Schwab U S Small Cap ETF shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.0M | 85k | 47.48 |
2023-12-31 | $4.1M | 87k | 46.43 |
2021-09-30 | $2.1M | 21k | 100.12 |
2021-06-30 | $4.0M | 38k | 104.17 |
2021-03-31 | $3.6M | 35k | 100.65 |
2020-12-31 | $3.2M | 36k | 89.00 |
2020-03-31 | $1.5M | 28k | 53.43 |
2019-12-31 | $2.1M | 28k | 75.45 |
2019-09-30 | $1.9M | 27k | 68.42 |
2019-06-30 | $1.6M | 23k | 71.71 |
2019-03-31 | $1.4M | 20k | 69.95 |
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