Question 1

How many shares of SCHW does FIDUCIARY MANAGEMENT INC /WI/ own?

Accepted Answer

As of 2026-Q2, FIDUCIARY MANAGEMENT INC /WI/ holds 2.3M shares of SCHW (SCHWAB (CHARLES) CORP).

Question 2

What is FIDUCIARY MANAGEMENT INC /WI/'s SCHW position worth?

Accepted Answer

As of 2026-Q2, FIDUCIARY MANAGEMENT INC /WI/'s SCHW position is worth $211.8M.

Question 3

Is FIDUCIARY MANAGEMENT INC /WI/ buying or selling SCHW?

Accepted Answer

In 2026-Q2, FIDUCIARY MANAGEMENT INC /WI/ decreased their SCHW position (-33.8% change in shares).

Question 4

When did FIDUCIARY MANAGEMENT INC /WI/ first buy SCHW?

Accepted Answer

Based on available 13F filings, FIDUCIARY MANAGEMENT INC /WI/ first reported a position in SCHW in 2024-Q3. They have held the position across 28 quarters.

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