Founders Capital Management (Texas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$43.6K | 0.03% | 154 |
|