Foundation Wealth Management, Llc\Pa Schwab Strategic Tr Us Broad M Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 $326,150. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,944Holding current value
$326,150% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,237Shares Held
366MCall Options Held
191KPut Options Held
20.7K-
Brooklyn Fi, LLC New York, NY23.2MShares$542 Million2.87% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
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Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
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Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
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Bouchey Financial Group LTD8.17MShares$191 Million16.63% of portfolio