Ownership history in Founders Capital Management · 7 quarters on record
This page tracks every 13F SEC filing in which Founders Capital Management reported a position in SCHWAB STRATEGIC TR (FNDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 71,491 | -282 | -0.4% | 1.17% | $2.3M | $31.51 |
| 2025 Q3 | ADDED | 71,773 | +837 | +1.2% | 1.18% | $2.2M | $31.01 |
| 2025 Q2 | REDUCED | 70,936 | -1,543 | -2.1% | 1.22% | $2.0M | $28.42 |
| 2025 Q1 | ADDED | 72,479 | +681 | +0.9% | 1.28% | $2.0M | $27.10 |
| 2024 Q4 | ADDED | 71,798 | +36,467 | +103.2% | 1.35% | $2.1M | $29.33 |
| 2024 Q3 | REDUCED | 35,331 | -13 | -0.0% | 1.28% | $2.1M | $29.26 |
| 2024 Q2 | INITIATED | 35,344 | — | — | 1.26% | $1.9M | — |
As of 2025 Q4 — sorted by position size