Ron Baron's Charles Schwab Corp Holding Summary
As of 2025-03-31, Baron Funds held 7.22 Mil shares of Charles Schwab Corp(SCHW), totaling $565.51 Mil. This investment constitutes 1.66% of their stock portfolio, and Baron Funds now holds 0.4% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2009Q1. And since then Ron Baron has made 21 purchases of SCHW, at an average price of $21.10, for a total of 19.35 Mil shares. In addition, there have been 43 sales at an average price of $25.93 for 12.12 Mil shares. Based on historical transaction data and SCHW's current price of $91.48, Ron Baron's estimated gain on his SCHW holdings is $566.96 Mil, reflecting a 138.86% gain to date.
Ron Baron SCHW ($91.48) Holding Chart
Ron Baron SCHW ($91.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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