Founders Financial Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.32M | Sell |
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|
2025
Q2 | $5.89M | Sell |
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|
2025
Q1 | $5.15M | Sell |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $4.28M | Buy |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $228K | Buy |
|