Founders Financial Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Sell	10,592 -10,329	-49%	-$286K	0.02%	419
2025 Q1	$537K	Buy	+20,921	New	+$537K	0.05%	306
2024 Q3	–	Sell	-10,470	Closed	-$259K	–	466
2024 Q2	$259K	Buy	+10,470	New	+$259K	0.02%	375