Foresight Capital Management Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Foresight Capital Management Advisors, Inc.
- $167 Million
- Q2 2025
A detailed history of Foresight Capital Management Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foresight Capital Management Advisors, Inc. holds 47,318 shares of SCHB stock, worth $1.15 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
47,318
Previous 47,182
0.29%
Holding current value
$1.15 Million
Previous $1.01 Million
11.47%
% of portfolio
0.67%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,339Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio