SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 433,363 Value ($000) $11,662 Avg Close — Range —
Q3 2025
Shares 377,989 Value ($000) $9,956 Avg Close — Range —
Q2 2025
Shares 1,092,428 Value ($000) $26,699 Avg Close — Range —
Q1 2025
Shares 968,876 Value ($000) $21,393 Avg Close — Range —
Q4 2024
Shares 810,412 Value ($000) $18,785 Avg Close — Range —
Q3 2024
Shares 247,584 Value ($000) $16,799 Avg Close — Range —
Q2 2024
Shares 196,622 Value ($000) $12,633 Avg Close — Range —
Q1 2024
Shares 150,070 Value ($000) $9,313 Avg Close — Range —
Q4 2023
Shares 112,798 Value ($000) $6,538 Avg Close — Range —
Q3 2023
Shares 11,753 Value ($000) $595 Avg Close — Range —
Q2 2023
Shares 8,763 Value ($000) $459 Avg Close — Range —