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 Q4 2015 it was held by 9 managers with an aggregate reported value of $4.64B, which is 0.62% of the combined portfolio.
As of Q4 2015, 9 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $4.64B — 0.62% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2015
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.32% | Add +6.4% | 102,622,637 | $3.38B |
| 2 | Christopher Davis - Davis Advisors | 2.03% | Add +15.4% | 14,806,013 | $487.56M |
| 3 | Glenn Greenberg - Brave Warrior Advisors | 12.55% | Add +5.2% | 9,602,045 | $316.2M |
| 4 | John Armitage - Egerton Capital | 3.24% | Add +23.3% | 9,499,587 | $312.82M |
| 5 | Triple Frond Partners - Triple Frond Partners | 18.43% | - | 3,000,000 | $98.79M |
| 6 | Thomas Gayner - Markel Asset Management | 0.94% | - | 1,057,000 | $34.81M |
| 7 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.05% | Reduce -2.9% | 97,273 | $3.2M |
| 8 | David Katz - Matrix Asset Advisors | 0.48% | Reduce -34.4% | 76,048 | $2.5M |
| 9 | First Eagle - First Eagle Investment Management | 0.00% | - | 900 | $30K |
Loading holder history for SCHW…