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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 8,613 shares of SCHM stock, worth $230,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,613
Previous 3,042 183.14%
Holding current value
$230,742
Previous $252,000 5.56%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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