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Foundations Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Foundations Investment Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,848
Closed -$215K – 745
2023
Q4 		$215K Buy
+8,848
New +$215K 0.01% 631