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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 Q4 2024 it was held by 12 managers with an aggregate reported value of $11.17B, which is 1.01% of the combined portfolio.

As of Q4 2024, 12 tracked institutional managers held SCHW (The Charles Schwab Corp.) with an aggregate reported value of $11.17B1.01% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2024
Ticker
SCHW

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

Holders

1Dodge & Cox - Dodge & Cox3.85%Reduce -0.2%89,369,528$6.61B
2Bill Nygren - Oakmark Funds2.70%Reduce -1.9%27,689,365$2.05B
3Viking Global Investors - Viking Global Investors3.51%Add +526.5%14,658,944$1.08B
4Ruane Cunniff LP - Ruane Cunniff LP8.67%Reduce -7.3%6,903,480$510.93M
5Yacktman Asset Management - Yacktman Asset Management4.22%Reduce -9.8%4,874,070$360.73M
6First Eagle - First Eagle Investment Management0.53%Reduce -11.0%3,175,717$235.03M
7Thomas Gayner - Markel Asset Management0.89%Add +1.0%1,363,800$100.93M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund0.79%Reduce -9.9%1,097,556$81.23M
9Francois Rochon - Giverny Capital2.56%Add +1.3%947,927$70.16M
10Ariel Investments - Ariel Investments0.46%Reduce -13.3%580,800$42.99M
11Christopher Davis - Davis Advisors 0.13%Add +0.1%300,056$22.21M
12Greenhaven Associates - Greenhaven Associates0.02%-20,000$1.48M
Loading holder history for SCHW