Founders Financial Alliance’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$3.26K | ﹤0.01% | 547 |
|
|
2021
Q2 | – | Sell |
-5,046
| Closed | -$83K | – | 489 |
|
|
2021
Q1 | $83K | Buy |
+5,046
| New | +$83K | 0.04% | 290 |
|