Schwab Strategic Tr us dividend eq shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 41k | 84.53 |
| 2024-06-30 | $3.3M | 43k | 77.76 |
| 2024-03-31 | $3.4M | 43k | 80.63 |
| 2023-12-31 | $7.4M | 96k | 77.04 |
| 2023-09-30 | $7.7M | 109k | 70.76 |
| 2023-06-30 | $9.0M | 124k | 72.62 |
| 2023-03-31 | $8.1M | 111k | 73.16 |
| 2022-12-31 | $1.7M | 23k | 75.54 |
| 2022-09-30 | $1.8M | 28k | 66.44 |
| 2022-06-30 | $1.6M | 22k | 71.84 |
| 2022-03-31 | $1.7M | 22k | 78.71 |
| 2021-12-31 | $1.8M | 22k | 81.90 |
| 2021-09-30 | $1.6M | 22k | 75.37 |
| 2021-06-30 | $1.6M | 22k | 76.03 |
| 2021-03-31 | $1.6M | 22k | 73.80 |
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