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SCHW - Charles Schwab Corp/The

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 2015 it was held by 10 managers with an aggregate reported value of $4.17B, which is 0.54% of the combined portfolio.

As of Q2 2015, 10 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $4.17B0.54% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2015
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox2.80%Add +0.5%95,108,862$3.11B
2Christopher Davis - Davis Advisors 1.94%Reduce -2.3%17,007,813$555.31M
3Glenn Greenberg - Brave Warrior Advisors8.26%Reduce -4.7%8,760,395$286.03M
4Triple Frond Partners - Triple Frond Partners20.85%-2,500,000$81.63M
5John Armitage - Egerton Capital0.89%New2,144,224$70.01M
6Thomas Gayner - Markel Asset Management0.86%-1,057,000$34.51M
7Stephen Mandel - Lone Pine Capital0.09%New748,520$24.44M
8David Katz - Matrix Asset Advisors0.98%Reduce -4.6%238,584$7.79M
9Mairs & Power Growth Fund - Mairs & Power Growth Fund0.04%Reduce -0.7%85,508$2.79M
10First Eagle - First Eagle Investment Management0.00%-900$29K
Loading holder history for SCHW