Foundations Investment Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,804 shares of SCHQ stock, worth $988,500. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,804
Previous 26,166 17.73%
Holding current value
$988,500
Previous $915,000 5.79%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$31.33 - $35.13 $145,308 - $162,932
4,638 Added 17.73%
30,804 $968,000
Q3 2024

Oct 21, 2024
BUY
$32.17 - $35.98 $340,390 - $380,704
10,581 Added 67.89%
26,166 $915,000
Q2 2024

Aug 02, 2024
BUY
$31.45 - $33.71 $180,114 - $193,057
5,727 Added 58.09%
15,585 $511,000
Q1 2024

May 13, 2024
BUY
$32.9 - $35.0 $324,328 - $345,030
9,858 New
9,858 $332,000

Others Institutions Holding SCHQ

# of Institutions
104
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email