Kings Path Partners
SCHW icon

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
Q3 		$15.9K Sell
163
-4
-2% -$421 ﹤0.01% 235
2026
Q2 		$15.4K Buy
+167
New +$15.2K ﹤0.01% 233

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Assenagon Asset Management
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Trust Company
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Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kings Path Partners's SCHW Position: Q3 2026 in Review

Kings Path Partners reduced its Charles Schwab (SCHW) stake by 2.4% in Q3 2026, selling an estimated $421 and leaving 163 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Kings Path Partners first reported a position in SCHW in Q2 2026 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Kings Path Partners held 163 shares of Charles Schwab worth $15.9K as of Q3 2026.
  • Kings Path Partners sold 4 Charles Schwab shares in Q3 2026, an estimated $421.
  • Charles Schwab made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #235 holding.
  • Kings Path Partners first reported a position in Charles Schwab in Q2 2026 and has held it in 2 quarters since.
  • 973 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.