John Rogers's SCHW Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 342,275 shares of The Charles Schwab Corporation (SCHW) worth $34.2 M, representing 0.37% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 24 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 342,760 shares. Largest reduction occurred in Q2 2024, reducing 248,055 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,133 | Reduce 1.48% | 342,275 | $99.91 |
| Q3 2025 | -58,640 | Reduce 14.44% | 347,408 | $95.47 |
| Q2 2025 | -152,119 | Reduce 27.25% | 406,048 | $91.24 |
| Q1 2025 | -22,633 | Reduce 3.90% | 558,167 | $78.28 |
| Q4 2024 | -89,191 | Reduce 13.31% | 580,800 | $74.01 |
| Q3 2024 | +86,056 | Add 14.74% | 669,991 | $64.81 |
| Q2 2024 | -248,055 | Reduce 29.81% | 583,935 | $73.69 |
| Q1 2024 | -130,306 | Reduce 13.54% | 831,990 | $72.34 |
| Q4 2023 | -31,453 | Reduce 3.17% | 962,296 | $68.80 |
| Q3 2023 | -55,775 | Reduce 5.31% | 993,749 | $54.90 |
| Q2 2023 | +35,759 | Add 3.53% | 1.05 M | $56.68 |
| Q1 2023 | +129,359 | Add 14.63% | 1.01 M | $52.38 |
| Q4 2022 | -226,576 | Reduce 20.39% | 884,406 | $83.26 |
| Q3 2022 | -84,440 | Reduce 7.06% | 1.11 M | $71.87 |
| Q2 2022 | +342,760 | Add 40.20% | 1.2 M | $63.18 |
| Q1 2022 | +50,246 | Add 6.26% | 852,662 | $84.31 |
| Q4 2021 | -111,109 | Reduce 12.16% | 802,416 | $84.10 |
| Q3 2021 | -54,464 | Reduce 5.63% | 913,525 | $72.84 |
| Q2 2021 | -204,208 | Reduce 17.42% | 967,989 | $72.81 |
| Q1 2021 | +20,370 | Add 1.77% | 1.17 M | $65.18 |
| Q4 2020 | -101,434 | Reduce 8.09% | 1.15 M | $53.04 |
| Q3 2020 | +262,280 | Add 26.47% | 1.25 M | $36.23 |
| Q2 2020 | +229,808 | Add 30.19% | 990,981 | $33.74 |
| Q1 2020 | +761,173 | New Buy | 761,173 | $33.62 |
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 24 quarters since Q1 2020.
John Rogers's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2020, adding 761,173 shares worth $25.59 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 342,275 shares of The Charles Schwab Corporation (SCHW), valued at approximately $34.2 M.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.37% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in The Charles Schwab Corporation (SCHW) was 1,253,261 shares, as reported at the end of Q3 2020.