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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 2018 it was held by 14 managers with an aggregate reported value of $5.63B, which is 0.60% of the combined portfolio.

As of Q3 2018, 14 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $5.63B0.60% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2018
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox2.89%Reduce -0.9%76,008,133$3.74B
2Ruane Cunniff LP - Ruane Cunniff LP3.69%Reduce -1.2%8,169,765$401.54M
3John Armitage - Egerton Capital2.37%Reduce -39.1%6,493,542$319.16M
4Glenn Greenberg - Brave Warrior Advisors12.22%Add +0.0%5,839,273$287M
5Lee Ainslie - Maverick Capital3.05%Add +19.7%4,988,172$245.17M
6Bill Nygren - Oakmark Funds0.36%New4,691,626$230.59M
7Triple Frond Partners - Triple Frond Partners13.98%-2,737,265$134.54M
8David Rolfe - Wedgewood Partners3.75%Reduce -5.8%1,523,634$74.89M
9Thomas Gayner - Markel Asset Management0.88%Add +0.0%1,057,100$51.96M
10Wallace Weitz - Weitz Investment Management1.68%New839,139$41.24M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.45%Reduce -0.8%788,015$38.73M
12Francois Rochon - Giverny Capital2.82%New506,129$24.88M
13Christopher Davis - Davis Advisors 0.10%Reduce -42.5%470,941$23.15M
14Torray Funds - Torray Funds2.08%Reduce -2.2%424,003$20.84M
Loading holder history for SCHW