Founders Capital Management (Texas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7K | Buy |
1,427
+21
| +1% | +$614 | 0.03% | 149 |
|
|
2025
Q1 | $35.2K | Buy |
1,406
+2
| +0.1% | +$50 | 0.02% | 166 |
|
|
2024
Q4 | $39.1K | Hold |
1,404
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $36.5K | Buy |
1,404
+4
| +0.3% | +$104 | 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% | +$83 | 0.02% | 191 |
|
|
2023
Q3 | $25.4K | Hold |
1,396
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $26.1K | Buy |
1,396
+4
| +0.3% | +$75 | 0.02% | 206 |
|
|
2023
Q1 | $23K | Hold |
1,392
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $19K | Buy |
1,392
+4
| +0.3% | +$55 | 0.01% | 230 |
|
|
2022
Q3 | $19K | Hold |
1,388
| – | – | 0.02% | 226 |
|
|
2022
Q2 | $20K | Buy |
1,388
+696
| +101% | +$10K | 0.02% | 233 |
|
|
2022
Q1 | $28K | Sell |
692
-692
| -50% | -$28K | 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% | +$127 | 0.02% | 187 |
|
|
2020
Q4 | $22K | Buy |
+1,376
| New | +$22K | 0.02% | 182 |
|
|
2020
Q1 | $14K | Buy |
1,376
+8
| +0.6% | +$81 | 0.01% | 186 |
|
|
2019
Q4 | $16K | Buy |
1,368
+8
| +0.6% | +$94 | 0.01% | 205 |
|
|
2019
Q3 | $14K | Hold |
1,360
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $14K | Buy |
+1,360
| New | +$14K | 0.01% | 227 |
|
|
2019
Q1 | – | Sell |
-336
| Closed | -$3K | – | 341 |
|
|
2018
Q4 | $3K | Buy |
+336
| New | +$3K | ﹤0.01% | 316 |
|