Foundation Wealth Management, Llc\Pa Schwab Intermediate Term Us Tr Transaction History

Foundation Wealth Management, Llc\Pa

  • $206 Billion
  • Q4 2024

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 234,578 shares of SCHR stock, worth $5.68 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
234,578
Holding current value
$5.68 Million
% of portfolio
2.76%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $5.67 Million - $11.9 Million
234,578 New
234,578 $5.7 Billion

Others Institutions Holding SCHR

# of Institutions
421
Shares Held
324M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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