Founders Capital Management (Texas)’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$4.39K	0.15%	48
2023 Q2	$204K	Sell	3,600 -114	-3%	-$6.46K	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%	-$2.28K	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	+$199K	0.14%	53
2020 Q1	$126K	Sell	3,750 -400	-10%	-$13.4K	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%	+$4.92K	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%	-$6.56K	0.15%	81
2017 Q2	$180K	Buy	4,200 +300	+8%	+$12.9K	0.16%	76
2017 Q1	$159K	Buy	+3,900	New	+$159K	0.14%	85