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Schwab Strategic Tr shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $519k 20k 26.18

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Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Horizon Fds Anfield Us Eqty
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View all positions for Foundations Investment Advisors

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Jones Financial Companies, L.L
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
L2 Asset Management
Strategic Financial Planning
CFG Wealth Management Services
Principia Wealth Advisory
Summit Financial
Harbour Investments
Mma Asset Management
Mfg Wealth Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr