Schwab U S Large Cap Growth ETF shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 69k | 105.29 |
| 2024-06-30 | $7.3M | 70k | 104.56 |
| 2024-03-31 | $7.1M | 76k | 93.27 |
| 2023-12-31 | $6.9M | 84k | 82.38 |
| 2023-09-30 | $7.0M | 94k | 74.40 |
| 2023-06-30 | $7.6M | 101k | 74.98 |
| 2023-03-31 | $7.1M | 109k | 65.06 |
| 2022-12-31 | $2.5M | 45k | 55.37 |
| 2022-09-30 | $2.6M | 44k | 58.55 |
| 2022-06-30 | $2.7M | 44k | 60.02 |
| 2022-03-31 | $3.2M | 43k | 73.32 |
| 2021-12-31 | $7.9M | 50k | 157.64 |
| 2021-09-30 | $7.4M | 50k | 148.10 |
| 2021-06-30 | $3.2M | 22k | 145.98 |
| 2021-03-31 | $3.1M | 22k | 139.70 |
| 2020-12-31 | $5.9M | 46k | 128.41 |
| 2020-09-30 | $5.4M | 47k | 115.17 |
| 2020-06-30 | $5.3M | 52k | 101.55 |
| 2020-03-31 | $1.7M | 20k | 85.14 |
| 2019-12-31 | $4.4M | 46k | 94.75 |
| 2019-09-30 | $3.2M | 39k | 83.68 |
| 2019-06-30 | $1.9M | 23k | 84.31 |
| 2019-03-31 | $2.0M | 25k | 79.43 |
| 2018-12-31 | $2.5M | 36k | 68.94 |
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