Foundation Wealth Management (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Hold
28,299
0.3% 49
2025
Q1
$625K Hold
28,299
0.3% 48
2024
Q4
$656K Buy
+28,299
New +$656K 0.32% 49