Ron Baron: 53 Charles Schwab transactions (Baron Funds / SCHW)

53 Ron Baron Charles Schwab Trades

Ron Baron's position in Charles Schwab is currently worth $657M. That's 1.95% of their equity portfolio (14th largest holding). The first Charles Schwab trade was made in Q1 2013. Since then Ron Baron bought shares twenty more times and sold shares on 32 occasions. The stake costed the investor $211M, netting the investor a gain of 211% so far.

Avg closing price

Price range

Increased shares by 5.7% (+404k shares) Q1 2026

Avg closing price $99.59

Price range $91.24 - $107.21

Sold 1.0% shares (-71.7k shares) Q4 2025

Avg closing price $94.82

Price range $90.50 - $101.89

Increased shares by 1.1% (+80.6k shares) Q3 2025

Avg closing price $94.88

Price range $91.03 - $98.69

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

News about Charles Schwab Corp. and Ron Baron

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, over 3 years ago

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, over 3 years ago