Foundations Investment Advisors, LLC
EndowmentPosition in SCHW — Schwab Charles Corp
CIK 1743404
PHOENIX, AZ
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,213,442
-$167,312 QoQ
Shares Held
13,151
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,131
of 2,314 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $233,990,592 across 11 Capital Markets names. SCHW ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
378,795 | $79,183,305 | |
| 2 | GS |
Goldman Sachs Group Inc
|
72,064 | $72,883,366 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
619,285 | $62,101,897 | |
| 4 | IREN |
IREN Ltd
|
196,933 | $9,005,745 | |
| 5 | MARA |
MARA Holdings, Inc.
|
398,085 | $5,529,400 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
39,842 | $2,495,304 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
13,151 | $1,213,442 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
30,142 | $825,287 |
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,442 | 13,151 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,380,754 | 14,692 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,339,992 | 13,412 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,425,176 | 14,928 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,569,966 | 17,207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,476,752 | 18,865 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,707,706 | 23,074 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,524,849 | 23,528 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,646,381 | 22,342 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,867,529 | 25,816 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,721,444 | 25,021 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,801,825 | 69,250 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,288,913 | 58,026 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,054,867 | 39,230 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,922,223 | 23,087 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,941,064 | 27,008 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,469,061 | 23,252 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||