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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All positions including Charles Schwab Corporation held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |