GCM
SCHW

Gator Capital Management’s Charles Schwab SCHW Stock Holding History

Gator Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$343K Buy
8,250
+3,000
+57% +$136K 0.53% 50
2018
Q3 		$258K Buy
+5,250
New +$268K 0.27% 87

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gator Capital Management's SCHW Position: Q4 2018 in Review

Gator Capital Management increased its Charles Schwab (SCHW) stake by 57% in Q4 2018, buying an estimated $136K and bringing the position to 8,250 shares worth $343K. The position accounts for 0.53% of the portfolio, ranked #50.

Gator Capital Management first reported a position in SCHW in Q3 2018 and has held it in 2 quarters since. 1,052 funds tracked by Wall St. Rank hold SCHW as of Q4 2018.

  • Gator Capital Management held 8,250 shares of Charles Schwab worth $343K as of Q4 2018.
  • Gator Capital Management bought 3,000 Charles Schwab shares in Q4 2018, an estimated $136K.
  • Charles Schwab made up 0.53% of Gator Capital Management's portfolio in Q4 2018, its #50 holding.
  • Gator Capital Management first reported a position in Charles Schwab in Q3 2018 and has held it in 2 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2018.

Based on Gator Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.