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Livermore
Livermore
ZHEN

Founders Financial Securities LLC

SEC CIK
0001342396
Latest filing
Jul 31, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Founders Financial Securities LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
7,452
Value
$687.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Founders Financial Securities LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,452$687.6K<0.1%−132−1.7%ReducedHolders
Q1 20267,584$737.7K<0.1%−10.0%ReducedHolders
Q4 20257,585$757.9K<0.1%−661−8.0%ReducedHolders
Q3 20258,246$787.3K0.1%−329−3.8%ReducedHolders
Q2 20258,575$782.4K0.1%−35−0.4%ReducedHolders
Q1 20258,610$690.3K0.1%+135+1.6%AddedHolders
Q4 20248,475$627.2K0.1%+27+0.3%AddedHolders
Q3 20248,448$547.5K0.1%+266+3.3%AddedHolders
Q2 20248,182$603.0K0.1%−2,029−19.9%ReducedHolders
Q1 202410,211$738.7K0.1%+16+0.2%AddedHolders
Q4 202310,195$701.4K0.1%+18+0.2%AddedHolders
Q3 202310,177$558.7K0.1%−1,895−15.7%ReducedHolders
Q2 202312,072$684.2K0.1%−4,876−28.8%ReducedHolders
Q1 202316,948$887.7K0.1%+987+6.2%AddedHolders
Q4 202215,961$1.33M0.2%+771+5.1%AddedHolders
Q3 202215,190$1.09M0.2%+12+0.1%AddedHolders
Q2 202215,178$959.0K0.2%−85−0.6%ReducedHolders
Q1 202215,263$1.29M0.2%+10+0.1%AddedHolders
Q4 202115,253$1.28M0.2%+9+0.1%AddedHolders
Q3 202115,244$1.11M0.2%+9+0.1%AddedHolders
Q2 202115,235$1.11M0.2%+11,264+283.7%AddedHolders
Q1 20213,971$259.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.