Founders Financial Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
201,724
-2,142
| -1% | -$62.6K | 0.45% | 54 |
|
|
2025
Q1 | $5.15M | Sell |
203,866
-22,263
| -10% | -$562K | 0.44% | 50 |
|
|
2024
Q4 | $6.3M | Buy |
226,129
+43,361
| +24% | +$1.21M | 0.57% | 39 |
|
|
2024
Q3 | $4.76M | Buy |
182,768
+13,172
| +8% | +$343K | 0.44% | 49 |
|
|
2024
Q2 | $4.28M | Buy |
169,596
+38,056
| +29% | +$959K | 0.4% | 54 |
|
|
2024
Q1 | $3.05M | Buy |
131,540
+17,784
| +16% | +$412K | 0.32% | 69 |
|
|
2023
Q4 | $2.36M | Buy |
113,756
+46,568
| +69% | +$966K | 0.26% | 78 |
|
|
2023
Q3 | $1.22M | Buy |
67,188
+35,016
| +109% | +$637K | 0.16% | 115 |
|
|
2023
Q2 | $603K | Buy |
32,172
+12,728
| +65% | +$238K | 0.08% | 191 |
|
|
2023
Q1 | $317K | Sell |
19,444
-3,000
| -13% | -$48.9K | 0.05% | 253 |
|
|
2022
Q4 | $312K | Buy |
22,444
+3,584
| +19% | +$49.8K | 0.05% | 252 |
|
|
2022
Q3 | $263K | Buy |
18,860
+3,168
| +20% | +$44.2K | 0.05% | 249 |
|
|
2022
Q2 | $228K | Buy |
+15,692
| New | +$228K | 0.04% | 228 |
|