Founders Financial Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Sell |
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|
2025
Q2 | $26.1M | Sell |
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|
2025
Q1 | $34M | Buy |
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|
2024
Q4 | $35.2M | Buy |
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|
2024
Q3 | $35.1M | Sell |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $33.7M | Sell |
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|
2023
Q4 | $36.7M | Buy |
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|
2023
Q3 | $30.3M | Buy |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $16.4M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.33M | Buy |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $225K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.59M | Buy |
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