Schwab Strategic Tr us reit etf shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $312k | 15k | 20.67 |
| 2023-09-30 | $269k | 15k | 17.41 |
| 2023-06-30 | $293k | 15k | 19.77 |
| 2023-03-31 | $273k | 14k | 19.31 |
| 2022-12-31 | $375k | 19k | 19.69 |
| 2022-09-30 | $256k | 14k | 18.39 |
| 2022-06-30 | $285k | 13k | 21.37 |
| 2022-03-31 | $345k | 14k | 25.53 |
| 2021-12-31 | $346k | 6.9k | 50.32 |
| 2021-09-30 | $362k | 7.9k | 45.64 |
| 2021-06-30 | $379k | 8.3k | 45.77 |
| 2021-03-31 | $369k | 8.7k | 42.53 |
| 2020-12-31 | $319k | 8.4k | 37.91 |
| 2020-09-30 | $285k | 8.1k | 35.36 |
| 2020-06-30 | $264k | 7.5k | 35.28 |
| 2020-03-31 | $229k | 7.0k | 32.89 |
| 2019-12-31 | $320k | 7.1k | 45.35 |
| 2019-09-30 | $309k | 6.6k | 47.13 |
| 2019-06-30 | $306k | 6.7k | 45.75 |
| 2019-03-31 | $338k | 7.6k | 44.47 |
| 2018-12-31 | $278k | 7.2k | 38.50 |
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