Foundations Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 132,929 shares of SCHZ stock, worth $3.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

132,929

Previous 124,921 6.41%

Holding current value

$3.13 Million

Previous $2.9 Million 7.44%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$22.9 - $23.58 $183,383 - $188,828	8,008 Added 6.41%	132,929 $3.12 Million
Q2 2025 Aug 08, 2025	BUY	$22.68 - $23.28 $228,319 - $234,359	10,067 Added 8.77%	124,921 $2.9 Million
Q1 2025 May 07, 2025	BUY	$22.46 - $23.26 $185,834 - $192,453	8,274 Added 7.76%	114,854 $2.66 Million
Q4 2024 Jan 22, 2025	BUY	$22.63 - $47.53 $1.38 Million - $2.91 Million	61,199 Added 134.86%	106,580 $2.42 Million
Q3 2024 Oct 21, 2024	BUY	$45.2 - $47.87 $819,611 - $868,026	18,133 Added 66.55%	45,381 $2.16 Million
Q2 2024 Aug 02, 2024	BUY	$44.66 - $45.99 $451,735 - $465,188	10,115 Added 59.04%	27,248 $1.24 Million
Q1 2024 May 13, 2024	BUY	$45.44 - $46.67 $778,523 - $799,597	17,133 New	17,133 $788,000

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

171M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History