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FIDUCIARY MANAGEMENT INC /WI/: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY MANAGEMENT INC /WI/ on SCHW, newest first. How the timeline and the estimate are built.

FIDUCIARY MANAGEMENT INC /WI/ held 2,295,743 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,295,743 shares
    Change vs previous 13F -1,169,778 shares

    3.01% of the 13F portfolio, value $211,828,207.

    13F-HR 0000764532-26-000007 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 3,465,521 shares
    Change vs previous 13F -406,791 shares

    4.04% of the 13F portfolio, value $325,689,664.

    13F-HR 0000764532-26-000003 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 3,872,312 shares
    Change vs previous 13F -334,699 shares

    4.25% of the 13F portfolio, value $386,882,692.

    13F-HR 0000764532-26-000002 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 4,207,011 shares
    Change vs previous 13F -178,483 shares

    4.06% of the 13F portfolio, value $401,643,340.

    13F-HR 0000764532-25-000012 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 4,385,494 shares
    Change vs previous 13F -246,375 shares

    3.84% of the 13F portfolio, value $400,132,473.

    13F-HR 0000764532-25-000009 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 4,631,869 shares
    Change vs previous 13F -148,649 shares

    3.5% of the 13F portfolio, value $362,582,705.

    13F-HR 0000764532-25-000008 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 4,780,518 shares
    Change vs previous 13F -252,349 shares

    3.3% of the 13F portfolio, value $353,806,137.

    13F-HR 0000764532-25-000002 filed by FIDUCIARY MANAGEMENT INC /WI/
    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 5,032,867 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $326,180,110.

    13F-HR 0000764532-24-000006 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

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