FFS
SCHW

Founders Financial Securities’s Charles Schwab SCHW Stock Holding History

Founders Financial Securities’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
2026
Q2 		$688K Sell
7,452
-132
-2% -$12K 0.04% 348
2026
Q1 		$738K Sell
7,584
-1
-0% -$98 0.04% 320
2025
Q4 		$758K Sell
7,585
-661
-8% -$62.7K 0.04% 328
2025
Q3 		$787K Sell
8,246
-329
-4% -$31.2K 0.05% 284
2025
Q2 		$782K Sell
8,575
-35
-0.4% -$2.93K 0.06% 274
2025
Q1 		$690K Buy
8,610
+135
+2% +$10.6K 0.06% 272
2024
Q4 		$627K Buy
8,475
+27
+0.3% +$2.02K 0.06% 244
2024
Q3 		$548K Buy
8,448
+266
+3% +$17.5K 0.05% 255
2024
Q2 		$603K Sell
8,182
-2,029
-20% -$150K 0.06% 254
2024
Q1 		$739K Buy
10,211
+16
+0.2% +$1.05K 0.08% 205
2023
Q4 		$701K Buy
10,195
+18
+0.2% +$1.04K 0.08% 211
2023
Q3 		$559K Sell
10,177
-1,895
-16% -$115K 0.07% 202
2023
Q2 		$684K Sell
12,072
-4,876
-29% -$255K 0.09% 174
2023
Q1 		$888K Buy
16,948
+987
+6% +$72.3K 0.13% 147
2022
Q4 		$1.33M Buy
15,961
+771
+5% +$59.8K 0.21% 99
2022
Q3 		$1.09M Buy
15,190
+12
+0.1% +$833 0.19% 109
2022
Q2 		$959K Sell
15,178
-85
-0.6% -$5.86K 0.19% 101
2022
Q1 		$1.29M Buy
15,263
+10
+0.1% +$880 0.23% 91
2021
Q4 		$1.28M Buy
15,253
+9
+0.1% +$728 0.23% 88
2021
Q3 		$1.11M Buy
15,244
+9
+0.1% +$643 0.22% 94
2021
Q2 		$1.11M Buy
15,235
+11,264
+284% +$797K 0.22% 98
2021
Q1 		$259K Buy
3,971
+11
+0.3% +$667 0.06% 217
2020
Q4 		$210K Buy
+3,960
New +$179K 0.05% 221

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Founders Financial Securities's SCHW Position: Q2 2026 in Review

Founders Financial Securities reduced its Charles Schwab (SCHW) stake by 1.7% in Q2 2026, selling an estimated $12K and leaving 7,452 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #348.

Founders Financial Securities first reported a position in SCHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Founders Financial Securities held 7,452 shares of Charles Schwab worth $688K as of Q2 2026.
  • Founders Financial Securities sold 132 Charles Schwab shares in Q2 2026, an estimated $12K.
  • Charles Schwab made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #348 holding.
  • Founders Financial Securities first reported a position in Charles Schwab in Q4 2020 and has held it in 23 quarters since.
  • Founders Financial Securities's Charles Schwab position peaked at $1.33M in Q4 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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