Foundations Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,512 shares of SCHB stock, worth $787,819. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,512
Previous 21,183 44.04%
Holding current value
$787,819
Previous $504,000 55.56%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$23.82 - $25.84 $222,216 - $241,061
9,329 Added 44.04%
30,512 $784,000
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $44,503 - $55,523
2,330 Added 12.36%
21,183 $504,000
Q1 2025

May 07, 2025
BUY
$21.23 - $23.75 $12,377 - $13,846
583 Added 3.19%
18,853 $405,000
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $402,122 - $1.22 Million
18,270 New
18,270 $414,000
Q3 2023

Oct 05, 2023
BUY
$49.59 - $53.57 $259,851 - $280,706
5,240 New
5,240 $261,000

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
496M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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