SCHWAB (CHARLES) CORP (SCHW) Stock Institutional Trading Activity


SCHWAB (CHARLES) CORP (SCHW) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, Renaissance Technologies LLC, Yacktman Asset Management, Cullen Value Fund, and Mairs & Power Growth Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Greenhaven AssociatesSell-2,50012,500$1,248,875
Q4 2025Mairs & Power Growth FundSell-26,032273,357$27,311,098
Q4 2025Ariel Appreciation FundSell-5,133342,275$34,196,695
Q4 2025Giverny CapitalBuy9,8851,585,661$158,423,391
Q4 2025Renaissance Technologies LLCBuy788,9001,810,741$180,911,133
Q4 2025Viking Global InvestorsSell-2,710,19613,872,905$1,386,041,939
Q4 2025Cullen Value FundBuy49,55674,479$7,460,552
Q4 2025Yacktman Asset ManagementSell-258,1063,936,540$393,299,711
Q3 2025Yacktman Asset ManagementSell-370,7284,194,646$400,462,854
Q3 2025Lountzis Asset ManagementSell-1045,062$483,269
Q3 2025Greenhaven AssociatesSell-5,00015,000$1,432,050
Q3 2025Mairs & Power Growth FundSell-37,888299,389$28,582,668
Q3 2025Sequoia Financial AdvisorsSell-1,570328,589$31,370,405
Q3 2025Ariel Appreciation FundSell-58,640347,408$33,167,042
Q3 2025Renaissance Technologies LLCSell-295,8001,021,841$97,555,160
Q3 2025Parnassus Endeavor FundBuy48,9271,355,531$129,412,545
Q3 2025Giverny CapitalBuy8,2811,575,776$150,439,335
Q3 2025Sequoia FundSell-283,2616,315,561$602,946,609
Q3 2025Viking Global InvestorsBuy809,87616,583,101$1,583,188,652
Q3 2025Cullen Value FundBuy30124,923$2,344,744
Q3 2025Dodge & Cox Stock FundSell-1,314,63283,043,253$7,928,139,405
Q2 2025Yacktman Asset ManagementSell-143,6694,565,374$416,544,724
Q2 2025Sequoia Financial AdvisorsBuy1,999330,159$30,123,787
Q2 2025Mairs & Power Growth FundSell-169,920337,277$30,773,153
Q2 2025Ariel Appreciation FundSell-152,119406,048$37,047,820
Q2 2025Parnassus Endeavor FundSell-7201,306,604$119,214,549
Q2 2025Renaissance Technologies LLCBuy597,0001,317,641$120,221,565
Q2 2025Giverny CapitalBuy618,4291,567,495$143,018,244
Q2 2025Sequoia FundSell-162,5536,598,822$602,076,519
Q2 2025Viking Global InvestorsSell-1,943,49215,773,225$1,439,149,049

Frequently asked questions about SCHW activity

  • Which institutional owners are buying SCHW?

    Institutional owners buying SCHW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHW activity?

    "Buy" means an investor increased their reported position in SCHW compared to the prior reporting period. This reflects growing exposure to SCHWAB (CHARLES) CORP (SCHW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHW increasing?

    Institutional interest in SCHW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.