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 2021 it was held by 15 managers with an aggregate reported value of $7.58B, which is 0.66% of the combined portfolio.
As of Q1 2021, 15 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $7.58B — 0.66% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades SCHW — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q1 2021
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.60% | Reduce -9.2% | 77,194,062 | $5.03B |
| 2 | Bill Nygren - Oakmark Funds | 1.37% | Reduce -13.1% | 12,304,488 | $802.01M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 5.60% | Reduce -2.1% | 9,138,218 | $595.63M |
| 4 | First Eagle - First Eagle Investment Management | 0.88% | Reduce -10.2% | 5,099,003 | $332.35M |
| 5 | Yacktman Asset Management - Yacktman Asset Management | 2.38% | Add +1.1% | 3,498,306 | $228.02M |
| 6 | Wallace Weitz - Weitz Investment Management | 4.06% | Reduce -15.2% | 1,410,000 | $91.9M |
| 7 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.91% | Add +0.5% | 1,333,461 | $86.92M |
| 8 | Greenhaven Associates - Greenhaven Associates | 1.85% | Reduce -28.2% | 1,254,687 | $81.78M |
| 9 | Ariel Investments - Ariel Investments | 0.75% | Add +1.8% | 1,172,197 | $76.4M |
| 10 | Thomas Gayner - Markel Asset Management | 0.99% | - | 1,095,300 | $71.39M |
| 11 | Francois Rochon - Giverny Capital | 4.46% | Add +2.4% | 1,022,002 | $66.61M |
| 12 | Christopher Davis - Davis Advisors | 0.26% | Add +0.3% | 912,314 | $59.47M |
| 13 | Glenn Greenberg - Brave Warrior Advisors | 1.56% | Reduce -68.3% | 734,288 | $47.86M |
| 14 | Torray Funds - Torray Funds | 0.50% | New | 48,878 | $3.19M |
| 15 | Lee Ainslie - Maverick Capital | 0.01% | New | 15,360 | $1M |
Loading holder history for SCHW…