SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 482,907 Value ($000) $15,752 Avg Close — Range —
Q3 2025
Shares 435,539 Value ($000) $13,898 Avg Close — Range —
Q2 2025
Shares 409,139 Value ($000) $11,951 Avg Close — Range —
Q1 2025
Shares 363,946 Value ($000) $9,113 Avg Close — Range —
Q4 2024
Shares 366,409 Value ($000) $10,212 Avg Close — Range —
Q3 2024
Shares 83,937 Value ($000) $8,745 Avg Close — Range —
Q2 2024
Shares 45,832 Value ($000) $4,622 Avg Close — Range —
Q1 2024
Shares 41,929 Value ($000) $3,888 Avg Close — Range —
Q4 2023
Shares 6,204 Value ($000) $536 Avg Close — Range —
Q3 2023
Shares 4,313 Value ($000) $314 Avg Close — Range —
Q2 2023
Shares 5,599 Value ($000) $420 Avg Close — Range —