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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by River Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
3,737
Value
$344.8K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of SCHW by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,737$344.8K<0.1%−125−3.2%ReducedHolders
Q1 20263,862$363.0K<0.1%−492−11.3%ReducedHolders
Q4 20254,354$435.0K<0.1%−794−15.4%ReducedHolders
Q3 20255,148$491.5K0.1%−272−5.0%ReducedHolders
Q2 20255,420$494.6K0.1%+391+7.8%AddedHolders
Q1 20255,029$393.7K0.1%−90−1.8%ReducedHolders
Q4 20245,119$378.8K0.1%+9+0.2%AddedHolders
Q3 20245,110$331.2K<0.1%−29−0.6%ReducedHolders
Q2 20245,139$378.7K0.1%+580+12.7%AddedHolders
Q1 20244,559$329.8K<0.1%−1,172−20.5%ReducedHolders
Q4 20235,731$394.3K0.1%+649+12.8%AddedHolders
Q3 20235,082$279.0K<0.1%−75−1.5%ReducedHolders
Q2 20235,157$292.3K<0.1%+202+4.1%AddedHolders
Q1 20234,955$259.6K<0.1%+546+12.4%AddedHolders
Q4 20224,409$367.1K0.1%−40−0.9%ReducedHolders
Q3 20224,449$320.0K0.1%+40+0.9%AddedHolders
Q2 20224,409$279.0K0.1%+4,409NewHolders