Foundations Investment Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 36,834 shares of SCHJ stock, worth $905,011. This represents 0.04% of its overall portfolio holdings.
Number of Shares
36,834
Previous 21,377
72.31%
Holding current value
$905,011
Previous $1.03 Million
77.03%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
96Shares Held
4.75MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.4 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.73 Million3.49% of portfolio
-
Envestnet Asset Management Inc185KShares$4.55 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.08 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.04 Million0.02% of portfolio