Foresight Capital Management Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$42.93 - $53.98 $1,545 - $1,943	-36 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $884 - $1,023	18 Added 100.0%	36 $2,000
Q4 2021 May 04, 2022	BUY	$51.87 - $56.86 $933 - $1,023	18 New	18 $2,000

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$88.8 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.8 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.5 Million
2.16% of portfolio

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