Riversedge Advisors
SCHW icon

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
Q3 		$302K Buy
3,087
+378
+14% +$39.8K 0.04% 250
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Riversedge Advisors's SCHW Position: Q3 2026 in Review

Riversedge Advisors increased its Charles Schwab (SCHW) stake by 14% in Q3 2026, buying an estimated $39.8K and bringing the position to 3,087 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #250.

Riversedge Advisors first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Riversedge Advisors held 3,087 shares of Charles Schwab worth $302K as of Q3 2026.
  • Riversedge Advisors bought 378 Charles Schwab shares in Q3 2026, an estimated $39.8K.
  • Charles Schwab made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #250 holding.
  • Riversedge Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.