FVWA
Foster Victor Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
+91,275
| New | +$3.92M | 0.27% | 95 |
|
|
2023
Q2 | – | Sell |
-130,087
| Closed | -$4.41M | – | 166 |
|
|
2023
Q1 | $4.41M | Buy |
+130,087
| New | +$4.41M | 0.53% | 68 |
|
|
2021
Q4 | – | Sell |
-4,926
| Closed | -$205K | – | 153 |
|
|
2021
Q3 | $205K | Sell |
4,926
-67
| -1% | -$2.79K | 0.03% | 132 |
|
|
2021
Q2 | $208K | Sell |
4,993
-86,291
| -95% | -$3.59M | 0.03% | 134 |
|
|
2021
Q1 | $3.74M | Buy |
91,284
+5,225
| +6% | +$214K | 0.7% | 42 |
|
|
2020
Q4 | $3.24M | Sell |
86,059
-2,635
| -3% | -$99.2K | 0.74% | 39 |
|
|
2020
Q3 | $2.89M | Buy |
+88,694
| New | +$2.89M | 0.78% | 41 |
|
|
2020
Q1 | – | Sell |
-84,042
| Closed | -$2.89M | – | 109 |
|
|
2019
Q4 | $2.89M | Buy |
+84,042
| New | +$2.89M | 1.25% | 25 |
|