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 2022Sequoia Financial AdvisorsBuy5,97815,451$1,286,418
Q4 2022Torray FundSell-86172,221$6,013,120
Q3 2022Dodge & Cox Stock FundBuy1,468,67880,511,141$5,786,336
Q3 2022Egerton Capital UKSell-908,47511,652,564$837,470
Q3 2022Mairs & Power Growth FundSell-337,1261,694,787$121,804
Q3 2022Parnassus Endeavor FundBuy170,87814,050,467$1,009,807
Q3 2022Sequoia FundSell-132,8678,720,090$626,713
Q3 2022Yacktman Asset ManagementBuy91,6533,578,313$257,173
Q3 2022Ariel Appreciation FundSell-84,4401,110,982$79,846
Q3 2022Giverny CapitalBuy34,8081,228,551$88,296
Q3 2022First Eagle U.S. ValueSell-12,2293,995,231$287,137
Q3 2022Sequoia Financial AdvisorsSell-4,6459,473$681
Q3 2022Torray FundSell-16073,082$5,252
Q2 2022Dodge & Cox Stock FundBuy6,803,28279,042,463$4,993,903
Q2 2022Egerton Capital UKBuy696,00812,561,039$793,606
Q2 2022Sequoia FundBuy613,0288,852,957$559,330
Q2 2022Ariel Appreciation FundBuy342,7601,195,422$75,527
Q2 2022Parnassus Endeavor FundBuy291,42413,879,589$876,912
Q2 2022Mairs & Power Growth FundBuy85,1522,031,913$128,376
Q2 2022Giverny CapitalBuy40,8601,193,743$75,421
Q2 2022Yacktman Asset ManagementBuy22,0793,486,660$220,287
Q2 2022Sequoia Financial AdvisorsBuy1,05414,118$892
Q2 2022Torray FundSell-31473,242$4,627
Q1 2022Parnassus Endeavor FundSell-3,370,66313,588,165$1,145,618
Q1 2022Egerton Capital UKSell-2,628,35311,865,031$1,000,341
Q1 2022Dodge & Cox Stock FundSell-1,347,41472,239,181$6,090,485
Q1 2022First Eagle U.S. ValueSell-908,7304,007,460$337,869
Q1 2022Sequoia FundSell-243,3818,239,929$694,708
Q1 2022Ariel Appreciation FundBuy50,246852,662$71,888
Q1 2022Mairs & Power Growth FundBuy41,3491,946,761$164,131

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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