Ariel Investments LLC – SCHW history
- Issuer:
- SCHWAB CHARLES CORP
- Quarters tracked:
- 14 (Q4 2023 → Q1 2026)
- Current shares:
- 402,927
- Current value:
- $37.87M
- Peak shares:
- 962,296 (Q4 2023)
- Overall change:
- -58%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 402,927 | $37.87M | $93.98 | +60,652 | +18% |
| Q4 2025 | 342,275 | $34.20M | $99.91 | +342,275 | +100% |
| Q3 2025 | SOLD | — | — | -347,408 | -100% |
| Q3 2025 | 347,408 | $33.17M | $95.47 | -58,640 | -14% |
| Q2 2025 | 406,048 | $37.05M | $91.24 | +406,048 | +100% |
| Q2 2025 | SOLD | — | — | -558,167 | -100% |
| Q1 2025 | 558,167 | $43.69M | $78.28 | +558,167 | +100% |
| Q1 2025 | SOLD | — | — | -580,800 | -100% |
| Q4 2024 | 580,800 | $42.98M | $74.01 | +580,800 | +100% |
| Q4 2024 | SOLD | — | — | -669,991 | -100% |
| Q3 2024 | 669,991 | $43.42M | $64.81 | +86,056 | +15% |
| Q2 2024 | 583,935 | $43.03M | $73.69 | -248,055 | -30% |
| Q1 2024 | 831,990 | $60.19M | $72.34 | -130,306 | -14% |
| Q4 2023 | 962,296 | $66.21M | $68.80 | — | NEW |