Schwab Charles Corp

Kingsview Wealth Management, LLC SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/9/2026

Shares

38,245

Value ($000)

3,821

Weight

0.1%

2017 Q1 - 2025 Q4 (36 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/9/2026	3,821	0.1%	38,245	12/31/2025
2025 Q3	11/12/2025	539	0.0%	5,647	9/30/2025
2025 Q2	8/8/2025	509	0.0%	5,579	6/30/2025
2025 Q1	5/2/2025	394	0.0%	5,035	3/31/2025
2024 Q4	1/28/2025	946	0.0%	12,786	12/31/2024
2024 Q3	11/12/2024	437	0.0%	6,747	9/30/2024
2024 Q2	8/14/2024	462	0.0%	6,270	6/30/2024
2024 Q1	5/9/2024	452	0.0%	6,245	3/31/2024
2023 Q4	2/8/2024	340	0.0%	4,943	12/31/2023
2023 Q3	11/7/2023	2,015	0.1%	36,705	9/30/2023
2023 Q2	8/10/2023	781	0.0%	13,783	6/30/2023
2023 Q1	5/15/2023	564	0.0%	10,771	3/31/2023
2022 Q4	2/13/2023	308	0.0%	3,698	12/31/2022
2022 Q3	11/15/2022	431	0.0%	5,991	9/30/2022
2022 Q2	8/16/2022	340	0.0%	5,387	6/30/2022
2022 Q1	2/8/2024	690	0.0%	8,189	3/31/2022
2021 Q4	2/17/2022	765	0.0%	9,090	12/31/2021
2021 Q3	12/3/2021	536	0.0%	7,363	9/30/2021
2021 Q2	8/17/2021	570	0.0%	7,747	6/30/2021
2021 Q1	5/24/2021	405	0.0%	6,091	3/31/2021
2020 Q4	2/16/2021	301	0.0%	5,669	12/31/2020
2020 Q3	11/19/2020	227	0.0%	6,267	9/30/2020
2020 Q2	8/14/2020	222	0.0%	6,584	6/30/2020
2020 Q1	5/11/2020	288	0.0%	8,570	3/31/2020
2019 Q4	1/31/2020	415	0.1%	8,733	12/31/2019
2019 Q3	1/29/2020	365	0.1%	8,725	9/30/2019
2019 Q2	1/29/2020	332	0.1%	8,257	6/30/2019
2019 Q1	1/29/2020	364	0.1%	8,502	3/31/2019
2018 Q4	1/29/2020	355	0.1%	8,555	12/31/2018
2018 Q3	1/29/2020	450	0.1%	9,154	9/30/2018
2018 Q2	1/29/2020	411	0.1%	8,038	6/30/2018
2018 Q1	1/29/2020	415	0.1%	7,947	3/31/2018
2017 Q4	1/29/2020	382	0.1%	7,443	12/31/2017
2017 Q3	1/29/2020	324	0.1%	7,415	9/30/2017
2017 Q2	1/29/2020	285	0.1%	6,634	6/30/2017
2017 Q1	1/29/2020	323	0.2%	7,903	3/31/2017