Ariel Investments LLC – SCHW history
- Issuer:
- SCHWAB CHARLES CORP
- Quarters tracked:
- 25 (Q1 2020 → Q1 2026)
- Current shares:
- 402,927
- Current value:
- $37.87M
- Peak shares:
- 1,253,261 (Q3 2020)
- Overall change:
- -47%
| 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 | -5,133 | -1% |
| Q3 2025 | 347,408 | $33.17M | $95.47 | -58,640 | -14% |
| Q2 2025 | 406,048 | $37.05M | $91.24 | -152,119 | -27% |
| Q1 2025 | 558,167 | $43.69M | $78.28 | -22,633 | -4% |
| Q4 2024 | 580,800 | $42.98M | $74.01 | -89,191 | -13% |
| 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 | -31,453 | -3% |
| Q3 2023 | 993,749 | $54.56M | $54.90 | -55,775 | -5% |
| Q2 2023 | 1,049,524 | $59.49M | $56.68 | +35,759 | +4% |
| Q1 2023 | 1,013,765 | $53.10M | $52.38 | +129,359 | +15% |
| Q4 2022 | 884,406 | $73.64M | $83.26 | -226,576 | -20% |
| Q3 2022 | 1,110,982 | $79.85M | $71.87 | -84,440 | -7% |
| Q2 2022 | 1,195,422 | $75.53M | $63.18 | +342,760 | +40% |
| Q1 2022 | 852,662 | $71.89M | $84.31 | +50,246 | +6% |
| Q4 2021 | 802,416 | $67.48M | $84.10 | -111,109 | -12% |
| Q3 2021 | 913,525 | $66.54M | $72.84 | -54,464 | -6% |
| Q2 2021 | 967,989 | $70.48M | $72.81 | -204,208 | -17% |
| Q1 2021 | 1,172,197 | $76.40M | $65.18 | +20,370 | +2% |
| Q4 2020 | 1,151,827 | $61.09M | $53.04 | -101,434 | -8% |
| Q3 2020 | 1,253,261 | $45.41M | $36.23 | +262,280 | +26% |
| Q2 2020 | 990,981 | $33.44M | $33.74 | +229,808 | +30% |
| Q1 2020 | 761,173 | $25.59M | $33.62 | — | NEW |