Charles Schwab Corporation shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.6M | 17k | 91.24 |
| 2025-03-31 | $1.5M | 19k | 78.28 |
| 2024-12-31 | $1.7M | 23k | 74.01 |
| 2024-09-30 | $1.5M | 24k | 64.81 |
| 2024-06-30 | $1.6M | 22k | 73.69 |
| 2024-03-31 | $1.9M | 26k | 72.34 |
| 2023-12-31 | $1.6M | 25k | 62.27 |
| 2023-09-30 | $3.8M | 69k | 54.90 |
| 2023-06-30 | $3.3M | 58k | 56.68 |
| 2023-03-31 | $2.1M | 39k | 52.38 |
| 2022-12-31 | $1.9M | 23k | 83.26 |
| 2022-09-30 | $1.9M | 27k | 71.87 |
| 2022-06-30 | $1.5M | 23k | 63.44 |
More positions owned by Foundations Investment Advisors
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