Schwab U S Small Cap ETF shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 50k | 27.90 |
| 2025-06-30 | $1.2M | 46k | 25.30 |
| 2025-03-31 | $775k | 33k | 23.43 |
| 2024-12-31 | $25M | 947k | 25.86 |
| 2024-09-30 | $24M | 457k | 51.50 |
| 2024-06-30 | $20M | 425k | 47.45 |
| 2024-03-31 | $19M | 389k | 49.24 |
| 2023-12-31 | $16M | 349k | 46.06 |
| 2023-09-30 | $4.0M | 96k | 41.42 |
| 2023-06-30 | $3.4M | 78k | 43.80 |
| 2023-03-31 | $2.7M | 65k | 41.93 |
| 2022-12-31 | $2.4M | 60k | 40.51 |
| 2022-09-30 | $2.0M | 54k | 37.80 |
| 2022-06-30 | $2.1M | 54k | 39.32 |
| 2022-03-31 | $2.4M | 51k | 46.11 |
| 2021-12-31 | $2.3M | 24k | 99.98 |
| 2021-09-30 | $2.3M | 23k | 101.07 |
| 2021-06-30 | $2.3M | 23k | 103.21 |
| 2021-03-31 | $2.3M | 23k | 100.20 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors