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Foundations Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Foundations Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Buy
182,267
+72,143
+66% +$2.29M 0.06% 227
2026
Q1 		$3.38M Buy
110,124
+2,387
+2% +$72.4K 0.04% 280
2025
Q4 		$2.96M Sell
107,737
-88,723
-45% -$2.41M 0.04% 287
2025
Q3 		$5.36M Buy
196,460
+52,487
+36% +$1.43M 0.08% 197
2025
Q2 		$3.82M Sell
143,973
-499,120
-78% -$13M 0.06% 238
2025
Q1 		$18M Buy
643,093
+500,162
+350% +$13.9M 0.33% 75
2024
Q4 		$3.9M Buy
142,931
+18,680
+15% +$531K 0.08% 211
2024
Q3 		$3.5M Sell
124,251
-4,359
-3% -$119K 0.07% 211
2024
Q2 		$3.33M Buy
128,610
+474
+0.4% +$12.3K 0.08% 187
2024
Q1 		$3.44M Sell
128,136
-160,416
-56% -$4.14M 0.09% 178
2023
Q4 		$7.41M Sell
288,552
-38,973
-12% -$929K 0.2% 95
2023
Q3 		$7.73M Sell
327,525
-43,233
-12% -$1.06M 0.24% 79
2023
Q2 		$8.97M Buy
370,758
+38,172
+11% +$912K 0.3% 61
2023
Q1 		$8.11M Buy
332,586
+264,948
+392% +$6.62M 0.29% 58
2022
Q4 		$1.7M Sell
67,638
-15,492
-19% -$382K 0.07% 156
2022
Q3 		$1.84M Buy
83,130
+17,862
+27% +$434K 0.08% 106
2022
Q2 		$1.56M Sell
65,268
-1,014
-2% -$25.8K 0.07% 110
2022
Q1 		$1.74M Buy
66,282
+1,044
+2% +$27.3K 0.07% 99
2021
Q4 		$1.78M Buy
65,238
+873
+1% +$22.7K 0.07% 94
2021
Q3 		$1.62M Sell
64,365
-192
-0.3% -$4.88K 0.07% 89
2021
Q2 		$1.64M Sell
64,557
-159
-0.2% -$4.01K 0.08% 82
2021
Q1 		$1.59M Buy
+64,716
New +$1.47M 0.09% 70

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Foundations Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 66% in Q2 2026, buying an estimated $2.29M and bringing the position to 182,267 shares worth $5.78M. The position accounts for 0.06% of the portfolio, ranked #227.

Foundations Investment Advisors first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $18M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Foundations Investment Advisors held 182,267 shares of Schwab US Dividend Equity ETF worth $5.78M as of Q2 2026.
  • Foundations Investment Advisors bought 72,143 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.29M.
  • Schwab US Dividend Equity ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #227 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Schwab US Dividend Equity ETF position peaked at $18M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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