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 Q2	$2.1M	Buy	66,220 +731	+1%	+$23.2K	0.28%	82
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Founders Financial Alliance's SCHD Position: Q2 2026 in Review

Founders Financial Alliance increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q2 2026, buying an estimated $23.2K and bringing the position to 66,220 shares worth $2.1M. The position accounts for 0.28% of the portfolio, ranked #82.

Founders Financial Alliance first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Founders Financial Alliance held 66,220 shares of Schwab US Dividend Equity ETF worth $2.1M as of Q2 2026.
Founders Financial Alliance bought 731 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23.2K.
Schwab US Dividend Equity ETF made up 0.28% of Founders Financial Alliance's portfolio in Q2 2026, its #82 holding.
Founders Financial Alliance first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.