Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,867,079
+$3,670,384 QoQ
Shares Held
402,927
+17.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ARIEL INVESTMENTS, LLC holds $285,367,834 across 2 Capital Markets names. SCHW ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAZ |
Lazard, Inc.
|
5,826,289 | $247,500,755 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
402,927 | $37,867,079 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,867,079 | 402,927 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,196,695 | 342,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,167,041 | 347,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,047,819 | 406,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,693,312 | 558,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $42,985,008 | 580,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,422,116 | 669,991 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,030,170 | 583,935 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,186,156 | 831,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $66,205,964 | 962,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,556,820 | 993,749 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,487,019 | 1,049,524 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $53,101,010 | 1,013,765 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $73,635,643 | 884,406 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $79,846,275 | 1,110,982 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $75,526,761 | 1,195,422 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $71,887,932 | 852,662 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,483,185 | 802,416 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $66,541,161 | 913,525 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $70,479,279 | 967,989 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $76,403,800 | 1,172,197 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,092,904 | 1,151,827 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $45,405,646 | 1,253,261 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,435,698 | 990,981 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,590,636 | 761,173 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||