Foundations Investment Advisors, LLC Schwab Strategic Tr Us Small 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 Us Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 457,446 shares of SCHA stock, worth $12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
457,446
Previous 424,691
7.71%
Holding current value
$12 Million
Previous $20.2 Million
16.91%
% of portfolio
0.53%
Previous 0.52%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$580 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$322 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$276 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$192 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$78.4 Million0.34% of portfolio