Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$985,904
+$69,318 QoQ
Shares Held
10,685
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#398
of 915 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,466,532 across 11 Capital Markets names. SCHW ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,698 | $6,774,156 | |
| 2 | MS |
Morgan Stanley
|
10,405 | $2,175,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,332 | $1,421,537 | |
| 4 | SCHW |
Schwab Charles Corp
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|
10,685 | $985,904 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,861 | $888,581 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
28,484 | $779,891 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
54,730 | $728,456 | |
| 8 | WULF |
Terawulf Inc.
|
28,037 | $692,513 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,904 | 10,685 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $916,586 | 9,753 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $782,295 | 7,830 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $695,498 | 7,285 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $817,145 | 8,956 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $421,537 | 5,385 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $412,087 | 5,568 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $861,519 | 13,293 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $746,553 | 10,131 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $739,025 | 10,216 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $758,107 | 11,019 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $299,150 | 5,449 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $427,367 | 7,540 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||