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

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 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 114,854 shares of SCHZ stock, worth $2.64 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
114,854
Previous 106,580 7.76%
Holding current value
$2.64 Million
Previous $2.42 Million 9.96%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
704
Shares Held
174M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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