Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 83,937 shares of SCHG stock, worth $2.43 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

83,937

Previous 45,832 83.14%

Holding current value

$2.43 Million

Previous $4.62 Million 89.22%

% of portfolio

0.2%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $3.53 Million - $4.03 Million	38,105 Added 83.14%	83,937 $8.74 Million
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $339,717 - $396,583	3,903 Added 9.31%	45,832 $4.62 Million
Q1 2024 May 13, 2024	BUY	$80.6 - $93.32 $2.88 Million - $3.33 Million	35,725 Added 575.84%	41,929 $3.89 Million
Q4 2023 Feb 08, 2024	BUY	$70.08 - $83.37 $132,521 - $157,652	1,891 Added 43.84%	6,204 $514,000
Q3 2023 Oct 05, 2023	SELL	$71.99 - $78.02 $92,579 - $100,333	-1,286 Reduced 22.97%	4,313 $313,000
Q2 2023 Jul 19, 2023	BUY	$63.6 - $74.95 $356,096 - $419,645	5,599 New	5,599 $419,000

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Foundations Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History