Foundations Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
174,563
+15,187
| +10% | +$380K | 0.07% | 217 |
|
|
2025
Q1 | $3.96M | Buy |
159,376
+13,196
| +9% | +$328K | 0.07% | 221 |
|
|
2024
Q4 | $3.55M | Buy |
146,180
+15,630
| +12% | +$380K | 0.07% | 217 |
|
|
2024
Q3 | $3.3M | Buy |
130,550
+59,624
| +84% | +$1.51M | 0.07% | 215 |
|
|
2024
Q2 | $1.73M | Buy |
70,926
+27,320
| +63% | +$666K | 0.04% | 252 |
|
|
2024
Q1 | $1.07M | Buy |
+43,606
| New | +$1.07M | 0.03% | 314 |
|