The Charles Schwab Corporation
MX ˙ BMV ˙ US8085131055
SecurityMX:SCHW / The Charles Schwab Corporation
InstitutionFounders Capital Management
Latest Disclosed Ownership3,582 shares
Latest Disclosed Value $ 336,636
Founders Capital Management ownership in SCHW / The Charles Schwab Corporation

On April 21, 2026 - Founders Capital Management filed a 13F-HR form disclosing ownership of 3,582 shares of The Charles Schwab Corporation (MX:SCHW) valued at $336,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,582 shares of The Charles Schwab Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F SCHWAB CHARLES COM 808513105 3,582 0 0.00 337 -5.88 0.1643
2026-01-15 2025-12-31 13F SCHWAB CHARLES COM 808513105 3,582 -98 -2.66 358 1.71 0.1858
2025-11-13 2025-09-30 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 351 4.78 0.1861
2025-07-18 2025-06-30 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 336 16.32 0.2012
2025-04-08 2025-03-31 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 288 5.88 0.1864
2025-01-13 2024-12-31 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 272 14.29 0.1724
2024-10-07 2024-09-30 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 239 -12.18 0.1452
2024-07-10 2024-06-30 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 271 1.88 0.1757
2024-04-10 2024-03-31 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 266 5.14 0.1799
2024-01-08 2023-12-31 13F SCHWAB CHARLES COM 808513105 3,680 0 0.00 253 25.25 0.1840
2023-10-10 2023-09-30 13F SCHWAB CHARLES COM 808513105 3,680 80 2.22 202 -0.98 0.1543
2023-07-07 2023-06-30 13F SCHWAB CHARLES COM 808513105 3,600 -114 -3.07 204 0.1484
2023-04-12 2023-03-31 13F SCHWAB CHARLES COM 808513105 3,714 0 0.00 0 0.1491
2023-01-09 2022-12-31 13F SCHWAB CHARLES COM 808513105 3,714 0 0.00 0 -100.00 0.2322
2022-10-06 2022-09-30 13F SCHWAB CHARLES COM 808513105 3,714 0 0.00 267 13.62 0.2179
2022-07-20 2022-06-30 13F SCHWAB CHARLES COM 808513105 3,714 -36 -0.96 235 -25.40 0.1852
2022-04-07 2022-03-31 13F SCHWAB CHARLES COM 808513105 3,750 0 0.00 315 0.00 0.2019
2022-01-21 2021-12-31 13F SCHWAB CHARLES COM 808513105 3,750 0 0.00 315 15.38 0.2019
2021-10-12 2021-09-30 13F SCHWAB CHARLES COM 808513105 3,750 0 0.00 273 0.00 0.1871
2021-07-15 2021-06-30 13F SCHWAB CHARLES COM 808513105 3,750 0 0.00 273 11.89 0.1779
2021-06-09 2021-03-31 13F/A-1 SCHWAB CHARLES COM 808513105 3,750 0 0.00 244 22.61 0.1737
2021-06-07 2021-03-31 13F SCHWAB CHARLES COM 808513105 3,750 0 6 0.0658
2021-01-12 2020-12-31 13F SCHWAB CHARLES COM 808513105 3,750 0 0.00 199 57.94 0.1407
2020-04-22 2020-03-31 13F SCHWAB CHARLES COM 808513105 3,750 -400 -9.64 126 -36.04 0.1307
2020-01-24 2019-12-31 13F THE CHARLES SCHWAB CORPORATI COM 808513105 4,150 0 0.00 197 13.22 0.1491
2019-10-10 2019-09-30 13F THE CHARLES SCHWAB CORPORATI COM 808513105 4,150 0 0.00 174 4.19 0.1392
2019-07-11 2019-06-30 13F THE CHARLES SCHWAB CORPORATI COM 808513105 4,150 0 0.00 167 -5.65 0.1473
2019-04-17 2019-03-31 13F THE CHARLES SCHWAB CORPORATI COM 808513105 4,150 0 0.00 177 2.91 0.1659
2019-01-14 2018-12-31 13F SCHWAB CHARLES CORP COM 808513105 4,150 0 0.00 172 -15.69 0.1836
2018-10-05 2018-09-30 13F SCHWAB CHARLES CORP COM 808513105 4,150 100 2.47 204 -1.45 0.1683
2018-07-09 2018-06-30 13F SCHWAB CHARLES CORP COM 808513105 4,050 0 0.00 207 -1.90 0.1817
2018-04-09 2018-03-31 13F SCHWAB CHARLES CORP COM 808513105 4,050 0 0.00 211 1.44 0.1777
2018-01-22 2017-12-31 13F SCHWAB CHARLES CORP COM 808513105 4,050 0 0.00 208 17.51 0.1725
2017-10-17 2017-09-30 13F SCHWAB CHARLES CORP COM 808513105 4,050 -150 -3.57 177 -1.67 0.1467
2017-07-19 2017-06-30 13F SCHWAB CHARLES CORP COM 808513105 4,200 300 7.69 180 13.21 0.1595
2017-05-09 2017-03-31 13F SCHWAB CHARLES CORP COM 808513105 3,900 3,900 159 0.1429
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.