Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$344,812
-$18,138 QoQ
Shares Held
3,737
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,668
of 2,304 holders
Holding Since
Jun 2022
17 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, 2026River Wealth Advisors LLC holds $4,075,025 across 3 Capital Markets names. SCHW ranks #3 (8.5% of the industry book) .
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,812 | 3,737 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $362,950 | 3,862 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $435,008 | 4,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $491,479 | 5,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $494,520 | 5,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $393,670 | 5,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $378,857 | 5,119 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $331,179 | 5,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $378,692 | 5,139 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $329,798 | 4,559 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,292 | 5,731 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $279,001 | 5,082 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $292,298 | 5,157 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $259,542 | 4,955 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $367,093 | 4,409 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $319,749 | 4,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,560 | 4,409 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||