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
Q4 2024Sequoia FundSell-546,8066,903,480$510,926,555
Q4 2024Yacktman Asset ManagementSell-530,2114,874,070$360,729,921
Q4 2024First Eagle U.S. ValueSell-392,2503,175,717$235,034,793
Q4 2024Dodge & Cox Stock FundSell-218,31089,369,528$6,614,238,799
Q4 2024Renaissance Technologies LLCBuy147,8521,087,041$80,451,904
Q4 2024Mairs & Power Growth FundSell-120,7271,097,556$81,230,120
Q4 2024Ariel Appreciation FundSell-89,191580,800$42,985,008
Q4 2024Giverny CapitalBuy12,155947,927$70,156,077
Q4 2024Sequoia Financial AdvisorsSell-5,945321,796$23,816,096
Q4 2024Parnassus Endeavor FundBuy5301,695,164$125,459,088
Q4 2024Lountzis Asset ManagementSell-1339,116$674,675
Q3 2024Viking Global InvestorsSell-8,240,0982,339,956$151,652,548
Q3 2024Dodge & Cox Stock FundBuy3,800,78589,587,838$5,806,187,781
Q3 2024Renaissance Technologies LLCSell-2,409,852939,189$60,868,839
Q3 2024Yacktman Asset ManagementSell-502,3615,404,281$350,251,452
Q3 2024Sequoia FundSell-334,7717,450,286$482,853,036
Q3 2024Sequoia Financial AdvisorsBuy277,165327,741$21,240,901
Q3 2024Mairs & Power Growth FundSell-149,0951,218,283$78,956,921
Q3 2024Ariel Appreciation FundBuy86,056669,991$43,422,117
Q3 2024Parnassus Endeavor FundBuy66,8761,694,634$109,829,230
Q3 2024Giverny CapitalBuy65,959935,772$60,647,383
Q3 2024First Eagle U.S. ValueBuy2,4973,567,967$231,239,913
Q3 2024Lountzis Asset ManagementBuy1,2309,249$599,427
Q2 2024Dodge & Cox Stock FundSell-510,04185,787,053$6,321,647,936
Q2 2024Yacktman Asset ManagementSell-374,3525,906,642$435,260,449
Q2 2024Sequoia FundSell-347,5867,785,057$573,680,850
Q2 2024Ariel Appreciation FundSell-248,055583,935$43,030,170
Q2 2024Parnassus Endeavor FundSell-241,1471,627,758$119,949,487
Q2 2024Sequoia Financial AdvisorsSell-209,87350,576$3,726,965
Q2 2024Meritage GroupSell-30,2893,180$234,334

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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