FIA
SCHV

Foundations Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Foundations Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
40,511
-826
-2% -$27.2K 0.01% 494
2026
Q1 		$1.26M Buy
41,337
+5,435
+15% +$169K 0.02% 466
2025
Q4 		$1.06M Sell
35,902
-547
-2% -$16K 0.01% 500
2025
Q3 		$1.06M Buy
36,449
+18,122
+99% +$515K 0.02% 451
2025
Q2 		$507K Buy
18,327
+3,234
+21% +$85K 0.01% 575
2025
Q1 		$401K Sell
15,093
-964
-6% -$25.9K 0.01% 635
2024
Q4 		$419K Buy
16,057
+3,955
+33% +$107K 0.01% 574
2024
Q3 		$324K Buy
12,102
+1,410
+13% +$36.2K 0.01% 613
2024
Q2 		$264K Sell
10,692
-2,133
-17% -$52.7K 0.01% 636
2024
Q1 		$325K Sell
12,825
-699
-5% -$16.8K 0.01% 564
2023
Q4 		$320K Buy
13,524
+1,401
+12% +$30.6K 0.01% 533
2023
Q3 		$260K Sell
12,123
-1,245
-9% -$28K 0.01% 547
2023
Q2 		$299K Buy
13,368
+42
+0.3% +$917 0.01% 472
2023
Q1 		$291K Buy
+13,326
New +$296K 0.01% 405

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q2 2026, selling an estimated $27.2K and leaving 40,511 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #494.

Foundations Investment Advisors first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Foundations Investment Advisors held 40,511 shares of Schwab US Large-Cap Value ETF worth $1.41M as of Q2 2026.
  • Foundations Investment Advisors sold 826 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $27.2K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #494 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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