Foresight Capital Management Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Foresight Capital Management Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	47,847 +122	+0.3%	+$3.42K	0.67%	47
2026 Q1	$1.2M	Buy	47,725 +130	+0.3%	+$3.41K	0.67%	46
2025 Q4	$1.25M	Buy	47,595 +144	+0.3%	+$3.75K	0.68%	45
2025 Q3	$1.22M	Buy	47,451 +133	+0.3%	+$3.29K	0.69%	45
2025 Q2	$1.13M	Buy	47,318 +136	+0.3%	+$3K	0.66%	46
2025 Q1	$1.02M	Sell	47,182 -660	-1%	-$15K	0.63%	48
2024 Q4	$1.09M	Buy	+47,842	New	+$1.09M	0.63%	43
2022 Q2	–	Sell	-108	Closed	-$2K	–	122
2022 Q1	$2K	Hold	108	–	–	﹤0.01%	139
2021 Q4	$2K	Buy	+108	New	+$1.99K	﹤0.01%	133

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Foresight Capital Management Advisors's SCHB Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.26% in Q2 2026, buying an estimated $3.42K and bringing the position to 47,847 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #47.

Foresight Capital Management Advisors first reported a position in SCHB in Q4 2021 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Foresight Capital Management Advisors held 47,847 shares of Schwab US Broad Market ETF worth $1.39M as of Q2 2026.
Foresight Capital Management Advisors bought 122 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.42K.
Schwab US Broad Market ETF made up 0.67% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #47 holding.
Foresight Capital Management Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 9 quarters since.
510 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.