Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 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 8,613 shares of SCHM stock, worth $225,402. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,613
Previous 3,042
183.14%
Holding current value
$225,402
Previous $252,000
5.56%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio