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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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