RWA
SCHW

River Wealth Advisors’s Charles Schwab SCHW Stock Holding History

River Wealth Advisors’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
2026
Q2 		$345K Sell
3,737
-125
-3% -$11.4K 0.04% 180
2026
Q1 		$363K Sell
3,862
-492
-11% -$48.3K 0.04% 166
2025
Q4 		$435K Sell
4,354
-794
-15% -$75.3K 0.05% 161
2025
Q3 		$492K Sell
5,148
-272
-5% -$25.8K 0.06% 156
2025
Q2 		$495K Buy
5,420
+391
+8% +$32.7K 0.06% 153
2025
Q1 		$394K Sell
5,029
-90
-2% -$7.06K 0.05% 159
2024
Q4 		$379K Buy
5,119
+9
+0.2% +$673 0.05% 170
2024
Q3 		$331K Sell
5,110
-29
-0.6% -$1.91K 0.04% 171
2024
Q2 		$379K Buy
5,139
+580
+13% +$42.8K 0.05% 155
2024
Q1 		$330K Sell
4,559
-1,172
-20% -$77.2K 0.05% 169
2023
Q4 		$394K Buy
5,731
+649
+13% +$37.5K 0.06% 151
2023
Q3 		$279K Sell
5,082
-75
-1% -$4.53K 0.05% 176
2023
Q2 		$292K Buy
5,157
+202
+4% +$10.6K 0.05% 180
2023
Q1 		$260K Buy
4,955
+546
+12% +$40K 0.05% 184
2022
Q4 		$367K Sell
4,409
-40
-0.9% -$3.1K 0.07% 168
2022
Q3 		$320K Buy
4,449
+40
+0.9% +$2.78K 0.07% 166
2022
Q2 		$279K Buy
+4,409
New +$304K 0.05% 187
2019
Q3 		– Sell
-12,584
Closed -$506K – 162
2019
Q2 		$506K Sell
12,584
-2,398
-16% -$105K 0.2% 107
2019
Q1 		$641K Sell
14,982
-2,425
-14% -$109K 0.27% 97
2018
Q4 		$723K Sell
17,407
-3,878
-18% -$175K 0.32% 83
2018
Q3 		$1.05M Buy
21,285
+400
+2% +$20.4K 0.39% 82
2018
Q2 		$1.07M Buy
+20,885
New +$1.16M 0.42% 78

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

River Wealth Advisors's SCHW Position: Q2 2026 in Review

River Wealth Advisors reduced its Charles Schwab (SCHW) stake by 3.2% in Q2 2026, selling an estimated $11.4K and leaving 3,737 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #180.

River Wealth Advisors first reported a position in SCHW in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.07M in Q2 2018. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • River Wealth Advisors held 3,737 shares of Charles Schwab worth $345K as of Q2 2026.
  • River Wealth Advisors sold 125 Charles Schwab shares in Q2 2026, an estimated $11.4K.
  • Charles Schwab made up 0.04% of River Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • River Wealth Advisors first reported a position in Charles Schwab in Q2 2018 and has held it in 22 quarters since.
  • River Wealth Advisors's Charles Schwab position peaked at $1.07M in Q2 2018.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.