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Disclosery

Riverwater Partners LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Riverwater Partners LLC on SCHW, newest first. How the timeline and the estimate are built.

Riverwater Partners LLC held 23,399 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,399 shares
    Change vs previous 13F +1,714 shares

    0.64% of the 13F portfolio, value $2,159,026.

    13F-HR 0001941040-26-000624 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,685 shares
    Change vs previous 13F -9 shares

    0.68% of the 13F portfolio, value $2,037,956.

    13F-HR 0001941040-26-000302 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,694 shares
    Change vs previous 13F -86 shares

    0.84% of the 13F portfolio, value $2,167,448.

    13F-HR 0001941040-26-000105 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,780 shares
    Change vs previous 13F -205 shares

    0.86% of the 13F portfolio, value $2,079,337.

    13F-HR 0001941040-25-000585 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,985 shares
    Change vs previous 13F +159 shares

    0.94% of the 13F portfolio, value $2,005,911.

    13F-HR 0001941040-25-000393 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,826 shares
    Change vs previous 13F -213 shares

    0.88% of the 13F portfolio, value $1,708,539.

    13F-HR 0001941040-25-000222 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,039 shares
    Change vs previous 13F -1,341 shares

    0.79% of the 13F portfolio, value $1,631,106.

    13F-HR 0001941040-25-000144 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,380 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,481,123.

    13F-HR 0001941040-24-000443 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).