RA
SCHW

Riversedge Advisors’s Charles Schwab SCHW Stock Holding History

Riversedge 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 		$250K Buy
+2,709
New +$247K 0.03% 258
2026
Q1 		– Sell
-2,436
Closed -$243K – 244
2025
Q4 		$243K Sell
2,436
-322
-12% -$30.5K 0.04% 172
2025
Q3 		$263K Buy
+2,758
New +$262K 0.04% 145

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Riversedge Advisors's SCHW Position: Q2 2026 in Review

Riversedge Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,709 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in SCHW as recently as Q4 2025.

Riversedge Advisors first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q3 2025. 914 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Riversedge Advisors held 2,709 shares of Charles Schwab worth $250K as of Q2 2026.
  • Charles Schwab was a new Riversedge Advisors position in Q2 2026.
  • Charles Schwab made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #258 holding.
  • Riversedge Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
  • Riversedge Advisors's Charles Schwab position peaked at $263K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.