SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 107,737 Value ($000) $2,955 Avg Close — Range —
Q3 2025
Shares 196,460 Value ($000) $5,363 Avg Close — Range —
Q2 2025
Shares 143,973 Value ($000) $3,815 Avg Close — Range —
Q1 2025
Shares 643,093 Value ($000) $17,981 Avg Close — Range —
Q4 2024
Shares 142,931 Value ($000) $3,905 Avg Close — Range —
Q3 2024
Shares 41,417 Value ($000) $3,501 Avg Close — Range —
Q2 2024
Shares 42,870 Value ($000) $3,334 Avg Close — Range —
Q1 2024
Shares 42,712 Value ($000) $3,444 Avg Close — Range —
Q4 2023
Shares 96,184 Value ($000) $7,410 Avg Close — Range —
Q3 2023
Shares 109,175 Value ($000) $7,725 Avg Close — Range —
Q2 2023
Shares 123,586 Value ($000) $8,975 Avg Close — Range —
Q1 2023
Shares 110,862 Value ($000) $8,111 Avg Close — Range —
Q4 2022
Shares 22,546 Value ($000) $1,703 Avg Close — Range —
Q3 2022
Shares 27,710 Value ($000) $1,841 Avg Close — Range —
Q2 2022
Shares 21,756 Value ($000) $1,563 Avg Close — Range —
Q1 2022
Shares 22,094 Value ($000) $1,739 Avg Close — Range —
Q4 2021
Shares 21,746 Value ($000) $1,781 Avg Close — Range —
Q3 2021
Shares 21,455 Value ($000) $1,617 Avg Close — Range —
Q2 2021
Shares 21,519 Value ($000) $1,636 Avg Close — Range —
Q1 2021
Shares 21,572 Value ($000) $1,592 Avg Close — Range —