Foster Victor Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 45,872 shares of SCHM stock, worth $1.34 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
45,872
Holding current value
$1.34 Million
% of portfolio
0.28%

Shares

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

Oct 15, 2024
BUY
$75.47 - $83.18 $3.46 Million - $3.82 Million
45,872 New
45,872 $3.81 Million
Q1 2024

Apr 26, 2024
SELL
$72.89 - $81.43 $195,490 - $218,395
-2,682 Reduced 5.4%
46,954 $3.82 Million
Q4 2023

Jan 19, 2024
BUY
$63.01 - $75.95 $3.13 Million - $3.77 Million
49,636 New
49,636 $3.74 Million
Q4 2022

Jan 27, 2023
BUY
$61.05 - $69.94 $183,516 - $210,239
3,006 New
3,006 $0
Q1 2022

Apr 14, 2022
SELL
$70.66 - $80.89 $3.64 Million - $4.17 Million
-51,585 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$76.01 - $83.39 $551,300 - $604,827
7,253 Added 16.36%
51,585 $4.08 Million
Q3 2021

Oct 08, 2021
BUY
$74.65 - $80.95 $363,321 - $393,983
4,867 Added 12.33%
44,332 $3.4 Million
Q2 2021

Jul 29, 2021
BUY
$74.64 - $79.12 $461,051 - $488,724
6,177 Added 18.56%
39,465 $3.09 Million
Q1 2021

Apr 23, 2021
BUY
$67.07 - $76.85 $119,049 - $136,408
1,775 Added 5.63%
33,288 $2.55 Million
Q4 2020

Feb 08, 2021
BUY
$55.93 - $68.45 $9,787 - $11,978
175 Added 0.56%
31,513 $2.15 Million
Q3 2020

Oct 26, 2020
BUY
$51.99 - $58.83 $1.63 Million - $1.84 Million
31,338 New
31,338 $1.74 Million
Q2 2020

Aug 03, 2020
SELL
$39.01 - $57.03 $3.24 Million - $4.74 Million
-83,047 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$35.83 - $62.24 $23,074 - $40,082
644 Added 0.78%
83,047 $3.64 Million
Q4 2019

Jan 13, 2020
SELL
$54.56 - $60.24 $503,370 - $555,774
-9,226 Reduced 10.07%
82,403 $4.96 Million
Q3 2019

Oct 11, 2019
BUY
$56.23 - $57.59 $1.04 Million - $1.07 Million
18,510 Added 25.31%
91,629 $5.09 Million
Q2 2019

Jul 16, 2019
BUY
N/A
14,025 Added 23.73%
73,119 $4.2 Million
Q1 2019

May 03, 2019
BUY
N/A
59,094 New
59,094 $3.27 Million

Others Institutions Holding SCHM

# of Institutions
949
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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