Schwab Strategic Tr us lrg cap etf shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Foster Victor Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $31M | 544k | 56.28 |
2023-09-30 | $28M | 560k | 50.81 |
2023-06-30 | $30M | 581k | 52.38 |
2023-03-31 | $29M | 602k | 48.23 |
2022-12-31 | $50M | 1.1M | 45.77 |
2022-09-30 | $48M | 1.1M | 44.28 |
2022-06-30 | $49M | 1.1M | 45.36 |
2022-03-31 | $57M | 1.1M | 53.19 |
2021-12-31 | $58M | 516k | 112.58 |
2021-09-30 | $55M | 531k | 104.03 |
2021-06-30 | $56M | 540k | 103.97 |
2021-03-31 | $55M | 551k | 100.32 |
2020-12-31 | $51M | 561k | 90.95 |
2020-09-30 | $46M | 573k | 80.63 |
2020-06-30 | $43M | 580k | 74.10 |
2019-12-31 | $3.0M | 39k | 77.42 |
2019-09-30 | $1.9M | 26k | 70.08 |
2019-06-30 | $667k | 9.4k | 70.97 |
2019-03-31 | $635k | 9.4k | 67.57 |
2018-12-31 | $561k | 9.4k | 59.69 |
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