Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 15,056 shares of SCHE stock, worth $420,062. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,056
Previous 15,001 0.37%
Holding current value
$420,062
Previous $437,000 8.47%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
$26.63 - $30.23 $1,464 - $1,662
55 Added 0.37%
15,056 $400,000
Q3 2024

Oct 15, 2024
SELL
$25.45 - $29.53 $38,098 - $44,206
-1,497 Reduced 9.07%
15,001 $437,000
Q2 2024

Jul 18, 2024
SELL
$24.67 - $27.2 $10,065 - $11,097
-408 Reduced 2.41%
16,498 $438,000
Q1 2024

Apr 26, 2024
SELL
$23.47 - $25.45 $6,336 - $6,871
-270 Reduced 1.57%
16,906 $426,000
Q4 2023

Jan 19, 2024
BUY
$23.04 - $24.89 $13,593 - $14,685
590 Added 3.56%
17,176 $425,000
Q3 2023

Oct 13, 2023
BUY
$23.83 - $26.11 $2,740 - $3,002
115 Added 0.7%
16,586 $397,000
Q2 2023

Jul 14, 2023
BUY
$23.66 - $25.54 $7,098 - $7,662
300 Added 1.86%
16,471 $405,000
Q1 2023

Apr 20, 2023
SELL
$23.32 - $26.39 $60,445 - $68,402
-2,592 Reduced 13.81%
16,171 $396,000
Q4 2022

Jan 27, 2023
BUY
$21.59 - $24.95 $44,475 - $51,397
2,060 Added 12.33%
18,763 $0
Q3 2022

Oct 24, 2022
SELL
$22.4 - $25.83 $28,918 - $33,346
-1,291 Reduced 7.17%
16,703 $389,000
Q2 2022

Jul 19, 2022
BUY
$24.51 - $28.87 $54,436 - $64,120
2,221 Added 14.08%
17,994 $448,000
Q1 2022

Apr 14, 2022
SELL
$25.61 - $30.82 $1,408 - $1,695
-55 Reduced 0.35%
15,773 $442,000
Q4 2021

Jan 19, 2022
BUY
$28.68 - $31.96 $203,054 - $226,276
7,080 Added 80.93%
15,828 $488,000
Q3 2021

Oct 08, 2021
BUY
$29.81 - $32.7 $22,059 - $24,198
740 Added 9.24%
8,748 $267,000
Q2 2021

Jul 29, 2021
SELL
$31.06 - $33.61 $4,565 - $4,940
-147 Reduced 1.8%
8,008 $263,000
Q1 2021

Apr 23, 2021
SELL
$30.78 - $34.63 $13,881 - $15,618
-451 Reduced 5.24%
8,155 $258,000
Q4 2020

Feb 08, 2021
BUY
$26.72 - $30.68 $1,202 - $1,380
45 Added 0.53%
8,606 $264,000
Q3 2020

Oct 26, 2020
SELL
$24.69 - $27.71 $3,654 - $4,101
-148 Reduced 1.7%
8,561 $229,000
Q2 2020

Aug 03, 2020
BUY
$19.87 - $25.05 $173,047 - $218,160
8,709 New
8,709 $212,000
Q1 2020

Apr 29, 2020
SELL
$18.68 - $28.22 $159,041 - $240,265
-8,514 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$24.83 - $27.51 $6,356 - $7,042
256 Added 3.1%
8,514 $235,000
Q3 2019

Oct 11, 2019
BUY
$25.08 - $25.94 $5,091 - $5,265
203 Added 2.52%
8,258 $207,000
Q2 2019

Jul 16, 2019
BUY
N/A
272 Added 3.49%
8,055 $212,000
Q1 2019

May 03, 2019
BUY
N/A
7,783 New
7,783 $202,000

Others Institutions Holding SCHE

# of Institutions
821
Shares Held
142M
Call Options Held
24.8K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email