SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 35,902 Value ($000) $1,063 Avg Close — Range —
Q3 2025
Shares 36,449 Value ($000) $1,061 Avg Close — Range —
Q2 2025
Shares 18,327 Value ($000) $507 Avg Close — Range —
Q1 2025
Shares 15,093 Value ($000) $401 Avg Close — Range —
Q4 2024
Shares 16,057 Value ($000) $419 Avg Close — Range —
Q3 2024
Shares 4,034 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 3,564 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 4,275 Value ($000) $325 Avg Close — Range —
Q4 2023
Shares 4,508 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 4,041 Value ($000) $260 Avg Close — Range —
Q2 2023
Shares 4,456 Value ($000) $299 Avg Close — Range —
Q1 2023
Shares 4,442 Value ($000) $291 Avg Close — Range —