KPP
SCHW

Kings Path Partners’s Charles Schwab SCHW Stock Holding History

Kings Path Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Buy
+167
New +$15.2K ﹤0.01% 233

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Kings Path Partners's SCHW Position: Q2 2026 in Review

Kings Path Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 167 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

504 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kings Path Partners held 167 shares of Charles Schwab worth $15.4K as of Q2 2026.
  • Charles Schwab was a new Kings Path Partners position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Kings Path Partners's portfolio in Q2 2026, its #233 holding.
  • 504 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.