Foundations Investment Advisors, LLC
EndowmentPosition in SCHW — Schwab Charles Corp
CIK 1743404
PHOENIX, AZ
Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,380,754
+$40,762 QoQ
Shares Held
14,692
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $175,964,002 across 12 Capital Markets names. SCHW ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
349,847 | $57,574,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
66,921 | $56,614,494 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
645,966 | $44,765,442 | |
| 4 | IREN |
IREN Ltd
|
176,618 | $6,054,464 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
47,273 | $4,510,316 | |
| 6 | MARA |
MARA Holdings, Inc.
|
403,732 | $3,294,453 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
14,692 | $1,380,754 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,288 | $539,756 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||