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
Q2 2023Renaissance Technologies LLCBuy2,423,7283,211,541$182,030
Q2 2023Sequoia FundBuy708,9918,948,669$507,210,559
Q2 2023Giverny CapitalSell-469,199752,131$42,630,785
Q2 2023Yacktman Asset ManagementBuy77,7436,374,912$361,330,012
Q2 2023Dodge & Cox Stock FundSell-63,01178,399,479$4,443,682,470
Q2 2023Sequoia Financial AdvisorsBuy43,375178,589$10,122,398
Q2 2023Ariel Appreciation FundBuy35,7591,049,524$59,487,020
Q2 2023First Eagle U.S. ValueSell-26,7193,614,622$204,876,775
Q2 2023Mairs & Power Growth FundBuy6,8551,531,870$86,826,392
Q1 2023Parnassus Endeavor FundSell-2,810,8519,836,215$515,220,942
Q1 2023Renaissance Technologies LLCSell-2,053,687787,813$41,266
Q1 2023Yacktman Asset ManagementBuy2,014,2216,297,169$329,845,712
Q1 2023Dodge & Cox Stock FundBuy1,033,76078,462,490$4,109,865,226
Q1 2023Brave Warrior AdvisorsSell-702,6935,250$274,995
Q1 2023First Eagle U.S. ValueSell-462,2653,641,341$190,733,442
Q1 2023Sequoia FundSell-199,8868,239,678$431,594,334
Q1 2023Ariel Appreciation FundBuy129,3591,013,765$53,101,011
Q1 2023Sequoia Financial AdvisorsBuy119,763135,214$7,082,526
Q1 2023Giverny CapitalSell-21,5241,221,330$63,973,265
Q1 2023Lountzis Asset ManagementBuy8,0198,019$420
Q1 2023Mairs & Power Growth FundBuy7,2251,525,015$79,880,286
Q4 2022Dodge & Cox Stock FundSell-3,082,41177,428,730$6,446,716,060
Q4 2022Egerton Capital UKSell-2,154,2889,498,276$790,826,460
Q4 2022Parnassus Endeavor FundSell-1,403,40112,647,066$1,052,994,715
Q4 2022Yacktman Asset ManagementBuy704,6354,282,948$356,598,250
Q4 2022Sequoia FundSell-280,5268,439,564$702,678,099
Q4 2022Ariel Appreciation FundSell-226,576884,406$73,635,643
Q4 2022Mairs & Power Growth FundSell-176,9971,517,790$126,371,195
Q4 2022First Eagle U.S. ValueBuy108,3754,103,606$341,666,236
Q4 2022Giverny CapitalBuy14,3031,242,854$103,480

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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