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

Founders Financial Securities’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	$6.23M	Buy	196,449 +10,948	+6%	+$347K	0.32%	59
2026 Q1	$5.74M	Sell	185,501 -49,599	-21%	-$1.5M	0.32%	66
2025 Q4	$6.45M	Sell	235,100 -170,856	-42%	-$4.65M	0.38%	54
2025 Q3	$11.1M	Sell	405,956 -580,241	-59%	-$15.8M	0.75%	29
2025 Q2	$26.1M	Sell	986,197 -333,334	-25%	-$8.71M	1.99%	7
2025 Q1	$34M	Buy	1,319,531 +30,959	+2%	+$863K	2.88%	3
2024 Q4	$35.2M	Buy	1,288,572 +44,400	+4%	+$1.26M	3.17%	3
2024 Q3	$35.1M	Sell	1,244,172 -19,482	-2%	-$531K	3.23%	2
2024 Q2	$32.8M	Buy	1,263,654 +11,256	+0.9%	+$293K	3.1%	2
2024 Q1	$33.7M	Sell	1,252,398 -192,768	-13%	-$4.98M	3.53%	3
2023 Q4	$36.7M	Buy	1,445,166 +158,532	+12%	+$3.78M	4.07%	3
2023 Q3	$30.3M	Buy	1,286,634 +86,649	+7%	+$2.13M	3.93%	3
2023 Q2	$29M	Buy	1,199,985 +413,181	+53%	+$9.87M	3.84%	3
2023 Q1	$19.2M	Buy	786,804 +137,091	+21%	+$3.43M	2.77%	5
2022 Q4	$16.4M	Buy	649,713 +463,422	+249%	+$11.4M	2.57%	5
2022 Q3	$4.13M	Buy	186,291 +32,418	+21%	+$788K	0.73%	26
2022 Q2	$3.67M	Buy	153,873 +19,257	+14%	+$490K	0.72%	28
2022 Q1	$3.54M	Buy	134,616 +19,125	+17%	+$501K	0.63%	35
2021 Q4	$3.11M	Sell	115,491 -19,179	-14%	-$498K	0.56%	42
2021 Q3	$3.33M	Buy	134,670 +47,889	+55%	+$1.22M	0.67%	29
2021 Q2	$2.19M	Buy	86,781 +74,481	+606%	+$1.88M	0.43%	48
2021 Q1	$299K	Buy	+12,300	New	+$280K	0.07%	198
2015 Q3	–	Sell	-17,661	Closed	-$225K	–	79
2015 Q2	$225K	Buy	+17,661	New	+$234K	0.11%	48
2014 Q1	–	Sell	-293,841	Closed	-$3.59M	–	80
2013 Q4	$3.59M	Buy	+293,841	New	+$3.47M	3.01%	6

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 Securities's SCHD Position: Q2 2026 in Review

Founders Financial Securities increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.9% in Q2 2026, buying an estimated $347K and bringing the position to 196,449 shares worth $6.23M. The position accounts for 0.32% of the portfolio, ranked #59.

Founders Financial Securities first reported a position in SCHD in Q4 2013 and has held it in 24 quarters since. The position peaked at $36.7M in Q4 2023. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Founders Financial Securities held 196,449 shares of Schwab US Dividend Equity ETF worth $6.23M as of Q2 2026.
Founders Financial Securities bought 10,948 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $347K.
Schwab US Dividend Equity ETF made up 0.32% of Founders Financial Securities's portfolio in Q2 2026, its #59 holding.
Founders Financial Securities first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 24 quarters since.
Founders Financial Securities's Schwab US Dividend Equity ETF position peaked at $36.7M in Q4 2023.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.