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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$656K	Buy	26,852 +15	+0.1%	+$367	0.05%	295
2025 Q1	$584K	Buy	+26,837	New	+$584K	0.05%	292
2024 Q3	–	Sell	-25,776	Closed	-$552K	–	467
2024 Q2	$552K	Buy	+25,776	New	+$552K	0.05%	273