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 $5.78 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
234,578Holding current value
$5.78 Million% of portfolio
2.76%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio