Foundations Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 21,183 shares of SCHB stock, worth $545,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,183
Previous 18,853 12.36%
Holding current value
$545,038
Previous $405,000 24.44%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $44,503 - $55,523
2,330 Added 12.36%
21,183 $504,000
Q1 2025

May 07, 2025
BUY
$21.23 - $23.75 $12,377 - $13,846
583 Added 3.19%
18,853 $405,000
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $402,122 - $1.22 Million
18,270 New
18,270 $414,000
Q3 2023

Oct 05, 2023
BUY
$49.59 - $53.57 $259,851 - $280,706
5,240 New
5,240 $261,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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