Foster Victor Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-54,729	Closed	-$1.53M	–	204
2024 Q4	$1.53M	Buy	+54,729	New	+$1.53M	0.12%	103
2023 Q1	–	Sell	-13,755	Closed	-$356K	–	172
2022 Q4	$356K	Buy	+13,755	New	+$356K	0.05%	114