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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
2024-09-30 $17M 248k 67.85
2024-06-30 $13M 197k 64.25
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