SCHW - SCHWAB (CHARLES) CORP
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 Q1 2014 it was held by 10 managers with an aggregate reported value of $3.4B, which is 0.68% of the combined portfolio.
As of Q1 2014, 10 tracked institutional managers held SCHW (SCHWAB (CHARLES) CORP) with an aggregate reported value of $3.4B — 0.68% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.51% | Reduce -0.5% | 89,705,117 | $2.45B |
| 2 | Christopher Davis - Davis Advisors | 1.56% | Add +11.0% | 20,789,704 | $568.18M |
| 3 | Glenn Greenberg - Brave Warrior Advisors | 7.96% | Reduce -9.4% | 7,208,932 | $197.02M |
| 4 | Harry Burn - Sound Shore | 1.38% | Reduce -39.6% | 2,941,899 | $80.4M |
| 5 | Triple Frond Partners - Triple Frond Partners | 28.62% | - | 2,250,000 | $61.49M |
| 6 | Thomas Gayner - Markel Asset Management | 0.89% | Add +5.7% | 1,057,000 | $28.89M |
| 7 | David Katz - Matrix Asset Advisors | 1.37% | Reduce -30.8% | 418,853 | $11.45M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.04% | Add +1.2% | 86,610 | $2.37M |
| 9 | Robert Olstein - Olstein Capital Management | 0.21% | Reduce -50.5% | 55,000 | $1.5M |
| 10 | First Eagle - First Eagle Investment Management | 0.00% | - | 900 | $25K |
Loading holder history for SCHW…