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Disclosery

Baron Capital: SCHW position timeline

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

Baron Capital held 11,655,694 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,655,694 shares
    Change vs previous 13F +4,191,378 shares

    1.61% of the 13F portfolio, value $1,075,470,885.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 7,464,316 shares
    Change vs previous 13F +404,007 shares

    2.12% of the 13F portfolio, value $701,496,418.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 7,060,309 shares
    Change vs previous 13F -71,650 shares

    1.91% of the 13F portfolio, value $705,395,472.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 7,131,959 shares
    Change vs previous 13F +80,591 shares

    1.81% of the 13F portfolio, value $680,888,126.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 7,051,368 shares
    Change vs previous 13F -172,800 shares

    1.74% of the 13F portfolio, value $643,366,816.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 7,224,168 shares
    Change vs previous 13F +6,340 shares

    1.66% of the 13F portfolio, value $565,507,871.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 7,217,828 shares
    Change vs previous 13F -51,452 shares

    1.38% of the 13F portfolio, value $534,191,450.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 7,269,280 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $471,122,037.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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