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
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 7.5M |
+5.7% |
| $701.5M |
| 2.1% |
| $95.24 |
57 |
| 2025-Q4 | 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 |