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

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 10,640 shares of SCHV stock, worth $289,833. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,640
Previous 48,689 78.15%
Holding current value
$289,833
Previous $3.91 Million 92.92%
% of portfolio
0.02%
Previous 0.28%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$25.79 - $80.4 $981,283 - $3.06 Million
-38,049 Reduced 78.15%
10,640 $277,000
Q3 2024

Oct 15, 2024
SELL
$73.43 - $80.37 $246,871 - $270,203
-3,362 Reduced 6.46%
48,689 $3.91 Million
Q2 2024

Jul 18, 2024
SELL
$71.74 - $75.86 $17,863 - $18,889
-249 Reduced 0.48%
52,051 $3.86 Million
Q1 2024

Apr 26, 2024
BUY
$68.82 - $75.98 $3.6 Million - $3.97 Million
52,300 New
52,300 $3.97 Million
Q2 2022

Jul 19, 2022
SELL
$60.93 - $72.3 $3.47 Million - $4.12 Million
-56,921 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
$67.71 - $74.19 $48,683 - $53,342
719 Added 1.28%
56,921 $4.04 Million
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $3,598 - $3,884
53 Added 0.09%
56,202 $4.17 Million
Q3 2021

Oct 08, 2021
BUY
$66.91 - $71.05 $190,292 - $202,066
2,844 Added 5.34%
56,149 $3.79 Million
Q2 2021

Jul 29, 2021
BUY
$65.81 - $69.75 $249,156 - $264,073
3,786 Added 7.65%
53,305 $3.64 Million
Q1 2021

Apr 23, 2021
BUY
$58.71 - $65.66 $2.91 Million - $3.25 Million
49,519 New
49,519 $3.29 Million
Q3 2020

Oct 26, 2020
SELL
$49.44 - $54.86 $512,989 - $569,227
-10,376 Closed
0 $0
Q2 2020

Aug 03, 2020
SELL
$42.21 - $55.29 $13.2 Million - $17.3 Million
-313,027 Reduced 96.79%
10,376 $520,000
Q1 2020

Apr 29, 2020
SELL
$38.4 - $61.03 $1.53 Million - $2.44 Million
-39,928 Reduced 10.99%
323,403 $15 Million
Q4 2019

Jan 13, 2020
BUY
$54.73 - $60.25 $473,086 - $520,801
8,644 Added 2.44%
363,331 $21.8 Million
Q3 2019

Oct 11, 2019
BUY
$56.56 - $57.5 $1.97 Million - $2 Million
34,852 Added 10.9%
354,687 $19.7 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-18,350 Reduced 5.43%
319,835 $18.1 Million
Q1 2019

May 03, 2019
SELL
N/A
-21,593 Reduced 6.0%
338,185 $18.5 Million
Q4 2018

Mar 04, 2019
BUY
N/A
359,778 New
359,778 $17.7 Million

Others Institutions Holding SCHV

# of Institutions
883
Shares Held
321M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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