Vanguard Capital Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
53,964
+7,722
| +17% | +$189K | 1.31% | 15 |
|
|
2025
Q1 | $1.02M | Buy |
46,242
+12,676
| +38% | +$280K | 1.25% | 16 |
|
|
2024
Q4 | $778K | Buy |
33,566
+2,036
| +6% | +$47.2K | 0.85% | 22 |
|
|
2024
Q3 | $713K | Buy |
31,530
+14,868
| +89% | +$336K | 0.75% | 30 |
|
|
2024
Q2 | $357K | Sell |
16,662
-795
| -5% | -$17K | 0.24% | 87 |
|
|
2024
Q1 | $361K | Buy |
17,457
+3,702
| +27% | +$76.6K | 0.25% | 78 |
|
|
2023
Q4 | $259K | Sell |
13,755
-102
| -0.7% | -$1.92K | 0.21% | 101 |
|
|
2023
Q3 | $234K | Sell |
13,857
-552
| -4% | -$9.31K | 0.22% | 97 |
|
|
2023
Q2 | $252K | Buy |
14,409
+840
| +6% | +$14.7K | 0.23% | 97 |
|
|
2023
Q1 | $219K | Sell |
13,569
-8,277
| -38% | -$133K | 0.22% | 101 |
|
|
2022
Q4 | $329K | Buy |
+21,846
| New | +$329K | 0.38% | 66 |
|
|
2022
Q3 | – | Sell |
-14,934
| Closed | -$222K | – | 130 |
|
|
2022
Q2 | $222K | Sell |
14,934
-3,699
| -20% | -$55K | 0.25% | 90 |
|
|
2022
Q1 | $334K | Sell |
18,633
-43,149
| -70% | -$773K | 0.24% | 98 |
|
|
2021
Q4 | $1.17M | Buy |
61,782
+21,810
| +55% | +$414K | 0.84% | 29 |
|
|
2021
Q3 | $693 | Buy |
39,972
+12,588
| +46% | +$218 | 0.46% | 52 |
|
|
2021
Q2 | $474K | Sell |
27,384
-1,644
| -6% | -$28.5K | 0.36% | 75 |
|
|
2021
Q1 | $477K | Sell |
29,028
-6,564
| -18% | -$108K | 0.41% | 67 |
|
|
2020
Q4 | $537K | Buy |
+35,592
| New | +$537K | 0.49% | 54 |
|
|
2020
Q2 | $864K | Buy |
+69,966
| New | +$864K | 1.01% | 30 |
|
|
2019
Q4 | $2.22M | Buy |
173,028
+2,544
| +1% | +$32.6K | 2.32% | 7 |
|
|
2019
Q3 | $2.02M | Buy |
170,484
+33,480
| +24% | +$396K | 2.35% | 8 |
|
|
2019
Q2 | $1.6M | Sell |
137,004
-30,636
| -18% | -$358K | 1.94% | 11 |
|
|
2019
Q1 | $1.89M | Buy |
167,640
+74,190
| +79% | +$836K | 2.37% | 9 |
|
|
2018
Q4 | $929K | Sell |
93,450
-28,242
| -23% | -$281K | 1.38% | 18 |
|
|
2018
Q3 | $1.41M | Buy |
121,692
+13,098
| +12% | +$152K | 1.61% | 16 |
|
|
2018
Q2 | $1.18M | Buy |
108,594
+1,890
| +2% | +$20.5K | 1.56% | 16 |
|
|
2018
Q1 | $1.11M | Buy |
106,704
+28,446
| +36% | +$295K | 1.46% | 19 |
|
|
2017
Q4 | $713K | Buy |
+78,258
| New | +$713K | 0.89% | 36 |
|