Founders Financial Alliance’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Founders Financial Alliance’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Buy	4,241 +1,365	+47%	+$45K	0.02%	470
2026 Q1	$87.7K	Buy	+2,876	New	+$89.6K	0.02%	465
2024 Q4	–	Sell	-12	Closed	-$321	–	600
2024 Q3	$321	Hold	12	–	–	﹤0.01%	586
2024 Q2	$296	Hold	12	–	–	﹤0.01%	557
2024 Q1	$304	Buy	+12	New	+$288	﹤0.01%	556
2022 Q3	–	Sell	-4,215	Closed	-$88K	–	535
2022 Q2	$88K	Buy	+4,215	New	+$94.6K	0.04%	277
2022 Q1	–	Sell	-348	Closed	-$8K	–	471
2021 Q4	$8K	Hold	348	–	–	﹤0.01%	442
2021 Q3	$8K	Hold	348	–	–	﹤0.01%	414
2021 Q2	$8K	Buy	+348	New	+$7.89K	﹤0.01%	436

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Founders Financial Alliance's SCHV Position: Q2 2026 in Review

Founders Financial Alliance increased its Schwab US Large-Cap Value ETF (SCHV) stake by 47% in Q2 2026, buying an estimated $45K and bringing the position to 4,241 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #470.

Founders Financial Alliance first reported a position in SCHV in Q2 2021 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Founders Financial Alliance held 4,241 shares of Schwab US Large-Cap Value ETF worth $148K as of Q2 2026.
Founders Financial Alliance bought 1,365 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $45K.
Schwab US Large-Cap Value ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #470 holding.
Founders Financial Alliance first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.