Schwab U S Broad Market ETF shares owned by Vanguard Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Vanguard Capital Wealth Advisors
from 13F filings
Historical chart of Vanguard Capital Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Vanguard Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $565k | 22k | 26.23 |
| 2025-09-30 | $567k | 22k | 25.71 |
| 2025-06-30 | $524k | 22k | 23.83 |
| 2021-12-31 | $508k | 4.5k | 113.01 |
| 2021-09-30 | $342k | 3.3k | 103.98 |
| 2021-06-30 | $274k | 2.6k | 104.26 |
| 2020-06-30 | $248k | 3.4k | 73.44 |
| 2019-12-31 | $312k | 4.1k | 76.66 |
| 2019-09-30 | $315k | 4.4k | 70.85 |
| 2019-06-30 | $249k | 3.5k | 70.52 |
| 2019-03-31 | $261k | 3.8k | 68.04 |
| 2018-12-31 | $231k | 3.9k | 59.92 |
| 2018-09-30 | $478k | 6.8k | 70.31 |
| 2018-06-30 | $488k | 7.4k | 65.96 |
| 2018-03-31 | $466k | 7.4k | 62.98 |
| 2017-12-31 | $907k | 14k | 64.52 |
More positions owned by Vanguard Capital Wealth Advisors
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