SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q3 2025
Shares 7,960 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 18,248 Value ($000) $431 Avg Close — Range —
Q3 2024
Shares 3,307 Value ($000) $237 Avg Close — Range —