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 2021Egerton Capital UKBuy229,09414,493,384$1,218,894
Q4 2021Parnassus Endeavor FundSell-123,20516,958,828$1,426,238
Q3 2021Torray FundSell-41870,307$5,121
Q3 2021Yacktman Asset ManagementSell-11,6133,469,928$252,750
Q3 2021Greenhaven AssociatesSell-102,24041,987$3,058
Q3 2021Ariel Appreciation FundSell-54,464913,525$66,541
Q3 2021Dodge & Cox Stock FundSell-796,04074,327,427$5,414,010
Q3 2021Brave Warrior AdvisorsSell-13,350707,943$51,567
Q3 2021Giverny CapitalBuy51,1211,119,111$81,516
Q3 2021Mairs & Power Growth FundBuy270,2561,591,721$115,941
Q3 2021First Eagle U.S. ValueSell-78,5954,951,670$360,680
Q3 2021Sequoia FundSell-129,3698,666,573$631,273
Q3 2021Egerton Capital UKBuy7,959,24714,264,290$1,039,011
Q3 2021Parnassus Endeavor FundSell-101,02817,082,033$1,244,255
Q2 2021Torray FundBuy21,84770,725$5,149
Q2 2021Yacktman Asset ManagementSell-16,7653,481,541$253,491
Q2 2021Greenhaven AssociatesSell-1,110,460144,227$10,501
Q2 2021ARK InvestSell-219,107495,180$36,054
Q2 2021Dodge & Cox Stock FundSell-2,070,59575,123,467$5,469,740
Q2 2021Ariel Appreciation FundSell-204,208967,989$70,479
Q2 2021Sequoia Financial AdvisorsBuy3645,876$428
Q2 2021Brave Warrior AdvisorsSell-12,995721,293$52,517
Q2 2021Giverny CapitalBuy45,9881,067,990$77,760
Q2 2021Mairs & Power Growth FundSell-11,9961,321,465$96,216
Q2 2021First Eagle U.S. ValueSell-68,7385,030,265$366,254
Q2 2021Egerton Capital UKSell-188,4996,305,043$459,070
Q2 2021Sequoia FundSell-342,2768,795,942$640,433
Q2 2021Parnassus Endeavor FundBuy719,69417,183,061$1,251,099
Q1 2021Torray FundSell-38,80148,878$3,186
Q1 2021Yacktman Asset ManagementBuy36,2003,498,306$228,020

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.