Foster Victor Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $756K | Buy |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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