RTC
SCHW

Riverview Trust Company’s Charles Schwab SCHW Stock Holding History

Riverview Trust Company’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 		$141K Hold
1,524
– – 0.17% 71
2026
Q1 		$143K Hold
1,524
– – 0.18% 72
2025
Q4 		$152K Hold
1,524
– – 0.18% 70
2025
Q3 		$145K Hold
1,524
– – 0.18% 73
2025
Q2 		$139K Sell
1,524
-1,031
-40% -$86.3K 0.17% 78
2025
Q1 		$200K Sell
2,555
-27
-1% -$2.12K 0.2% 88
2024
Q4 		$191K Hold
2,582
– – 0.17% 96
2024
Q3 		$167K Buy
2,582
+27
+1% +$1.77K 0.15% 110
2024
Q2 		$188K Hold
2,555
– – 0.18% 90
2024
Q1 		$185K Buy
+2,555
New +$168K 0.14% 102
2023
Q4 		– Sell
-1,931
Closed -$106K – 541
2023
Q3 		$106K Buy
1,931
+1,224
+173% +$74K 0.09% 146
2023
Q2 		$40.1K Sell
707
-1,025
-59% -$53.7K 0.04% 234
2023
Q1 		$90.7K Sell
1,732
-1,979
-53% -$145K 0.08% 151
2022
Q4 		$309K Hold
3,711
– – 0.29% 62
2022
Q3 		$267K Buy
3,711
+1,162
+46% +$80.7K 0.26% 66
2022
Q2 		$161K Sell
2,549
-354
-12% -$24.4K 0.14% 110
2022
Q1 		$245K Buy
2,903
+924
+47% +$81.3K 0.18% 89
2021
Q4 		$166K Hold
1,979
– – 0.1% 91
2021
Q3 		$144K Hold
1,979
– – 0.15% 98
2021
Q2 		$144K Hold
1,979
– – 0.15% 97
2021
Q1 		$129K Hold
1,979
– – 0.14% 102
2020
Q4 		$105K Hold
1,979
– – 0.12% 114
2020
Q3 		$72K Sell
1,979
-3,830
-66% -$133K 0.08% 130
2020
Q2 		$196K Hold
5,809
– – 0.19% 89
2020
Q1 		$195K Sell
5,809
-558
-9% -$23.4K 0.19% 85
2019
Q4 		$303K Sell
6,367
-579
-8% -$25.5K 0.2% 88
2019
Q3 		$291K Sell
6,946
-32
-0.5% -$1.29K 0.2% 87
2019
Q2 		$280K Hold
6,978
– – 0.2% 92
2019
Q1 		$298K Hold
6,978
– – 0.23% 83
2018
Q4 		$290K Buy
+6,978
New +$316K 0.23% 77

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

Riverview Trust Company's SCHW Position: Q2 2026 in Review

Riverview Trust Company held its Charles Schwab (SCHW) position steady in Q2 2026 at 1,524 shares worth $141K. The position accounts for 0.17% of the portfolio, ranked #71.

Riverview Trust Company first reported a position in SCHW in Q4 2018 and has held it in 30 quarters since. The position peaked at $309K in Q4 2022. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Riverview Trust Company held 1,524 shares of Charles Schwab worth $141K as of Q2 2026.
  • Riverview Trust Company left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.17% of Riverview Trust Company's portfolio in Q2 2026, its #71 holding.
  • Riverview Trust Company first reported a position in Charles Schwab in Q4 2018 and has held it in 30 quarters since.
  • Riverview Trust Company's Charles Schwab position peaked at $309K in Q4 2022.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.