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Foundations Investment Advisors, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on SCHG, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 606,001 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 606,001 shares
    Change vs previous 13F +37,562 shares

    0.21% of the 13F portfolio, value $20,507,080.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 568,439 shares
    Change vs previous 13F +85,532 shares

    0.21% of the 13F portfolio, value $16,558,623.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 482,907 shares
    Change vs previous 13F +47,368 shares

    0.21% of the 13F portfolio, value $15,752,434.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 435,539 shares
    Change vs previous 13F +26,400 shares

    0.2% of the 13F portfolio, value $13,898,055.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 409,139 shares
    Change vs previous 13F +45,193 shares

    0.19% of the 13F portfolio, value $11,950,949.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 363,946 shares
    Change vs previous 13F -2,463 shares

    0.17% of the 13F portfolio, value $9,113,207.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 366,409 shares
    Change vs previous 13F +282,472 shares

    0.2% of the 13F portfolio, value $10,211,825.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,937 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,744,591.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).