Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 518,764 shares of SCHX stock, worth $33.3 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
518,764
Previous 543,846 4.61%
Holding current value
$33.3 Million
Previous $30.7 Million 4.96%
% of portfolio
2.93%
Previous 3.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $593,958 - $649,967
13,496 Added 1.25%
1,097,218 $0
Q3 2022

Oct 24, 2022
BUY
N/A
939 Added 0.09%
1,083,722 $48 Million
Q2 2022

Jul 19, 2022
BUY
N/A
2,788 Added 0.26%
1,082,783 $49.1 Million
Q1 2022

Apr 14, 2022
BUY
N/A
563,603 Added 109.14%
1,079,995 $57.4 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-14,365 Reduced 2.71%
516,392 $58.1 Million
Q3 2021

Oct 08, 2021
SELL
N/A
-8,781 Reduced 1.63%
530,757 $55.2 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-11,216 Reduced 2.04%
539,538 $56.1 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-9,739 Reduced 1.74%
550,754 $55.3 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-12,208 Reduced 2.13%
560,493 $51 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-7,275 Reduced 1.25%
572,701 $46.2 Million
Q2 2020

Aug 03, 2020
BUY
N/A
579,976 New
579,976 $43 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-38,813 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
N/A
12,414 Added 47.02%
38,813 $3.01 Million
Q3 2019

Oct 11, 2019
BUY
N/A
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
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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