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 2020 it was held by 14 managers with an aggregate reported value of $4.75B, which is 0.67% of the combined portfolio.
As of Q1 2020, 14 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $4.75B — 0.67% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2020
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.68% | Add +5.0% | 101,154,103 | $3.4B |
| 2 | Bill Nygren - Oakmark Funds | 1.31% | Reduce -11.4% | 14,041,074 | $472.06M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 6.37% | Add +38.3% | 11,822,806 | $397.48M |
| 4 | First Eagle - First Eagle Investment Management | 0.69% | Add +0.2% | 5,615,866 | $188.81M |
| 5 | Glenn Greenberg - Brave Warrior Advisors | 3.64% | Add +1.3% | 1,881,990 | $63.27M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.66% | Add +6.2% | 1,350,278 | $45.4M |
| 7 | Wallace Weitz - Weitz Investment Management | 2.25% | Reduce -15.0% | 1,262,850 | $42.46M |
| 8 | Thomas Gayner - Markel Asset Management | 0.69% | Add +1.2% | 1,095,300 | $36.82M |
| 9 | Francois Rochon - Giverny Capital | 3.80% | Reduce -6.8% | 887,497 | $29.84M |
| 10 | Christopher Davis - Davis Advisors | 0.19% | Reduce -6.8% | 839,864 | $28.24M |
| 11 | Ariel Investments - Ariel Investments | 0.45% | New | 761,173 | $25.59M |
| 12 | Triple Frond Partners - Triple Frond Partners | 1.54% | Reduce -84.4% | 412,300 | $13.86M |
| 13 | Yacktman Asset Management - Yacktman Asset Management | 0.04% | Add +86.8% | 63,900 | $2.15M |
| 14 | Lee Ainslie - Maverick Capital | 0.04% | New | 62,502 | $2.1M |
Loading holder history for SCHW…