
+5,490
| +26% | +$64.8K | 0.37% | 82 |
|
|
2019
Q2 | $249K | Sell |
21,186
-1,830
| -8% | -$21.5K | 0.3% | 90 |
|
|
2019
Q1 | $261K | Sell |
23,016
-114
| -0.5% | -$1.29K | 0.33% | 88 |
|
|
2018
Q4 | $231K | Sell |
23,130
-17,658
| -43% | -$176K | 0.34% | 85 |
|
|
2018
Q3 | $478K | Sell |
40,788
-3,600
| -8% | -$42.2K | 0.55% | 57 |
|
|
2018
Q2 | $488K | Buy |
44,388
+6
| +0% | +$66 | 0.65% | 57 |
|
|
2018
Q1 | $466K | Sell |
44,382
-39,948
| -47% | -$419K | 0.61% | 53 |
|
|
2017
Q4 | $907K | Buy |
+84,330
| New | +$907K | 1.14% | 27 |
|