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 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

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 Securities's SCHD Position: Q1 2026 in Review

Founders Financial Securities reduced its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q1 2026, selling an estimated $1.5M and leaving 185,501 shares worth $5.74M. The position accounts for 0.32% of the portfolio, ranked #66.

Founders Financial Securities first reported a position in SCHD in Q4 2013 and has held it in 23 quarters since. The position peaked at $36.7M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Founders Financial Securities held 185,501 shares of Schwab US Dividend Equity ETF worth $5.74M as of Q1 2026.
Founders Financial Securities sold 49,599 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.5M.
Schwab US Dividend Equity ETF made up 0.32% of Founders Financial Securities's portfolio in Q1 2026, its #66 holding.
Founders Financial Securities first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 23 quarters since.
Founders Financial Securities's Schwab US Dividend Equity ETF position peaked at $36.7M in Q4 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.