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Founders Financial Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Founders Financial Securities’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44M Buy
211,471
+30
+0% +$933 0.36% 58
2025
Q4 		$6.9M Buy
211,441
+13,473
+7% +$438K 0.41% 52
2025
Q3 		$6.32M Sell
197,968
-3,756
-2% -$114K 0.43% 49
2025
Q2 		$5.89M Sell
201,724
-2,142
-1% -$56.6K 0.45% 54
2025
Q1 		$5.15M Sell
203,866
-22,263
-10% -$610K 0.44% 50
2024
Q4 		$6.3M Buy
226,129
+43,361
+24% +$1.19M 0.57% 39
2024
Q3 		$4.76M Buy
182,768
+13,172
+8% +$331K 0.44% 49
2024
Q2 		$4.28M Buy
169,596
+38,056
+29% +$898K 0.4% 54
2024
Q1 		$3.05M Buy
131,540
+17,784
+16% +$393K 0.32% 69
2023
Q4 		$2.36M Buy
113,756
+46,568
+69% +$901K 0.26% 78
2023
Q3 		$1.22M Buy
67,188
+35,016
+109% +$659K 0.16% 115
2023
Q2 		$603K Buy
32,172
+12,728
+65% +$218K 0.08% 191
2023
Q1 		$317K Sell
19,444
-3,000
-13% -$45.5K 0.05% 253
2022
Q4 		$312K Buy
22,444
+3,584
+19% +$51.5K 0.05% 252
2022
Q3 		$263K Buy
18,860
+3,168
+20% +$49.6K 0.05% 249
2022
Q2 		$228K Buy
+15,692
New +$251K 0.04% 228

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Founders Financial Securities's SCHG Position: Q1 2026 in Review

Founders Financial Securities increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $933 and bringing the position to 211,471 shares worth $6.44M. The position accounts for 0.36% of the portfolio, ranked #58.

Founders Financial Securities first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Founders Financial Securities held 211,471 shares of Schwab US Large-Cap Growth ETF worth $6.44M as of Q1 2026.
  • Founders Financial Securities bought 30 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $933.
  • Schwab US Large-Cap Growth ETF made up 0.36% of Founders Financial Securities's portfolio in Q1 2026, its #58 holding.
  • Founders Financial Securities first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's Schwab US Large-Cap Growth ETF position peaked at $6.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.