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 2023Mairs & Power Growth FundSell-8,0021,469,537$101,104,146
Q4 2023Parnassus Endeavor FundBuy172,9481,868,905$128,580,664
Q4 2023First Eagle U.S. ValueSell-6,0733,573,357$245,846,988
Q4 2023Sequoia FundSell-210,6798,470,156$582,746,733
Q4 2023Dodge & Cox Stock FundBuy8,182,46786,421,986$5,945,832,637
Q3 2023Yacktman Asset ManagementSell-18,7996,356,113$348,950,604
Q3 2023Ariel Appreciation FundSell-55,775993,749$54,556,820
Q3 2023Renaissance Technologies LLCBuy137,5003,349,041$183,862
Q3 2023Sequoia Financial AdvisorsBuy21,000199,589$10,957,456
Q3 2023Giverny CapitalBuy52,430804,561$44,170,399
Q3 2023Mairs & Power Growth FundSell-54,3311,477,539$81,116,891
Q3 2023First Eagle U.S. ValueSell-35,1923,579,430$196,510,707
Q3 2023Sequoia FundSell-267,8348,680,835$476,577,842
Q3 2023Dodge & Cox Stock FundSell-159,96078,239,519$4,295,349,593
Q2 2023Yacktman Asset ManagementBuy77,7436,374,912$361,330,012
Q2 2023Dodge & Cox Stock FundSell-63,01178,399,479$4,443,682,470
Q2 2023Ariel Appreciation FundBuy35,7591,049,524$59,487,020
Q2 2023Renaissance Technologies LLCBuy2,423,7283,211,541$182,030
Q2 2023Sequoia Financial AdvisorsBuy43,375178,589$10,122,398
Q2 2023Giverny CapitalSell-469,199752,131$42,630,785
Q2 2023Mairs & Power Growth FundBuy6,8551,531,870$86,826,392
Q2 2023Parnassus Endeavor FundSell-8,140,2581,695,957$96,126,843
Q2 2023First Eagle U.S. ValueSell-26,7193,614,622$204,876,775
Q2 2023Sequoia FundBuy708,9918,948,669$507,210,559
Q1 2023Yacktman Asset ManagementBuy2,014,2216,297,169$329,845,712
Q1 2023Lountzis Asset ManagementBuy8,0198,019$420
Q1 2023Dodge & Cox Stock FundBuy1,033,76078,462,490$4,109,865,226
Q1 2023Ariel Appreciation FundBuy129,3591,013,765$53,101,011
Q1 2023Renaissance Technologies LLCSell-2,053,687787,813$41,266
Q1 2023Brave Warrior AdvisorsSell-702,6935,250$274,995

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.