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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 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 16,057 shares of SCHV stock, worth $435,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,057

Previous 4,034 298.04%

Holding current value

$435,465

Previous $324,000 29.01%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.79 - $80.4 $310,073 - $966,649	12,023 Added 298.04%	16,057 $418,000
Q3 2024 Oct 21, 2024	BUY	$73.43 - $80.37 $34,512 - $37,773	470 Added 13.19%	4,034 $324,000
Q2 2024 Aug 02, 2024	SELL	$71.74 - $75.86 $51,007 - $53,936	-711 Reduced 16.63%	3,564 $264,000
Q1 2024 May 13, 2024	SELL	$68.82 - $75.98 $16,035 - $17,703	-233 Reduced 5.17%	4,275 $324,000
Q4 2023 Feb 08, 2024	BUY	$61.16 - $70.24 $28,561 - $32,802	467 Added 11.56%	4,508 $316,000
Q3 2023 Oct 05, 2023	SELL	$64.45 - $69.39 $26,746 - $28,796	-415 Reduced 9.31%	4,041 $260,000
Q2 2023 Jul 19, 2023	BUY	$63.33 - $67.21 $886 - $940	14 Added 0.32%	4,456 $298,000
Q1 2023 Apr 25, 2023	BUY	$62.59 - $69.3 $278,024 - $307,830	4,442 New	4,442 $291,000

Others Institutions Holding SCHV

# of Institutions

864

Shares Held

279M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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