FIA
Foundations Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Buy |
1,092,428
+123,552
| +13% | +$3.02M | 0.42% | 60 |
|
|
2025
Q1 | $21.4M | Buy |
968,876
+158,464
| +20% | +$3.5M | 0.39% | 64 |
|
|
2024
Q4 | $18.8M | Buy |
810,412
+562,828
| +227% | +$1.57M | 0.36% | 65 |
|
|
2024
Q3 | $16.8M | Buy |
247,584
+50,962
| +26% | +$3.46M | 0.35% | 68 |
|
|
2024
Q2 | $12.6M | Buy |
196,622
+46,552
| +31% | +$2.99M | 0.31% | 72 |
|
|
2024
Q1 | $9.31M | Buy |
150,070
+37,272
| +33% | +$2.31M | 0.24% | 78 |
|
|
2023
Q4 | $6.54M | Buy |
112,798
+101,045
| +860% | +$5.86M | 0.18% | 100 |
|
|
2023
Q3 | $595K | Buy |
11,753
+2,990
| +34% | +$151K | 0.02% | 357 |
|
|
2023
Q2 | $459K | Buy |
+8,763
| New | +$459K | 0.02% | 378 |
|