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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 2021 it was held by 14 managers with an aggregate reported value of $10.48B, which is 0.81% of the combined portfolio.

As of Q4 2021, 14 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $10.48B0.81% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2021
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.83%Reduce -1.0%73,586,595$6.19B
2John Armitage - Egerton Capital5.68%Add +1.6%14,493,384$1.22B
3Bill Nygren - Oakmark Funds1.63%Reduce -1.3%12,469,818$1.05B
4Ruane Cunniff LP - Ruane Cunniff LP6.09%Reduce -2.1%8,483,310$713.45M
5First Eagle - First Eagle Investment Management1.04%Reduce -0.7%4,916,190$413.45M
6Yacktman Asset Management - Yacktman Asset Management2.62%Add +0.6%3,491,388$293.63M
7Mairs & Power Growth Fund - Mairs & Power Growth Fund1.48%Add +19.7%1,905,412$160.25M
8Wallace Weitz - Weitz Investment Management4.19%Reduce -6.3%1,242,013$104.45M
9Francois Rochon - Giverny Capital5.13%Add +2.1%1,142,461$96.08M
10Thomas Gayner - Markel Asset Management1.06%-1,095,300$92.11M
11Christopher Davis - Davis Advisors 0.33%Reduce -0.3%852,241$71.67M
12Ariel Investments - Ariel Investments0.57%Reduce -12.2%802,416$67.48M
13Torray Funds - Torray Funds0.82%Reduce -5.5%66,454$5.59M
14Greenhaven Associates - Greenhaven Associates0.05%Reduce -46.4%22,500$1.89M
Loading holder history for SCHW