Foundations Investment Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 88,863 shares of SCHJ stock, worth $2.19 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
88,863
Previous 83,390 6.56%
Holding current value
$2.19 Million
Previous $2.03 Million 7.67%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$24.29 - $24.65 $132,939 - $134,909
5,473 Added 6.56%
88,863 $2.19 Million
Q4 2024

Jan 22, 2025
BUY
$24.31 - $49.53 $1.13 Million - $2.31 Million
46,556 Added 126.39%
83,390 $2.03 Million
Q3 2024

Oct 21, 2024
BUY
$48.09 - $49.69 $743,327 - $768,058
15,457 Added 72.31%
36,834 $1.83 Million
Q2 2024

Aug 02, 2024
BUY
$47.73 - $48.35 $370,814 - $375,631
7,769 Added 57.09%
21,377 $1.03 Million
Q1 2024

May 13, 2024
BUY
$48.03 - $48.53 $653,592 - $660,396
13,608 New
13,608 $657,000

Others Institutions Holding SCHJ

# of Institutions
129
Shares Held
7.67M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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