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
2025 Q2	$507K	Buy
2025 Q1	$401K	Sell
2024 Q4	$419K	Buy
2024 Q3	$324K	Buy
2024 Q2	$264K	Sell
2024 Q1	$325K	Sell
2023 Q4	$320K	Buy
2023 Q3	$260K	Sell
2023 Q2	$299K	Buy
2023 Q1	$291K	Buy