AI
SCHW

Ariel Investments’s Charles Schwab SCHW Stock Holding History

Ariel Investments’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.5M Buy
525,299
+122,372
+30% +$11.2M 0.48% 52
2026
Q1 		$37.9M Buy
402,927
+60,652
+18% +$5.95M 0.42% 55
2025
Q4 		$34.2M Sell
342,275
-5,133
-1% -$487K 0.37% 60
2025
Q3 		$33.2M Sell
347,408
-58,640
-14% -$5.57M 0.35% 61
2025
Q2 		$37M Sell
406,048
-152,119
-27% -$12.7M 0.42% 56
2025
Q1 		$43.7M Sell
558,167
-22,633
-4% -$1.78M 0.51% 51
2024
Q4 		$43M Sell
580,800
-89,191
-13% -$6.67M 0.46% 61
2024
Q3 		$43.4M Buy
669,991
+86,056
+15% +$5.65M 0.44% 60
2024
Q2 		$43M Sell
583,935
-248,055
-30% -$18.3M 0.47% 61
2024
Q1 		$60.2M Sell
831,990
-130,306
-14% -$8.58M 0.59% 54
2023
Q4 		$66.2M Sell
962,296
-31,453
-3% -$1.82M 0.66% 55
2023
Q3 		$54.6M Sell
993,749
-55,775
-5% -$3.37M 0.58% 58
2023
Q2 		$59.5M Buy
1,049,524
+35,759
+4% +$1.87M 0.56% 59
2023
Q1 		$53.1M Buy
1,013,765
+129,359
+15% +$9.47M 0.51% 60
2022
Q4 		$73.6M Sell
884,406
-226,576
-20% -$17.6M 0.75% 50
2022
Q3 		$79.8M Sell
1,110,982
-84,440
-7% -$5.86M 0.88% 45
2022
Q2 		$75.5M Buy
1,195,422
+342,760
+40% +$23.6M 0.75% 47
2022
Q1 		$71.9M Buy
852,662
+50,246
+6% +$4.42M 0.64% 47
2021
Q4 		$67.5M Sell
802,416
-111,109
-12% -$8.99M 0.57% 53
2021
Q3 		$66.5M Sell
913,525
-54,464
-6% -$3.89M 0.61% 53
2021
Q2 		$70.5M Sell
967,989
-204,208
-17% -$14.5M 0.66% 51
2021
Q1 		$76.4M Buy
1,172,197
+20,370
+2% +$1.24M 0.75% 46
2020
Q4 		$61.1M Sell
1,151,827
-101,434
-8% -$4.59M 0.69% 51
2020
Q3 		$45.4M Buy
1,253,261
+262,280
+26% +$9.13M 0.66% 50
2020
Q2 		$33.4M Buy
990,981
+229,808
+30% +$8.23M 0.51% 54
2020
Q1 		$25.6M Buy
+761,173
New +$31.9M 0.45% 63

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments's SCHW Position: Q2 2026 in Review

Ariel Investments increased its Charles Schwab (SCHW) stake by 30% in Q2 2026, buying an estimated $11.2M and bringing the position to 525,299 shares worth $48.5M. The position accounts for 0.48% of the portfolio, ranked #52.

Ariel Investments first reported a position in SCHW in Q1 2020 and has held it in 26 quarters since. The position peaked at $79.8M in Q3 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Ariel Investments held 525,299 shares of Charles Schwab worth $48.5M as of Q2 2026.
  • Ariel Investments bought 122,372 Charles Schwab shares in Q2 2026, an estimated $11.2M.
  • Charles Schwab made up 0.48% of Ariel Investments's portfolio in Q2 2026, its #52 holding.
  • Ariel Investments first reported a position in Charles Schwab in Q1 2020 and has held it in 26 quarters since.
  • Ariel Investments's Charles Schwab position peaked at $79.8M in Q3 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.