Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Foster Victor Wealth Advisors, LLC

$1.4 Billion
Q2 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 1,308,401 shares of SCHX stock, worth $32.9 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

1,308,401

Previous 1,323,973 1.18%

Holding current value

$32.9 Million

Previous $29.1 Million 9.98%

% of portfolio

2.29%

Previous 2.29%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$19.6 - $24.44 $305,211 - $380,579	-15,572 Reduced 1.18%	1,308,401 $32 Million
Q1 2025 Apr 16, 2025	SELL	$21.75 - $24.28 $677,164 - $755,933	-31,134 Reduced 2.3%	1,323,973 $29.1 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $19.6 Million - $59.7 Million	874,973 Added 182.24%	1,355,107 $31.4 Million
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $1.28 Million - $1.42 Million	-20,947 Reduced 4.18%	480,134 $32.6 Million
Q2 2024 Jul 18, 2024	SELL	$58.7 - $64.78 $1.04 Million - $1.15 Million	-17,683 Reduced 3.41%	501,081 $32.2 Million
Q1 2024 Apr 26, 2024	SELL	$55.41 - $62.08 $1.39 Million - $1.56 Million	-25,082 Reduced 4.61%	518,764 $32.2 Million
Q4 2023 Jan 19, 2024	SELL	$48.47 - $56.6 $765,486 - $893,883	-15,793 Reduced 2.82%	543,846 $30.7 Million
Q3 2023 Oct 13, 2023	SELL	$50.36 - $54.21 $1.08 Million - $1.16 Million	-21,466 Reduced 3.69%	559,639 $28.3 Million
Q2 2023 Jul 14, 2023	SELL	$47.67 - $52.37 $977,807 - $1.07 Million	-20,512 Reduced 3.41%	581,105 $30.4 Million
Q1 2023 Apr 20, 2023	SELL	$44.78 - $49.41 $22.2 Million - $24.5 Million	-495,601 Reduced 45.17%	601,617 $29.1 Million
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $570,206 - $649,967	13,496 Added 1.25%	1,097,218 $0
Q3 2022 Oct 24, 2022	BUY	$42.35 - $51.01 $39,766 - $47,898	939 Added 0.09%	1,083,722 $48 Million
Q2 2022 Jul 19, 2022	BUY	$43.35 - $54.51 $120,859 - $151,973	2,788 Added 0.26%	1,082,783 $49.1 Million
Q1 2022 Apr 14, 2022	BUY	$49.51 - $57.27 $27.9 Million - $32.3 Million	563,603 Added 109.14%	1,079,995 $57.4 Million
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $745,543 - $822,970	-14,365 Reduced 2.71%	516,392 $58.1 Million
Q3 2021 Oct 08, 2021	SELL	$51.52 - $54.94 $452,397 - $482,428	-8,781 Reduced 1.63%	530,757 $55.2 Million
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $545,321 - $583,344	-11,216 Reduced 2.04%	539,538 $56.1 Million
Q1 2021 Apr 23, 2021	SELL	$44.9 - $48.34 $437,281 - $470,783	-9,739 Reduced 1.74%	550,754 $55.3 Million
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $480,384 - $555,219	-12,208 Reduced 2.13%	560,493 $51 Million
Q3 2020 Oct 26, 2020	SELL	$37.26 - $43.03 $271,066 - $313,043	-7,275 Reduced 1.25%	572,701 $46.2 Million
Q2 2020 Aug 03, 2020	BUY	$29.25 - $38.76 $17 Million - $22.5 Million	579,976 New	579,976 $43 Million
Q1 2020 Apr 29, 2020	SELL	$26.61 - $40.52 $1.03 Million - $1.57 Million	-38,813 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$34.42 - $38.54 $427,289 - $478,435	12,414 Added 47.02%	38,813 $3.01 Million
Q3 2019 Oct 11, 2019	BUY	$35.28 - $36.01 $599,795 - $612,206	17,001 Added 180.9%	26,399 $1.85 Million
Q4 2018 Mar 04, 2019	BUY	N/A	9,398 New	9,398 $561,000

Others Institutions Holding SCHX

# of Institutions

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History