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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$92.63 - $105.69 $3.53 Million - $4.03 Million
38,105 Added 83.14%
83,937 $8.74 Million
Q2 2024

Aug 02, 2024

BUY
$87.04 - $101.61 $339,717 - $396,583
3,903 Added 9.31%
45,832 $4.62 Million
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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