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

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 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 247,584 shares of SCHX stock, worth $5.89 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

247,584

Previous 196,622 25.92%

Holding current value

$5.89 Million

Previous $12.6 Million 32.98%

% of portfolio

0.38%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $3.11 Million - $3.46 Million	50,962 Added 25.92%	247,584 $16.8 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $2.73 Million - $3.02 Million	46,552 Added 31.02%	196,622 $12.6 Million
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $2.07 Million - $2.31 Million	37,272 Added 33.04%	150,070 $9.31 Million
Q4 2023 Feb 08, 2024	BUY	$48.47 - $56.6 $4.9 Million - $5.72 Million	101,045 Added 859.74%	112,798 $6.36 Million
Q3 2023 Oct 05, 2023	BUY	$50.36 - $54.21 $150,576 - $162,087	2,990 Added 34.12%	11,753 $594,000
Q2 2023 Jul 19, 2023	BUY	$47.67 - $52.37 $417,732 - $458,918	8,763 New	8,763 $458,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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