FFA
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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
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
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return