Foundations Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$701K	Buy
2025 Q1	$557K	Buy
2024 Q4	$239K	Sell
2024 Q3	$253K	Sell
2024 Q2	$308K	Buy
2023 Q4	–	Sell
2023 Q3	$339K	Buy