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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.86M	Sell	228,529 -204,834	-47%	-$5.49M	0.07%	207
2025 Q4	$11.7M	Buy	433,363 +55,374	+15%	+$1.48M	0.15%	138
2025 Q3	$9.96M	Sell	377,989 -714,439	-65%	-$18.1M	0.14%	140
2025 Q2	$26.7M	Buy	1,092,428 +123,552	+13%	+$2.79M	0.42%	60
2025 Q1	$21.4M	Buy	968,876 +158,464	+20%	+$3.69M	0.39%	64
2024 Q4	$18.8M	Buy	810,412 +67,660	+9%	+$1.58M	0.36%	65
2024 Q3	$16.8M	Buy	742,752 +152,886	+26%	+$3.33M	0.35%	68
2024 Q2	$12.6M	Buy	589,866 +139,656	+31%	+$2.89M	0.31%	72
2024 Q1	$9.31M	Buy	450,210 +111,816	+33%	+$2.2M	0.24%	78
2023 Q4	$6.54M	Buy	338,394 +303,135	+860%	+$5.32M	0.18%	100
2023 Q3	$595K	Buy	35,259 +8,970	+34%	+$157K	0.02%	357
2023 Q2	$459K	Buy	+26,289	New	+$434K	0.02%	378

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Foundations Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 47% in Q1 2026, selling an estimated $5.49M and leaving 228,529 shares worth $5.86M. The position accounts for 0.07% of the portfolio, ranked #207.

Foundations Investment Advisors first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $26.7M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Foundations Investment Advisors held 228,529 shares of Schwab US Large- Cap ETF worth $5.86M as of Q1 2026.
Foundations Investment Advisors sold 204,834 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.49M.
Schwab US Large- Cap ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q1 2026, its #207 holding.
Foundations Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's Schwab US Large- Cap ETF position peaked at $26.7M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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