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Founders Capital Management (Texas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Founders Capital Management (Texas)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.3K Buy
1,454
+18
+1% +$560 0.02% 157
2025
Q4 		$46.8K Buy
1,436
+7
+0.5% +$228 0.02% 150
2025
Q3 		$45.6K Buy
1,429
+2
+0.1% +$61 0.02% 146
2025
Q2 		$41.7K Buy
1,427
+21
+1% +$555 0.03% 149
2025
Q1 		$35.2K Buy
1,406
+2
+0.1% +$55 0.02% 166
2024
Q4 		$39.1K Hold
1,404
– – 0.02% 156
2024
Q3 		$36.5K Buy
1,404
+4
+0.3% +$101 0.02% 171
2024
Q2 		$35.3K Hold
1,400
– – 0.02% 170
2024
Q1 		$32.5K Hold
1,400
– – 0.02% 180
2023
Q4 		$29K Buy
1,400
+4
+0.3% +$77 0.02% 191
2023
Q3 		$25.4K Hold
1,396
– – 0.02% 201
2023
Q2 		$26.1K Buy
1,396
+4
+0.3% +$69 0.02% 206
2023
Q1 		$23K Hold
1,392
– – 0.02% 218
2022
Q4 		$19K Buy
1,392
+4
+0.3% +$58 0.01% 230
2022
Q3 		$19K Hold
1,388
– – 0.02% 226
2022
Q2 		$20K Buy
1,388
+696
+101% +$11.1K 0.02% 233
2022
Q1 		$28K Sell
692
-692
-50% -$12.6K 0.02% 177
2021
Q4 		$28K Hold
1,384
– – 0.02% 177
2021
Q3 		$26K Hold
1,384
– – 0.02% 184
2021
Q2 		$25K Hold
1,384
– – 0.02% 182
2021
Q1 		$22K Buy
1,384
+8
+0.6% +$130 0.02% 187
2020
Q4 		$22K Buy
+1,376
New +$20.9K 0.02% 182
2020
Q1 		$14K Buy
1,376
+8
+0.6% +$91 0.01% 186
2019
Q4 		$16K Buy
1,368
+8
+0.6% +$88 0.01% 205
2019
Q3 		$14K Hold
1,360
– – 0.01% 222
2019
Q2 		$14K Buy
+1,360
New +$13.8K 0.01% 227
2019
Q1 		– Sell
-336
Closed -$3K – 341
2018
Q4 		$3K Buy
+336
New +$3.13K ﹤0.01% 316

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Founders Capital Management (Texas)'s SCHG Position: Q1 2026 in Review

Founders Capital Management (Texas) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q1 2026, buying an estimated $560 and bringing the position to 1,454 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #157.

Founders Capital Management (Texas) first reported a position in SCHG in Q4 2018 and has held it in 27 quarters since. The position peaked at $46.8K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Founders Capital Management (Texas) held 1,454 shares of Schwab US Large-Cap Growth ETF worth $42.3K as of Q1 2026.
  • Founders Capital Management (Texas) bought 18 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $560.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q1 2026, its #157 holding.
  • Founders Capital Management (Texas) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Founders Capital Management (Texas)'s Schwab US Large-Cap Growth ETF position peaked at $46.8K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.