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

Foundation Wealth Management, Llc\Pa

  • $258 Billion
  • Q3 2025

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 347,192 shares of SCHR stock, worth $8.72 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
347,192
Previous 262,825 32.1%
Holding current value
$8.72 Million
Previous $6.58 Billion 32.63%
% of portfolio
3.38%
Previous 2.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$24.69 - $25.26 $2.08 Million - $2.13 Million
84,367 Added 32.1%
347,192 $8.72 Billion
Q2 2025

Aug 11, 2025
BUY
$24.54 - $25.07 $170,700 - $174,386
6,956 Added 2.72%
262,825 $6.58 Billion
Q1 2025

Apr 22, 2025
BUY
$24.05 - $24.86 $512,048 - $529,294
21,291 Added 9.08%
255,869 $6.36 Billion
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
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
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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