Question 1

Does BAMCO own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, BAMCO holds 11,655,694 shares of SCHW (Charles Schwab), worth $1.1B.

Question 2

How many shares of SCHW does BAMCO own?

Accepted Answer

As of its Q2 2026 13F, BAMCO holds 11,655,694 shares of SCHW (Charles Schwab).

Question 3

What is BAMCO's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, BAMCO's SCHW position is worth $1.1B.

Question 4

Is BAMCO buying or selling SCHW?

Accepted Answer

In Q2 2026, BAMCO increased its SCHW position by 4,191,378 shares (+56.2%).

Question 5

When did BAMCO first buy SCHW?

Accepted Answer

BAMCO already held SCHW in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	11.7M	+56.1%	$1.1B	1.6%	$92.00	71
2026-Q1	Increased	7.5M	+5.7%	$701.5M	2.1%	$93.37	57
2025-Q4	Decreased	7.1M	-1.0%	$705.4M	1.9%	$98.93	0
2025-Q3	Increased	7.1M	+1.1%	$680.9M	1.8%	$94.27	50
2025-Q2	Decreased	7.1M	-2.4%	$643.4M	1.7%	$89.84	0
2025-Q1	Increased	7.2M	+0.1%	$565.5M	1.7%	$76.83	49
2024-Q4	Decreased	7.2M	-0.7%	$534.2M	1.4%	$72.40	0
2024-Q3	Decreased	7.3M	-1.4%	$471.1M	1.2%	$63.18	0

SCHWShowing 8 of 31 quarters

SCHW
Showing 8 of 31 quarters