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Foundations Investment Advisors »

Schwab Strategic Tr us lrg cap etf shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Foundations Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$9.3M	150k	62.06
2023-12-31	$6.5M	113k	57.96
2023-09-30	$595k	12k	50.60
2023-06-30	$459k	8.8k	52.37

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)

Ishares Tr Core S&p500 Etf (IVV)

Exchange Listed Fds Tr Cabana Moderate (CLSM)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr Core Total Usd (IUSB)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)

Ishares Tr S&p 500 Grwt Etf (IVW)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr S&p 500 Val Etf (IVE)

Ishares Tr Short Treas Bd (SHV)

Blackrock Etf Trust Us Eqt Factor (DYNF)

Two Rds Shared Tr Regents Pk Hdgd (RPHS)

Apple (AAPL)

View all positions for Foundations Investment Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory

Charles Schwab Investment Management

Moneta Group Investment Advisors

Wealth Enhancement Advisory Services

UBS Group

Envestnet Asset Management

HPM Partners

Northwestern Mutual Wealth Management Company

Mercer Global Advisors

Campbell Wealth Management

Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf

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