Vanguard Capital Wealth Advisors: SCHB position timeline

Vanguard Capital Wealth Advisors held 21,625 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 21,625 shares

   Change vs previous 13F -60 shares

   0.42% of the 13F portfolio, value $626,249.

   13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 21,685 shares

   Change vs previous 13F +159 shares

   0.5% of the 13F portfolio, value $544,296.

   13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 21,526 shares

   Change vs previous 13F -545 shares

   0.45% of the 13F portfolio, value $564,636.

   13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 22,071 shares

   Change vs previous 13F +65 shares

   0.45% of the 13F portfolio, value $567,424.

   13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 22,006 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $524,411.

   13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).