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

Founders Financial Securities’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,887	Closed	-$322K	–	582
2025 Q4	$322K	Buy	+10,887	New	+$318K	0.02%	463
2025 Q3	–	Sell	-10,592	Closed	-$293K	–	523
2025 Q2	$293K	Sell	10,592 -10,329	-49%	-$271K	0.02%	419
2025 Q1	$537K	Buy	+20,921	New	+$562K	0.05%	306
2024 Q3	–	Sell	-10,470	Closed	-$259K	–	466
2024 Q2	$259K	Buy	+10,470	New	+$259K	0.02%	375

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Founders Financial Securities sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 10,887 shares — an estimated $322K sold.

Founders Financial Securities first reported a position in SCHV in Q2 2024 and held it in 4 quarters. The position peaked at $537K in Q1 2025. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Founders Financial Securities reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 10,887 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $322K.
Founders Financial Securities first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 4 quarters.
Founders Financial Securities's Schwab US Large-Cap Value ETF position peaked at $537K in Q1 2025.
969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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