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

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 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 377,989 shares of SCHX stock, worth $10.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

377,989

Previous 1,092,428 65.4%

Holding current value

$10.2 Million

Previous $26.7 Million 62.71%

% of portfolio

0.16%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$24.46 - $26.5 $17.5 Million - $18.9 Million	-714,439 Reduced 65.4%	377,989 $9.96 Million
Q2 2025 Aug 08, 2025	BUY	$19.6 - $24.44 $2.42 Million - $3.02 Million	123,552 Added 12.75%	1,092,428 $26.7 Million
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

1,603

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

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