RGI
SCHW

River Global Investors’s Charles Schwab SCHW Stock Holding History

River Global Investors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.41M Sell
19,017
-13,808
-42% -$1.03M 0.27% 61
2024
Q3 		$2.13M Buy
32,825
+1,924
+6% +$126K 0.46% 58
2024
Q2 		$2.28M Sell
30,901
-2,594
-8% -$192K 0.63% 46
2024
Q1 		$2.42M Sell
33,495
-25,465
-43% -$1.68M 0.61% 43
2023
Q4 		$4.06M Sell
58,960
-4,798
-8% -$277K 0.77% 35
2023
Q3 		$3.5M Sell
63,758
-8,826
-12% -$533K 0.82% 30
2023
Q2 		$4.11M Buy
72,584
+1,640
+2% +$85.9K 0.81% 31
2023
Q1 		$3.71M Buy
70,944
+6,960
+11% +$510K 0.76% 31
2022
Q4 		$5.33M Sell
63,984
-34,961
-35% -$2.71M 1.14% 21
2022
Q3 		$7.12M Buy
98,945
+13,660
+16% +$948K 1.36% 17
2022
Q2 		$5.4M Buy
85,285
+3,778
+5% +$261K 0.96% 32
2022
Q1 		$6.87M Sell
81,507
-6,680
-8% -$588K 0.9% 32
2021
Q4 		$7.41M Sell
88,187
-22,549
-20% -$1.82M 0.58% 39
2021
Q3 		$8.06M Sell
110,736
-48,009
-30% -$3.43M 0.63% 33
2021
Q2 		$11.6M Sell
158,745
-14,691
-8% -$1.04M 0.75% 33
2021
Q1 		$11.3M Sell
173,436
-97,454
-36% -$5.91M 0.68% 36
2020
Q4 		$14.4M Buy
270,890
+43,050
+19% +$1.95M 0.82% 16
2020
Q3 		$8.25M Sell
227,840
-2,700
-1% -$93.9K 0.61% 36
2020
Q2 		$7.78M Buy
230,540
+80,335
+53% +$2.88M 0.57% 40
2020
Q1 		$5.05M Buy
150,205
+45,685
+44% +$1.92M 0.46% 61
2019
Q4 		$4.97M Buy
104,520
+30,370
+41% +$1.34M 0.28% 98
2019
Q3 		$3.1M Buy
+74,150
New +$2.99M 0.22% 106
2014
Q1 		– Sell
-22,846
Closed -$594K – 77
2013
Q4 		$594K Hold
22,846
– – 0.15% 65
2013
Q3 		$483K Hold
22,846
– – 0.11% 65
2013
Q2 		$484K Buy
+22,846
New +$422K 0.08% 57

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

River Global Investors's SCHW Position: Q4 2024 in Review

River Global Investors reduced its Charles Schwab (SCHW) stake by 42% in Q4 2024, selling an estimated $1.03M and leaving 19,017 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #61.

River Global Investors first reported a position in SCHW in Q2 2013 and has held it in 25 quarters since. The position peaked at $14.4M in Q4 2020. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • River Global Investors held 19,017 shares of Charles Schwab worth $1.41M as of Q4 2024.
  • River Global Investors sold 13,808 Charles Schwab shares in Q4 2024, an estimated $1.03M.
  • Charles Schwab made up 0.27% of River Global Investors's portfolio in Q4 2024, its #61 holding.
  • River Global Investors first reported a position in Charles Schwab in Q2 2013 and has held it in 25 quarters since.
  • River Global Investors's Charles Schwab position peaked at $14.4M in Q4 2020.
  • 1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.