Charles Schwab
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Charles Schwab’s Bridger Aerospace BAER Stock Holding History

Charles Schwab’s Portfolio BAER Stock Details BAER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24K Hold
12,500
– – ﹤0.01% 3438
2026
Q1 		$24.8K Hold
12,500
– – ﹤0.01% 3449
2025
Q4 		$22.9K Hold
12,500
– – ﹤0.01% 3451
2025
Q3 		$23.1K Hold
12,500
– – ﹤0.01% 3453
2025
Q2 		$24.1K Sell
12,500
-20,501
-62% -$31.5K ﹤0.01% 3486
2025
Q1 		$37.3K Buy
33,001
+12,500
+61% +$27.5K ﹤0.01% 3427
2024
Q4 		$43.7K Hold
20,501
– – ﹤0.01% 3446
2024
Q3 		$45.5K Hold
20,501
– – ﹤0.01% 3423
2024
Q2 		$76.7K Buy
+20,501
New +$89.5K ﹤0.01% 3486

Other funds holding BAER

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Charles Schwab's BAER Position: Q2 2026 in Review

Charles Schwab held its Bridger Aerospace (BAER) position steady in Q2 2026 at 12,500 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

Charles Schwab first reported a position in BAER in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.7K in Q2 2024. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

  • Charles Schwab held 12,500 shares of Bridger Aerospace worth $24K as of Q2 2026.
  • Charles Schwab left its Bridger Aerospace share count unchanged in Q2 2026.
  • Bridger Aerospace made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3438 holding.
  • Charles Schwab first reported a position in Bridger Aerospace in Q2 2024 and has held it in 9 quarters since.
  • Charles Schwab's Bridger Aerospace position peaked at $76.7K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.