Foundations Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 65,275 shares of SCHR stock, worth $1.61 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
65,275
Previous 35,463 84.07%
Holding current value
$1.61 Million
Previous $1.73 Million 90.98%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$48.4 - $50.91 $1.44 Million - $1.52 Million
29,812 Added 84.07%
65,275 $3.3 Million
Q2 2024

Aug 02, 2024
BUY
$47.85 - $49.0 $653,631 - $669,340
13,660 Added 62.65%
35,463 $1.73 Million
Q1 2024

May 13, 2024
BUY
$48.64 - $49.88 $1.06 Million - $1.09 Million
21,803 New
21,803 $1.07 Million

Others Institutions Holding SCHR

# of Institutions
398
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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