BFG
SCHW

Baron Financial Group’s Charles Schwab SCHW Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-435
Closed -$27.5K – 171
2022
Q2 		$27.5K Hold
435
– – 0.02% 111
2022
Q1 		$36.7K Hold
435
– – 0.02% 106
2021
Q4 		$36.6K Hold
435
– – 0.02% 107
2021
Q3 		$31.7K Hold
435
– – 0.02% 117
2021
Q2 		$31.7K Hold
435
– – 0.02% 120
2021
Q1 		$28.4K Buy
435
+235
+118% +$14.2K 0.02% 122
2020
Q4 		$10.6K Hold
200
– – 0.01% 170
2020
Q3 		$7.25K Buy
+200
New +$6.96K 0.01% 193

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baron Financial Group's SCHW Position: Q3 2022 in Review

Baron Financial Group sold out of Charles Schwab (SCHW) in Q3 2022, closing a stake of 435 shares — an estimated $27.5K sold.

Baron Financial Group first reported a position in SCHW in Q3 2020 and held it in 8 quarters. The position peaked at $36.7K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • Baron Financial Group reported no remaining Charles Schwab position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 435 Charles Schwab shares in Q3 2022, an estimated $27.5K.
  • Baron Financial Group first reported a position in Charles Schwab in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Charles Schwab position peaked at $36.7K in Q1 2022.
  • 1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.