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Foster Victor Wealth Advisors, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on SCHX, newest first. How the timeline and the estimate are built.

Foster Victor Wealth Advisors, LLC held 1,434,875 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,434,875 shares
    Change vs previous 13F +152,322 shares

    2.23% of the 13F portfolio, value $42,515,357.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,282,553 shares
    Change vs previous 13F +34,219 shares

    2.01% of the 13F portfolio, value $35,103,488.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,248,334 shares
    Change vs previous 13F -28,442 shares

    1.99% of the 13F portfolio, value $34,116,980.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,276,776 shares
    Change vs previous 13F -31,625 shares

    2.1% of the 13F portfolio, value $33,809,031.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,308,401 shares
    Change vs previous 13F -15,572 shares

    2.19% of the 13F portfolio, value $32,356,759.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,323,973 shares
    Change vs previous 13F -31,134 shares

    2.24% of the 13F portfolio, value $27,909,343.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,355,107 shares
    Change vs previous 13F +874,973 shares

    2.46% of the 13F portfolio, value $32,129,576.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 480,134 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $32,788,346.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).