Back to FIDUCIARY MANAGEMENT INC /WI/

SCHW
Showing 8 of 27 quarters

Position history for FIDUCIARY MANAGEMENT INC /WI/'s holdings in SCHWAB CHARLES CORP

FIDUCIARY MANAGEMENT INC /WI/ holds 3.5M shares of SCHW (SCHWAB CHARLES CORP), worth $325.7M as of 2026-Q1. The position was decreased (-10.5% shares). SCHW represents 4.0% of FIDUCIARY MANAGEMENT INC /WI/'s portfolio.

Current Value

$325.7M

Current Shares

3.5M

Total Value Change

-$7.9M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.5M
-10.5%
$325.7M4.0%$95.24
0
2025-Q4
Decreased
3.9M
-8.0%
$386.9M4.3%$100.21
0
2025-Q3
Decreased
4.2M
-4.1%
$401.6M4.1%$96.29
0
2025-Q2
Decreased
4.4M
-5.3%
$400.1M3.8%$89.17
0
2025-Q1
Decreased
4.6M
-3.1%
$362.6M3.5%$76.86
0
2024-Q4
Decreased
4.8M
-5.0%
$353.8M3.3%$72.79
0
2024-Q3
Increased
5M
+11.2%
$326.2M2.9%$63.21
59
2024-Q2
Decreased
4.5M
-5.8%
$333.6M3.1%$72.02
0

Other major holders of SCHW: VANGUARD GROUP INC, TORONTO DOMINION BANK, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used