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Baron Partners Fund's investment thesis on The Charles Schwab Corporation ($SCHW) — Q4 2025 | Buyside Digest

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$SCHWNASDAQThe Charles Schwab Corporation

BULL

Baron Partners Fund—SCHW

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$109.39USD

+0.1% vs last month

$101.57Pitched

+7.7% since pitch

Market Cap$187.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Baron Asset Fund delivered strong performance in Q4 2025, returning 7.89% (Institutional Shares) and significantly outperforming the Russell Midcap Growth Index which fell 3.70%. Outperformance was driven...

— Ron Baron

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