FVWA
Foster Victor Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,726
| Closed | -$213K | – | 210 |
|
|
2025
Q1 | $213K | Sell |
10,726
-2,256
| -17% | -$44.8K | 0.02% | 183 |
|
|
2024
Q4 | $274K | Sell |
12,982
-463
| -3% | -$9.78K | 0.02% | 164 |
|
|
2024
Q3 | $302K | Sell |
13,445
-1,800
| -12% | -$40.4K | 0.02% | 157 |
|
|
2024
Q2 | $322K | Buy |
15,245
+464
| +3% | +$9.81K | 0.03% | 151 |
|
|
2024
Q1 | $287K | Sell |
14,781
-321
| -2% | -$6.24K | 0.03% | 146 |
|
|
2023
Q4 | $312K | Sell |
15,102
-338
| -2% | -$6.99K | 0.03% | 129 |
|
|
2023
Q3 | $269K | Buy |
15,440
+624
| +4% | +$10.9K | 0.03% | 128 |
|
|
2023
Q2 | $293K | Buy |
14,816
+703
| +5% | +$13.9K | 0.03% | 127 |
|
|
2023
Q1 | $273K | Sell |
14,113
-4,927
| -26% | -$95.1K | 0.03% | 132 |
|
|
2022
Q4 | $375K | Buy |
19,040
+5,118
| +37% | +$101K | 0.05% | 111 |
|
|
2022
Q3 | $256K | Buy |
13,922
+585
| +4% | +$10.8K | 0.04% | 124 |
|
|
2022
Q2 | $285K | Sell |
13,337
-174
| -1% | -$3.72K | 0.04% | 116 |
|
|
2022
Q1 | $345K | Buy |
13,511
+6,635
| +96% | +$169K | 0.05% | 106 |
|
|
2021
Q4 | $346K | Sell |
6,876
-1,055
| -13% | -$53.1K | 0.05% | 112 |
|
|
2021
Q3 | $362K | Sell |
7,931
-349
| -4% | -$15.9K | 0.06% | 108 |
|
|
2021
Q2 | $379K | Sell |
8,280
-396
| -5% | -$18.1K | 0.06% | 109 |
|
|
2021
Q1 | $369K | Buy |
8,676
+262
| +3% | +$11.1K | 0.07% | 106 |
|
|
2020
Q4 | $319K | Buy |
8,414
+353
| +4% | +$13.4K | 0.07% | 111 |
|
|
2020
Q3 | $285K | Buy |
8,061
+578
| +8% | +$20.4K | 0.08% | 110 |
|
|
2020
Q2 | $264K | Buy |
7,483
+520
| +7% | +$18.3K | 0.09% | 101 |
|
|
2020
Q1 | $229K | Sell |
6,963
-94
| -1% | -$3.09K | 0.1% | 86 |
|
|
2019
Q4 | $320K | Buy |
7,057
+500
| +8% | +$22.7K | 0.14% | 83 |
|
|
2019
Q3 | $309K | Sell |
6,557
-131
| -2% | -$6.17K | 0.17% | 70 |
|
|
2019
Q2 | $306K | Sell |
6,688
-913
| -12% | -$41.8K | 0.22% | 69 |
|
|
2019
Q1 | $338K | Buy |
7,601
+381
| +5% | +$16.9K | 0.26% | 65 |
|
|
2018
Q4 | $278K | Buy |
+7,220
| New | +$278K | 0.26% | 64 |
|