Foresight Capital Management Advisors, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Foresight Capital Management Advisors, Inc. holds 20,894 shares of SCHD stock, worth $561,630. This represents 0.33% of its overall portfolio holdings.

Number of Shares

20,894

Previous 20,789 0.51%

Holding current value

$561,630

Previous $573,000 3.49%

% of portfolio

0.33%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $2,553 - $2,926	105 Added 0.51%	20,894 $553,000
Q1 2025 Apr 15, 2025	SELL	$27.01 - $28.54 $46,943 - $49,602	-1,738 Reduced 7.72%	20,789 $573,000
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

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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