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Foundations Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Foundations Investment Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Buy
19,986
+6,693
+50% +$155K ﹤0.01% 810
2026
Q1 		$309K Sell
13,293
-136,666
-91% -$3.2M ﹤0.01% 892
2025
Q4 		$3.5M Buy
149,959
+17,030
+13% +$400K 0.05% 263
2025
Q3 		$3.12M Buy
132,929
+8,008
+6% +$186K 0.05% 265
2025
Q2 		$2.9M Buy
124,921
+10,067
+9% +$231K 0.05% 266
2025
Q1 		$2.66M Buy
114,854
+8,274
+8% +$190K 0.05% 262
2024
Q4 		$2.42M Buy
106,580
+15,818
+17% +$365K 0.05% 260
2024
Q3 		$2.16M Buy
90,762
+36,266
+67% +$849K 0.05% 262
2024
Q2 		$1.24M Buy
54,496
+20,230
+59% +$458K 0.03% 301
2024
Q1 		$788K Buy
+34,266
New +$788K 0.02% 368

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Foundations Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 50% in Q2 2026, buying an estimated $155K and bringing the position to 19,986 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Foundations Investment Advisors first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Foundations Investment Advisors held 19,986 shares of Schwab US Aggregate Bond ETF worth $462K as of Q2 2026.
  • Foundations Investment Advisors bought 6,693 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $155K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #810 holding.
  • Foundations Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $3.5M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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