Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,159,025
+$121,069 QoQ
Shares Held
23,399
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#905
of 2,304 holders
Holding Since
Dec 2021
18 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, 2026Riverwater Partners LLC holds $8,322,759 across 5 Capital Markets names. SCHW ranks #2 (25.9% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,025 | 23,399 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,037,956 | 21,685 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,167,447 | 21,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,079,336 | 21,780 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,005,911 | 21,985 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,708,539 | 21,826 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,631,106 | 22,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,515,257 | 23,380 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,351,990 | 18,347 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,364,911 | 18,868 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,345,659 | 19,559 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,028,606 | 18,736 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $935,333 | 16,502 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $862,384 | 16,464 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $853,831 | 10,255 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $737,026 | 10,255 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $647,910 | 10,255 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $741,173 | 8,813 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||