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

Foresight Capital Management Advisors, Inc.

$173 Million
Q3 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 7,492 shares of SCHD stock, worth $204,082. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,492

Previous 20,894 64.14%

Holding current value

$204,082

Previous $553,000 63.11%

% of portfolio

0.12%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$26.38 - $27.95 $353,544 - $374,585	-13,402 Reduced 64.14%	7,492 $204,000
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

2,057

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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