SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Foster Victor Wealth Advisors, LLC's Holding History (CIK: 0001769063)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 127,427 Value ($000) $3,672 Avg Close — Range —
Q3 2024
Shares 45,872 Value ($000) $3,808 Avg Close — Range —
Q1 2024
Shares 46,954 Value ($000) $3,706 Avg Close — Range —
Q4 2023
Shares 49,636 Value ($000) $3,697 Avg Close — Range —
Q4 2022
Shares 3,006 Value ($000) $202 Avg Close — Range —
Q4 2021
Shares 51,585 Value ($000) $4,084 Avg Close — Range —
Q3 2021
Shares 44,332 Value ($000) $3,399 Avg Close — Range —
Q2 2021
Shares 39,465 Value ($000) $3,089 Avg Close — Range —
Q1 2021
Shares 33,288 Value ($000) $2,546 Avg Close — Range —
Q4 2020
Shares 31,513 Value ($000) $2,149 Avg Close — Range —
Q3 2020
Shares 31,338 Value ($000) $1,739 Avg Close — Range —
Q1 2020
Shares 83,047 Value ($000) $3,638 Avg Close — Range —
Q4 2019
Shares 82,403 Value ($000) $4,956 Avg Close — Range —
Q3 2019
Shares 91,629 Value ($000) $5,089 Avg Close — Range —
Q2 2019
Shares 73,119 Value ($000) $4,199 Avg Close — Range —
Q1 2019
Shares 59,094 Value ($000) $3,273 Avg Close — Range —