SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 41,933 Value ($000) $1,261 Avg Close — Range —
Q3 2025
Shares 43,443 Value ($000) $1,288 Avg Close — Range —
Q2 2025
Shares 24,981 Value ($000) $701 Avg Close — Range —
Q1 2025
Shares 21,267 Value ($000) $557 Avg Close — Range —
Q4 2024
Shares 8,613 Value ($000) $239 Avg Close — Range —
Q3 2024
Shares 3,042 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 3,958 Value ($000) $308 Avg Close — Range —
Q3 2023
Shares 5,002 Value ($000) $339 Avg Close — Range —