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
Q3 2020Giverny CapitalBuy3,854960,145$34,786
Q3 2020Mairs & Power Growth FundSell-17,2301,328,710$48,139
Q3 2020Brave Warrior AdvisorsBuy1,122,6382,560,691$92,774
Q3 2020First Eagle U.S. ValueBuy46,5995,700,160$206,517
Q3 2020Sequoia FundSell-229,2029,606,264$348,035
Q2 2020Yacktman Asset ManagementSell-4,00059,900$2,021
Q2 2020Parnassus Endeavor FundSell-7,03115,245,515$514,384
Q2 2020Greenhaven AssociatesBuy3,663,6683,663,668$123,612
Q2 2020ARK InvestSell-2,21633,589$1,133
Q2 2020Dodge & Cox Stock FundSell-5,391,29195,762,812$3,231,037
Q2 2020Giverny CapitalBuy68,794956,291$32,265
Q2 2020Mairs & Power Growth FundSell-4,3381,345,940$45,412
Q2 2020Brave Warrior AdvisorsSell-443,9371,438,053$48,520
Q2 2020Renaissance Technologies LLCBuy408,5002,841,500$95,872
Q2 2020First Eagle U.S. ValueBuy37,6955,653,561$190,751
Q2 2020Sequoia FundSell-1,987,3409,835,466$331,849
Q2 2020Ariel Appreciation FundBuy229,808990,981$33,436
Q1 2020Yacktman Asset ManagementBuy29,70063,900$2,148
Q1 2020Parnassus Endeavor FundBuy3,486,93415,252,546$512,791
Q1 2020ARK InvestBuy14,00535,805$1,204
Q1 2020Dodge & Cox Stock FundBuy4,768,264101,154,103$3,400,801
Q1 2020Triple Frond PartnersSell-2,237,700412,300$13,861
Q1 2020Giverny CapitalSell-64,380887,497$29,838
Q1 2020Mairs & Power Growth FundBuy78,2621,350,278$45,396
Q1 2020Brave Warrior AdvisorsBuy23,2921,881,990$63,273
Q1 2020Renaissance Technologies LLCBuy1,534,1002,433,000$81,797
Q1 2020First Eagle U.S. ValueBuy12,7805,615,866$188,805
Q1 2020Sequoia FundBuy3,274,79811,822,806$397,483
Q1 2020Ariel Appreciation FundBuy761,173761,173$25,591
Q4 2019Torray FundSell-328,29287,679$4,170

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.