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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 Q3 2017 it was held by 11 managers with an aggregate reported value of $5.33B, which is 0.63% of the combined portfolio.

As of Q3 2017, 11 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $5.33B0.63% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2017
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.11%Reduce -6.9%88,251,967$3.86B
2John Armitage - Egerton Capital4.17%Reduce -0.5%10,669,116$466.67M
3Ruane Cunniff LP - Ruane Cunniff LP3.20%Add +1.6%8,348,548$365.17M
4Glenn Greenberg - Brave Warrior Advisors15.12%Reduce -2.2%7,143,220$312.44M
5Triple Frond Partners - Triple Frond Partners13.26%Add +25.0%2,500,000$109.35M
6David Rolfe - Wedgewood Partners3.47%Reduce -16.8%2,327,760$101.82M
7Thomas Gayner - Markel Asset Management0.92%-1,057,000$46.23M
8Christopher Davis - Davis Advisors 0.15%Add +1.0%827,632$36.2M
9Torray Funds - Torray Funds2.33%Reduce -1.3%539,218$23.59M
10Mairs & Power Growth Fund - Mairs & Power Growth Fund0.16%Add +1.2%301,938$13.21M
11First Eagle - First Eagle Investment Management0.00%-900$39K
Loading holder history for SCHW