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SCHWSCHW
Showing 8 of 31 quarters

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

Baird Financial Group, Inc. holds 8.7M shares of SCHW (SCHWAB (CHARLES) CORP), worth $804.8M as of 2026-Q2. The position was increased (+3.3% shares). SCHW represents 1.1% of Baird Financial Group, Inc.'s portfolio.

Current Value

$804.8M

Current Shares

8.7M

Total Value Change

+$396.6M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.7M
+3.3%
$804.8M1.1%$92.00
52
2026-Q1
Increased
8.4M
+5.9%
$793.7M1.2%$93.37
53
2025-Q4
Increased
8M
+3.8%
$796.8M1.2%$98.93
52
2025-Q3
Increased
7.7M
+5.3%
$733.6M1.2%$94.27
53
2025-Q2
Increased
7.3M
+5.7%
$665.6M1.2%$89.84
53
2025-Q1
Increased
6.9M
+6.0%
$540.5M1.0%$76.83
53
2024-Q4
Increased
6.5M
+3.4%
$482.1M0.9%$72.40
46
2024-Q3
Increased
6.3M
+3.6%
$408.2M0.8%$63.18
46

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

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