Baron Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1968507 TROY, MI

Position in SCHW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$349,057

-$9,006 QoQ

Shares Held

3,783

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,663

of 2,304 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,396,799 across 4 Capital Markets names. SCHW ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,817	$1,215,985
2	GS	Goldman Sachs Group Inc	564	$570,412
3	SCHW	Schwab Charles Corp This page	3,783	$349,057
4	NMR	Nomura Holdings Inc	29,766	$261,345

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,057	3,783	-0.7%	Shares	Sole	2026-07-07
2026-03-31	$358,063	3,810	-8.8%	Shares	Sole	2026-04-16
2025-12-31	$417,523	4,179	+10.8%	Shares	Sole	2026-01-14
2025-09-30	$360,017	3,771	-4.6%	Shares	Sole	2025-10-20
2025-06-30	$360,489	3,951	+8.5%	Shares	Sole	2025-07-09
2025-03-31	$285,017	3,641	-10.7%	Shares	Sole	2025-05-14
2024-09-30	$264,359	4,079	-11.7%	Shares	Sole	2024-11-07
2024-06-30	$340,374	4,619	-30.3%	Shares	Sole	2024-08-13
2024-03-31	$479,686	6,631	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$457,038	6,643	+6.4%	Shares	Sole	2024-01-04
2023-09-30	$342,685	6,242	+1.9%	Shares	Sole	2023-11-01
2023-06-30	$347,108	6,124	+67.7%	Shares	Sole	2023-08-08
2022-12-31	$303,982	3,651	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.