Vanguard Capital Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $693 | Buy |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $477K | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q2 | $864K | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $929K | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $713K | Buy |
|