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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 Q1 2017 it was held by 12 managers with an aggregate reported value of $5.67B, which is 0.72% of the combined portfolio.

As of Q1 2017, 12 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $5.67B0.72% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2017
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.31%Reduce -1.2%95,552,125$3.9B
2Viking Global Investors - Viking Global Investors1.91%Add +31.3%10,580,054$431.77M
3John Armitage - Egerton Capital3.82%Reduce -13.6%8,646,300$352.86M
4Ruane Cunniff LP - Ruane Cunniff LP3.13%Reduce -3.6%8,122,740$331.49M
5Glenn Greenberg - Brave Warrior Advisors14.91%Reduce -6.7%7,651,850$312.27M
6David Rolfe - Wedgewood Partners3.82%Reduce -19.8%3,638,037$148.47M
7Triple Frond Partners - Triple Frond Partners10.85%Reduce -11.3%2,000,000$81.62M
8Thomas Gayner - Markel Asset Management0.97%-1,057,000$43.14M
9Christopher Davis - Davis Advisors 0.14%Add +0.6%813,225$33.19M
10Torray Funds - Torray Funds2.53%Reduce -1.7%591,353$24.13M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.15%Reduce -0.3%298,218$12.17M
12First Eagle - First Eagle Investment Management0.00%-900$37K
Loading holder history for SCHW