Founders Financial Alliance’s Charles Schwab SCHW Stock Holding History

Founders Financial Alliance’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-723	Closed	-$53.5K	–	648
2024 Q4	$53.5K	Buy	723 +1	+0.1%	+$75	0.01%	377
2024 Q3	$46.8K	Hold	722	–	–	0.01%	395
2024 Q2	$53.2K	Buy	+722	New	+$53.3K	0.02%	369
2024 Q1	–	Sell	-1,860	Closed	-$128K	–	572
2023 Q4	$128K	Buy	+1,860	New	+$107K	0.05%	276
2022 Q3	–	Sell	-15,365	Closed	-$971K	–	534
2022 Q2	$971K	Buy	+15,365	New	+$1.06M	0.49%	48
2021 Q2	–	Sell	-1,001	Closed	-$65K	–	488
2021 Q1	$65K	Buy	+1,001	New	+$60.7K	0.03%	312
2020 Q4	–	Sell	-101	Closed	-$4K	–	1091
2020 Q3	$4K	Buy	+101	New	+$3.51K	﹤0.01%	1079

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Founders Financial Alliance's SCHW Position: Q1 2025 in Review

Founders Financial Alliance sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 723 shares — an estimated $53.5K sold.

Founders Financial Alliance first reported a position in SCHW in Q3 2020 and held it in 7 quarters. The position peaked at $971K in Q2 2022. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

Founders Financial Alliance reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 723 Charles Schwab shares in Q1 2025, an estimated $53.5K.
Founders Financial Alliance first reported a position in Charles Schwab in Q3 2020 and held it in 7 quarters.
Founders Financial Alliance's Charles Schwab position peaked at $971K in Q2 2022.
2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.