Riverbend Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 2055570
Myrtle Beach, SC
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$248,944
+$28,655 QoQ
Shares Held
2,698
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,840
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Riverbend Wealth Management, LLC holds $1,630,309 across 3 Capital Markets names. SCHW ranks #3 (15.3% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,944 | 2,698 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $220,289 | 2,344 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $219,802 | 2,200 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||