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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$505K	Buy	21,183 +2,330	+12%	+$55.5K	0.01%	576
2025 Q1	$406K	Buy	18,853 +583	+3%	+$12.6K	0.01%	628
2024 Q4	$415K	Buy	+18,270	New	+$415K	0.01%	575
2023 Q4	–	Sell	-15,720	Closed	-$261K	–	719
2023 Q3	$261K	Buy	+15,720	New	+$261K	0.01%	546