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

Foresight Capital Management Advisors, Inc.

$158 Million
Q1 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 47,182 shares of SCHB stock, worth $1.01 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

47,182

Previous 47,842 1.38%

Holding current value

$1.01 Million

Previous $1.09 Million 6.91%

% of portfolio

0.64%

Previous 0.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$21.23 - $23.75 $14,011 - $15,675	-660 Reduced 1.38%	47,182 $1.01 Million
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $1.05 Million - $3.2 Million	47,842 New	47,842 $1.09 Million
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

1,270

Shares Held

478M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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