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Vanguard Capital Wealth Advisors → SCHW-PJ

Vanguard Capital Wealth Advisors SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
28
Latest value
$1.3M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$567K
Q3 2025$1.4M
Q3 2025$593K
Q3 2025$1.2M
Q3 2025$998K
Q4 2025$565K
Q4 2025$1.4M
Q4 2025$590K
Q4 2025$1.3M
Q4 2025$873K
Q1 2026$544K
Q1 2026$1.4M
Q1 2026$513K
Q1 2026$1.3M
Q1 2026$1.1M
Q2 2026$286K
Q2 2026$626K
Q2 2026$1.6M
Q2 2026$596K
Q2 2026$1.5M
Q2 2026$205K
Q2 2026$1.2M
Q3 2026$205K
Q3 2026$635K
Q3 2026$1.7M
Q3 2026$634K
Q3 2026$1.4M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M38.9K——
Q3 2026$1.4M43.4K——
Q3 2026$634K17.6K——
Q3 2026$1.7M56.3K——
Q3 2026$635K21.7K——
Q3 2026$205K2.1K——
Q2 2026$1.2M38.6K——
Q2 2026$205K5.7K——
Q2 2026$1.5M43.2K——
Q2 2026$596K17.6K——
Q2 2026$1.6M55.9K——
Q2 2026$626K21.6K——
Q2 2026$286K3.1K——
Q1 2026$1.1M36.6K——
Q1 2026$1.3M43.0K——
Q1 2026$513K17.6K——
Q1 2026$1.4M54.4K——
Q1 2026$544K21.7K——
Q4 2025$873K31.8K——
Q4 2025$1.3M42.9K——
Q4 2025$590K18.1K——
Q4 2025$1.4M52.1K——
Q4 2025$565K21.5K——
Q3 2025$998K36.6K——
Q3 2025$1.2M42.5K——
Q3 2025$593K18.6K——
Q3 2025$1.4M54.1K——
Q3 2025$567K22.1K——

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