ÔçÒÒŮѸÀ×

    1. <form id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></form>
      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $678M

      Shares

      7.05M

      % of Portfolio

      1.88%

      Average Buy Price

      $25.8

      Avg closing price
      Price range

      50 Ron Baron Charles Schwab Trades

      Ron Baron's position in Charles Schwab is currently worth $678M. That's 1.88% of their equity portfolio (13th largest holding). The first Charles Schwab trade was made in Q1 2013. Since then Ron Baron bought shares eighteen more times and sold shares on 31 occasions. The stake costed the investor $182M, netting the investor a gain of 274% so far.

      Avg closing price
      Price range
      Sold 2.4% shares (-173k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Increased shares by 0.1% (+6.34k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Sold 0.7% shares (-51.5k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      Sold 1.4% shares (-105k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Sold 0.8% shares (-57.5k shares) Q2 2024
      Avg closing price $73.87
      Price range $70.03 - $78.90
      Sold 8.6% shares (-695k shares) Q1 2024
      Avg closing price $65.86
      Price range $61.89 - $72.38
      Increased shares by 0.3% (+25.1k shares) Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      Increased shares by 0.5% (+42.6k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Increased shares by 5.6% (+430k shares) Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      Increased shares by 13.6% (+915k shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      Sold 0.2% shares (-14.7k shares) Q4 2022
      Avg closing price $77.61
      Price range $67.43 - $83.26
      Increased shares by 1.6% (+107k shares) Q3 2022
      Avg closing price $69.43
      Price range $60.57 - $77.18
      Increased shares by 1.9% (+125k shares) Q2 2022
      Avg closing price $68.96
      Price range $59.99 - $83.83
      Sold 0.3% shares (-22.5k shares) Q1 2022
      Avg closing price $87.96
      Price range $75.69 - $95.53
      Sold 0.0% shares (-85 shares) Q4 2021
      Avg closing price $80.89
      Price range $73.23 - $85.82
      Sold 3.0% shares (-202k shares) Q3 2021
      Avg closing price $71.42
      Price range $66.68 - $77.38
      Sold 0.2% shares (-15k shares) Q2 2021
      Avg closing price $70.77
      Price range $63.69 - $76.01
      Sold 0.4% shares (-26.1k shares) Q1 2021
      Avg closing price $60.64
      Price range $51.54 - $67.65
      Sold 0.4% shares (-30.2k shares) Q4 2020
      Avg closing price $45.27
      Price range $36.75 - $53.04
      Increased shares by 1.5% (+98.8k shares) Q3 2020
      Avg closing price $34.79
      Price range $33.02 - $36.28

      News about Charles Schwab Corp. and Ron Baron

      Should You Invest in The Charles Schwab Corp. (SCHW) Stock?

      Should You Invest in The Charles Schwab Corp. (SCHW) Stock?

      Baron Funds, an investment management company, released its ¡°Baron Asset Fund¡± third quarter 2022 investor letter. A copy of the same can be downloaded here....

      Yahoo Finance Yahoo Finance, almost 3 years ago
      Shares of Charles Schwab Corp. (SCHW) Declined Due to Investor Concerns

      Shares of Charles Schwab Corp. (SCHW) Declined Due to Investor Concerns

      Baron Funds, an asset management company, released its ¡°Baron Partners Fund¡± second quarter 2022 investor letter. A copy of the same can be downloaded here. ...

      Insider Monkey Insider Monkey, almost 3 years ago
      Here¡¯s What Makes Charles Schwab (SCHW) a Great Long-Term Investment

      Here¡¯s What Makes Charles Schwab (SCHW) a Great Long-Term Investment

      Baron Funds, an asset management firm, published its ¡°Baron Asset Fund¡± first quarter 2022 investor letter ¨C a copy of which can be downloaded here.

      Insider Monkey Insider Monkey, over 3 years ago

      Embed chart

      Easily embed the chart on your blog or website ¨C it will always update automatically!

      HoMEÔçÒÒŮѸÀ×