SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 216,775 Value ($000) $5,437 Avg Close — Range —
Q3 2025
Shares 191,998 Value ($000) $4,825 Avg Close — Range —
Q2 2025
Shares 174,563 Value ($000) $4,369 Avg Close — Range —
Q1 2025
Shares 159,376 Value ($000) $3,962 Avg Close — Range —
Q4 2024
Shares 146,180 Value ($000) $3,551 Avg Close — Range —
Q3 2024
Shares 65,275 Value ($000) $3,303 Avg Close — Range —
Q2 2024
Shares 35,463 Value ($000) $1,730 Avg Close — Range —
Q1 2024
Shares 21,803 Value ($000) $1,069 Avg Close — Range —