SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 149,959 Value ($000) $3,505 Avg Close — Range —
Q3 2025
Shares 132,929 Value ($000) $3,120 Avg Close — Range —
Q2 2025
Shares 124,921 Value ($000) $2,903 Avg Close — Range —
Q1 2025
Shares 114,854 Value ($000) $2,660 Avg Close — Range —
Q4 2024
Shares 106,580 Value ($000) $2,419 Avg Close — Range —
Q3 2024
Shares 45,381 Value ($000) $2,157 Avg Close — Range —
Q2 2024
Shares 27,248 Value ($000) $1,242 Avg Close — Range —
Q1 2024
Shares 17,133 Value ($000) $788 Avg Close — Range —