BWM
SCHW

Baron Wealth Management’s Charles Schwab SCHW Stock Holding History

Baron Wealth Management’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 		$349K Sell
3,783
-27
-0.7% -$2.46K 0.09% 173
2026
Q1 		$358K Sell
3,810
-369
-9% -$36.2K 0.11% 155
2025
Q4 		$418K Buy
4,179
+408
+11% +$38.7K 0.13% 122
2025
Q3 		$360K Sell
3,771
-180
-5% -$17.1K 0.12% 125
2025
Q2 		$360K Buy
3,951
+310
+9% +$26K 0.13% 124
2025
Q1 		$285K Buy
+3,641
New +$286K 0.13% 139
2024
Q4 		– Sell
-4,079
Closed -$264K – 218
2024
Q3 		$264K Sell
4,079
-540
-12% -$35.5K 0.13% 142
2024
Q2 		$340K Sell
4,619
-2,012
-30% -$149K 0.18% 92
2024
Q1 		$480K Sell
6,631
-12
-0.2% -$790 0.25% 62
2023
Q4 		$457K Buy
6,643
+401
+6% +$23.2K 0.25% 59
2023
Q3 		$343K Buy
6,242
+118
+2% +$7.13K 0.22% 77
2023
Q2 		$347K Buy
+6,124
New +$321K 0.22% 76
2023
Q1 		– Sell
-3,651
Closed -$304K – 146
2022
Q4 		$304K Buy
+3,651
New +$283K 0.23% 74

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

Baron Wealth Management's SCHW Position: Q2 2026 in Review

Baron Wealth Management reduced its Charles Schwab (SCHW) stake by 0.71% in Q2 2026, selling an estimated $2.46K and leaving 3,783 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #173.

Baron Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 13 quarters since. The position peaked at $480K in Q1 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Baron Wealth Management held 3,783 shares of Charles Schwab worth $349K as of Q2 2026.
  • Baron Wealth Management sold 27 Charles Schwab shares in Q2 2026, an estimated $2.46K.
  • Charles Schwab made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Baron Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 13 quarters since.
  • Baron Wealth Management's Charles Schwab position peaked at $480K in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.