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

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

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 150,070 shares of SCHX stock, worth $9.64 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
150,070
Previous 112,798 33.04%
Holding current value
$9.64 Million
Previous $6.36 Million 46.41%
% of portfolio
0.26%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email