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Disclosery

Baird Financial Group, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 8,722,348 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,722,348 shares
    Change vs previous 13F +276,987 shares

    1.11% of the 13F portfolio, value $804,811,020.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,445,361 shares
    Change vs previous 13F +469,686 shares

    1.24% of the 13F portfolio, value $793,695,002.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,975,675 shares
    Change vs previous 13F +291,480 shares

    1.24% of the 13F portfolio, value $796,849,690.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,684,195 shares
    Change vs previous 13F +389,252 shares

    1.18% of the 13F portfolio, value $733,610,189.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,294,943 shares
    Change vs previous 13F +390,616 shares

    1.17% of the 13F portfolio, value $665,590,630.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,904,327 shares
    Change vs previous 13F +390,644 shares

    1.04% of the 13F portfolio, value $540,470,691.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,513,683 shares
    Change vs previous 13F +214,696 shares

    0.92% of the 13F portfolio, value $482,077,686.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,298,987 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $408,237,374.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).