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KINGSWOOD WEALTH ADVISORS, LLC → SCHW-PJ
KINGSWOOD WEALTH ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
60
Latest value
$349K
Q3 2026
Peak value
$33M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $782K |
| Q4 2025 | $1.9M |
| Q4 2025 | $621K |
| Q4 2025 | $33M |
| Q4 2025 | $3.9M |
| Q4 2025 | $4.4M |
| Q4 2025 | $407K |
| Q4 2025 | $2.1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $8.8M |
| Q4 2025 | $501K |
| Q4 2025 | $746K |
| Q4 2025 | $1.5M |
| Q1 2026 | $917K |
| Q1 2026 | $2.1M |
| Q1 2026 | $1M |
| Q1 2026 | $24.3M |
| Q1 2026 | $4.2M |
| Q1 2026 | $4.4M |
| Q1 2026 | $615K |
| Q1 2026 | $458K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $12.3M |
| Q1 2026 | $370K |
| Q1 2026 | $568K |
| Q1 2026 | $1.6M |
| Q2 2026 | $986K |
| Q2 2026 | $3.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $28.2M |
| Q2 2026 | $5M |
| Q2 2026 | $5.3M |
| Q2 2026 | $206K |
| Q2 2026 | $1M |
| Q2 2026 | $538K |
| Q2 2026 | $3.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $12M |
| Q2 2026 | $747K |
| Q2 2026 | $994K |
| Q2 2026 | $2M |
| Q2 2026 | $301K |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $30.5M |
| Q3 2026 | $4.8M |
| Q3 2026 | $5M |
| Q3 2026 | $272K |
| Q3 2026 | $1M |
| Q3 2026 | $316K |
| Q3 2026 | $570K |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.9M |
| Q3 2026 | $15.3M |
| Q3 2026 | $891K |
| Q3 2026 | $1.2M |
| Q3 2026 | $447K |
| Q3 2026 | $349K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $349K | 14.6K | — | — |
| Q3 2026 | $447K | 20.3K | — | — |
| Q3 2026 | $1.2M | 55.5K | — | — |
| Q3 2026 | $891K | 32.5K | — | — |
| Q3 2026 | $15.3M | 469.9K | — | — |
| Q3 2026 | $1.9M | 61.3K | — | — |
| Q3 2026 | $3.9M | 72.2K | — | — |
| Q3 2026 | $570K | 13.6K | — | — |
| Q3 2026 | $316K | 8.7K | — | — |
| Q3 2026 | $1M | 15.8K | — | — |
| Q3 2026 | $272K | 8.3K | — | — |
| Q3 2026 | $5M | 147.5K | — | — |
| Q3 2026 | $4.8M | 143.7K | — | — |
| Q3 2026 | $30.5M | 849.3K | — | — |
| Q3 2026 | $2.1M | 70.3K | — | — |
| Q3 2026 | $3.2M | 110.6K | — | — |
| Q3 2026 | $1.1M | 10.8K | — | — |
| Q2 2026 | $301K | 12.4K | — | — |
| Q2 2026 | $2M | 85.5K | — | — |
| Q2 2026 | $994K | 43.0K | — | — |
| Q2 2026 | $747K | 27.0K | — | — |
| Q2 2026 | $12M | 378.2K | — | — |
| Q2 2026 | $1.5M | 49.0K | — | — |
| Q2 2026 | $3.7M | 70.4K | — | — |
| Q2 2026 | $538K | 13.6K | — | — |
| Q2 2026 | $1M | 14.3K | — | — |
| Q2 2026 | $206K | 5.7K | — | — |
| Q2 2026 | $5.3M | 142.6K | — | — |
| Q2 2026 | $5M | 143.0K | — | — |
| Q2 2026 | $28.2M | 833.3K | — | — |
| Q2 2026 | $1.7M | 58.3K | — | — |
| Q2 2026 | $3.1M | 107.4K | — | — |
| Q2 2026 | $986K | 10.7K | — | — |
| Q1 2026 | $1.6M | 76.7K | — | — |
| Q1 2026 | $568K | 24.5K | — | — |
| Q1 2026 | $370K | 15.0K | — | — |
| Q1 2026 | $12.3M | 399.7K | — | — |
| Q1 2026 | $1.3M | 48.0K | — | — |
| Q1 2026 | $3.2M | 64.8K | — | — |
| Q1 2026 | $458K | 12.0K | — | — |
| Q1 2026 | $615K | 11.8K | — | — |
| Q1 2026 | $4.4M | 142.4K | — | — |
| Q1 2026 | $4.2M | 136.3K | — | — |
| Q1 2026 | $24.3M | 835.6K | — | — |
| Q1 2026 | $1M | 40.6K | — | — |
| Q1 2026 | $2.1M | 82.6K | — | — |
| Q1 2026 | $917K | 9.8K | — | — |
| Q4 2025 | $1.5M | 69.8K | — | — |
| Q4 2025 | $746K | 31.9K | — | — |
| Q4 2025 | $501K | 20.8K | — | — |
| Q4 2025 | $8.8M | 322.1K | — | — |
| Q4 2025 | $1.5M | 54.3K | — | — |
| Q4 2025 | $2.1M | 45.5K | — | — |
| Q4 2025 | $407K | 11.3K | — | — |
| Q4 2025 | $4.4M | 145.5K | — | — |
| Q4 2025 | $3.9M | 133.2K | — | — |
| Q4 2025 | $33M | 1.01M | — | — |
| Q4 2025 | $621K | 23.1K | — | — |
| Q4 2025 | $1.9M | 72.0K | — | — |
| Q4 2025 | $782K | 7.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B