Schwab Strategic Tr cmn shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $286k | 11k | 26.88 |
| 2024-09-30 | $3.9M | 49k | 80.41 |
| 2024-06-30 | $4.0M | 52k | 77.21 |
| 2024-03-31 | $3.9M | 52k | 73.74 |
| 2022-03-31 | $4.0M | 57k | 70.96 |
| 2021-12-31 | $4.2M | 56k | 74.14 |
| 2021-09-30 | $3.8M | 56k | 67.48 |
| 2021-06-30 | $3.6M | 53k | 68.36 |
| 2021-03-31 | $3.3M | 50k | 66.40 |
| 2020-06-30 | $520k | 10k | 50.12 |
| 2020-03-31 | $15M | 323k | 46.47 |
| 2019-12-31 | $22M | 363k | 59.92 |
| 2019-09-30 | $20M | 355k | 55.64 |
| 2019-06-30 | $18M | 320k | 56.73 |
| 2019-03-31 | $19M | 338k | 54.74 |
| 2018-12-31 | $18M | 360k | 49.29 |
More positions owned by Foster Victor Wealth Advisors
View all positions for Foster Victor Wealth Advisors