Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 968,876 shares of SCHX stock, worth $24.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

968,876

Previous 810,412 19.55%

Holding current value

$24.3 Million

Previous $18.8 Million 13.88%

% of portfolio

0.42%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $3.45 Million - $3.85 Million	158,464 Added 19.55%	968,876 $21.4 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $12.6 Million - $38.4 Million	562,828 Added 227.33%	810,412 $18.8 Million
Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $3.11 Million - $3.46 Million	50,962 Added 25.92%	247,584 $16.8 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $2.73 Million - $3.02 Million	46,552 Added 31.02%	196,622 $12.6 Million
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $2.07 Million - $2.31 Million	37,272 Added 33.04%	150,070 $9.31 Million
Q4 2023 Feb 08, 2024	BUY	$48.47 - $56.6 $4.9 Million - $5.72 Million	101,045 Added 859.74%	112,798 $6.36 Million
Q3 2023 Oct 05, 2023	BUY	$50.36 - $54.21 $150,576 - $162,087	2,990 Added 34.12%	11,753 $594,000
Q2 2023 Jul 19, 2023	BUY	$47.67 - $52.37 $417,732 - $458,918	8,763 New	8,763 $458,000

Others Institutions Holding SCHX

# of Institutions

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History