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SCHW - The 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 Q2 2024 it was held by 11 managers with an aggregate reported value of $9.62B, which is 0.88% of the combined portfolio.

As of Q2 2024, 11 tracked institutional managers held SCHW (The Charles Schwab Corp.) with an aggregate reported value of $9.62B0.88% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2024
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.79%Reduce -0.6%85,787,053$6.32B
2Bill Nygren - Oakmark Funds2.86%Add +0.7%22,925,061$1.69B
3Ruane Cunniff LP - Ruane Cunniff LP8.94%Reduce -4.3%7,785,057$573.68M
4Yacktman Asset Management - Yacktman Asset Management4.08%Reduce -6.0%5,906,642$435.26M
5First Eagle - First Eagle Investment Management0.59%Reduce -0.4%3,565,470$262.74M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund0.97%Reduce -1.4%1,367,378$100.76M
7Thomas Gayner - Markel Asset Management0.99%Add +1.0%1,366,766$100.72M
8Francois Rochon - Giverny Capital2.71%Add +1.0%869,813$64.1M
9Ariel Investments - Ariel Investments0.47%Reduce -29.8%583,935$43.03M
10Christopher Davis - Davis Advisors 0.13%Reduce -0.7%304,789$22.46M
11Greenhaven Associates - Greenhaven Associates0.02%-20,000$1.47M
Loading holder history for SCHW