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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 Q1 2022 it was held by 12 managers with an aggregate reported value of $8.9B, which is 0.75% of the combined portfolio.

As of Q1 2022, 12 tracked institutional managers held SCHW (Charles Schwab Corp/The) with an aggregate reported value of $8.9B0.75% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2022
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.70%Reduce -1.8%72,239,181$6.09B
2Bill Nygren - Oakmark Funds1.34%Reduce -3.5%12,035,564$1.01B
3Ruane Cunniff LP - Ruane Cunniff LP6.84%Reduce -2.9%8,239,929$694.71M
4First Eagle - First Eagle Investment Management0.83%Reduce -18.5%4,007,460$337.87M
5Yacktman Asset Management - Yacktman Asset Management2.61%Reduce -0.8%3,464,581$292.1M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund1.65%Add +2.2%1,946,761$164.13M
7Francois Rochon - Giverny Capital5.49%Add +0.9%1,152,883$97.2M
8Ariel Investments - Ariel Investments0.64%Add +6.3%852,662$71.89M
9Christopher Davis - Davis Advisors 0.36%Reduce -0.7%846,351$71.36M
10Wallace Weitz - Weitz Investment Management2.73%Reduce -41.1%731,650$61.69M
11Torray Funds - Torray Funds0.99%Add +10.7%73,556$6.2M
12Greenhaven Associates - Greenhaven Associates0.04%Reduce -11.1%20,000$1.69M
Loading holder history for SCHW