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
Q1 2021Parnassus Endeavor FundSell-640,25116,463,367$1,073,082
Q1 2021Greenhaven AssociatesSell-491,7301,254,687$81,780
Q1 2021ARK InvestBuy228,086714,287$46,557
Q1 2021Ariel Appreciation FundBuy20,3701,172,197$76,404
Q1 2021Dodge & Cox Stock FundSell-7,833,01677,194,062$5,031,509
Q1 2021Sequoia Financial AdvisorsSell-4235,512$359
Q1 2021Brave Warrior AdvisorsSell-1,584,709734,288$47,861
Q1 2021Giverny CapitalBuy24,1771,022,002$66,614
Q1 2021Mairs & Power Growth FundBuy6,2741,333,461$86,915
Q1 2021First Eagle U.S. ValueSell-578,8955,099,003$332,353
Q1 2021Sequoia FundSell-196,2429,138,218$595,629
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
Q4 2020ARK InvestBuy271,305486,201$25,788
Q4 2020Dodge & Cox Stock FundSell-10,635,39185,027,078$4,509,836
Q4 2020Hillman Value FundSell-4084,239$225
Q4 2020Sequoia Financial AdvisorsBuy5,9355,935$315
Q4 2020Giverny CapitalBuy37,680997,825$52,925
Q4 2020Ariel Appreciation FundSell-101,4341,151,827$61,093
Q4 2020Mairs & Power Growth FundSell-1,5231,327,187$70,394
Q4 2020Brave Warrior AdvisorsSell-241,6942,318,997$122,999
Q4 2020First Eagle U.S. ValueSell-22,2625,677,898$301,156
Q4 2020Sequoia FundSell-271,8049,334,460$495,100
Q3 2020Yacktman Asset ManagementSell-15,70044,200$1,601
Q3 2020Parnassus Endeavor FundSell-463,54814,781,967$535,551
Q3 2020Greenhaven AssociatesSell-318,7283,344,940$121,187
Q3 2020ARK InvestBuy181,307214,896$7,786
Q3 2020Dodge & Cox Stock FundSell-100,34395,662,469$3,465,851
Q3 2020Ariel Appreciation FundBuy262,2801,253,261$45,406

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.