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
2026 Q2	$1.42M	Sell	38,589 -1,210	-3%	-$41.6K	0.01%	489
2026 Q1	$1.23M	Sell	39,799 -2,134	-5%	-$67.9K	0.02%	473
2025 Q4	$1.26M	Sell	41,933 -1,510	-3%	-$45K	0.02%	444
2025 Q3	$1.29M	Buy	43,443 +18,462	+74%	+$537K	0.02%	410
2025 Q2	$701K	Buy	24,981 +3,714	+17%	+$98K	0.01%	505
2025 Q1	$557K	Buy	21,267 +12,654	+147%	+$352K	0.01%	550
2024 Q4	$239K	Sell	8,613 -513	-6%	-$14.6K	﹤0.01%	733
2024 Q3	$253K	Sell	9,126 -2,748	-23%	-$73.1K	0.01%	683
2024 Q2	$308K	Buy	+11,874	New	+$311K	0.01%	604
2023 Q4	–	Sell	-15,006	Closed	-$339K	–	720
2023 Q3	$339K	Buy	+15,006	New	+$356K	0.01%	486

Other funds holding SCHM

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q2 2026, selling an estimated $41.6K and leaving 38,589 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #489.

Foundations Investment Advisors first reported a position in SCHM in Q3 2023 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Foundations Investment Advisors held 38,589 shares of Schwab US Mid-Cap ETF worth $1.42M as of Q2 2026.
Foundations Investment Advisors sold 1,210 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $41.6K.
Schwab US Mid-Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #489 holding.
Foundations Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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