Foresight Capital Management Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
20,894
+105
| +0.5% | +$2.78K | 0.32% | 49 |
|
|
2025
Q1 | $581K | Sell |
20,789
-1,738
| -8% | -$48.6K | 0.36% | 51 |
|
|
2024
Q4 | $615K | Buy |
22,527
+2,142
| +11% | +$58.5K | 0.36% | 52 |
|
|
2024
Q3 | $574K | Buy |
+20,385
| New | +$574K | 0.34% | 52 |
|
|
2022
Q3 | – | Sell |
-13,260
| Closed | -$317K | – | 47 |
|
|
2022
Q2 | $317K | Buy |
13,260
+6,903
| +109% | +$165K | 0.48% | 34 |
|
|
2022
Q1 | $167K | Buy |
+6,357
| New | +$167K | 0.19% | 40 |
|