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 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	$342	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 $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return