BCM
SCHW

Bayesian Capital Management’s Charles Schwab SCHW Stock Holding History

Bayesian Capital 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
2025
Q3 		– Sell
-67,000
Closed -$6.11M – 772
2025
Q2 		$6.11M Buy
+67,000
New +$5.61M 0.97% 12
2025
Q1 		– Sell
-48,900
Closed -$3.62M – 922
2024
Q4 		$3.62M Sell
48,900
-52,200
-52% -$3.91M 0.44% 54
2024
Q3 		$6.55M Sell
101,100
-19,000
-16% -$1.25M 0.77% 18
2024
Q2 		$8.85M Buy
120,100
+45,100
+60% +$3.33M 1.01% 10
2024
Q1 		$5.43M Buy
75,000
+55,600
+287% +$3.66M 0.52% 40
2023
Q4 		$1.33M Buy
+19,400
New +$1.12M 0.14% 181
2021
Q3 		– Sell
-25,023
Closed -$1.82M – 512
2021
Q2 		$1.82M Buy
+25,023
New +$1.77M 0.48% 50
2020
Q3 		– Sell
-41,200
Closed -$1.39M – 669
2020
Q2 		$1.39M Sell
41,200
-9,957
-19% -$357K 0.31% 83
2020
Q1 		$1.72M Sell
51,157
-35,900
-41% -$1.51M 0.37% 52
2019
Q4 		$4.14M Buy
87,057
+69,396
+393% +$3.06M 0.71% 15
2019
Q3 		$739K Buy
17,661
+7,000
+66% +$283K 0.14% 202
2019
Q2 		$428K Buy
10,661
+1,400
+15% +$61K 0.09% 294
2019
Q1 		$396K Buy
+9,261
New +$418K 0.08% 342
2018
Q4 		– Sell
-23,400
Closed -$1.15M – 771
2018
Q3 		$1.15M Sell
23,400
-2,100
-8% -$107K 0.19% 147
2018
Q2 		$1.3M Buy
25,500
+19,200
+305% +$1.06M 0.29% 86
2018
Q1 		$329K Buy
+6,300
New +$338K 0.08% 372
2016
Q3 		– Sell
-10,200
Closed -$258K – 482
2016
Q2 		$258K Buy
+10,200
New +$290K 0.15% 264

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayesian Capital Management's SCHW Position: Q3 2025 in Review

Bayesian Capital Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 67,000 shares — an estimated $6.11M sold.

Bayesian Capital Management first reported a position in SCHW in Q2 2016 and held it in 17 quarters. The position peaked at $8.85M in Q2 2024. 2,173 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Bayesian Capital Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 67,000 Charles Schwab shares in Q3 2025, an estimated $6.11M.
  • Bayesian Capital Management first reported a position in Charles Schwab in Q2 2016 and held it in 17 quarters.
  • Bayesian Capital Management's Charles Schwab position peaked at $8.85M in Q2 2024.
  • 2,173 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.