KWA
SCHW

Kingswood Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Kingswood Wealth Advisors’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 		$986K Buy
10,685
+932
+10% +$85K 0.04% 413
2026
Q1 		$917K Buy
9,753
+1,923
+25% +$189K 0.04% 396
2025
Q4 		$782K Buy
7,830
+545
+7% +$51.7K 0.04% 403
2025
Q3 		$695K Sell
7,285
-1,671
-19% -$159K 0.04% 393
2025
Q2 		$817K Buy
8,956
+3,571
+66% +$299K 0.06% 301
2025
Q1 		$422K Sell
5,385
-183
-3% -$14.4K 0.04% 440
2024
Q4 		$412K Sell
5,568
-7,725
-58% -$578K 0.03% 504
2024
Q3 		$861K Buy
13,293
+3,162
+31% +$208K 0.06% 328
2024
Q2 		$747K Sell
10,131
-85
-0.8% -$6.28K 0.07% 294
2024
Q1 		$739K Sell
10,216
-803
-7% -$52.9K 0.09% 261
2023
Q4 		$758K Buy
11,019
+5,570
+102% +$322K 0.09% 250
2023
Q3 		$299K Sell
5,449
-2,091
-28% -$126K 0.05% 327
2023
Q2 		$427K Buy
+7,540
New +$395K 0.14% 153

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's SCHW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Charles Schwab (SCHW) stake by 9.6% in Q2 2026, buying an estimated $85K and bringing the position to 10,685 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #413.

Kingswood Wealth Advisors first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kingswood Wealth Advisors held 10,685 shares of Charles Schwab worth $986K as of Q2 2026.
  • Kingswood Wealth Advisors bought 932 Charles Schwab shares in Q2 2026, an estimated $85K.
  • Charles Schwab made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Kingswood Wealth Advisors first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.