A detailed history of Baird Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Baird Financial Group, Inc. holds 6,298,987 shares of SCHW stock, worth $507 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
6,298,987
Previous 6,078,934 3.62%
Holding current value
$507 Million
Previous $448 Million 8.87%
% of portfolio
0.81%
Previous 0.94%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.74 - $76.08 $13.6 Million - $16.7 Million
220,053 Added 3.62%
6,298,987 $408 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $21 Million - $23.7 Million
300,520 Added 5.2%
6,078,934 $448 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $14.8 Million - $17.3 Million
238,550 Added 4.31%
5,778,414 $418 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $3.02 Million - $4.35 Million
61,234 Added 1.12%
5,539,864 $381 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $8.03 Million - $10.1 Million
148,180 Added 2.78%
5,478,630 $301 Million
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $13.1 Million - $15.8 Million
-275,823 Reduced 4.92%
5,330,450 $302 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $13 Million - $21.4 Million
249,994 Added 4.67%
5,606,273 $294 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $1.78 Million - $6.32 Million
84,314 Added 2.22%
3,875,411 $279 Million
Q2 2022

Aug 08, 2022

SELL
$59.99 - $83.83 $14.6 Million - $20.4 Million
-243,446 Reduced 6.03%
3,791,097 $240 Million
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $8.62 Million - $10.9 Million
113,907 Added 2.91%
4,034,543 $340 Million
Q4 2021

Feb 09, 2022

BUY
$73.23 - $85.82 $3.8 Million - $4.45 Million
51,894 Added 1.34%
3,920,636 $330 Million
Q3 2021

Nov 12, 2021

BUY
$66.68 - $77.38 $7.08 Million - $8.21 Million
106,139 Added 2.82%
3,868,742 $282 Million
Q2 2021

Aug 11, 2021

BUY
$63.69 - $76.01 $8.03 Million - $9.58 Million
126,074 Added 3.47%
3,762,603 $274 Million
Q1 2021

May 13, 2021

BUY
$51.54 - $67.65 $14.9 Million - $19.5 Million
288,546 Added 8.62%
3,636,529 $237 Million
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $2.97 Million - $4.29 Million
80,934 Added 2.48%
3,347,983 $178 Million
Q3 2020

Nov 12, 2020

BUY
$33.02 - $36.28 $100 Million - $110 Million
3,041,974 Added 1351.54%
3,267,049 $118 Million
Q2 2020

Oct 22, 2020

BUY
$31.75 - $42.82 $519,557 - $700,706
16,364 Added 7.84%
225,075 $6.15 Million
Q2 2020

Aug 14, 2020

BUY
$31.75 - $42.82 $1.99 Million - $2.69 Million
62,777 Added 43.02%
208,711 $7.89 Million
Q1 2020

May 14, 2020

SELL
$28.43 - $49.0 $1.11 Million - $1.92 Million
-39,203 Reduced 21.18%
145,934 $4.91 Million
Q4 2019

Feb 14, 2020

SELL
$35.1 - $51.07 $226,816 - $330,014
-6,462 Reduced 3.37%
185,137 $8.81 Million
Q3 2019

Nov 14, 2019

SELL
$36.12 - $44.28 $1.21 Million - $1.49 Million
-33,602 Reduced 14.92%
191,599 $7.19 Million
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $1.36 Million - $1.6 Million
34,622 Added 18.17%
225,201 $9.05 Million
Q1 2019

May 14, 2019

SELL
$40.72 - $47.98 $2.11 Million - $2.49 Million
-51,865 Reduced 21.39%
190,579 $8.15 Million
Q4 2018

Feb 14, 2019

BUY
$38.25 - $52.17 $2.47 Million - $3.37 Million
64,660 Added 36.37%
242,444 $10.1 Million
Q3 2018

Nov 13, 2018

SELL
$49.15 - $54.22 $677,483 - $747,368
-13,784 Reduced 7.2%
177,784 $8.78 Million
Q2 2018

Aug 13, 2018

BUY
$50.11 - $59.59 $773,598 - $919,950
15,438 Added 8.77%
191,568 $9.79 Million
Q1 2018

May 14, 2018

BUY
$48.9 - $57.76 $891,984 - $1.05 Million
18,241 Added 11.55%
176,130 $9.2 Million
Q4 2017

Feb 09, 2018

BUY
$43.27 - $52.28 $35,524 - $42,921
821 Added 0.52%
157,889 $8.11 Million
Q3 2017

Nov 14, 2017

BUY
$38.11 - $44.04 $214,940 - $248,385
5,640 Added 3.72%
157,068 $6.87 Million
Q2 2017

Aug 14, 2017

BUY
N/A
151,428
151,428 $6.51 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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