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 2020Sequoia FundSell-271,8049,334,460$495,100
Q4 2020ARK InvestBuy271,305486,201$25,788
Q4 2020Brave Warrior AdvisorsSell-241,6942,318,997$122,999
Q4 2020Ariel Appreciation FundSell-101,4341,151,827$61,093
Q4 2020Giverny CapitalBuy37,680997,825$52,925
Q4 2020First Eagle U.S. ValueSell-22,2625,677,898$301,156
Q4 2020Sequoia Financial AdvisorsBuy5,9355,935$315
Q4 2020Mairs & Power Growth FundSell-1,5231,327,187$70,394
Q4 2020Hillman Value FundSell-4084,239$225
Q3 2020Brave Warrior AdvisorsBuy1,122,6382,560,691$92,774
Q3 2020Parnassus Endeavor FundSell-463,54814,781,967$535,551
Q3 2020Greenhaven AssociatesSell-318,7283,344,940$121,187
Q3 2020Ariel Appreciation FundBuy262,2801,253,261$45,406
Q3 2020Sequoia FundSell-229,2029,606,264$348,035
Q3 2020ARK InvestBuy181,307214,896$7,786
Q3 2020Dodge & Cox Stock FundSell-100,34395,662,469$3,465,851
Q3 2020First Eagle U.S. ValueBuy46,5995,700,160$206,517
Q3 2020Mairs & Power Growth FundSell-17,2301,328,710$48,139
Q3 2020Yacktman Asset ManagementSell-15,70044,200$1,601
Q3 2020Giverny CapitalBuy3,854960,145$34,786
Q2 2020Dodge & Cox Stock FundSell-5,391,29195,762,812$3,231,037
Q2 2020Greenhaven AssociatesBuy3,663,6683,663,668$123,612
Q2 2020Sequoia FundSell-1,987,3409,835,466$331,849
Q2 2020Brave Warrior AdvisorsSell-443,9371,438,053$48,520
Q2 2020Renaissance Technologies LLCBuy408,5002,841,500$95,872
Q2 2020Ariel Appreciation FundBuy229,808990,981$33,436
Q2 2020Giverny CapitalBuy68,794956,291$32,265
Q2 2020First Eagle U.S. ValueBuy37,6955,653,561$190,751
Q2 2020Parnassus Endeavor FundSell-7,03115,245,515$514,384
Q2 2020Mairs & Power Growth FundSell-4,3381,345,940$45,412

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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