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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

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 30,804 shares of SCHQ stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,804

Previous 26,166 17.73%

Holding current value

$1 Million

Previous $915,000 5.79%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

107

Shares Held

11.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

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