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ARIEL INVESTMENTS, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARIEL INVESTMENTS, LLC on SCHW, newest first. How the timeline and the estimate are built.

ARIEL INVESTMENTS, LLC held 525,299 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,299 shares
    Change vs previous 13F +122,372 shares

    0.48% of the 13F portfolio, value $48,469,339.

    13F-HR 0000936753-26-000050 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 402,927 shares
    Change vs previous 13F +60,652 shares

    0.42% of the 13F portfolio, value $37,867,079.

    13F-HR 0000936753-26-000025 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 342,275 shares
    Change vs previous 13F -5,133 shares

    0.37% of the 13F portfolio, value $34,196,695.

    13F-HR 0000936753-26-000017 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 347,408 shares
    Change vs previous 13F -58,640 shares

    0.35% of the 13F portfolio, value $33,167,042.

    13F-HR 0000936753-25-000089 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 406,048 shares
    Change vs previous 13F -152,119 shares

    0.42% of the 13F portfolio, value $37,047,820.

    13F-HR 0000936753-25-000065 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 558,167 shares
    Change vs previous 13F -22,633 shares

    0.51% of the 13F portfolio, value $43,693,313.

    13F-HR 0000936753-25-000029 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 580,800 shares
    Change vs previous 13F -89,191 shares

    0.46% of the 13F portfolio, value $42,985,008.

    13F-HR 0000936753-25-000018 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 669,991 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $43,422,117.

    13F-HR 0000936753-24-000085 filed by ARIEL INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).