RWM
SCHW

Riverbend Wealth Management’s Charles Schwab SCHW Stock Holding History

Riverbend Wealth Management’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 		$249K Buy
2,698
+354
+15% +$32.3K 0.13% 159
2026
Q1 		$220K Buy
2,344
+144
+7% +$14.1K 0.13% 145
2025
Q4 		$220K Buy
+2,200
New +$209K 0.14% 142

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Riverbend Wealth Management's SCHW Position: Q2 2026 in Review

Riverbend Wealth Management increased its Charles Schwab (SCHW) stake by 15% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,698 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #159.

Riverbend Wealth Management first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Riverbend Wealth Management held 2,698 shares of Charles Schwab worth $249K as of Q2 2026.
  • Riverbend Wealth Management bought 354 Charles Schwab shares in Q2 2026, an estimated $32.3K.
  • Charles Schwab made up 0.13% of Riverbend Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Riverbend Wealth Management first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.