Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$286,037
-$101,449 QoQ
Shares Held
3,100
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,780
of 2,304 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Dec 31, 2023CallValue
$360
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Capital Wealth Advisors holds $3,999,421 across 4 Capital Markets names. SCHW ranks #2 (7.2% of the industry book) .
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,037 | 3,100 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $387,486 | 4,950 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $577,278 | 7,800 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $612,454 | 9,450 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $585,835 | 7,950 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $636,592 | 8,800 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $360 | 2,000 | Call | Sole | 2024-02-05 | |
| 2023-12-31 | $612,320 | 8,900 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $203,130 | 3,700 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||