Portfolio changes · featured 13Fs
Activity
Moves in SCHW across featured managers — New / Exit / Add / Reduce.
SCHW · add · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| SCHW | Add | Dan Sundheim - D1 Capital Partners | −1.32 pp | +4.6% sh | Q1→Q2 |
| SCHW | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.50 pp | +56.2% sh | Q1→Q2 |
| SCHW | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.23 pp | +11.0% sh | Q1→Q2 |
| SCHW | Add | Francois Rochon - Giverny Capital | −0.07 pp | +9.5% sh | Q1→Q2 |
| SCHW | Add | John Rogers - Ariel Investments | +0.06 pp | +30.4% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| SCHW | Add | Don Yacktman - Yacktman Asset Management | −0.22 pp | +5.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home