Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 41,929 shares of SCHG stock, worth $4.23 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
41,929
Previous 6,204 575.84%
Holding current value
$4.23 Million
Previous $514,000 656.23%
% of portfolio
0.11%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $2.88 Million - $3.33 Million
35,725 Added 575.84%
41,929 $3.89 Million
Q4 2023

Feb 08, 2024
BUY
$70.08 - $83.37 $132,521 - $157,652
1,891 Added 43.84%
6,204 $514,000
Q3 2023

Oct 05, 2023
SELL
$71.99 - $78.02 $92,579 - $100,333
-1,286 Reduced 22.97%
4,313 $313,000
Q2 2023

Jul 19, 2023
BUY
$63.6 - $74.95 $356,096 - $419,645
5,599 New
5,599 $419,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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