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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 Q4 2012 it was held by 9 managers with an aggregate reported value of $1.94B, which is 0.56% of the combined portfolio.

As of Q4 2012, 9 tracked institutional managers held SCHW (SCHWAB (CHARLES) CORP COM) with an aggregate reported value of $1.94B0.56% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2012
Ticker
SCHW

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox1.84%Add +10.8%95,740,658$1.37B
2Christopher Davis - Davis Advisors 0.68%Reduce -5.0%18,080,824$259.64M
3Harry Burn - Sound Shore2.77%Reduce -3.6%8,621,021$123.8M
4Glenn Greenberg - Brave Warrior Advisors6.16%Add +21.6%7,154,731$102.74M
5Triple Frond Partners - Triple Frond Partners12.07%-2,977,160$42.75M
6David Katz - Matrix Asset Advisors2.78%Add +0.8%1,179,684$16.94M
7Thomas Gayner - Markel Asset Management1.20%Reduce -0.5%1,012,509$14.54M
8Robert Olstein - Olstein Capital Management1.52%-560,000$8.04M
9First Eagle - First Eagle Investment Management0.00%-900$13K
Loading holder history for SCHW