BBA
SCHW

Baader Bank Aktiengesellschaft’s Charles Schwab SCHW Stock Holding History

Baader Bank Aktiengesellschaft’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Buy
5,634
+702
+14% +$64K 0.04% 266
2026
Q1 		$454K Sell
4,932
-1,143
-19% -$112K 0.04% 261
2025
Q4 		$607K Sell
6,075
-21
-0.3% -$1.99K 0.04% 244
2025
Q3 		$581K Buy
+6,096
New +$579K 0.04% 252
2024
Q2 		– Sell
-27,712
Closed -$2M – 479
2024
Q1 		$2M Sell
27,712
-122
-0.4% -$8.03K 0.14% 110
2023
Q4 		$1.91M Buy
27,834
+50
+0.2% +$2.89K 0.14% 111
2023
Q3 		$1.52M Sell
27,784
-5,112
-16% -$309K 0.1% 128
2023
Q2 		$1.86M Sell
32,896
-2,375
-7% -$124K 0.09% 150
2023
Q1 		$1.82M Buy
35,271
+2,669
+8% +$195K 0.09% 140
2022
Q4 		$2.71M Sell
32,602
-8,640
-21% -$671K 0.13% 136
2022
Q3 		$2.96M Buy
41,242
+2,650
+7% +$184K 0.19% 118
2022
Q2 		$2.44M Sell
38,592
-19,867
-34% -$1.37M 0.19% 124
2022
Q1 		$4.93M Sell
58,459
-1,879
-3% -$165K 0.39% 54
2021
Q4 		$5.07M Buy
+60,338
New +$4.88M 0.39% 63

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baader Bank Aktiengesellschaft's SCHW Position: Q2 2026 in Review

Baader Bank Aktiengesellschaft increased its Charles Schwab (SCHW) stake by 14% in Q2 2026, buying an estimated $64K and bringing the position to 5,634 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #266.

Baader Bank Aktiengesellschaft first reported a position in SCHW in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.07M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Baader Bank Aktiengesellschaft held 5,634 shares of Charles Schwab worth $520K as of Q2 2026.
  • Baader Bank Aktiengesellschaft bought 702 Charles Schwab shares in Q2 2026, an estimated $64K.
  • Charles Schwab made up 0.04% of Baader Bank Aktiengesellschaft's portfolio in Q2 2026, its #266 holding.
  • Baader Bank Aktiengesellschaft first reported a position in Charles Schwab in Q4 2021 and has held it in 14 quarters since.
  • Baader Bank Aktiengesellschaft's Charles Schwab position peaked at $5.07M in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q2 2026, filed 23 Jul 2026.