SEC 13F Intelligence

Riverview Capital Advisers, LLC / SCHW

Riverview Capital Advisers, LLC’s Schwab Charles Corp Position

Does Riverview Capital Advisers, LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 53.9K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
53.9K
% of Portfolio
+1.31%
Quarters Held
3
position exited

Position History SCHW

Reported value by quarter
Q1 ’23: $6MQ1 ’23Q2 ’23: $6MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202353.9K$3M+1.31%
Q2 2023107.9K$6M+2.68%
Q1 2023107.9K$6M+2.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Riverview Capital Advisers, LLC’s full portfolio or all institutional holders of SCHW.