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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
2026
Q2 		$1.84M Buy
63,600
+8,100
+15% +$227K 0.02% 418
2026
Q1 		$1.39M Buy
55,500
+1,952
+4% +$51.2K 0.02% 442
2025
Q4 		$1.4M Buy
53,548
+23,036
+75% +$600K 0.02% 423
2025
Q3 		$784K Buy
30,512
+9,329
+44% +$231K 0.01% 529
2025
Q2 		$505K Buy
21,183
+2,330
+12% +$51.3K 0.01% 576
2025
Q1 		$406K Buy
18,853
+583
+3% +$13.3K 0.01% 628
2024
Q4 		$415K Buy
+18,270
New +$417K 0.01% 576
2023
Q4 		– Sell
-15,720
Closed -$261K – 719
2023
Q3 		$261K Buy
+15,720
New +$272K 0.01% 546

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Foundations Investment Advisors's SCHB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q2 2026, buying an estimated $227K and bringing the position to 63,600 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #418.

Foundations Investment Advisors first reported a position in SCHB in Q3 2023 and has held it in 8 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Foundations Investment Advisors held 63,600 shares of Schwab US Broad Market ETF worth $1.84M as of Q2 2026.
  • Foundations Investment Advisors bought 8,100 Schwab US Broad Market ETF shares in Q2 2026, an estimated $227K.
  • Schwab US Broad Market ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #418 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 8 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.