Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,002,421
+$44,483 QoQ
Shares Held
10,864
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,212
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RiverFront Investment Group, LLC holds $5,110,956 across 3 Capital Markets names. SCHW ranks #3 (19.6% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,421 | 10,864 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $957,938 | 10,193 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $913,477 | 9,143 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $870,113 | 9,114 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $836,944 | 9,173 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||