Ron Baron: 45 Charles Schwab transactions (Baron Funds / SCHW)

45 Ron Baron Charles Schwab Trades

Ron Baron's position in Charles Schwab is currently worth $585 Million. That's 1.62% of their equity portfolio (12th largest holding). The first Charles Schwab trade was made in Q1 2013. Since then Ron Baron bought shares seventeen more times and sold shares on 27 occasions. The stake costed the investor $191 Million, netting the investor a gain of 206% so far.

Avg closing price

Price range

Sold 8.6% shares (-695 Thousand shares) Q1 2024

Avg closing price $65.86

Price range $61.89 - $72.38

Increased shares by 0.3% (+25.1 Thousand shares) Q4 2023

Avg closing price $57.75

Price range $49.33 - $70.98

Increased shares by 0.5% (+42.6 Thousand shares) Q3 2023

Avg closing price $60.44

Price range $54.20 - $67.94

Increased shares by 5.6% (+430 Thousand shares) Q2 2023

Avg closing price $52.38

Price range $47.37 - $57.14

Increased shares by 13.6% (+915 Thousand shares) Q1 2023

Avg closing price $73.23

Price range $51.91 - $85.62

Sold 0.2% shares (-14.7 Thousand shares) Q4 2022

Avg closing price $77.61

Price range $67.43 - $83.26

Increased shares by 1.6% (+107 Thousand shares) Q3 2022

Avg closing price $69.43

Price range $60.57 - $77.18

Increased shares by 1.9% (+125 Thousand shares) Q2 2022

Avg closing price $68.96

Price range $59.99 - $83.83

Sold 0.3% shares (-22.5 Thousand 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 (-202 Thousand shares) Q3 2021

Avg closing price $71.42

Price range $66.68 - $77.38

Sold 0.2% shares (-15 Thousand shares) Q2 2021

Avg closing price $70.77

Price range $63.69 - $76.01

Sold 0.4% shares (-26.1 Thousand shares) Q1 2021

Avg closing price $60.64

Price range $51.54 - $67.65

Sold 0.4% shares (-30.2 Thousand shares) Q4 2020

Avg closing price $45.27

Price range $36.75 - $53.04

Increased shares by 1.5% (+98.8 Thousand shares) Q3 2020

Avg closing price $34.79

Price range $33.02 - $36.28

Increased shares by 13.3% (+785 Thousand shares) Q2 2020

Avg closing price $35.82

Price range $31.75 - $42.82

Sold 0.6% shares (-37.8 Thousand shares) Q1 2020

Avg closing price $41.97

Price range $28.43 - $49.00

Sold 6.2% shares (-391 Thousand shares) Q4 2019

Avg closing price $44.08

Price range $35.10 - $51.07

Sold 3.6% shares (-238 Thousand shares) Q3 2019

Avg closing price $40.36

Price range $36.12 - $44.28

Increased shares by 0.1% (+5.61 Thousand shares) Q2 2019

Avg closing price $43.58

Price range $39.15 - $46.26

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 1 year 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 1 year ago