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 2022Dodge & Cox Stock FundBuy6,803,28279,042,463$4,993,903
Q2 2022Ariel Appreciation FundBuy342,7601,195,422$75,527
Q2 2022Sequoia Financial AdvisorsBuy1,05414,118$892
Q2 2022Giverny CapitalBuy40,8601,193,743$75,421
Q2 2022Mairs & Power Growth FundBuy85,1522,031,913$128,376
Q2 2022Sequoia FundBuy613,0288,852,957$559,330
Q2 2022Egerton Capital UKBuy696,00812,561,039$793,606
Q2 2022Parnassus Endeavor FundBuy291,42413,879,589$876,912
Q1 2022Torray FundBuy7,10273,556$6,202
Q1 2022Yacktman Asset ManagementSell-26,8073,464,581$292,099
Q1 2022Greenhaven AssociatesSell-2,50020,000$1,686
Q1 2022Ariel Appreciation FundBuy50,246852,662$71,888
Q1 2022Dodge & Cox Stock FundSell-1,347,41472,239,181$6,090,485
Q1 2022Sequoia Financial AdvisorsBuy2,64813,064$1,101
Q1 2022Giverny CapitalBuy10,4221,152,883$97,200
Q1 2022Mairs & Power Growth FundBuy41,3491,946,761$164,131
Q1 2022First Eagle U.S. ValueSell-908,7304,007,460$337,869
Q1 2022Sequoia FundSell-243,3818,239,929$694,708
Q1 2022Egerton Capital UKSell-2,628,35311,865,031$1,000,341
Q1 2022Parnassus Endeavor FundSell-3,370,66313,588,165$1,145,618
Q4 2021Torray FundSell-3,85366,454$5,589
Q4 2021Yacktman Asset ManagementBuy21,4603,491,388$293,626
Q4 2021Ariel Appreciation FundSell-111,109802,416$67,483
Q4 2021Dodge & Cox Stock FundSell-740,83273,586,595$6,188,633
Q4 2021Sequoia Financial AdvisorsBuy4,54010,416$876
Q4 2021Greenhaven AssociatesSell-19,48722,500$1,892
Q4 2021Giverny CapitalBuy23,3501,142,461$96,081
Q4 2021Mairs & Power Growth FundBuy313,6911,905,412$160,245
Q4 2021First Eagle U.S. ValueSell-35,4804,916,190$413,452
Q4 2021Sequoia FundSell-183,2638,483,310$713,446

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.