Foundation Wealth Management, Llc\Pa Schwab Strategic Tr Us Large C Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 28,299 shares of SCHX stock, worth $751,055. This represents 0.29% of its overall portfolio holdings.
Number of Shares
28,299
Previous 28,299
-0.0%
Holding current value
$751,055
Previous $692 Million
7.77%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio