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
Q2 2025Cullen Value FundBuy97924,622$2,246,548
Q2 2025Dodge & Cox Stock FundSell-4,392,77084,357,885$7,696,813,467
Q1 2025Yacktman Asset ManagementSell-165,0274,709,043$368,623,886
Q1 2025Lountzis Asset ManagementSell-3,9505,166$414,210
Q1 2025Sequoia Financial AdvisorsBuy6,364328,160$25,688,372
Q1 2025Mairs & Power Growth FundSell-590,359507,197$39,703,381
Q1 2025Ariel Appreciation FundSell-22,633558,167$43,693,313
Q1 2025Renaissance Technologies LLCSell-366,400720,641$56,411,777
Q1 2025Giverny CapitalBuy1,139949,066$74,292,886
Q1 2025Parnassus Endeavor FundSell-387,8401,307,324$102,337,323
Q1 2025Sequoia FundSell-142,1056,761,375$529,280,435
Q1 2025Viking Global InvestorsBuy3,057,77317,716,717$1,386,864,607
Q1 2025Cullen Value FundBuy23,64323,643$1,850,744
Q1 2025Dodge & Cox Stock FundSell-618,87388,750,655$6,947,401,307
Q4 2024Yacktman Asset ManagementSell-530,2114,874,070$360,729,921
Q4 2024Lountzis Asset ManagementSell-1339,116$674,675
Q4 2024Sequoia Financial AdvisorsSell-5,945321,796$23,816,096
Q4 2024Ariel Appreciation FundSell-89,191580,800$42,985,008
Q4 2024Giverny CapitalBuy12,155947,927$70,156,077
Q4 2024Renaissance Technologies LLCBuy147,8521,087,041$80,451,904
Q4 2024Mairs & Power Growth FundSell-120,7271,097,556$81,230,120
Q4 2024Parnassus Endeavor FundBuy5301,695,164$125,459,088
Q4 2024First Eagle U.S. ValueSell-392,2503,175,717$235,034,793
Q4 2024Sequoia FundSell-546,8066,903,480$510,926,555
Q4 2024Viking Global InvestorsBuy12,318,98814,658,944$1,084,908,445
Q4 2024Dodge & Cox Stock FundSell-218,31089,369,528$6,614,238,799
Q3 2024Yacktman Asset ManagementSell-502,3615,404,281$350,251,452
Q3 2024Lountzis Asset ManagementBuy1,2309,249$599,427
Q3 2024Sequoia Financial AdvisorsBuy277,165327,741$21,240,901
Q3 2024Ariel Appreciation FundBuy86,056669,991$43,422,117

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.