Foundations Investment Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 33,356 shares of SCHQ stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,356
Previous 30,804 8.28%
Holding current value
$1.04 Million
Previous $968,000 12.81%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$30.72 - $33.22 $78,397 - $84,777
2,552 Added 8.28%
33,356 $1.09 Million
Q4 2024

Jan 22, 2025
BUY
$31.33 - $35.13 $145,308 - $162,932
4,638 Added 17.73%
30,804 $968,000
Q3 2024

Oct 21, 2024
BUY
$32.17 - $35.98 $340,390 - $380,704
10,581 Added 67.89%
26,166 $915,000
Q2 2024

Aug 02, 2024
BUY
$31.45 - $33.71 $180,114 - $193,057
5,727 Added 58.09%
15,585 $511,000
Q1 2024

May 13, 2024
BUY
$32.9 - $35.0 $324,328 - $345,030
9,858 New
9,858 $332,000

Others Institutions Holding SCHQ

# of Institutions
108
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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