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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 Q4 2020 it was held by 14 managers with an aggregate reported value of $6.84B, which is 0.64% of the combined portfolio.

As of Q4 2020, 14 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $6.84B0.64% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2020
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.57%Reduce -11.1%85,027,078$4.51B
2Bill Nygren - Oakmark Funds1.45%Add +0.2%14,163,879$751.25M
3Ruane Cunniff LP - Ruane Cunniff LP5.28%Reduce -2.8%9,334,460$495.1M
4First Eagle - First Eagle Investment Management0.85%Reduce -0.4%5,677,898$301.16M
5Yacktman Asset Management - Yacktman Asset Management2.27%Add +7732.8%3,462,106$183.63M
6Glenn Greenberg - Brave Warrior Advisors4.52%Reduce -9.4%2,318,997$123M
7Greenhaven Associates - Greenhaven Associates1.74%Reduce -47.8%1,746,417$92.63M
8Wallace Weitz - Weitz Investment Management3.76%Reduce -10.2%1,663,000$88.21M
9Mairs & Power Growth Fund - Mairs & Power Growth Fund0.78%Reduce -0.1%1,327,187$70.39M
10Ariel Investments - Ariel Investments0.69%Reduce -8.1%1,151,827$61.09M
11Thomas Gayner - Markel Asset Management0.87%-1,095,300$58.1M
12Francois Rochon - Giverny Capital4.06%Add +3.9%997,825$52.93M
13Christopher Davis - Davis Advisors 0.23%Reduce -5.0%909,457$48.24M
14Hillman Value Fund - Hillman Value Fund0.12%New4,239$225K
Loading holder history for SCHW