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

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$55.73 - $76.55 $11,034 - $15,156	-198 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$65.63 - $82.62 $6,497 - $8,179	99 Added 100.0%	198 $15,000
Q4 2021 May 04, 2022	BUY	$73.11 - $83.4 $7,237 - $8,256	99 New	99 $16,000

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

172M

Call Options Held

87.6K

Put Options Held

27.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$277 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$261 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$255 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$238 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$117 Million
14.61% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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