Foresight Capital Management Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Buy	7,506 +4	+0.1%	+$127	0.12%	75
2026 Q1	$230K	Buy	7,502 +4	+0.1%	+$121	0.13%	67
2025 Q4	$206K	Buy	7,498 +6	+0.1%	+$163	0.11%	74
2025 Q3	$205K	Sell	7,492 -13,402	-64%	-$366K	0.12%	72
2025 Q2	$554K	Buy	20,894 +105	+0.5%	+$2.74K	0.32%	49
2025 Q1	$581K	Sell	20,789 -1,738	-8%	-$48.4K	0.36%	51
2024 Q4	$615K	Buy	22,527 +2,142	+11%	+$60.9K	0.36%	52
2024 Q3	$574K	Buy	+20,385	New	+$555K	0.34%	52
2022 Q3	–	Sell	-13,260	Closed	-$317K	–	47
2022 Q2	$317K	Buy	13,260 +6,903	+109%	+$176K	0.48%	34
2022 Q1	$167K	Buy	+6,357	New	+$166K	0.19%	40

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Foresight Capital Management Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.05% in Q2 2026, buying an estimated $127 and bringing the position to 7,506 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #75.

Foresight Capital Management Advisors first reported a position in SCHD in Q1 2022 and has held it in 10 quarters since. The position peaked at $615K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Foresight Capital Management Advisors held 7,506 shares of Schwab US Dividend Equity ETF worth $238K as of Q2 2026.
Foresight Capital Management Advisors bought 4 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $127.
Schwab US Dividend Equity ETF made up 0.12% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #75 holding.
Foresight Capital Management Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 10 quarters since.
Foresight Capital Management Advisors's Schwab US Dividend Equity ETF position peaked at $615K in Q4 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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