Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 139,467 shares of SCHA stock, worth $3.83 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
139,467
Holding current value
$3.83 Million
% of portfolio
0.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$25.29 - $28.33 $3.53 Million - $3.95 Million
139,467 New
139,467 $3.89 Million
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $3.56 Million - $7.18 Million
140,400 New
140,400 $3.63 Million
Q2 2024

Jul 18, 2024
BUY
$45.24 - $49.04 $42,435 - $45,999
938 Added 1.1%
86,205 $4.09 Million
Q1 2024

Apr 26, 2024
SELL
$44.84 - $49.24 $91,159 - $100,104
-2,033 Reduced 2.33%
85,267 $4.2 Million
Q4 2023

Jan 19, 2024
BUY
$38.13 - $48.02 $3.33 Million - $4.19 Million
87,300 New
87,300 $4.12 Million
Q4 2021

Jan 19, 2022
SELL
$48.64 - $55.07 $1.01 Million - $1.15 Million
-20,846 Closed
0 $0
Q3 2021

Oct 08, 2021
SELL
$48.3 - $52.49 $837,522 - $910,176
-17,340 Reduced 45.41%
20,846 $2.09 Million
Q2 2021

Jul 29, 2021
BUY
$48.39 - $52.91 $135,830 - $148,518
2,807 Added 7.93%
38,186 $3.98 Million
Q1 2021

Apr 23, 2021
SELL
$43.89 - $52.63 $26,685 - $31,999
-608 Reduced 1.69%
35,379 $3.56 Million
Q4 2020

Feb 08, 2021
BUY
$34.66 - $45.17 $1.25 Million - $1.63 Million
35,987 New
35,987 $3.2 Million
Q2 2020

Aug 03, 2020
SELL
$23.59 - $35.22 $662,218 - $988,695
-28,072 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$22.29 - $38.7 $5,059 - $8,784
227 Added 0.82%
28,072 $1.5 Million
Q4 2019

Jan 13, 2020
BUY
$33.63 - $38.03 $25,087 - $28,370
746 Added 2.75%
27,845 $2.1 Million
Q3 2019

Oct 11, 2019
BUY
$34.78 - $36.12 $148,510 - $154,232
4,270 Added 18.7%
27,099 $1.85 Million
Q2 2019

Jul 16, 2019
BUY
N/A
3,143 Added 15.97%
22,829 $1.64 Million
Q1 2019

May 03, 2019
BUY
N/A
19,686 New
19,686 $1.38 Million

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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