Founders Financial Alliance’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Founders Financial Alliance’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 Q1	$2.01M	Sell	65,489 -254	-0.4%	-$7.71K	0.36%	62
2025 Q4	$1.8M	Sell	65,743 -320	-0.5%	-$8.7K	0.34%	67
2025 Q3	$1.8M	Sell	66,063 -924	-1%	-$25.2K	0.34%	69
2025 Q2	$1.78M	Buy	66,987 +20,337	+44%	+$531K	0.4%	57
2025 Q1	$1.3M	Buy	46,650 +1,672	+4%	+$46.6K	0.32%	75
2024 Q4	$1.23M	Sell	44,978 -1,147	-2%	-$32.6K	0.34%	65
2024 Q3	$1.3M	Buy	46,125 +150	+0.3%	+$4.09K	0.36%	62
2024 Q2	$1.19M	Buy	45,975 +25,080	+120%	+$653K	0.35%	65
2024 Q1	$562K	Buy	20,895 +60	+0.3%	+$1.55K	0.17%	120
2023 Q4	$529K	Sell	20,835 -3,288	-14%	-$78.4K	0.21%	103
2023 Q3	$569K	Sell	24,123 -1,506	-6%	-$37K	0.25%	91
2023 Q2	$620K	Buy	25,629 +72	+0.3%	+$1.72K	0.24%	89
2023 Q1	$626K	Buy	25,557 +11,274	+79%	+$282K	0.31%	75
2022 Q4	$360K	Buy	14,283 +72	+0.5%	+$1.78K	0.17%	136
2022 Q3	$315K	Sell	14,211 -2,046	-13%	-$49.7K	0.16%	142
2022 Q2	$388K	Buy	16,257 +2,190	+16%	+$55.7K	0.2%	115
2022 Q1	$370K	Buy	14,067 +330	+2%	+$8.64K	0.16%	136
2021 Q4	$370K	Buy	13,737 +3,099	+29%	+$80.5K	0.15%	154
2021 Q3	$263K	Buy	10,638 +2,298	+28%	+$58.4K	0.12%	177
2021 Q2	$211K	Buy	8,340 +27	+0.3%	+$682	0.1%	224
2021 Q1	$211K	Buy	+8,313	New	+$189K	0.1%	214

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Founders Financial Alliance's SCHD Position: Q1 2026 in Review

Founders Financial Alliance reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.39% in Q1 2026, selling an estimated $7.71K and leaving 65,489 shares worth $2.01M. The position accounts for 0.36% of the portfolio, ranked #62.

Founders Financial Alliance first reported a position in SCHD in Q1 2021 and has held it in 21 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Founders Financial Alliance held 65,489 shares of Schwab US Dividend Equity ETF worth $2.01M as of Q1 2026.
Founders Financial Alliance sold 254 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $7.71K.
Schwab US Dividend Equity ETF made up 0.36% of Founders Financial Alliance's portfolio in Q1 2026, its #62 holding.
Founders Financial Alliance first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 21 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.