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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kingsview Wealth Management's SCHW Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Charles Schwab (SCHW) stake by 83% in Q1 2026, selling an estimated $3.1M and leaving 6,661 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #823.

Kingsview Wealth Management first reported a position in SCHW in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.82M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Kingsview Wealth Management held 6,661 shares of Charles Schwab worth $626K as of Q1 2026.
  • Kingsview Wealth Management sold 31,584 Charles Schwab shares in Q1 2026, an estimated $3.1M.
  • Charles Schwab made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #823 holding.
  • Kingsview Wealth Management first reported a position in Charles Schwab in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Charles Schwab position peaked at $3.82M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.