Founders Financial Securities LLC Schwab Strategic Tr Us Dividen Transaction History

Founders Financial Securities LLC

$1.25 Billion
Q2 2025

A detailed history of Founders Financial Securities LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Founders Financial Securities LLC holds 986,197 shares of SCHD stock, worth $26.5 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

986,197

Previous 1,319,531 25.26%

Holding current value

$26.5 Million

Previous $36.9 Million 29.16%

% of portfolio

2.09%

Previous 3.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$24.32 - $27.87 $8.11 Million - $9.29 Million	-333,334 Reduced 25.26%	986,197 $26.1 Million
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $836,202 - $883,569	30,959 Added 2.4%	1,319,531 $36.9 Million
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $23.5 Million - $74.2 Million	873,848 Added 210.71%	1,288,572 $35.2 Million
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $500,167 - $552,379	-6,494 Reduced 1.54%	414,724 $35.1 Million
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $284,439 - $300,722	3,752 Added 0.9%	421,218 $32.8 Million
Q1 2024 Apr 17, 2024	SELL	$75.25 - $80.63 $4.84 Million - $5.18 Million	-64,256 Reduced 13.34%	417,466 $33.7 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $3.54 Million - $4.03 Million	52,844 Added 12.32%	481,722 $36.7 Million
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $2.04 Million - $2.19 Million	28,883 Added 7.22%	428,878 $30.3 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $9.53 Million - $10.2 Million	137,727 Added 52.51%	399,995 $29 Million
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $3.21 Million - $3.57 Million	45,697 Added 21.1%	262,268 $19.2 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $10.4 Million - $12.2 Million	154,474 Added 248.76%	216,571 $16.4 Million
Q3 2022 Oct 27, 2022	BUY	$66.43 - $77.87 $717,842 - $841,463	10,806 Added 21.07%	62,097 $4.13 Million
Q2 2022 Jul 27, 2022	BUY	$70.31 - $80.24 $451,319 - $515,060	6,419 Added 14.31%	51,291 $3.67 Million
Q1 2022 May 13, 2022	BUY	$75.14 - $81.94 $479,017 - $522,367	6,375 Added 16.56%	44,872 $3.54 Million
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $479,027 - $516,937	-6,393 Reduced 14.24%	38,497 $3.11 Million
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $1.18 Million - $1.25 Million	15,963 Added 55.18%	44,890 $3.33 Million
Q2 2021 Aug 16, 2021	BUY	$73.32 - $77.65 $1.82 Million - $1.93 Million	24,827 Added 605.54%	28,927 $2.19 Million
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $259,243 - $302,047	4,100 New	4,100 $299,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Founders Financial Securities LLC Schwab Strategic Tr Us Dividen Transaction History