VCWA
SCHV

Vanguard Capital Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
43,225
+177
+0.4% +$5.83K 1.02% 21
2026
Q1 		$1.31M Buy
43,048
+182
+0.4% +$5.67K 1.21% 21
2025
Q4 		$1.27M Buy
42,866
+333
+0.8% +$9.73K 1.02% 24
2025
Q3 		$1.24M Sell
42,533
-581
-1% -$16.5K 0.99% 24
2025
Q2 		$1.19M Buy
43,114
+8,711
+25% +$229K 1.18% 18
2025
Q1 		$914K Buy
34,403
+182
+0.5% +$4.88K 1.12% 19
2024
Q4 		$892K Sell
34,221
-903
-3% -$24.4K 0.97% 18
2024
Q3 		$941K Buy
35,124
+19,026
+118% +$489K 0.99% 22
2024
Q2 		$398K Buy
16,098
+6,828
+74% +$169K 0.27% 78
2024
Q1 		$235K Buy
9,270
+177
+2% +$4.24K 0.17% 115
2023
Q4 		$212K Sell
9,093
-2,490
-21% -$54.4K 0.17% 118
2023
Q3 		$249K Buy
11,583
+825
+8% +$18.5K 0.23% 90
2023
Q2 		$241K Buy
10,758
+312
+3% +$6.81K 0.22% 98
2023
Q1 		$228K Sell
10,446
-2,724
-21% -$60.5K 0.23% 98
2022
Q4 		$290K Buy
+13,170
New +$285K 0.34% 75
2022
Q2 		– Sell
-10,968
Closed -$261K – 152
2022
Q1 		$261K Sell
10,968
-9,072
-45% -$215K 0.19% 109
2021
Q4 		$489K Buy
20,040
+5,478
+38% +$130K 0.35% 72
2021
Q3 		$328 Buy
14,562
+1,125
+8% +$26K 0.22% 92
2021
Q2 		$306K Buy
13,437
+1,119
+9% +$25.4K 0.23% 100
2021
Q1 		$272K Sell
12,318
-1,818
-13% -$37.9K 0.23% 96
2020
Q4 		$278K Buy
+14,136
New +$264K 0.26% 102
2020
Q2 		$355K Buy
+21,267
New +$347K 0.41% 68
2019
Q4 		$1.07M Buy
53,601
+11,313
+27% +$219K 1.12% 22
2019
Q3 		$799K Sell
42,288
-3,948
-9% -$73.9K 0.93% 28
2019
Q2 		$814K Sell
46,236
-2,592
-5% -$47.9K 0.99% 29
2019
Q1 		$890K Buy
48,828
+24,894
+104% +$442K 1.12% 24
2018
Q4 		$393K Sell
23,934
-13,857
-37% -$245K 0.59% 55
2018
Q3 		$706K Buy
37,791
+528
+1% +$9.79K 0.81% 32
2018
Q2 		$659K Buy
37,263
+4,620
+14% +$82.4K 0.88% 42
2018
Q1 		$568K Buy
32,643
+19,917
+157% +$365K 0.75% 44
2017
Q4 		$300K Buy
+12,726
New +$226K 0.38% 79

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.41% in Q2 2026, buying an estimated $5.83K and bringing the position to 43,225 shares worth $1.5M. The position accounts for 1.02% of the portfolio, ranked #21.

Vanguard Capital Wealth Advisors first reported a position in SCHV in Q4 2017 and has held it in 31 quarters since. 344 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 43,225 shares of Schwab US Large-Cap Value ETF worth $1.5M as of Q2 2026.
  • Vanguard Capital Wealth Advisors bought 177 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $5.83K.
  • Schwab US Large-Cap Value ETF made up 1.02% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 31 quarters since.
  • 344 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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