Baird Financial Group, Inc.
Holdings in SCHW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $796,849,688 | 7,975,675 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $733,610,095 | 7,684,195 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $665,590,598 | 7,294,943 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $540,470,717 | 6,904,327 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $482,077,677 | 6,513,683 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $408,237,347 | 6,298,987 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $420,980,211 | 5,712,854 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $418,010,468 | 5,778,414 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $381,142,643 | 5,539,864 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $277,708,794 | 5,058,448 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $279,881,248 | 4,937,919 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $293,524,476 | 5,603,751 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $445,963,788 | 5,356,279 | Shares | Defined | 2023-02-13 |
| 2022-09-30 | $278,487,121 | 3,874,873 | Shares | Defined | 2022-11-15 |
| 2022-06-30 | $239,491,181 | 3,790,617 | Shares | Defined | 2022-08-08 |
| 2022-03-31 | $340,152,319 | 4,034,543 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $329,725,487 | 3,920,636 | Shares | Defined | 2022-02-09 |
| 2021-09-30 | $281,799,167 | 3,868,742 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $273,955,123 | 3,762,603 | Shares | Defined | 2021-08-11 |
| 2021-03-31 | $98,616,101 | 1,512,981 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $177,577,018 | 3,347,983 | Shares | Defined | 2021-02-11 |
| 2020-09-30 | $118,365,184 | 3,267,049 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $7,594,030 | 225,075 | Shares | Defined | 2020-10-22 |
| 2020-03-31 | $4,906,301 | 145,934 | Shares | Defined | 2020-05-14 |