Foundations Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 643,093 shares of SCHD stock, worth $16.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

643,093

Previous 142,931 349.93%

Holding current value

$16.8 Million

Previous $3.9 Million 360.55%

% of portfolio

0.35%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $13.5 Million - $14.3 Million	500,162 Added 349.93%	643,093 $18 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $2.73 Million - $8.62 Million	101,514 Added 245.1%	142,931 $3.9 Million
Q3 2024 Oct 21, 2024	SELL	$77.02 - $85.06 $111,910 - $123,592	-1,453 Reduced 3.39%	41,417 $3.5 Million
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $11,977 - $12,663	158 Added 0.37%	42,870 $3.33 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $4.02 Million - $4.31 Million	-53,472 Reduced 55.59%	42,712 $3.44 Million
Q4 2023 Feb 08, 2024	SELL	$66.9 - $76.32 $869,097 - $991,473	-12,991 Reduced 11.9%	96,184 $7.32 Million
Q3 2023 Oct 05, 2023	SELL	$70.63 - $75.66 $1.02 Million - $1.09 Million	-14,411 Reduced 11.66%	109,175 $7.73 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $880,246 - $940,812	12,724 Added 11.48%	123,586 $8.97 Million
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $6.21 Million - $6.89 Million	88,316 Added 391.71%	110,862 $8.11 Million
Q4 2022 Jan 11, 2023	SELL	$67.16 - $79.06 $346,814 - $408,265	-5,164 Reduced 18.64%	22,546 $0
Q3 2022 Oct 19, 2022	BUY	$66.43 - $77.87 $395,524 - $463,637	5,954 Added 27.37%	27,710 $1.84 Million
Q2 2022 Jul 08, 2022	SELL	$70.31 - $80.24 $23,764 - $27,121	-338 Reduced 1.53%	21,756 $1.56 Million
Q1 2022 Apr 19, 2022	BUY	$75.14 - $81.94 $26,148 - $28,515	348 Added 1.6%	22,094 $1.74 Million
Q4 2021 Jan 21, 2022	BUY	$74.93 - $80.86 $21,804 - $23,530	291 Added 1.36%	21,746 $1.78 Million
Q3 2021 Oct 13, 2021	SELL	$74.23 - $78.13 $4,750 - $5,000	-64 Reduced 0.3%	21,455 $1.62 Million
Q2 2021 Jul 14, 2021	SELL	$73.32 - $77.65 $3,885 - $4,115	-53 Reduced 0.25%	21,519 $1.64 Million
Q1 2021 Apr 09, 2021	BUY	$63.23 - $73.67 $1.36 Million - $1.59 Million	21,572 New	21,572 $1.59 Million

Others Institutions Holding SCHD

# of Institutions

1,999

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Foundations Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History