SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,412 Value ($000) $1,340 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 14,928 Value ($000) $1,425 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 17,207 Value ($000) $1,570 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 18,865 Value ($000) $1,477 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 23,074 Value ($000) $1,708 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 23,528 Value ($000) $1,525 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 22,342 Value ($000) $1,646 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 25,816 Value ($000) $1,868 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 25,021 Value ($000) $1,558 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 69,250 Value ($000) $3,802 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 58,026 Value ($000) $3,289 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 39,230 Value ($000) $2,055 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 23,087 Value ($000) $1,922 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 27,008 Value ($000) $1,941 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 23,252 Value ($000) $1,475 Avg Close $65.53 Range $56.48 - $81.20