Foundation Wealth Management, Llc\Pa Schwab Strategic Tr Us Broad M Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 13,944 shares of SCHB stock, worth $320,712. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,944
Previous 13,944
-0.0%
Holding current value
$320,712
Previous $317 Million
5.15%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio