Sch Us Mid-cap Etf etf shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 47k | 78.92 |
| 2023-12-31 | $3.7M | 50k | 74.49 |
| 2022-12-31 | $202k | 3.0k | 67.28 |
| 2021-12-31 | $4.1M | 52k | 79.17 |
| 2021-09-30 | $3.4M | 44k | 76.67 |
| 2021-06-30 | $3.1M | 40k | 78.27 |
| 2021-03-31 | $2.5M | 33k | 76.48 |
| 2020-12-31 | $2.1M | 32k | 68.19 |
| 2020-09-30 | $1.7M | 31k | 55.49 |
| 2020-03-31 | $3.6M | 83k | 43.81 |
| 2019-12-31 | $5.0M | 82k | 60.14 |
| 2019-09-30 | $5.1M | 92k | 55.54 |
| 2019-06-30 | $4.2M | 73k | 57.43 |
| 2019-03-31 | $3.3M | 59k | 55.39 |
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