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

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

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

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

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

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

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

Based on available 13F filings, FIDUCIARY MANAGEMENT INC /WI/ first reported a position in SCHW in 2019-Q3. They have held the position across 28 quarters.

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FIDUCIARY MANAGEMENT INC /WI/

SCHW
28 quarters

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

Current Value

$211.8M

Current Shares

2.3M

Total Value Change

+$16.1M

Total Shares Change

-2.4M

Quarter-by-Quarter History

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
2024-Q2	Decreased	4.5M	-5.8%	$333.6M	3.1%	$71.55	0
2024-Q1	Decreased	4.8M	-6.8%	$347.8M	3.1%	$70.01	0
2023-Q4	Increased	5.2M	+5.6%	$354.8M	3.3%	$66.32	60
2023-Q3	Decreased	4.9M	-3.5%	$268.1M	2.7%	$52.68	0
2023-Q2	Decreased	5.1M	-8.1%	$286.9M	2.9%	$54.18	0
2023-Q1	Increased	5.5M	+18.7%	$288.5M	2.9%	$49.80	62
2022-Q4	Decreased	4.6M	-11.5%	$386.4M	3.9%	$78.92	0
2022-Q3	Decreased	5.2M	-4.4%	$376.8M	4.0%	$67.94	0
2022-Q2	Increased	5.5M	+26.3%	$346.5M	3.3%	$59.53	70
2022-Q1	Decreased	4.3M	-13.9%	$366M	3.0%	$79.20	0
2021-Q4	Decreased	5M	-22.0%	$424.1M	3.1%	$78.84	0
2021-Q3	Decreased	6.5M	-0.5%	$470.8M	3.5%	$68.13	0
2021-Q2	Decreased	6.5M	-3.2%	$472.7M	3.5%	$67.94	0
2021-Q1	Decreased	6.7M	-3.3%	$437.2M	3.3%	$60.66	0
2020-Q4	Decreased	6.9M	-6.6%	$367.8M	2.8%	$49.20	0
2020-Q3	Decreased	7.4M	-4.3%	$269M	2.2%	$33.48	0
2020-Q2	Decreased	7.8M	-9.9%	$261.9M	2.2%	$31.01	0
2020-Q1	Increased	8.6M	+24.6%	$289.6M	2.5%	$30.74	65
2019-Q4	Increased	6.9M	+47.8%	$328.8M	2.0%	$43.32	73
2019-Q3	New	4.7M	-	$195.7M	1.3%	$37.95	70

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

SCHW28 quarters

SCHW
28 quarters