John Rogers's SCHW Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 347.4K shares of The Charles Schwab Corporation (SCHW) worth $33.17 M, representing 0.35% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 342.8K shares. Largest reduction occurred in Q2 2024, reducing 248.1K shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +761,173 | New Buy | 761,173 | $33.62 |
| Q2 2020 | +229,808 | Add 30.19% | 990,981 | $33.74 |
| Q3 2020 | +262,280 | Add 26.47% | 1.25 M | $36.23 |
| Q4 2020 | -101,434 | Reduce 8.09% | 1.15 M | $53.04 |
| Q1 2021 | +20,370 | Add 1.77% | 1.17 M | $65.18 |
| Q2 2021 | -204,208 | Reduce 17.42% | 967,989 | $72.81 |
| Q3 2021 | -54,464 | Reduce 5.63% | 913,525 | $72.84 |
| Q4 2021 | -111,109 | Reduce 12.16% | 802,416 | $84.10 |
| Q1 2022 | +50,246 | Add 6.26% | 852,662 | $84.31 |
| Q2 2022 | +342,760 | Add 40.20% | 1.2 M | $63.18 |
| Q3 2022 | -84,440 | Reduce 7.06% | 1.11 M | $71.87 |
| Q4 2022 | -226,576 | Reduce 20.39% | 884,406 | $83.26 |
| Q1 2023 | +129,359 | Add 14.63% | 1.01 M | $52.38 |
| Q2 2023 | +35,759 | Add 3.53% | 1.05 M | $56.68 |
| Q3 2023 | -55,775 | Reduce 5.31% | 993,749 | $54.90 |
| Q4 2023 | -31,453 | Reduce 3.17% | 962,296 | $68.80 |
| Q1 2024 | -130,306 | Reduce 13.54% | 831,990 | $72.34 |
| Q2 2024 | -248,055 | Reduce 29.81% | 583,935 | $73.69 |
| Q3 2024 | +86,056 | Add 14.74% | 669,991 | $64.81 |
| Q4 2024 | -89,191 | Reduce 13.31% | 580,800 | $74.01 |
| Q1 2025 | -22,633 | Reduce 3.90% | 558,167 | $78.28 |
| Q2 2025 | -152,119 | Reduce 27.25% | 406,048 | $91.24 |
| Q3 2025 | -58,640 | Reduce 14.44% | 347,408 | $95.47 |
John Rogers's The Charles Schwab Corporation Investment FAQs
John Rogers first purchased The Charles Schwab Corporation (SCHW) in Q1 2020, acquiring 761,173 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held The Charles Schwab Corporation (SCHW) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2020, adding 761,173 shares worth $25.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 347,408 shares of The Charles Schwab Corporation (SCHW), valued at approximately $33.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.35% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in The Charles Schwab Corporation (SCHW) was 1,253,261 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.