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Foster Victor Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Foster Victor Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Buy
32,345
+1,880
+6% +$52.6K 0.05% 142
2026
Q1 		$817K Sell
30,465
-479
-2% -$12.6K 0.05% 139
2025
Q4 		$827K Buy
30,944
+1,699
+6% +$44.2K 0.05% 133
2025
Q3 		$756K Buy
29,245
+576
+2% +$14.3K 0.05% 130
2025
Q2 		$691K Buy
28,669
+426
+2% +$9.38K 0.05% 127
2025
Q1 		$578K Buy
28,243
+1,937
+7% +$44.1K 0.05% 125
2024
Q4 		$611K Buy
26,306
+2,183
+9% +$49.9K 0.05% 123
2024
Q3 		$537K Buy
24,123
+135
+0.6% +$2.88K 0.04% 127
2024
Q2 		$524K Buy
23,988
+366
+2% +$7.42K 0.04% 127
2024
Q1 		$475K Buy
23,622
+570
+2% +$11K 0.04% 117
2023
Q4 		$426K Buy
23,052
+894
+4% +$15.4K 0.04% 119
2023
Q3 		$369K Buy
22,158
+636
+3% +$11K 0.04% 116
2023
Q2 		$371K Sell
21,522
-138
-0.6% -$2.25K 0.04% 117
2023
Q1 		$344K Sell
21,660
-5,058
-19% -$79.1K 0.04% 122
2022
Q4 		$405K Buy
26,718
+6,108
+30% +$91.8K 0.05% 109
2022
Q3 		$302K Buy
20,610
+582
+3% +$9.05K 0.04% 112
2022
Q2 		$300K Sell
20,028
-1,224
-6% -$19.6K 0.04% 112
2022
Q1 		$373K Buy
21,252
+792
+4% +$13.9K 0.05% 102
2021
Q4 		$381K Buy
20,460
+3,516
+21% +$64.7K 0.05% 109
2021
Q3 		$293K Buy
16,944
+324
+2% +$5.76K 0.05% 116
2021
Q2 		$289K Sell
16,620
-402
-2% -$6.8K 0.05% 123
2021
Q1 		$285K Sell
17,022
-54,030
-76% -$852K 0.05% 117
2020
Q4 		$1.08M Buy
71,052
+55,440
+355% +$790K 0.25% 81
2020
Q3 		$207K Buy
+15,612
New +$205K 0.06% 128
2020
Q1 		– Sell
-17,694
Closed -$228K – 113
2019
Q4 		$228K Buy
+17,694
New +$217K 0.1% 99

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Foster Victor Wealth Advisors's SCHB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.2% in Q2 2026, buying an estimated $52.6K and bringing the position to 32,345 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #142.

Foster Victor Wealth Advisors first reported a position in SCHB in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.08M in Q4 2020. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Foster Victor Wealth Advisors held 32,345 shares of Schwab US Broad Market ETF worth $940K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 1,880 Schwab US Broad Market ETF shares in Q2 2026, an estimated $52.6K.
  • Schwab US Broad Market ETF made up 0.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Foster Victor Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.08M in Q4 2020.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.