Foster Victor Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Foster Victor Wealth Advisors, LLC
- $1.1 Billion
- Q1 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 14,781 shares of SCHH stock, worth $294,880. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,781
Previous 15,102
2.13%
Holding current value
$294,880
Previous $312,000
3.85%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio