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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.24K	Hold	144	–	–	﹤0.01%	736
2026 Q1	$3.69K	Hold	144	–	–	﹤0.01%	693
2025 Q4	$3.88K	Hold	144	–	–	﹤0.01%	562
2025 Q3	$3.79K	Hold	144	–	–	﹤0.01%	664
2025 Q2	$3.52K	Hold	144	–	–	﹤0.01%	507
2025 Q1	$3.18K	Hold	144	–	–	﹤0.01%	576
2024 Q4	$3.34K	Hold	144	–	–	﹤0.01%	533
2024 Q3	$3.26K	Buy	+144	New	+$3.14K	﹤0.01%	547
2021 Q2	–	Sell	-5,046	Closed	-$83K	–	489
2021 Q1	$83K	Buy	+5,046	New	+$79.1K	0.04%	290

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Founders Financial Alliance held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 144 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Founders Financial Alliance first reported a position in SCHX in Q1 2021 and has held it in 9 quarters since. The position peaked at $83K in Q1 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Founders Financial Alliance held 144 shares of Schwab US Large- Cap ETF worth $4.24K as of Q2 2026.
Founders Financial Alliance left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #736 holding.
Founders Financial Alliance first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 9 quarters since.
Founders Financial Alliance's Schwab US Large- Cap ETF position peaked at $83K in Q1 2021.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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