Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in SCHW across featured managers — New / Exit / Add / Reduce.

ticker SCHW holders clear

12 managers with a move of 137 featured filed through 14 Aug 12 shown managers newest 13Fs

SCHW · all sizes

12 shown
New 0 Exit 1 Add 6 Reduce 5 all moves 12
all time today 7d 14d
≥1 pp all sizes
reset

12 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 9
SCHW Exit Farallon Capital Management −2.12 pp was 2.1% Q1→Q2
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
SCHW Reduce Ning Jin - Avantyr Capital Partners −5.73 pp −71.0% sh Q1→Q2
SCHW Reduce Andreas Halvorsen - Viking Global Investors −1.06 pp −27.5% sh Q1→Q2
SCHW Reduce Mairs & Power −0.05 pp −12.7% sh Q1→Q2
13 Aug 1
SCHW Reduce Ruane, Cunniff & Goldfarb −0.79 pp −3.0% sh Q1→Q2
11 Aug 2
SCHW Add Don Yacktman - Yacktman Asset Management −0.22 pp +5.0% sh Q1→Q2
SCHW Reduce Christopher Davis - Davis Selected Advisers −0.02 pp −6.8% 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