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

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 159,376 shares of SCHR stock, worth $3.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
159,376
Previous 146,180 9.03%
Holding current value
$3.96 Million
Previous $3.55 Million 11.61%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 07, 2025
BUY
$24.05 - $24.86 $317,363 - $328,052
13,196 Added 9.03%
159,376 $3.96 Million
Q4 2024

Jan 22, 2025
BUY
$24.19 - $50.58 $1.96 Million - $4.09 Million
80,905 Added 123.94%
146,180 $3.55 Million
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
485
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
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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