Vanguard Capital Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Buy	+3,100	New	+$283K	0.19%	95
2025 Q2	–	Sell	-4,950	Closed	-$387K	–	132
2025 Q1	$387K	Sell	4,950 -2,850	-37%	-$224K	0.47%	48
2024 Q4	$577K	Sell	7,800 -1,650	-17%	-$123K	0.63%	33
2024 Q3	$612K	Buy	9,450 +1,500	+19%	+$98.5K	0.64%	34
2024 Q2	$586K	Sell	7,950 -850	-10%	-$62.8K	0.4%	51
2024 Q1	$637K	Sell	8,800 -100	-1%	-$6.59K	0.45%	49
2023 Q4	$612K	Buy	8,900 +5,200	+141%	+$300K	0.5%	40
2023 Q3	$203K	Buy	+3,700	New	+$224K	0.19%	107
2019 Q3	–	Sell	-5,534	Closed	-$222K	–	134
2019 Q2	$222K	Sell	5,534 -3,198	-37%	-$139K	0.27%	98
2019 Q1	$373K	Buy	+8,732	New	+$394K	0.47%	65

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Vanguard Capital Wealth Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 3,100 shares worth $286K. The stake represents 0.19% of the portfolio and ranks #95 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in SCHW as recently as Q1 2025.

Vanguard Capital Wealth Advisors first reported a position in SCHW in Q1 2019 and has held it in 10 quarters since. The position peaked at $637K in Q1 2024. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Vanguard Capital Wealth Advisors held 3,100 shares of Charles Schwab worth $286K as of Q2 2026.
Charles Schwab was a new Vanguard Capital Wealth Advisors position in Q2 2026.
Charles Schwab made up 0.19% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Vanguard Capital Wealth Advisors first reported a position in Charles Schwab in Q1 2019 and has held it in 10 quarters since.
Vanguard Capital Wealth Advisors's Charles Schwab position peaked at $637K in Q1 2024.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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