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Charles Schwab · ARES Holdings Trend

Ares Management · SEC 13F

Charles Schwab Holdings of ARES by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q1612K$81M
2024Q2647K$86M+5.8%
2024Q3683K$106M+23.5%
2024Q4715K$127M+19.0%
2025Q1735K$108M-14.9%
2025Q2796K$138M+28.0%
2025Q31.5M$238M+72.4%
2025Q41.3M$213M-10.6%
2026Q16.0M$651M+206.1%

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Data source: SEC EDGAR Form 13F