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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
Q2 		$7.73M Buy
262,614
+34,085
+15% +$973K 0.08% 199
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Foundations Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, buying an estimated $973K and bringing the position to 262,614 shares worth $7.73M. The position accounts for 0.08% of the portfolio, ranked #199.

Foundations Investment Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.7M in Q2 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Foundations Investment Advisors held 262,614 shares of Schwab US Large- Cap ETF worth $7.73M as of Q2 2026.
  • Foundations Investment Advisors bought 34,085 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $973K.
  • Schwab US Large- Cap ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #199 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Schwab US Large- Cap ETF position peaked at $26.7M in Q2 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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