Foster Victor Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $3.86M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $3.29M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $520K | Sell |
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|
2020
Q1 | $15M | Sell |
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|
2019
Q4 | $21.8M | Buy |
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|
2019
Q3 | $19.7M | Buy |
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|
2019
Q2 | $18.1M | Sell |
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|
2019
Q1 | $18.5M | Sell |
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|
2018
Q4 | $17.7M | Buy |
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