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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Quarterly reported holdings in Schwab U S Small Cap ETF by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 140k | 28.26 |
| 2024-12-31 | $3.7M | 140k | 26.55 |
| 2024-06-30 | $4.4M | 86k | 51.61 |
| 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 |
More positions owned by Foster Victor Wealth Advisors
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