Founders Capital Management (Texas)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $331K | Hold |
3,582
| – | – | 0.14% | 46 |
|
|
2026
Q1 | $337K | Hold |
3,582
| – | – | 0.16% | 46 |
|
|
2025
Q4 | $358K | Sell |
3,582
-98
| -3% | -$9.3K | 0.19% | 46 |
|
|
2025
Q3 | $351K | Hold |
3,680
| – | – | 0.19% | 44 |
|
|
2025
Q2 | $336K | Hold |
3,680
| – | – | 0.2% | 44 |
|
|
2025
Q1 | $288K | Hold |
3,680
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $272K | Hold |
3,680
| – | – | 0.17% | 46 |
|
|
2024
Q3 | $239K | Hold |
3,680
| – | – | 0.15% | 50 |
|
|
2024
Q2 | $271K | Hold |
3,680
| – | – | 0.18% | 46 |
|
|
2024
Q1 | $266K | Hold |
3,680
| – | – | 0.18% | 46 |
|
|
2023
Q4 | $253K | Hold |
3,680
| – | – | 0.18% | 45 |
|
|
2023
Q3 | $202K | Buy |
3,680
+80
| +2% | +$4.83K | 0.15% | 48 |
|
|
2023
Q2 | $204K | Sell |
3,600
-114
| -3% | -$5.97K | 0.15% | 57 |
|
|
2023
Q1 | $195K | Hold |
3,714
| – | – | 0.15% | 58 |
|
|
2022
Q4 | $309K | Hold |
3,714
| – | – | 0.23% | 46 |
|
|
2022
Q3 | $267K | Hold |
3,714
| – | – | 0.22% | 51 |
|
|
2022
Q2 | $235K | Sell |
3,714
-36
| -1% | -$2.48K | 0.19% | 54 |
|
|
2022
Q1 | $315K | Hold |
3,750
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $315K | Hold |
3,750
| – | – | 0.2% | 51 |
|
|
2021
Q3 | $273K | Hold |
3,750
| – | – | 0.19% | 54 |
|
|
2021
Q2 | $273K | Hold |
3,750
| – | – | 0.18% | 51 |
|
|
2021
Q1 | $244K | Hold |
3,750
| – | – | 0.17% | 49 |
|
|
2020
Q4 | $199K | Buy |
+3,750
| New | +$170K | 0.14% | 53 |
|
|
2020
Q1 | $126K | Sell |
3,750
-400
| -10% | -$16.8K | 0.13% | 55 |
|
|
2019
Q4 | $197K | Hold |
4,150
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $174K | Hold |
4,150
| – | – | 0.14% | 57 |
|
|
2019
Q2 | $167K | Hold |
4,150
| – | – | 0.15% | 59 |
|
|
2019
Q1 | $177K | Hold |
4,150
| – | – | 0.17% | 59 |
|
|
2018
Q4 | $172K | Hold |
4,150
| – | – | 0.18% | 57 |
|
|
2018
Q3 | $204K | Buy |
4,150
+100
| +2% | +$5.11K | 0.17% | 62 |
|
|
2018
Q2 | $207K | Hold |
4,050
| – | – | 0.18% | 62 |
|
|
2018
Q1 | $211K | Hold |
4,050
| – | – | 0.18% | 70 |
|
|
2017
Q4 | $208K | Hold |
4,050
| – | – | 0.17% | 73 |
|
|
2017
Q3 | $177K | Sell |
4,050
-150
| -4% | -$6.23K | 0.15% | 81 |
|
|
2017
Q2 | $180K | Buy |
4,200
+300
| +8% | +$12K | 0.16% | 76 |
|
|
2017
Q1 | $159K | Buy |
+3,900
| New | +$161K | 0.14% | 85 |
|
Other funds holding SCHW
Founders Capital Management (Texas)'s SCHW Position: Q2 2026 in Review
Founders Capital Management (Texas) held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,582 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #46.
Founders Capital Management (Texas) first reported a position in SCHW in Q1 2017 and has held it in 36 quarters since. The position peaked at $358K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Founders Capital Management (Texas) held 3,582 shares of Charles Schwab worth $331K as of Q2 2026.
- Founders Capital Management (Texas) left its Charles Schwab share count unchanged in Q2 2026.
- Charles Schwab made up 0.14% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #46 holding.
- Founders Capital Management (Texas) first reported a position in Charles Schwab in Q1 2017 and has held it in 36 quarters since.
- Founders Capital Management (Texas)'s Charles Schwab position peaked at $358K in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.