Vanguard Capital Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,950
| Closed | -$387K | – | 132 |
|
|
2025
Q1 | $387K | Sell |
4,950
-2,850
| -37% | -$223K | 0.47% | 48 |
|
|
2024
Q4 | $577K | Sell |
7,800
-1,650
| -17% | -$122K | 0.63% | 33 |
|
|
2024
Q3 | $612K | Buy |
9,450
+1,500
| +19% | +$97.2K | 0.64% | 34 |
|
|
2024
Q2 | $586K | Sell |
7,950
-850
| -10% | -$62.6K | 0.4% | 51 |
|
|
2024
Q1 | $637K | Sell |
8,800
-100
| -1% | -$7.23K | 0.45% | 49 |
|
|
2023
Q4 | $612K | Buy |
8,900
+5,200
| +141% | +$358K | 0.5% | 40 |
|
|
2023
Q3 | $203K | Buy |
+3,700
| New | +$203K | 0.19% | 107 |
|
|
2019
Q3 | – | Sell |
-5,534
| Closed | -$222K | – | 134 |
|
|
2019
Q2 | $222K | Sell |
5,534
-3,198
| -37% | -$128K | 0.27% | 98 |
|
|
2019
Q1 | $373K | Buy |
+8,732
| New | +$373K | 0.47% | 65 |
|