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SCHW
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Position history for Baird Financial Group, Inc.'s holdings in SCHWAB CHARLES CORP

Baird Financial Group, Inc. holds 8.4M shares of SCHW (SCHWAB CHARLES CORP), worth $793.7M as of 2026-Q1. The position was increased (+5.9% shares). SCHW represents 1.2% of Baird Financial Group, Inc.'s portfolio.

Current Value

$793.7M

Current Shares

8.4M

Total Value Change

+$345.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.4M
+5.9%
$793.7M1.2%$95.24
53
2025-Q4
Increased
8M
+3.8%
$796.8M1.2%$100.21
52
2025-Q3
Increased
7.7M
+5.3%
$733.6M1.2%$96.29
53
2025-Q2
Increased
7.3M
+5.7%
$665.6M1.2%$89.17
53
2025-Q1
Increased
6.9M
+6.0%
$540.5M1.0%$76.86
53
2024-Q4
Increased
6.5M
+3.4%
$482.1M0.9%$72.79
46
2024-Q3
Increased
6.3M
+3.6%
$408.2M0.8%$63.21
46
2024-Q2
Increased
6.1M
+5.2%
$448M0.9%$72.02
46

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

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