SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 356,179 Value ($000) $10,294 Avg Close — Range —
Q3 2025
Shares 15,783 Value ($000) $433 Avg Close — Range —
Q4 2024
Shares 54,729 Value ($000) $1,532 Avg Close — Range —
Q4 2022
Shares 4,585 Value ($000) $356 Avg Close — Range —