Foundation Wealth Management (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$718K	Buy	30,144 +16,200	+116%	+$386K	0.31%	48
2025 Q1	$300K	Hold	13,944	–	–	0.14%	69
2024 Q4	$317K	Buy	+13,944	New	+$317K	0.15%	67