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Foundations Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Foundations Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.1M Buy
72,294
+12,706
+21% +$381K 0.03% 367
2025
Q4 		$1.7M Buy
59,588
+9,495
+19% +$268K 0.02% 386
2025
Q3 		$1.4M Buy
50,093
+4,592
+10% +$123K 0.02% 390
2025
Q2 		$1.15M Buy
45,501
+12,439
+38% +$294K 0.02% 402
2025
Q1 		$775K Sell
33,062
-913,512
-97% -$23.3M 0.01% 465
2024
Q4 		$24.5M Buy
946,574
+31,682
+3% +$843K 0.47% 53
2024
Q3 		$23.6M Buy
914,892
+65,510
+8% +$1.63M 0.5% 52
2024
Q2 		$20.2M Buy
849,382
+71,182
+9% +$1.69M 0.49% 50
2024
Q1 		$19.2M Buy
778,200
+79,906
+11% +$1.87M 0.5% 46
2023
Q4 		$16.1M Buy
698,294
+505,546
+262% +$10.7M 0.43% 50
2023
Q3 		$3.99M Buy
192,748
+36,696
+24% +$805K 0.12% 138
2023
Q2 		$3.42M Buy
156,052
+25,576
+20% +$533K 0.11% 132
2023
Q1 		$2.74M Buy
130,476
+11,450
+10% +$246K 0.1% 131
2022
Q4 		$2.41M Buy
119,026
+11,682
+11% +$239K 0.1% 112
2022
Q3 		$2.03M Sell
107,344
-74
-0.1% -$1.55K 0.09% 101
2022
Q2 		$2.11M Buy
107,418
+5,260
+5% +$112K 0.09% 94
2022
Q1 		$2.35M Buy
102,158
+8,178
+9% +$193K 0.09% 88
2021
Q4 		$2.35M Buy
93,980
+3,860
+4% +$99.9K 0.09% 85
2021
Q3 		$2.28M Sell
90,120
-64
-0.1% -$1.63K 0.1% 75
2021
Q2 		$2.33M Sell
90,184
-1,708
-2% -$43.7K 0.11% 68
2021
Q1 		$2.3M Buy
+91,892
New +$2.26M 0.13% 58

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foundations Investment Advisors's SCHA Position: Q1 2026 in Review

Foundations Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q1 2026, buying an estimated $381K and bringing the position to 72,294 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #367.

Foundations Investment Advisors first reported a position in SCHA in Q1 2021 and has held it in 21 quarters since. The position peaked at $24.5M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Foundations Investment Advisors held 72,294 shares of Schwab U.S Small- Cap ETF worth $2.1M as of Q1 2026.
  • Foundations Investment Advisors bought 12,706 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $381K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #367 holding.
  • Foundations Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $24.5M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.