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Schwab Strategic Tr long term us shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 long term us by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $916k 26k 34.99
2024-06-30 $511k 16k 32.81
2024-03-31 $333k 9.9k 33.73

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
Mml Investors Services
Ambassador Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
LPL Financial
Werba Rubin Papier Wealth Management
Principal Securities
Envestnet Portfolio Solutions
Royal Bank of Canada
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us