KINGSWOOD WEALTH ADVISORS, LLC SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 833.31K SCHG (shares), valued at $28.20M, or 1.14% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.27%; reported value increased 15.85%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.14% | 833,309 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 1.16% | 835,595 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 1.60% | 1,012,395 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 2.05% | 1,060,720 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.88% | 816,618 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.72% | 751,204 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 1.54% | 737,721 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.01% | 136,132 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.48% | 52,328 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 0.50% | 46,408 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.50% | 46,408 | $4.30M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 0.48% | 52,328 | $5.28M | Shares increased 12.76%; reported value increased 22.63%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 1.01% | 136,132 | $14.18M | Shares increased 160.15%; reported value increased 168.76%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.54% | 737,721 | $20.56M | Shares increased 441.92%; reported value increased 44.97%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.72% | 751,204 | $18.81M | Shares increased 1.83%; reported value decreased 8.51%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 1.88% | 816,618 | $23.85M | Shares increased 8.71%; reported value increased 26.81%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.05% | 1,060,720 | $33.85M | Shares increased 29.89%; reported value increased 41.90%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 1.60% | 1,012,395 | $33.02M | Shares decreased 4.56%; reported value decreased 2.43%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 1.16% | 835,595 | $24.34M | Shares decreased 17.46%; reported value decreased 26.29%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 1.14% | 833,309 | $28.20M | Shares decreased 0.27%; reported value increased 15.85%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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