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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 2017 it was held by 11 managers with an aggregate reported value of $5.52B, which is 0.69% of the combined portfolio.

As of Q2 2017, 11 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $5.52B0.69% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2017
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.43%Reduce -0.8%94,777,563$4.07B
2John Armitage - Egerton Capital4.62%Add +24.0%10,721,871$460.61M
3Ruane Cunniff LP - Ruane Cunniff LP3.26%Add +1.1%8,214,679$352.9M
4Glenn Greenberg - Brave Warrior Advisors13.86%Reduce -4.6%7,302,503$313.72M
5David Rolfe - Wedgewood Partners3.68%Reduce -23.1%2,796,859$120.15M
6Triple Frond Partners - Triple Frond Partners11.27%-2,000,000$85.92M
7Thomas Gayner - Markel Asset Management0.97%-1,057,000$45.41M
8Christopher Davis - Davis Advisors 0.15%Add +0.8%819,312$35.2M
9Torray Funds - Torray Funds2.47%Reduce -7.6%546,469$23.48M
10Mairs & Power Growth Fund - Mairs & Power Growth Fund0.16%Add +0.1%298,393$12.82M
11First Eagle - First Eagle Investment Management0.00%-900$39K
Loading holder history for SCHW