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 2021Greenhaven AssociatesSell-1,110,460144,227$10,501
Q2 2021Parnassus Endeavor FundBuy719,69417,183,061$1,251,099
Q2 2021Sequoia FundSell-342,2768,795,942$640,433
Q2 2021ARK InvestSell-219,107495,180$36,054
Q2 2021Ariel Appreciation FundSell-204,208967,989$70,479
Q2 2021Egerton Capital UKSell-188,4996,305,043$459,070
Q2 2021First Eagle U.S. ValueSell-68,7385,030,265$366,254
Q2 2021Giverny CapitalBuy45,9881,067,990$77,760
Q2 2021Torray FundBuy21,84770,725$5,149
Q2 2021Yacktman Asset ManagementSell-16,7653,481,541$253,491
Q2 2021Brave Warrior AdvisorsSell-12,995721,293$52,517
Q2 2021Mairs & Power Growth FundSell-11,9961,321,465$96,216
Q2 2021Sequoia Financial AdvisorsBuy3645,876$428
Q1 2021Dodge & Cox Stock FundSell-7,833,01677,194,062$5,031,509
Q1 2021Brave Warrior AdvisorsSell-1,584,709734,288$47,861
Q1 2021Parnassus Endeavor FundSell-640,25116,463,367$1,073,082
Q1 2021First Eagle U.S. ValueSell-578,8955,099,003$332,353
Q1 2021Greenhaven AssociatesSell-491,7301,254,687$81,780
Q1 2021ARK InvestBuy228,086714,287$46,557
Q1 2021Sequoia FundSell-196,2429,138,218$595,629
Q1 2021Torray FundSell-38,80148,878$3,186
Q1 2021Yacktman Asset ManagementBuy36,2003,498,306$228,020
Q1 2021Giverny CapitalBuy24,1771,022,002$66,614
Q1 2021Ariel Appreciation FundBuy20,3701,172,197$76,404
Q1 2021Mairs & Power Growth FundBuy6,2741,333,461$86,915
Q1 2021Sequoia Financial AdvisorsSell-4235,512$359
Q4 2020Dodge & Cox Stock FundSell-10,635,39185,027,078$4,509,836
Q4 2020Yacktman Asset ManagementBuy3,417,9063,462,106$183,630
Q4 2020Parnassus Endeavor FundBuy2,321,65117,103,618$907,176
Q4 2020Greenhaven AssociatesSell-1,598,5231,746,417$92,630

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.

Related SCHW insights