Al Gore (Generation Investment Management) add Schwab (Charles) Corp
Al Gore (Generation Investment Management) add $998.7M of disclosed value in Schwab (Charles) Corp.
Signal
Investor Move
Action
Add
Capital
$998.7M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2024
Total Changes
44
New
2
Reduced/Sold
34
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | New | $596.1M | 0.03% |
| CBRE | CBRE Group, Inc. | Reduced | $419.2M | 0.03% |
| CRM | CRM | Sold out | $0 | 0.02% |
| AMAT | AMAT | Sold out | $0 | 0.02% |
| TT | TT | Sold out | $0 | 0.02% |
| TXN | Texas Instruments Incorporated | Reduced | $331.3M | 0.01% |
| 81764X103 | SERVICETITAN INC | New | $209.5M | 0.01% |
| SCHW | The Charles Schwab Corporation | Increased | $998.7M | 0.01% |
| JLL | Jones Lang LaSalle Incorporated | Reduced | $509.8M | 0.01% |
| WDAY | Workday, Inc. | Increased | $548.4M | 0.01% |
| EFX | Equifax Inc. | Reduced | $436.8M | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $817.7M | 0.01% |
| G21810109 | G21810109 | Sold out | $0 | 0.01% |
| HSIC | Henry Schein, Inc. | Reduced | $189.9M | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $2.1B | 0.01% |
| BDX | Becton, Dickinson and Company | Reduced | $1.3B | 0.01% |
| MELI | MercadoLibre, Inc. | Reduced | $873.5M | 0.01% |
| A | Agilent Technologies, Inc. | Increased | $558.8M | 0.01% |
| 44332N106 | H WORLD GROUP LTD | Increased | $159.2M | 0.01% |
| 216648501 | COOPER COS INC | Reduced | $361.6M | 0.01% |