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Schwab Strategic Tr shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) 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
2025-09-30 $466k 4.6k 100.62

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
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NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
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View all positions for Foundations Investment Advisors

Top funds holding Schwab Strategic Tr

Wolfstich Capital
Holistic Planning
Addison Capital
Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Luken Investment Analytics
Crumly & Associates
UBS Group
Belpointe Asset Management
McAdam
Worth Asset Management
Mercer Global Advisors
Almanack Investment Partners

View all funds holding Schwab Strategic Tr