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SCHW
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Position history for BAMCO INC /NY/'s holdings in SCHWAB CHARLES CORP

BAMCO INC /NY/ holds 7.5M shares of SCHW (SCHWAB CHARLES CORP), worth $701.5M as of 2026-Q1. The position was increased (+5.7% shares). SCHW represents 2.1% of BAMCO INC /NY/'s portfolio.

Current Value

$701.5M

Current Shares

7.5M

Total Value Change

+$158.1M

Total Shares Change

+89,635

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.5M
+5.7%
$701.5M2.1%$95.24
57
2025-Q4
Decreased
7.1M
-1.0%
$705.4M1.9%$100.21
0
2025-Q3
Increased
7.1M
+1.1%
$680.9M1.8%$96.29
50
2025-Q2
Decreased
7.1M
-2.4%
$643.4M1.7%$89.17
0
2025-Q1
Increased
7.2M
+0.1%
$565.5M1.7%$76.86
49
2024-Q4
Decreased
7.2M
-0.7%
$534.2M1.4%$72.79
0
2024-Q3
Decreased
7.3M
-1.4%
$471.1M1.2%$63.21
0
2024-Q2
Decreased
7.4M
-0.8%
$543.4M1.6%$72.02
0

Other major holders of SCHW: VANGUARD GROUP INC, TORONTO DOMINION BANK, BlackRock, Inc.

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