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 2016 it was held by 14 managers with an aggregate reported value of $5.6B, which is 0.74% of the combined portfolio.
As of Q4 2016, 14 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $5.6B — 0.74% 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
- Q4 2016
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.39% | Reduce -5.0% | 96,675,174 | $3.82B |
| 2 | John Armitage - Egerton Capital | 4.80% | Add +7.0% | 10,006,516 | $394.96M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 3.13% | Reduce -4.7% | 8,427,500 | $332.63M |
| 4 | Glenn Greenberg - Brave Warrior Advisors | 15.45% | Reduce -10.5% | 8,204,928 | $323.85M |
| 5 | Viking Global Investors - Viking Global Investors | 1.45% | New | 8,057,576 | $318.03M |
| 6 | David Rolfe - Wedgewood Partners | 4.37% | Reduce -13.6% | 4,534,145 | $178.96M |
| 7 | Triple Frond Partners - Triple Frond Partners | 13.20% | Reduce -29.6% | 2,255,000 | $89.01M |
| 8 | Thomas Gayner - Markel Asset Management | 1.01% | - | 1,057,000 | $41.72M |
| 9 | Christopher Davis - Davis Advisors | 0.14% | Reduce -95.0% | 808,108 | $31.9M |
| 10 | Bill Nygren - Oakmark Funds | 0.06% | Reduce -39.9% | 735,895 | $29.05M |
| 11 | Torray Funds - Torray Funds | 2.53% | Reduce -1.4% | 601,587 | $23.75M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.15% | Add +0.5% | 299,123 | $11.81M |
| 13 | David Katz - Matrix Asset Advisors | 1.25% | Reduce -53.1% | 186,596 | $7.37M |
| 14 | First Eagle - First Eagle Investment Management | 0.00% | - | 900 | $36K |
Loading holder history for SCHW…