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Foundations Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Foundations Investment Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6M Buy
568,439
+85,532
+18% +$2.66M 0.21% 113
2025
Q4 		$15.8M Buy
482,907
+47,368
+11% +$1.54M 0.21% 110
2025
Q3 		$13.9M Buy
435,539
+26,400
+6% +$805K 0.2% 113
2025
Q2 		$12M Buy
409,139
+45,193
+12% +$1.19M 0.19% 123
2025
Q1 		$9.11M Sell
363,946
-2,463
-0.7% -$67.5K 0.17% 133
2024
Q4 		$10.2M Buy
366,409
+30,661
+9% +$839K 0.2% 107
2024
Q3 		$8.74M Buy
335,748
+152,420
+83% +$3.84M 0.18% 110
2024
Q2 		$4.62M Buy
183,328
+15,612
+9% +$368K 0.11% 145
2024
Q1 		$3.89M Buy
167,716
+142,900
+576% +$3.16M 0.1% 157
2023
Q4 		$536K Buy
24,816
+7,564
+44% +$146K 0.01% 425
2023
Q3 		$314K Sell
17,252
-5,144
-23% -$96.8K 0.01% 502
2023
Q2 		$420K Buy
+22,396
New +$384K 0.01% 395

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Foundations Investment Advisors's SCHG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q1 2026, buying an estimated $2.66M and bringing the position to 568,439 shares worth $16.6M. The position accounts for 0.21% of the portfolio, ranked #113.

Foundations Investment Advisors first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Foundations Investment Advisors held 568,439 shares of Schwab US Large-Cap Growth ETF worth $16.6M as of Q1 2026.
  • Foundations Investment Advisors bought 85,532 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.66M.
  • Schwab US Large-Cap Growth ETF made up 0.21% of Foundations Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.