Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 43,443 shares of SCHM stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,443

Previous 24,981 73.9%

Holding current value

$1.27 Million

Previous $700,000 83.86%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$28.15 - $30.13 $519,705 - $556,260	18,462 Added 73.9%	43,443 $1.29 Million
Q2 2025 Aug 08, 2025	BUY	$22.92 - $28.05 $85,124 - $104,177	3,714 Added 17.46%	24,981 $700,000
Q1 2025 May 07, 2025	BUY	$25.58 - $29.24 $323,689 - $370,002	12,654 Added 146.92%	21,267 $557,000
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $153,425 - $462,615	5,571 Added 183.14%	8,613 $238,000
Q3 2024 Oct 21, 2024	SELL	$75.47 - $83.18 $69,130 - $76,192	-916 Reduced 23.14%	3,042 $252,000

Q2 2024 Aug 02, 2024	BUY	$75.69 - $81.19 $299,581 - $321,350	3,958 New	3,958 $308,000
Q3 2023 Oct 05, 2023	BUY	$66.75 - $73.98 $333,883 - $370,047	5,002 New	5,002 $338,000

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History