KCS Wealth Advisory
- SEC CIK
- 0001697719
- Latest filing
- Nov 3, 2023
SCHW holding history
Schwab Charles Corp in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q3 2023 holdings
- Shares (Q3 2023)
- 7,531
- Value
- $413.5K
- % of portfolio
- 0.2%
- Quarters held
- 2
- Since Q2 2023