Foster Victor Wealth Advisors, LLC SCHX Holdings History
Foster Victor Wealth Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Foster Victor Wealth Advisors, LLC held 1.31 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $32.36 Mil. This investment constitutes 2.19% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Foster Victor Wealth Advisors, LLC has made 8 purchases of SCHX, at an average price of $30.04, for a total of 2.18 Mil shares. In addition, there have been 16 sales at an average price of $46.21 for 868,584.00 shares. Based on historical transaction data and SCHX's current price of $24.64, Foster Victor Wealth Advisors, LLC's estimated gain on his SCHX holdings is $6.99 Mil, reflecting a 10.68% gain to date.
Foster Victor Wealth Advisors, LLC SCHX ($24.64) Holding Chart
Foster Victor Wealth Advisors, LLC SCHX ($24.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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