Foresight Capital Management Advisors, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Foresight Capital Management Advisors, Inc. holds 20,789 shares of SCHD stock, worth $555,066. This represents 0.36% of its overall portfolio holdings.

Number of Shares
20,789
Previous 22,527 7.72%
Holding current value
$555,066
Previous $615,000 6.83%
% of portfolio
0.36%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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