Foresight Capital Management Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
47,318
+136
| +0.3% | +$3.24K | 0.66% | 46 |
|
|
2025
Q1 | $1.02M | Sell |
47,182
-660
| -1% | -$14.2K | 0.63% | 48 |
|
|
2024
Q4 | $1.09M | Buy |
+47,842
| New | +$1.09M | 0.63% | 43 |
|
|
2022
Q2 | – | Sell |
-108
| Closed | -$2K | – | 123 |
|
|
2022
Q1 | $2K | Hold |
108
| – | – | ﹤0.01% | 139 |
|
|
2021
Q4 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 133 |
|