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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 2018 it was held by 11 managers with an aggregate reported value of $6.31B, which is 0.73% of the combined portfolio.

As of Q1 2018, 11 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $6.31B0.73% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2018
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.60%Reduce -1.8%85,484,446$4.46B
2John Armitage - Egerton Capital4.52%Add +2.8%10,645,934$555.93M
3Ruane Cunniff LP - Ruane Cunniff LP3.88%Add +0.1%8,314,292$423.2M
4Glenn Greenberg - Brave Warrior Advisors13.48%Reduce -7.0%5,875,485$306.82M
5Lee Ainslie - Maverick Capital2.30%Add +8.2%3,408,259$177.98M
6Triple Frond Partners - Triple Frond Partners16.06%Add +9.5%2,737,565$142.96M
7David Rolfe - Wedgewood Partners3.64%Reduce -12.6%1,515,704$79.15M
8Thomas Gayner - Markel Asset Management1.05%-1,057,000$55.2M
9Christopher Davis - Davis Advisors 0.18%Reduce -3.5%816,812$42.65M
10Mairs & Power Growth Fund - Mairs & Power Growth Fund0.44%Add +119.2%678,902$35.45M
11Torray Funds - Torray Funds2.60%Reduce -4.0%480,028$25.07M
Loading holder history for SCHW