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

Foresight Capital Management Advisors, Inc.

  • $168 Million
  • Q4 2024

A detailed history of Foresight Capital Management Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foresight Capital Management Advisors, Inc. holds 22,527 shares of SCHD stock, worth $621,294. This represents 0.37% of its overall portfolio holdings.

Number of Shares
22,527
Previous 6,795 231.52%
Holding current value
$621,294
Previous $574,000 7.14%
% of portfolio
0.37%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $423,662 - $1.34 Million
15,732 Added 231.52%
22,527 $615,000
Q3 2024

Oct 07, 2024
BUY
$77.02 - $85.06 $523,350 - $577,982
6,795 New
6,795 $574,000
Q2 2022

Jul 11, 2022
BUY
$70.31 - $80.24 $161,783 - $184,632
2,301 Added 108.59%
4,420 $317,000
Q1 2022

May 05, 2022
BUY
$75.14 - $81.94 $159,221 - $173,630
2,119 New
2,119 $167,000

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Foresight Capital Management Advisors, Inc. Portfolio

Follow Foresight Capital Management Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email