Schwab U S Broad Market ETF shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 29k | 25.84 |
| 2025-06-30 | $691k | 29k | 24.10 |
| 2025-03-31 | $578k | 28k | 20.48 |
| 2024-12-31 | $611k | 26k | 23.21 |
| 2024-09-30 | $537k | 8.0k | 66.82 |
| 2024-06-30 | $524k | 8.0k | 65.52 |
| 2024-03-31 | $475k | 7.9k | 60.31 |
| 2023-12-31 | $426k | 7.7k | 55.49 |
| 2023-09-30 | $369k | 7.4k | 49.96 |
| 2023-06-30 | $371k | 7.2k | 51.67 |
| 2023-03-31 | $344k | 7.2k | 47.66 |
| 2022-12-31 | $405k | 8.9k | 45.45 |
| 2022-09-30 | $302k | 6.9k | 43.96 |
| 2022-06-30 | $300k | 6.7k | 44.94 |
| 2022-03-31 | $373k | 7.1k | 52.65 |
| 2021-12-31 | $381k | 3.4k | 111.73 |
| 2021-09-30 | $293k | 2.8k | 103.75 |
| 2021-06-30 | $289k | 2.8k | 104.33 |
| 2021-03-31 | $285k | 2.8k | 100.46 |
| 2020-12-31 | $1.1M | 12k | 90.95 |
| 2020-09-30 | $207k | 2.6k | 79.55 |
| 2019-12-31 | $228k | 2.9k | 77.31 |
More positions owned by Foster Victor Wealth Advisors
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