Kintegral Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
VCM
VPM
Kintegral Advisory's SCHW Position: Q1 2026 in Review
Kintegral Advisory reduced its Charles Schwab (SCHW) stake by 4.2% in Q1 2026, selling an estimated $128K and leaving 29,547 shares worth $2.78M. The position accounts for 0.26% of the portfolio, ranked #101.
Kintegral Advisory first reported a position in SCHW in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.47M in Q1 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Kintegral Advisory held 29,547 shares of Charles Schwab worth $2.78M as of Q1 2026.
- Kintegral Advisory sold 1,310 Charles Schwab shares in Q1 2026, an estimated $128K.
- Charles Schwab made up 0.26% of Kintegral Advisory's portfolio in Q1 2026, its #101 holding.
- Kintegral Advisory first reported a position in Charles Schwab in Q4 2018 and has held it in 28 quarters since.
- Kintegral Advisory's Charles Schwab position peaked at $3.47M in Q1 2022.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Kintegral Advisory's 13F filing for Q1 2026, filed 14 May 2026.