SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 59,588 Value ($000) $1,697 Avg Close — Range —
Q3 2025
Shares 50,093 Value ($000) $1,398 Avg Close — Range —
Q2 2025
Shares 45,501 Value ($000) $1,151 Avg Close — Range —
Q1 2025
Shares 33,062 Value ($000) $775 Avg Close — Range —
Q4 2024
Shares 946,574 Value ($000) $24,478 Avg Close — Range —
Q3 2024
Shares 457,446 Value ($000) $23,558 Avg Close — Range —
Q2 2024
Shares 424,691 Value ($000) $20,152 Avg Close — Range —
Q1 2024
Shares 389,100 Value ($000) $19,159 Avg Close — Range —
Q4 2023
Shares 349,147 Value ($000) $16,082 Avg Close — Range —
Q3 2023
Shares 96,374 Value ($000) $3,992 Avg Close — Range —
Q2 2023
Shares 78,026 Value ($000) $3,418 Avg Close — Range —
Q1 2023
Shares 65,238 Value ($000) $2,735 Avg Close — Range —
Q4 2022
Shares 59,513 Value ($000) $2,411 Avg Close — Range —
Q3 2022
Shares 53,672 Value ($000) $2,029 Avg Close — Range —
Q2 2022
Shares 53,709 Value ($000) $2,112 Avg Close — Range —
Q1 2022
Shares 51,079 Value ($000) $2,355 Avg Close — Range —
Q4 2021
Shares 23,495 Value ($000) $2,349 Avg Close — Range —
Q3 2021
Shares 22,530 Value ($000) $2,277 Avg Close — Range —
Q2 2021
Shares 22,546 Value ($000) $2,327 Avg Close — Range —
Q1 2021
Shares 22,973 Value ($000) $2,302 Avg Close — Range —