Position history for BAMCO INC /NY/'s holdings in THE CHARLES SCHWAB CORPORATI
BAMCO INC /NY/ holds 7.1M shares of SCHW (THE CHARLES SCHWAB CORPORATI), worth $705.4M as of 2025-Q4. The position was decreased (-1.0% shares). SCHW represents 1.9% of BAMCO INC /NY/'s portfolio.
Current Value
$705.4M
Current Shares
7.1M
Total Value Change
+$162M
Total Shares Change
-314,372
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 7.1M |
-1.0% |
| $705.4M |
| 1.9% |
| $100.21 |
0 |
| 2025-Q3 | Increased | 7.1M | +1.1% | $680.9M | 1.8% | $96.29 | 50 |
| 2025-Q2 | Decreased | 7.1M | -2.4% | $643.4M | 1.7% | $89.17 | 0 |
| 2025-Q1 | Increased | 7.2M | +0.1% | $565.5M | 1.7% | $76.86 | 49 |
| 2024-Q4 | Decreased | 7.2M | -0.7% | $534.2M | 1.4% | $72.79 | 0 |
| 2024-Q3 | Decreased | 7.3M | -1.4% | $471.1M | 1.2% | $63.21 | 0 |
| 2024-Q2 | Decreased | 7.4M | -0.8% | $543.4M | 1.6% | $72.02 | 0 |