Ron Baron's Charles Schwab Corp Holding Summary
As of 2024-03-31, Baron Funds held 7.43 Mil shares of Charles Schwab Corp(SCHW), totaling $537.65 Mil. This investment constitutes 1.43% of their stock portfolio, and Baron Funds now holds 0.41% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2009Q1. And since then Ron Baron has made 20 purchases of SCHW, at an average price of $21.09, for a total of 19.34 Mil shares. In addition, there have been 40 sales at an average price of $25.14 for 11.91 Mil shares. Based on historical transaction data and SCHW's current price of $74.39, Ron Baron's estimated gain on his SCHW holdings is $444.44 Mil, reflecting a 108.98% gain to date.
Ron Baron SCHW ($74.39) Holding Chart
Ron Baron SCHW ($74.39) 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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