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 Form 13F filings. 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
Q1 2026Dodge & Cox Stock FundSell-1,511,04575,002,881$7,048,770,797
Q1 2026Sequoia FundSell-880,1684,714,780$443,095,024
Q1 2026Viking Global InvestorsBuy792,04914,664,954$1,378,212,377
Q1 2026Ariel Appreciation FundBuy60,652402,927$37,867,079
Q1 2026Giverny CapitalSell-49,4551,536,206$144,372,640
Q1 2026Yacktman Asset ManagementSell-31,6843,904,856$366,978,367
Q1 2026Mairs & Power Growth FundSell-25,625247,732$23,281,853
Q1 2026Cullen Value FundBuy25,00599,484$9,348,160
Q1 2026Sequoia Financial AdvisorsSell-16,001343,001$32,235,277
Q1 2026Parnassus Endeavor FundSell-12,0951,284,730$120,738,925
Q4 2025Dodge & Cox Stock FundSell-6,529,32776,513,926$7,644,506,390
Q4 2025Viking Global InvestorsSell-2,710,19613,872,905$1,386,041,939
Q4 2025Renaissance Technologies LLCBuy788,9001,810,741$180,911,133
Q4 2025Sequoia FundSell-720,6135,594,948$558,991,255
Q4 2025Yacktman Asset ManagementSell-258,1063,936,540$393,299,711
Q4 2025Parnassus Endeavor FundSell-58,7061,296,825$129,565,786
Q4 2025Cullen Value FundBuy49,55674,479$7,460,552
Q4 2025Sequoia Financial AdvisorsBuy30,413359,002$35,867,944
Q4 2025Mairs & Power Growth FundSell-26,032273,357$27,311,098
Q4 2025Giverny CapitalBuy9,8851,585,661$158,423,391
Q4 2025Ariel Appreciation FundSell-5,133342,275$34,196,695
Q4 2025Greenhaven AssociatesSell-2,50012,500$1,248,875
Q4 2025Lountzis Asset ManagementSell-2174,845$484,064
Q3 2025Dodge & Cox Stock FundSell-1,314,63283,043,253$7,928,139,405
Q3 2025Viking Global InvestorsBuy809,87616,583,101$1,583,188,652
Q3 2025Yacktman Asset ManagementSell-370,7284,194,646$400,462,854
Q3 2025Renaissance Technologies LLCSell-295,8001,021,841$97,555,160
Q3 2025Sequoia FundSell-283,2616,315,561$602,946,609
Q3 2025Ariel Appreciation FundSell-58,640347,408$33,167,042
Q3 2025Parnassus Endeavor FundBuy48,9271,355,531$129,412,545

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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