SCHWAB (CHARLES) CORP (SCHW) Institutional Ownership Changes & 13F Activity

SCHWAB (CHARLES) CORP (SCHW) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Sequoia Fund, Viking Global Investors, Ariel Appreciation Fund, and Giverny Capital.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Mairs & Power Growth FundSell-37,888299,389$28,582,668
Q3 2025Giverny CapitalBuy8,2811,575,776$150,439,335
Q3 2025Greenhaven AssociatesSell-5,00015,000$1,432,050
Q3 2025Sequoia Financial AdvisorsSell-1,570328,589$31,370,405
Q3 2025Cullen Value FundBuy30124,923$2,344,744
Q3 2025Lountzis Asset ManagementSell-1045,062$483,269
Q2 2025Dodge & Cox Stock FundSell-4,392,77084,357,885$7,696,813,467
Q2 2025Viking Global InvestorsSell-1,943,49215,773,225$1,439,149,049
Q2 2025Giverny CapitalBuy618,4291,567,495$143,018,244
Q2 2025Renaissance Technologies LLCBuy597,0001,317,641$120,221,565
Q2 2025Mairs & Power Growth FundSell-169,920337,277$30,773,153
Q2 2025Sequoia FundSell-162,5536,598,822$602,076,519
Q2 2025Ariel Appreciation FundSell-152,119406,048$37,047,820
Q2 2025Yacktman Asset ManagementSell-143,6694,565,374$416,544,724
Q2 2025Sequoia Financial AdvisorsBuy1,999330,159$30,123,787
Q2 2025Cullen Value FundBuy97924,622$2,246,548
Q2 2025Parnassus Endeavor FundSell-7201,306,604$119,214,549
Q1 2025Viking Global InvestorsBuy3,057,77317,716,717$1,386,864,607
Q1 2025Dodge & Cox Stock FundSell-618,87388,750,655$6,947,401,307
Q1 2025Mairs & Power Growth FundSell-590,359507,197$39,703,381
Q1 2025Parnassus Endeavor FundSell-387,8401,307,324$102,337,323
Q1 2025Renaissance Technologies LLCSell-366,400720,641$56,411,777
Q1 2025Yacktman Asset ManagementSell-165,0274,709,043$368,623,886
Q1 2025Sequoia FundSell-142,1056,761,375$529,280,435
Q1 2025Cullen Value FundBuy23,64323,643$1,850,744
Q1 2025Ariel Appreciation FundSell-22,633558,167$43,693,313
Q1 2025Sequoia Financial AdvisorsBuy6,364328,160$25,688,372
Q1 2025Lountzis Asset ManagementSell-3,9505,166$414,210
Q1 2025Giverny CapitalBuy1,139949,066$74,292,886
Q4 2024Viking Global InvestorsBuy12,318,98814,658,944$1,084,908,445

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.

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