Foundations Investment Advisors, LLC
EndowmentPosition in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1743404
PHOENIX, AZ
All Filings in SCHJ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $1,917,324 | 77,546 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SCHJ | $2,939,370 | 118,047 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SCHJ | $2,623,315 | 105,164 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SCHJ | $2,464,848 | 99,349 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SCHJ | $2,189,584 | 88,863 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 SCHJ | $2,032,631 | 83,390 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 SCHJ | — | 36,834 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 SCHJ | — | 21,377 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SCHJ | — | 13,608 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||