Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 8,041 shares of SCHB stock, worth $185,103. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,041
Previous 7,996 0.56%
Holding current value
$185,103
Previous $502,000 6.37%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$59.93 - $66.52 $2,696 - $2,993
45 Added 0.56%
8,041 $534,000
Q2 2024

Jul 18, 2024
BUY
$57.57 - $63.3 $7,023 - $7,722
122 Added 1.55%
7,996 $502,000
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $10,375 - $11,599
190 Added 2.47%
7,874 $480,000
Q4 2023

Jan 19, 2024
BUY
$47.61 - $55.91 $14,187 - $16,661
298 Added 4.03%
7,684 $427,000
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $10,513 - $11,356
212 Added 2.96%
7,386 $368,000
Q2 2023

Jul 14, 2023
SELL
$47.08 - $51.7 $2,165 - $2,378
-46 Reduced 0.64%
7,174 $370,000
Q1 2023

Apr 20, 2023
SELL
$44.47 - $49.23 $74,976 - $83,001
-1,686 Reduced 18.93%
7,220 $345,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $85,389 - $97,341
2,036 Added 29.64%
8,906 $0
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $8,146 - $9,822
194 Added 2.91%
6,870 $302,000
Q2 2022

Jul 19, 2022
SELL
$42.93 - $53.98 $17,515 - $22,023
-408 Reduced 5.76%
6,676 $300,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $180,577 - $208,866
3,674 Added 107.74%
7,084 $373,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $30,395 - $33,319
586 Added 20.75%
3,410 $381,000
Q3 2021

Oct 08, 2021
BUY
$51.32 - $54.83 $2,771 - $2,960
54 Added 1.95%
2,824 $293,000
Q2 2021

Jul 29, 2021
SELL
$48.92 - $52.14 $3,277 - $3,493
-67 Reduced 2.36%
2,770 $289,000
Q1 2021

Apr 23, 2021
SELL
$44.89 - $48.81 $404,234 - $439,534
-9,005 Reduced 76.04%
2,837 $285,000
Q4 2020

Feb 08, 2021
BUY
$39.03 - $45.5 $360,637 - $420,420
9,240 Added 355.11%
11,842 $1.08 Million
Q3 2020

Oct 26, 2020
BUY
$36.93 - $42.52 $96,091 - $110,637
2,602 New
2,602 $207,000
Q1 2020

Apr 29, 2020
SELL
$26.18 - $40.44 $77,204 - $119,257
-2,949 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$34.47 - $38.58 $101,652 - $113,772
2,949 New
2,949 $228,000

Others Institutions Holding SCHB

# of Institutions
1,185
Shares Held
189M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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