Position in SCHW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,334,589
+$4,708,589 QoQ
Shares Held
57,815
+768.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#628
of 2,312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $22,075,416 across 12 Capital Markets names. SCHW ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,533 | $5,595,910 | |
| 2 | SCHW |
Schwab Charles Corp
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|
57,815 | $5,334,589 | |
| 3 | SF |
Stifel Financial Corp
|
62,766 | $4,379,183 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,413 | $2,448,135 | |
| 5 | MS |
Morgan Stanley
|
9,400 | $1,964,976 | |
| 6 | MC |
Moelis & Co
|
10,973 | $717,853 | |
| 7 | HUT |
Hut 8 Corp.
|
3,913 | $451,736 | |
| 8 | SNEX |
StoneX Group Inc.
|
3,776 | $298,264 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,334,589 | 57,815 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $626,000 | 6,661 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,821,057 | 38,245 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $539,119 | 5,647 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $509,027 | 5,579 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $394,139 | 5,035 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $946,291 | 12,786 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $437,273 | 6,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $462,036 | 6,270 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $451,763 | 6,245 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $340,078 | 4,943 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,015,104 | 36,705 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $781,220 | 13,783 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $564,184 | 10,771 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $307,895 | 3,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $430,573 | 5,991 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $340,350 | 5,387 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $690,414 | 8,189 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $764,469 | 9,090 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $536,320 | 7,363 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $564,059 | 7,747 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $397,011 | 6,091 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $300,683 | 5,669 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $227,053 | 6,267 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $222,144 | 6,584 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $288,123 | 8,570 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||