Charles Schwab Corporation shares owned by Baron Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Baron Wealth Management
from 13F filings
Historical chart of Baron Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Baron Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 3.8k | 95.47 |
| 2025-06-30 | $361k | 4.0k | 91.24 |
| 2025-03-31 | $285k | 3.6k | 78.28 |
| 2024-09-30 | $264k | 4.1k | 64.81 |
| 2024-03-31 | $480k | 6.6k | 72.34 |
| 2023-12-31 | $457k | 6.6k | 68.80 |
| 2023-09-30 | $343k | 6.2k | 54.90 |
| 2023-06-30 | $347k | 6.1k | 56.68 |
| 2022-12-31 | $304k | 3.7k | 83.26 |