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 Q4 2019 it was held by 16 managers with an aggregate reported value of $6.55B, which is 0.69% of the combined portfolio.
As of Q4 2019, 16 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $6.55B — 0.69% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2019
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.51% | Add +5.2% | 96,385,839 | $4.58B |
| 2 | Bill Nygren - Oakmark Funds | 1.34% | Reduce -2.0% | 15,855,223 | $754.07M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 5.03% | Reduce -1.8% | 8,548,008 | $406.54M |
| 4 | First Eagle - First Eagle Investment Management | 0.73% | Add +20.1% | 5,603,086 | $266.48M |
| 5 | Triple Frond Partners - Triple Frond Partners | 10.85% | Reduce -15.9% | 2,650,000 | $126.03M |
| 6 | Glenn Greenberg - Brave Warrior Advisors | 4.67% | Reduce -45.0% | 1,858,698 | $88.4M |
| 7 | Wallace Weitz - Weitz Investment Management | 2.77% | Reduce -3.3% | 1,486,300 | $70.69M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.69% | Add +2.2% | 1,272,016 | $60.5M |
| 9 | Thomas Gayner - Markel Asset Management | 0.71% | Add +1.3% | 1,082,700 | $51.49M |
| 10 | Daniel Loeb - Third Point | 0.55% | New | 1,000,000 | $47.56M |
| 11 | Francois Rochon - Giverny Capital | 4.10% | Add +1.7% | 951,877 | $45.27M |
| 12 | Christopher Davis - Davis Advisors | 0.20% | Reduce -3.5% | 901,116 | $42.86M |
| 13 | Torray Funds - Torray Funds | 0.72% | Reduce -78.9% | 87,679 | $4.17M |
| 14 | David Rolfe - Wedgewood Partners | 0.34% | - | 90,925 | $3.8M |
| 15 | Yacktman Asset Management - Yacktman Asset Management | 0.02% | Reduce -1.4% | 34,200 | $1.63M |
| 16 | Hillman Value Fund - Hillman Value Fund | 0.16% | New | 4,647 | $221K |
Loading holder history for SCHW…