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Foster Victor Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foster Victor Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.5M Buy
1,434,875
+152,322
+12% +$4.35M 2.23% 4
2026
Q1 		$35.1M Buy
1,282,553
+34,219
+3% +$918K 2.01% 4
2025
Q4 		$34.1M Sell
1,248,334
-28,442
-2% -$760K 1.99% 5
2025
Q3 		$33.8M Sell
1,276,776
-31,625
-2% -$803K 2.1% 4
2025
Q2 		$32.4M Sell
1,308,401
-15,572
-1% -$352K 2.19% 4
2025
Q1 		$27.9M Sell
1,323,973
-31,134
-2% -$725K 2.24% 3
2024
Q4 		$32.1M Sell
1,355,107
-85,295
-6% -$1.99M 2.46% 3
2024
Q3 		$32.8M Sell
1,440,402
-62,841
-4% -$1.37M 2.63% 2
2024
Q2 		$33.5M Sell
1,503,243
-53,049
-3% -$1.1M 2.8% 2
2024
Q1 		$31.9M Sell
1,556,292
-75,246
-5% -$1.48M 2.91% 2
2023
Q4 		$30.6M Sell
1,631,538
-47,379
-3% -$832K 3.13% 2
2023
Q3 		$28.4M Sell
1,678,917
-64,398
-4% -$1.13M 3.31% 2
2023
Q2 		$30.4M Sell
1,743,315
-61,536
-3% -$1.02M 3.38% 2
2023
Q1 		$29M Sell
1,804,851
-1,486,803
-45% -$23.4M 3.52% 2
2022
Q4 		$50.2M Buy
3,291,654
+40,488
+1% +$613K 6.39% 1
2022
Q3 		$48M Buy
3,251,166
+2,817
+0.1% +$44.2K 7% 1
2022
Q2 		$49.1M Buy
3,248,349
+8,364
+0.3% +$136K 7.31% 1
2022
Q1 		$57.4M Buy
3,239,985
+141,633
+5% +$2.51M 7.87% 1
2021
Q4 		$58.1M Sell
3,098,352
-86,190
-3% -$1.59M 7.91% 1
2021
Q3 		$55.2M Sell
3,184,542
-52,686
-2% -$940K 8.84% 1
2021
Q2 		$56.1M Sell
3,237,228
-67,296
-2% -$1.14M 9.37% 1
2021
Q1 		$55.3M Sell
3,304,524
-58,434
-2% -$915K 10.28% 1
2020
Q4 		$51M Sell
3,362,958
-73,248
-2% -$1.05M 11.62% 1
2020
Q3 		$46.2M Sell
3,436,206
-43,650
-1% -$580K 12.52% 1
2020
Q2 		$43M Buy
+3,479,856
New +$40.6M 14.26% 1
2020
Q1 		– Sell
-232,878
Closed -$3M – 116
2019
Q4 		$3M Buy
232,878
+74,484
+47% +$913K 1.3% 24
2019
Q3 		$1.85M Buy
158,394
+102,006
+181% +$1.2M 1.03% 30
2019
Q2 		$667K Hold
56,388
– – 0.49% 42
2019
Q1 		$635K Hold
56,388
– – 0.49% 45
2018
Q4 		$561K Buy
+56,388
New +$605K 0.53% 34

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Foster Victor Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $4.35M and bringing the position to 1,434,875 shares worth $42.5M. The position accounts for 2.23% of the portfolio, ranked #4.

Foster Victor Wealth Advisors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $58.1M in Q4 2021. 493 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Foster Victor Wealth Advisors held 1,434,875 shares of Schwab US Large- Cap ETF worth $42.5M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 152,322 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.35M.
  • Schwab US Large- Cap ETF made up 2.23% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Foster Victor Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Foster Victor Wealth Advisors's Schwab US Large- Cap ETF position peaked at $58.1M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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