SCHW - SCHWAB (CHARLES) CORP COM
This page shows which of the focused investors we track hold SCHW and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2012 it was held by 9 managers with an aggregate reported value of $1.65B, which is 0.32% of the combined portfolio.
As of Q2 2012, 9 tracked institutional managers held SCHW (SCHWAB (CHARLES) CORP COM) with an aggregate reported value of $1.65B — 0.32% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2012
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.54% | Add +1.1% | 87,472,818 | $1.13B |
| 2 | Christopher Davis - Davis Advisors | 0.11% | Reduce -0.2% | 19,158,379 | $247.72M |
| 3 | Harry Burn - Sound Shore | 2.74% | Reduce -6.9% | 10,538,909 | $136.27M |
| 4 | David Rolfe - Wedgewood Partners | 6.01% | Add +13.3% | 4,568,994 | $59.08M |
| 5 | Triple Frond Partners - Triple Frond Partners | 10.95% | New | 2,977,160 | $38.5M |
| 6 | Thomas Gayner - Markel Asset Management | 1.21% | Add +1.0% | 993,900 | $12.85M |
| 7 | David Katz - Matrix Asset Advisors | 1.81% | Add +6.2% | 971,904 | $12.57M |
| 8 | Robert Olstein - Olstein Capital Management | 1.42% | - | 585,000 | $7.56M |
| 9 | First Eagle - First Eagle Investment Management | 0.00% | - | 900 | $12K |
Loading holder history for SCHW…