Foundations Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Foundations Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$784K	Buy
2025 Q2	$505K	Buy
2025 Q1	$406K	Buy
2024 Q4	$415K	Buy
2023 Q4	–	Sell
2023 Q3	$261K	Buy