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 2016 it was held by 13 managers with an aggregate reported value of $4.02B, which is 0.57% of the combined portfolio.
As of Q2 2016, 13 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $4.02B — 0.57% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades SCHW — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q2 2016
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.57% | Reduce -0.1% | 102,931,469 | $2.61B |
| 2 | Christopher Davis - Davis Advisors | 1.73% | Add +13.3% | 15,544,811 | $393.44M |
| 3 | John Armitage - Egerton Capital | 2.78% | Add +8.5% | 9,769,177 | $247.26M |
| 4 | Glenn Greenberg - Brave Warrior Advisors | 13.17% | Reduce -2.7% | 9,299,975 | $235.38M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 2.21% | New | 9,155,367 | $231.72M |
| 6 | David Rolfe - Wedgewood Partners | 2.84% | Reduce -3.8% | 5,528,510 | $139.93M |
| 7 | Triple Frond Partners - Triple Frond Partners | 12.22% | - | 3,000,000 | $75.93M |
| 8 | Torray Funds - Torray Funds | 2.10% | Reduce -8.1% | 1,093,920 | $27.69M |
| 9 | Thomas Gayner - Markel Asset Management | 0.71% | - | 1,057,000 | $26.75M |
| 10 | Bill Nygren - Oakmark Funds | 0.05% | Reduce -0.0% | 978,800 | $24.77M |
| 11 | David Katz - Matrix Asset Advisors | 1.79% | Add +15.1% | 362,630 | $9.18M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.09% | Add +18.6% | 259,448 | $6.57M |
| 13 | First Eagle - First Eagle Investment Management | 0.00% | - | 900 | $23K |
Loading holder history for SCHW…