Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 3,042 shares of SCHM stock, worth $86,636. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,042
Previous 3,958
23.14%
Holding current value
$86,636
Previous $308,000
18.18%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$738 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$205 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$92.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$67.5 Million0.18% of portfolio