RIG
SCHW

RiverFront Investment Group’s Charles Schwab SCHW Stock Holding History

RiverFront Investment Group’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 		$1M Buy
10,864
+671
+7% +$61.2K 0.01% 233
2026
Q1 		$958K Buy
10,193
+1,050
+11% +$103K 0.01% 203
2025
Q4 		$913K Buy
9,143
+29
+0.3% +$2.75K 0.02% 171
2025
Q3 		$870K Sell
9,114
-59
-0.6% -$5.6K 0.02% 166
2025
Q2 		$837K Buy
+9,173
New +$768K 0.02% 160

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

RiverFront Investment Group's SCHW Position: Q2 2026 in Review

RiverFront Investment Group increased its Charles Schwab (SCHW) stake by 6.6% in Q2 2026, buying an estimated $61.2K and bringing the position to 10,864 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #233.

RiverFront Investment Group first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • RiverFront Investment Group held 10,864 shares of Charles Schwab worth $1M as of Q2 2026.
  • RiverFront Investment Group bought 671 Charles Schwab shares in Q2 2026, an estimated $61.2K.
  • Charles Schwab made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #233 holding.
  • RiverFront Investment Group first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.