KPP Advisory Services’s Charles Schwab SCHW Stock Holding History

KPP Advisory Services’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 Q3	$268K	Buy	+2,745	New	+$289K	0.05%	272

Other funds holding SCHW

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KPP Advisory Services's SCHW Position: Q3 2026 in Review

KPP Advisory Services opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,745 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings.

924 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

KPP Advisory Services held 2,745 shares of Charles Schwab worth $268K as of Q3 2026.
Charles Schwab was a new KPP Advisory Services position in Q3 2026.
Charles Schwab made up 0.05% of KPP Advisory Services's portfolio in Q3 2026, its #272 holding.
924 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.