Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

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 21,267 shares of SCHM stock, worth $575,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,267

Previous 8,613 146.92%

Holding current value

$575,272

Previous $238,000 134.03%

% of portfolio

0.01%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$25.58 - $29.24 $323,689 - $370,002	12,654 Added 146.92%	21,267 $557,000
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $153,425 - $462,615	5,571 Added 183.14%	8,613 $238,000
Q3 2024 Oct 21, 2024	SELL	$75.47 - $83.18 $69,130 - $76,192	-916 Reduced 23.14%	3,042 $252,000
Q2 2024 Aug 02, 2024	BUY	$75.69 - $81.19 $299,581 - $321,350	3,958 New	3,958 $308,000
Q3 2023 Oct 05, 2023	BUY	$66.75 - $73.98 $333,883 - $370,047	5,002 New	5,002 $338,000

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History