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Disclosery

Founders Financial Alliance, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Founders Financial Alliance, LLC on SCHD, newest first. How the timeline and the estimate are built.

Founders Financial Alliance, LLC held 66,220 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,220 shares
    Change vs previous 13F +731 shares

    0.28% of the 13F portfolio, value $2,099,837.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,489 shares
    Change vs previous 13F -254 shares

    0.36% of the 13F portfolio, value $2,009,200.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,743 shares
    Change vs previous 13F -320 shares

    0.34% of the 13F portfolio, value $1,803,319.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,063 shares
    Change vs previous 13F -924 shares

    0.34% of the 13F portfolio, value $1,803,530.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,987 shares
    Change vs previous 13F +20,337 shares

    0.4% of the 13F portfolio, value $1,775,166.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,650 shares
    Change vs previous 13F +1,672 shares

    0.32% of the 13F portfolio, value $1,304,326.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,978 shares
    Change vs previous 13F +29,603 shares

    0.34% of the 13F portfolio, value $1,228,802.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,375 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,299,619.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).