Charles Schwab Corporation shares owned by Baird Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Baird Financial
from 13F filings
Historical chart of Baird Financial investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Baird Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Baird Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $734M | 7.7M | 95.47 |
| 2025-06-30 | $666M | 7.3M | 91.24 |
| 2025-03-31 | $541M | 6.9M | 78.28 |
| 2024-12-31 | $482M | 6.5M | 74.01 |
| 2024-09-30 | $408M | 6.3M | 64.81 |
| 2024-06-30 | $448M | 6.1M | 73.69 |
| 2024-03-31 | $418M | 5.8M | 72.34 |
| 2023-12-31 | $381M | 5.5M | 68.80 |
| 2023-09-30 | $301M | 5.5M | 54.90 |
| 2023-06-30 | $302M | 5.3M | 56.68 |
| 2023-03-31 | $294M | 5.6M | 52.38 |
| 2022-12-31 | $446M | 5.4M | 83.26 |
| 2022-09-30 | $279M | 3.9M | 71.87 |
| 2022-06-30 | $240M | 3.8M | 63.18 |
| 2022-03-31 | $340M | 4.0M | 84.31 |
| 2021-12-31 | $330M | 3.9M | 84.10 |
| 2021-09-30 | $282M | 3.9M | 72.84 |
| 2021-06-30 | $274M | 3.8M | 72.81 |
| 2021-03-31 | $237M | 3.6M | 65.18 |
| 2020-12-31 | $178M | 3.3M | 53.04 |
| 2020-09-30 | $118M | 3.3M | 36.23 |
| 2020-06-30 | $7.9M | 209k | 37.80 |
| 2020-03-31 | $4.9M | 146k | 33.62 |
| 2019-12-31 | $8.8M | 185k | 47.56 |
| 2019-09-30 | $7.2M | 192k | 37.44 |
| 2019-06-30 | $9.1M | 225k | 40.19 |
| 2019-03-31 | $8.1M | 191k | 42.76 |
| 2018-12-31 | $10M | 242k | 41.53 |
| 2018-09-30 | $8.8M | 178k | 49.39 |
| 2018-06-30 | $9.8M | 192k | 51.10 |
| 2018-03-31 | $9.2M | 176k | 52.22 |
| 2017-12-31 | $8.1M | 158k | 51.37 |
| 2017-09-30 | $6.9M | 157k | 43.74 |
| 2017-06-30 | $6.5M | 151k | 42.96 |
| 2017-03-31 | $5.2M | 128k | 40.81 |
| 2016-12-31 | $3.7M | 95k | 39.47 |
| 2016-09-30 | $2.9M | 91k | 31.57 |
| 2016-06-30 | $6.0M | 236k | 25.32 |
| 2016-03-31 | $4.9M | 173k | 28.02 |
| 2015-12-31 | $331k | 10k | 32.97 |
| 2015-09-30 | $291k | 10k | 28.54 |
| 2015-06-30 | $418k | 13k | 32.62 |