Question 1

Does Fiduciary Management own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Fiduciary Management holds 2,295,743 shares of SCHW (Charles Schwab), worth $211.8M.

Question 2

How many shares of SCHW does Fiduciary Management own?

Accepted Answer

As of its Q2 2026 13F, Fiduciary Management holds 2,295,743 shares of SCHW (Charles Schwab).

Question 3

What is Fiduciary Management's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Fiduciary Management's SCHW position is worth $211.8M.

Question 4

Is Fiduciary Management buying or selling SCHW?

Accepted Answer

In Q2 2026, Fiduciary Management reduced its SCHW position by 1,169,778 shares (-33.8%).

Question 5

When did Fiduciary Management first buy SCHW?

Accepted Answer

Fiduciary Management first reported SCHW in its Q3 2019 13F and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.3M	-33.8%	$211.8M	3.0%	$92.00	0
2026-Q1	Decreased	3.5M	-10.5%	$325.7M	4.0%	$93.37	0
2025-Q4	Decreased	3.9M	-8.0%	$386.9M	4.3%	$98.93	0
2025-Q3	Decreased	4.2M	-4.1%	$401.6M	4.1%	$94.27	0
2025-Q2	Decreased	4.4M	-5.3%	$400.1M	3.8%	$89.84	0
2025-Q1	Decreased	4.6M	-3.1%	$362.6M	3.5%	$76.83	0
2024-Q4	Decreased	4.8M	-5.0%	$353.8M	3.3%	$72.40	0
2024-Q3	Increased	5M	+11.2%	$326.2M	2.9%	$63.18	59