SCHW - Charles Schwab Corp.
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 2023 it was held by 12 managers with an aggregate reported value of $5.98B, which is 0.57% of the combined portfolio.
As of Q1 2023, 12 tracked institutional managers held SCHW (Charles Schwab Corp.) with an aggregate reported value of $5.98B — 0.57% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2023
- Ticker
- SCHW
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.80% | Add +1.3% | 78,462,490 | $4.11B |
| 2 | Bill Nygren - Oakmark Funds | 1.25% | Add +42.1% | 12,266,936 | $642.54M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 7.05% | Reduce -2.4% | 8,239,678 | $431.59M |
| 4 | Yacktman Asset Management - Yacktman Asset Management | 3.26% | Add +47.0% | 6,297,169 | $329.85M |
| 5 | First Eagle - First Eagle Investment Management | 0.50% | Reduce -11.3% | 3,641,341 | $190.73M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.92% | Add +0.5% | 1,525,015 | $79.88M |
| 7 | Francois Rochon - Giverny Capital | 3.85% | New | 1,221,330 | $63.97M |
| 8 | Thomas Gayner - Markel Asset Management | 0.78% | Add +2.8% | 1,166,672 | $61.11M |
| 9 | Ariel Investments - Ariel Investments | 0.51% | Add +14.6% | 1,013,765 | $53.1M |
| 10 | Christopher Davis - Davis Advisors | 0.12% | Reduce -2.4% | 340,744 | $17.85M |
| 11 | Greenhaven Associates - Greenhaven Associates | 0.02% | - | 20,000 | $1.05M |
| 12 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | New | 5,250 | $275K |
Loading holder history for SCHW…