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Kingsview Wealth Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Kingsview Wealth Management, LLC held 506,762 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 506,762 shares
    Change vs previous 13F +63,281 shares

    0.19% of the 13F portfolio, value $16,069,435.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 443,481 shares
    Change vs previous 13F +1,512 shares

    0.19% of the 13F portfolio, value $13,605,991.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 441,969 shares
    Change vs previous 13F -8,253 shares

    0.17% of the 13F portfolio, value $12,123,217.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 450,222 shares
    Change vs previous 13F -86,069 shares

    0.19% of the 13F portfolio, value $12,291,061.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 536,291 shares
    Change vs previous 13F +44,542 shares

    0.24% of the 13F portfolio, value $14,211,703.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 491,749 shares
    Change vs previous 13F +69,128 shares

    0.26% of the 13F portfolio, value $13,749,300.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 422,621 shares
    Change vs previous 13F +318,481 shares

    0.22% of the 13F portfolio, value $11,546,014.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,140 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,802,930.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).