Foundations Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
2025
Q1
$1.48M Sell
2024
Q4
$1.71M Sell
2024
Q3
$1.52M Buy
2024
Q2
$1.65M Sell
2024
Q1
$1.87M Buy
2023
Q4
$1.56M Sell
2023
Q3
$3.8M Buy
2023
Q2
$3.29M Buy
2023
Q1
$2.05M Buy
2022
Q4
$1.92M Sell
2022
Q3
$1.94M Buy
2022
Q2
$1.48M Buy