Founders Capital Management (Texas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Founders Capital Management (Texas)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.1K	Buy	2,400 +600	+33%	+$19K	0.03%	119
2026 Q1	$55.2K	Hold	1,800	–	–	0.03%	139
2025 Q4	$49.4K	Hold	1,800	–	–	0.03%	144
2025 Q3	$49.1K	Hold	1,800	–	–	0.03%	139
2025 Q2	$47.7K	Hold	1,800	–	–	0.03%	139
2025 Q1	$50.3K	Hold	1,800	–	–	0.03%	134
2024 Q4	$49.2K	Hold	1,800	–	–	0.03%	135
2024 Q3	$50.7K	Hold	1,800	–	–	0.03%	138
2024 Q2	$46.7K	Hold	1,800	–	–	0.03%	145
2024 Q1	$48.4K	Hold	1,800	–	–	0.03%	140
2023 Q4	$45.7K	Hold	1,800	–	–	0.03%	145
2023 Q3	$42.5K	Hold	1,800	–	–	0.03%	146
2023 Q2	$43.6K	Buy	+1,800	New	+$43K	0.03%	154

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Founders Capital Management (Texas)'s SCHD Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its Schwab US Dividend Equity ETF (SCHD) stake by 33% in Q2 2026, buying an estimated $19K and bringing the position to 2,400 shares worth $76.1K. The position accounts for 0.03% of the portfolio, ranked #119.

Founders Capital Management (Texas) first reported a position in SCHD in Q2 2023 and has held it in 13 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Founders Capital Management (Texas) held 2,400 shares of Schwab US Dividend Equity ETF worth $76.1K as of Q2 2026.
Founders Capital Management (Texas) bought 600 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19K.
Schwab US Dividend Equity ETF made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #119 holding.
Founders Capital Management (Texas) first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.