Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q1 2025
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 1,323,973 shares of SCHX stock, worth $28.8 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
1,323,973
Previous 1,355,107
2.3%
Holding current value
$28.8 Million
Previous $31.4 Million
7.44%
% of portfolio
2.29%
Previous 2.58%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio