Foundations Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 191,998 shares of SCHR stock, worth $4.82 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

191,998

Previous 174,563 9.99%

Holding current value

$4.82 Million

Previous $4.37 Million 10.41%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$24.69 - $25.26 $430,470 - $440,408	17,435 Added 9.99%	191,998 $4.82 Million
Q2 2025 Aug 08, 2025	BUY	$24.54 - $25.07 $372,688 - $380,738	15,187 Added 9.53%	174,563 $4.37 Million
Q1 2025 May 07, 2025	BUY	$24.05 - $24.86 $317,363 - $328,052	13,196 Added 9.03%	159,376 $3.96 Million
Q4 2024 Jan 22, 2025	BUY	$24.19 - $50.58 $1.96 Million - $4.09 Million	80,905 Added 123.94%	146,180 $3.55 Million
Q3 2024 Oct 21, 2024	BUY	$48.4 - $50.91 $1.44 Million - $1.52 Million	29,812 Added 84.07%	65,275 $3.3 Million

Q2 2024 Aug 02, 2024	BUY	$47.85 - $49.0 $653,631 - $669,340	13,660 Added 62.65%	35,463 $1.73 Million
Q1 2024 May 13, 2024	BUY	$48.64 - $49.88 $1.06 Million - $1.09 Million	21,803 New	21,803 $1.07 Million

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Foundations Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History