Riversedge Advisors, LLC

SEC CIK: 0001787663
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SCHW holding history

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

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 2,709
Value: $250.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of SCHW by Riversedge Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,709	$250.0K	<0.1%	+2,709	New	Holders
Q1 2026	0	$0	0.0%	−2,436−100.0%	Sold out	Holders
Q4 2025	2,436	$243.4K	<0.1%	−322−11.7%	Reduced	Holders
Q3 2025	2,758	$263.3K	<0.1%	+2,758	New	Holders