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Foundation Wealth Management, LLC\PA: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundation Wealth Management, LLC\PA on SCHR, newest first. How the timeline and the estimate are built.

Foundation Wealth Management, LLC\PA held 484,135 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,135 shares
    Change vs previous 13F +25,511 shares

    3.6% of the 13F portfolio, value $11,938,761.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 458,624 shares
    Change vs previous 13F +35,402 shares

    4.03% of the 13F portfolio, value $11,424,326.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 423,222 shares
    Change vs previous 13F +76,030 shares

    3.85% of the 13F portfolio, value $10,614,413.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 347,192 shares
    Change vs previous 13F +84,367 shares

    3.38% of the 13F portfolio, value $8,724,925.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 262,825 shares
    Change vs previous 13F +6,956 shares

    2.85% of the 13F portfolio, value $6,578,510.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 255,869 shares
    Change vs previous 13F +21,291 shares

    3.03% of the 13F portfolio, value $6,360,903.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 234,578 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $5,697,900.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).