KWM
SCHW

Kingsview Wealth Management’s Charles Schwab SCHW Stock Holding History

Kingsview Wealth Management’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
2018
Q1 		– Sell
-1,000
Closed -$2K – 416
2017
Q4 		$2K Buy
+1,000
New +$47K ﹤0.01% 366

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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. 2,319 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.
  • 2,319 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.