Ariel Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.2M | Sell |
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|
2025
Q2 | $37M | Sell |
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|
2025
Q1 | $43.7M | Sell |
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|
2024
Q4 | $43M | Sell |
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|
2024
Q3 | $43.4M | Buy |
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|
2024
Q2 | $43M | Sell |
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|
2024
Q1 | $60.2M | Sell |
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|
2023
Q4 | $66.2M | Sell |
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|
2023
Q3 | $54.6M | Sell |
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|
2023
Q2 | $59.5M | Buy |
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|
2023
Q1 | $53.1M | Buy |
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|
2022
Q4 | $73.6M | Sell |
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|
2022
Q3 | $79.8M | Sell |
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|
2022
Q2 | $75.5M | Buy |
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|
2022
Q1 | $71.9M | Buy |
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|
2021
Q4 | $67.5M | Sell |
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|
2021
Q3 | $66.5M | Sell |
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|
2021
Q2 | $70.5M | Sell |
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|
2021
Q1 | $76.4M | Buy |
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|
2020
Q4 | $61.1M | Sell |
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|
2020
Q3 | $45.4M | Buy |
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|
2020
Q2 | $33.4M | Buy |
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|
2020
Q1 | $25.6M | Buy |
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