SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2025
Shares 118,047 Value ($000) $2,939 Avg Close Range
Q3 2025
Shares 105,164 Value ($000) $2,623 Avg Close Range
Q2 2025
Shares 99,349 Value ($000) $2,465 Avg Close Range
Q1 2025
Shares 88,863 Value ($000) $2,190 Avg Close Range
Q4 2024
Shares 83,390 Value ($000) $2,033 Avg Close Range
Q3 2024
Shares 36,834 Value ($000) $1,827 Avg Close Range
Q2 2024
Shares 21,377 Value ($000) $1,032 Avg Close Range
Q1 2024
Shares 13,608 Value ($000) $658 Avg Close Range