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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- SCHWAB (CHARLES) CORP (SCHW) stock institutional ownership
- SCHWAB (CHARLES) CORP (SCHW) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2023 | Sequoia Financial Advisors | Buy | 119,763 | 135,214 | $7,082,526 |
| Q1 2023 | Giverny Capital | Sell | -21,524 | 1,221,330 | $63,973,265 |
| Q1 2023 | Mairs & Power Growth Fund | Buy | 7,225 | 1,525,015 | $79,880,286 |
| Q1 2023 | First Eagle U.S. Value | Sell | -462,265 | 3,641,341 | $190,733,442 |
| Q1 2023 | Sequoia Fund | Sell | -199,886 | 8,239,678 | $431,594,334 |
| Q1 2023 | Parnassus Endeavor Fund | Sell | -2,810,851 | 9,836,215 | $515,220,942 |
| Q4 2022 | Torray Fund | Sell | -861 | 72,221 | $6,013,120 |
| Q4 2022 | Yacktman Asset Management | Buy | 704,635 | 4,282,948 | $356,598,250 |
| Q4 2022 | Dodge & Cox Stock Fund | Sell | -3,082,411 | 77,428,730 | $6,446,716,060 |
| Q4 2022 | Ariel Appreciation Fund | Sell | -226,576 | 884,406 | $73,635,643 |
| Q4 2022 | Giverny Capital | Buy | 14,303 | 1,242,854 | $103,480 |
| Q4 2022 | Sequoia Financial Advisors | Buy | 5,978 | 15,451 | $1,286,418 |
| Q4 2022 | Mairs & Power Growth Fund | Sell | -176,997 | 1,517,790 | $126,371,195 |
| Q4 2022 | First Eagle U.S. Value | Buy | 108,375 | 4,103,606 | $341,666,236 |
| Q4 2022 | Sequoia Fund | Sell | -280,526 | 8,439,564 | $702,678,099 |
| Q4 2022 | Egerton Capital UK | Sell | -2,154,288 | 9,498,276 | $790,826,460 |
| Q4 2022 | Parnassus Endeavor Fund | Sell | -1,403,401 | 12,647,066 | $1,052,994,715 |
| Q3 2022 | Torray Fund | Sell | -160 | 73,082 | $5,252 |
| Q3 2022 | Yacktman Asset Management | Buy | 91,653 | 3,578,313 | $257,173 |
| Q3 2022 | Dodge & Cox Stock Fund | Buy | 1,468,678 | 80,511,141 | $5,786,336 |
| Q3 2022 | Ariel Appreciation Fund | Sell | -84,440 | 1,110,982 | $79,846 |
| Q3 2022 | Sequoia Financial Advisors | Sell | -4,645 | 9,473 | $681 |
| Q3 2022 | Giverny Capital | Buy | 34,808 | 1,228,551 | $88,296 |
| Q3 2022 | Mairs & Power Growth Fund | Sell | -337,126 | 1,694,787 | $121,804 |
| Q3 2022 | First Eagle U.S. Value | Sell | -12,229 | 3,995,231 | $287,137 |
| Q3 2022 | Sequoia Fund | Sell | -132,867 | 8,720,090 | $626,713 |
| Q3 2022 | Egerton Capital UK | Sell | -908,475 | 11,652,564 | $837,470 |
| Q3 2022 | Parnassus Endeavor Fund | Buy | 170,878 | 14,050,467 | $1,009,807 |
| Q2 2022 | Torray Fund | Sell | -314 | 73,242 | $4,627 |
| Q2 2022 | Yacktman Asset Management | Buy | 22,079 | 3,486,660 | $220,287 |
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.