RIVERSEDGE ADVISORS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1787663 Wilmington, DE

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$249,959

+$6,579 QoQ

Shares Held

2,709

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,838

of 2,304 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RIVERSEDGE ADVISORS, LLC holds $1,727,565 across 5 Capital Markets names. SCHW ranks #5 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	494	$499,616
2	EVR	Evercore Inc.	1,082	$369,438
3	MS	Morgan Stanley	1,682	$351,605
4	JEF	Jefferies Financial Group Inc.	5,141	$256,947
5	SCHW	Schwab Charles Corp This page	2,709	$249,959

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,959	2,709	+11.2%	Shares	Sole	2026-07-16
2025-12-31	$243,380	2,436	-11.7%	Shares	Sole	2026-01-07
2025-09-30	$263,306	2,758	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.