Kingsview Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.33M | Buy |
57,815
+51,154
| +768% | +$4.66M | 0.06% | 278 |
|
|
2026
Q1 | $626K | Sell |
6,661
-31,584
| -83% | -$3.1M | 0.01% | 823 |
|
|
2025
Q4 | $3.82M | Buy |
38,245
+32,598
| +577% | +$3.09M | 0.06% | 331 |
|
|
2025
Q3 | $539K | Buy |
5,647
+68
| +1% | +$6.45K | 0.01% | 777 |
|
|
2025
Q2 | $509K | Buy |
5,579
+544
| +11% | +$45.6K | 0.01% | 766 |
|
|
2025
Q1 | $394K | Sell |
5,035
-7,751
| -61% | -$608K | 0.01% | 801 |
|
|
2024
Q4 | $946K | Buy |
12,786
+6,039
| +90% | +$452K | 0.02% | 567 |
|
|
2024
Q3 | $437K | Buy |
6,747
+477
| +8% | +$31.3K | 0.01% | 762 |
|
|
2024
Q2 | $462K | Buy |
6,270
+25
| +0.4% | +$1.85K | 0.01% | 704 |
|
|
2024
Q1 | $452K | Buy |
6,245
+1,302
| +26% | +$85.7K | 0.01% | 692 |
|
|
2023
Q4 | $340K | Sell |
4,943
-31,762
| -87% | -$1.83M | 0.01% | 728 |
|
|
2023
Q3 | $2.02M | Buy |
36,705
+22,922
| +166% | +$1.39M | 0.07% | 280 |
|
|
2023
Q2 | $781K | Buy |
13,783
+3,012
| +28% | +$158K | 0.03% | 479 |
|
|
2023
Q1 | $564K | Buy |
10,771
+7,073
| +191% | +$518K | 0.02% | 544 |
|
|
2022
Q4 | $308K | Sell |
3,698
-2,293
| -38% | -$178K | 0.01% | 659 |
|
|
2022
Q3 | $431K | Buy |
5,991
+604
| +11% | +$41.9K | 0.02% | 535 |
|
|
2022
Q2 | $340K | Sell |
5,387
-2,802
| -34% | -$193K | 0.02% | 624 |
|
|
2022
Q1 | $690K | Sell |
8,189
-901
| -10% | -$79.3K | 0.03% | 502 |
|
|
2021
Q4 | $765K | Buy |
9,090
+1,727
| +23% | +$140K | 0.03% | 472 |
|
|
2021
Q3 | $536K | Sell |
7,363
-384
| -5% | -$27.4K | 0.03% | 523 |
|
|
2021
Q2 | $570K | Buy |
7,747
+1,656
| +27% | +$117K | 0.03% | 526 |
|
|
2021
Q1 | $405K | Buy |
6,091
+422
| +7% | +$25.6K | 0.02% | 562 |
|
|
2020
Q4 | $301K | Sell |
5,669
-598
| -10% | -$27.1K | 0.02% | 553 |
|
|
2020
Q3 | $227K | Sell |
6,267
-317
| -5% | -$11K | 0.02% | 544 |
|
|
2020
Q2 | $222K | Sell |
6,584
-1,986
| -23% | -$71.1K | 0.02% | 506 |
|
|
2020
Q1 | $288K | Sell |
8,570
-163
| -2% | -$6.84K | 0.04% | 371 |
|
|
2019
Q4 | $415K | Buy |
8,733
+8
| +0.1% | +$353 | 0.05% | 317 |
|
|
2019
Q3 | $365K | Buy |
8,725
+468
| +6% | +$18.9K | 0.06% | 306 |
|
|
2019
Q2 | $332K | Sell |
8,257
-245
| -3% | -$10.7K | 0.06% | 306 |
|
|
2019
Q1 | $364K | Sell |
8,502
-53
| -0.6% | -$2.39K | 0.06% | 317 |
|
|
2018
Q4 | $355K | Sell |
8,555
-599
| -7% | -$27.1K | 0.08% | 257 |
|
|
2018
Q3 | $450K | Buy |
9,154
+1,116
| +14% | +$57K | 0.09% | 237 |
|
|
2018
Q2 | $411K | Buy |
8,038
+91
| +1% | +$5.04K | 0.1% | 221 |
|
|
2018
Q1 | $415K | Buy |
7,947
+504
| +7% | +$27K | 0.1% | 219 |
|
|
2017
Q4 | $382K | Buy |
7,443
+28
| +0.4% | +$1.31K | 0.14% | 208 |
|
|
2017
Q3 | $324K | Buy |
7,415
+781
| +12% | +$32.4K | 0.14% | 202 |
|
|
2017
Q2 | $285K | Sell |
6,634
-1,269
| -16% | -$50.8K | 0.15% | 190 |
|
|
2017
Q1 | $323K | Buy |
+7,903
| New | +$326K | 0.19% | 160 |
|
Other funds holding SCHW
Kingsview Wealth Management's SCHW Position: Q2 2026 in Review
Kingsview Wealth Management increased its Charles Schwab (SCHW) stake by 768% in Q2 2026, buying an estimated $4.66M and bringing the position to 57,815 shares worth $5.33M. The position accounts for 0.06% of the portfolio, ranked #278.
Kingsview Wealth Management first reported a position in SCHW in Q1 2017 and has held it in 38 quarters since. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Kingsview Wealth Management held 57,815 shares of Charles Schwab worth $5.33M as of Q2 2026.
- Kingsview Wealth Management bought 51,154 Charles Schwab shares in Q2 2026, an estimated $4.66M.
- Charles Schwab made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #278 holding.
- Kingsview Wealth Management first reported a position in Charles Schwab in Q1 2017 and has held it in 38 quarters since.
- 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.