Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 83,937 shares of SCHG stock, worth $2.38 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
83,937
Previous 45,832
83.14%
Holding current value
$2.38 Million
Previous $4.62 Million
89.22%
% of portfolio
0.2%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio