Foundations Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Buy	13,302 +931	+8%	+$33.2K	0.01%	796
2026 Q1	$408K	Buy	12,371 +669	+6%	+$22.8K	0.01%	781
2025 Q4	$383K	Sell	11,702 -4,076	-26%	-$136K	0.01%	807
2025 Q3	$527K	Buy	+15,778	New	+$497K	0.01%	638
2024 Q1	–	Sell	-9,345	Closed	-$224K	–	744
2023 Q4	$224K	Sell	9,345 -4,495	-32%	-$108K	0.01%	617
2023 Q3	$331K	Sell	13,840 -68,137	-83%	-$1.69M	0.01%	491
2023 Q2	$2.02M	Buy	81,977 +3,066	+4%	+$74.9K	0.07%	192
2023 Q1	$1.93M	Buy	+78,911	New	+$1.96M	0.07%	172

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Foundations Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 7.5% in Q2 2026, buying an estimated $33.2K and bringing the position to 13,302 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #796.

Foundations Investment Advisors first reported a position in SCHE in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.02M in Q2 2023. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Foundations Investment Advisors held 13,302 shares of Schwab Emerging Markets Equity ETF worth $482K as of Q2 2026.
Foundations Investment Advisors bought 931 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $33.2K.
Schwab Emerging Markets Equity ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #796 holding.
Foundations Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and has held it in 8 quarters since.
Foundations Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.02M in Q2 2023.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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