Foundations Investment Advisors, LLC
EndowmentPosition in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1743404
PHOENIX, AZ
All Filings in SCHQ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $1,500,876 | 47,753 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SCHQ | $1,389,854 | 43,844 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SCHQ | $1,252,691 | 38,771 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SCHQ | $1,156,714 | 36,272 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SCHQ | $1,092,742 | 33,356 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 SCHQ | $968,169 | 30,804 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 SCHQ | — | 26,166 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 SCHQ | — | 15,585 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SCHQ | — | 9,858 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||