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

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 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 99,349 shares of SCHJ stock, worth $2.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

99,349

Previous 88,863 11.8%

Holding current value

$2.48 Million

Previous $2.19 Million 12.56%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$24.32 - $24.81 $255,019 - $260,157	10,486 Added 11.8%	99,349 $2.46 Million
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

132

Shares Held

7.34M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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