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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-26,564	Closed	-$715K	–	583
2025 Q4	$715K	Buy	+26,564	New	+$709K	0.04%	334
2025 Q3	–	Sell	-26,852	Closed	-$656K	–	524
2025 Q2	$656K	Buy	26,852 +15	+0.1%	+$339	0.05%	295
2025 Q1	$584K	Buy	+26,837	New	+$625K	0.05%	292
2024 Q3	–	Sell	-25,776	Closed	-$552K	–	467
2024 Q2	$552K	Buy	+25,776	New	+$533K	0.05%	273

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Founders Financial Securities sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 26,564 shares — an estimated $715K sold.

Founders Financial Securities first reported a position in SCHX in Q2 2024 and held it in 4 quarters. The position peaked at $715K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Founders Financial Securities reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 26,564 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $715K.
Founders Financial Securities first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 4 quarters.
Founders Financial Securities's Schwab US Large- Cap ETF position peaked at $715K in Q4 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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