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

Vanguard Capital Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
54,419
+2,283
+4% +$61.2K 1.29% 18
2025
Q4 		$1.4M Sell
52,136
-1,978
-4% -$52.8K 1.12% 22
2025
Q3 		$1.43M Buy
54,114
+150
+0.3% +$3.81K 1.14% 21
2025
Q2 		$1.32M Buy
53,964
+7,722
+17% +$175K 1.31% 15
2025
Q1 		$1.02M Buy
46,242
+12,676
+38% +$295K 1.25% 16
2024
Q4 		$778K Buy
33,566
+2,036
+6% +$47.5K 0.85% 22
2024
Q3 		$713K Buy
31,530
+14,868
+89% +$324K 0.75% 30
2024
Q2 		$357K Sell
16,662
-795
-5% -$16.4K 0.24% 87
2024
Q1 		$361K Buy
17,457
+3,702
+27% +$72.9K 0.25% 78
2023
Q4 		$259K Sell
13,755
-102
-0.7% -$1.79K 0.21% 101
2023
Q3 		$234K Sell
13,857
-552
-4% -$9.68K 0.22% 97
2023
Q2 		$252K Buy
14,409
+840
+6% +$13.9K 0.23% 97
2023
Q1 		$219K Sell
13,569
-8,277
-38% -$130K 0.22% 101
2022
Q4 		$329K Buy
+21,846
New +$331K 0.38% 66
2022
Q3 		– Sell
-14,934
Closed -$222K – 130
2022
Q2 		$222K Sell
14,934
-3,699
-20% -$59.9K 0.25% 90
2022
Q1 		$334K Sell
18,633
-43,149
-70% -$764K 0.24% 98
2021
Q4 		$1.17M Buy
61,782
+21,810
+55% +$403K 0.84% 29
2021
Q3 		$693 Buy
39,972
+12,588
+46% +$224K 0.46% 52
2021
Q2 		$474K Sell
27,384
-1,644
-6% -$27.7K 0.36% 75
2021
Q1 		$477K Sell
29,028
-6,564
-18% -$103K 0.41% 67
2020
Q4 		$537K Buy
+35,592
New +$509K 0.49% 54
2020
Q2 		$864K Buy
+69,966
New +$815K 1.01% 30
2019
Q4 		$2.21M Buy
173,028
+2,544
+1% +$31.2K 2.32% 7
2019
Q3 		$2.02M Buy
170,484
+33,480
+24% +$395K 2.35% 8
2019
Q2 		$1.6M Sell
137,004
-30,636
-18% -$352K 1.94% 11
2019
Q1 		$1.89M Buy
167,640
+74,190
+79% +$804K 2.37% 9
2018
Q4 		$929K Sell
93,450
-28,242
-23% -$303K 1.38% 18
2018
Q3 		$1.41M Buy
121,692
+13,098
+12% +$149K 1.61% 16
2018
Q2 		$1.18M Buy
108,594
+1,890
+2% +$20.4K 1.56% 16
2018
Q1 		$1.11M Buy
106,704
+28,446
+36% +$309K 1.46% 19
2017
Q4 		$713K Buy
+78,258
New +$811K 0.89% 36

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SCHX Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q1 2026, buying an estimated $61.2K and bringing the position to 54,419 shares worth $1.4M. The position accounts for 1.29% of the portfolio, ranked #18.

Vanguard Capital Wealth Advisors first reported a position in SCHX in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 54,419 shares of Schwab US Large- Cap ETF worth $1.4M as of Q1 2026.
  • Vanguard Capital Wealth Advisors bought 2,283 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $61.2K.
  • Schwab US Large- Cap ETF made up 1.29% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 31 quarters since.
  • Vanguard Capital Wealth Advisors's Schwab US Large- Cap ETF position peaked at $2.21M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.