KCM INVESTMENT ADVISORS LLC

Position in SCHW — Schwab Charles Corp

CIK 1109228 GREENBRAE, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,601,040

-$171,335 QoQ

Shares Held

93,216

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#531

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $19,450,258 across 4 Capital Markets names. SCHW ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	93,216	$8,601,040
2	GS	Goldman Sachs Group Inc	6,609	$6,684,144
3	MS	Morgan Stanley	18,605	$3,889,189
4	CRCL	Circle Internet Group, Inc.	4,405	$275,885

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,601,040	93,216	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$8,772,375	93,343	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$9,322,402	93,308	-1.0%	Shares	Sole	2026-02-13
2025-09-30	$8,993,846	94,206	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$8,556,122	93,776	-1.4%	Shares	Sole	2025-08-06
2025-03-31	$7,441,375	95,061	-8.4%	Shares	Sole	2025-05-14
2024-12-31	$7,682,163	103,799	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$6,803,948	104,983	+7.5%	Shares	Sole	2024-11-06
2024-06-30	$7,193,323	97,616	+2.1%	Shares	Sole	2024-07-29
2024-03-31	$6,915,993	95,604	+24.0%	Shares	Sole	2024-05-07
2023-12-31	$5,306,544	77,130	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$4,222,523	76,913	-3.1%	Shares	Sole	2023-11-08
2023-06-30	$4,498,011	79,358	+8.4%	Shares	Sole	2023-08-09
2023-03-31	$3,835,368	73,222	+84.4%	Shares	Sole	2023-05-09
2022-12-31	$3,305,755	39,704	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$2,848,711	39,637	-5.0%	Shares	Sole	2022-11-10
2022-06-30	$2,635,048	41,707	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$3,565,048	42,285	-1.7%	Shares	Sole	2022-05-13
2021-12-31	$3,619,243	43,035	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$3,178,373	43,635	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$3,128,208	42,964	+1.3%	Shares	Sole	2021-10-21
2021-03-31	$2,765,196	42,424	+4.1%	Shares	Sole	2021-05-13
2020-12-31	$2,161,114	40,745	+61.4%	Shares	Sole	2021-02-19
2020-09-30	$914,735	25,248	-23.8%	Shares	Sole	2020-11-16
2020-06-30	$1,118,649	33,155	+27.2%	Shares	Sole	2020-08-14
2020-03-31	$876,036	26,057	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.