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
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 8.4M |
+5.9% |
| $793.7M |
| 1.2% |
| $95.24 |
53 |
| 2025-Q4 | Increased | 8M | +3.8% | $796.8M | 1.2% | $100.21 | 52 |
| 2025-Q3 | Increased | 7.7M | +5.3% | $733.6M | 1.2% | $96.29 | 53 |
| 2025-Q2 | Increased | 7.3M | +5.7% | $665.6M | 1.2% | $89.17 | 53 |
| 2025-Q1 | Increased | 6.9M | +6.0% | $540.5M | 1.0% | $76.86 | 53 |
| 2024-Q4 | Increased | 6.5M | +3.4% | $482.1M | 0.9% | $72.79 | 46 |
| 2024-Q3 | Increased | 6.3M | +3.6% | $408.2M | 0.8% | $63.21 | 46 |
| 2024-Q2 | Increased | 6.1M | +5.2% | $448M | 0.9% | $72.02 | 46 |