Foundations Investment Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
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 83,390 shares of SCHJ stock, worth $2.04 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
83,390
Previous 36,834
126.39%
Holding current value
$2.04 Million
Previous $1.83 Million
11.28%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
115Shares Held
6.89MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
-
Envestnet Asset Management Inc401KShares$9.83 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL342KShares$8.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC340KShares$8.33 Million0.0% of portfolio
-
Tap Consulting, LLC334KShares$8.19 Million1.74% of portfolio