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FOUNDERS FINANCIAL SECURITIES LLC: SCHD position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 196,449 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,449 shares
    Change vs previous 13F +10,948 shares

    0.32% of the 13F portfolio, value $6,229,407.

    13F-HR 0001062993-26-003942 filed by FOUNDERS FINANCIAL SECURITIES 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/A 185,501 shares
    Change vs previous 13F -49,599 shares

    0.32% of the 13F portfolio, value $5,739,399.

    13F-HR/A 0001062993-26-002032 filed by FOUNDERS FINANCIAL SECURITIES 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 235,100 shares
    Change vs previous 13F -170,856 shares

    0.38% of the 13F portfolio, value $6,448,796.

    13F-HR 0001062993-26-000731 filed by FOUNDERS FINANCIAL SECURITIES 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 405,956 shares
    Change vs previous 13F -580,241 shares

    0.75% of the 13F portfolio, value $11,082,591.

    13F-HR 0001062993-25-016074 filed by FOUNDERS FINANCIAL SECURITIES 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 986,197 shares
    Change vs previous 13F -333,334 shares

    1.99% of the 13F portfolio, value $26,134,208.

    13F-HR 0001062993-25-013688 filed by FOUNDERS FINANCIAL SECURITIES 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 1,319,531 shares
    Change vs previous 13F +30,959 shares

    2.88% of the 13F portfolio, value $34,030,701.

    13F-HR 0001062993-25-009067 filed by FOUNDERS FINANCIAL SECURITIES 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 1,288,572 shares
    Change vs previous 13F +873,848 shares

    3.17% of the 13F portfolio, value $35,203,792.

    13F-HR 0001062993-25-001925 filed by FOUNDERS FINANCIAL SECURITIES 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 414,724 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $35,056,626.

    13F-HR 0001062993-24-018843 filed by FOUNDERS FINANCIAL SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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