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 $302,445. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,944Holding current value
$302,445% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
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Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio