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
2025 Q3	$9.96M	Sell
2025 Q2	$26.7M	Buy
2025 Q1	$21.4M	Buy
2024 Q4	$18.8M	Buy
2024 Q3	$16.8M	Buy
2024 Q2	$12.6M	Buy
2024 Q1	$9.31M	Buy
2023 Q4	$6.54M	Buy
2023 Q3	$595K	Buy
2023 Q2	$459K	Buy