Founders Financial Alliance, LLC Schwab Strategic Tr Us Dividen Transaction History

Founders Financial Alliance, LLC

$481 Million
Q3 2025

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 66,063 shares of SCHD stock, worth $1.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

66,063

Previous 66,987 1.38%

Holding current value

$1.8 Million

Previous $1.78 Million 1.58%

% of portfolio

0.37%

Previous 0.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$26.38 - $27.95 $24,375 - $25,825	-924 Reduced 1.38%	66,063 $1.8 Million
Q2 2025 Aug 12, 2025	BUY	$24.32 - $27.87 $494,595 - $566,792	20,337 Added 43.59%	66,987 $1.78 Million
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $45,160 - $47,718	1,672 Added 3.72%	46,650 $1.3 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $797,208 - $2.51 Million	29,603 Added 192.54%	44,978 $1.23 Million
Q3 2024 Nov 01, 2024	BUY	$77.02 - $85.06 $3,851 - $4,253	50 Added 0.33%	15,375 $1.3 Million

Q2 2024 Aug 23, 2024	BUY	$75.81 - $80.15 $633,771 - $670,054	8,360 Added 120.03%	15,325 $1.19 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $1,505 - $1,612	20 Added 0.29%	6,965 $561,000
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $73,322 - $83,646	-1,096 Reduced 13.63%	6,945 $528,000
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $35,456 - $37,981	-502 Reduced 5.88%	8,041 $568,000
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $1,660 - $1,774	24 Added 0.28%	8,543 $620,000
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $264,112 - $293,236	3,758 Added 78.93%	8,519 $623,000
Q4 2022 Feb 15, 2023	BUY	$67.16 - $79.06 $1,611 - $1,897	24 Added 0.51%	4,761 $359,000
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $45,305 - $53,107	-682 Reduced 12.59%	4,737 $315,000
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $51,326 - $58,575	730 Added 15.57%	5,419 $388,000
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $8,265 - $9,013	110 Added 2.4%	4,689 $370,000
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $77,402 - $83,528	1,033 Added 29.13%	4,579 $370,000
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $56,860 - $59,847	766 Added 27.55%	3,546 $263,000
Q2 2021 Aug 02, 2021	BUY	$73.32 - $77.65 $659 - $698	9 Added 0.32%	2,780 $211,000
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $175,210 - $204,139	2,771 New	2,771 $211,000

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Founders Financial Alliance, LLC Schwab Strategic Tr Us Dividen Transaction History