Schwab Strategic Tr us dividend eq shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10M | 356k | 28.90 |
| 2025-09-30 | $433k | 16k | 27.41 |
| 2024-12-31 | $1.5M | 55k | 27.99 |
| 2022-12-31 | $356k | 4.6k | 77.63 |
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