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

Foresight Capital Management Advisors, Inc.

$145 Million
Q2 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

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.4 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$409 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$311 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$266 Million
5.22% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$242 Million
18.5% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foresight Capital Management Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foresight Capital Management Advisors, Inc. with notifications on news.

Account