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
Q2 2020Yacktman Asset ManagementSell-4,00059,900$2,021
Q2 2020ARK InvestSell-2,21633,589$1,133
Q1 2020Dodge & Cox Stock FundBuy4,768,264101,154,103$3,400,801
Q1 2020Parnassus Endeavor FundBuy3,486,93415,252,546$512,791
Q1 2020Sequoia FundBuy3,274,79811,822,806$397,483
Q1 2020Triple Frond PartnersSell-2,237,700412,300$13,861
Q1 2020Renaissance Technologies LLCBuy1,534,1002,433,000$81,797
Q1 2020Ariel Appreciation FundBuy761,173761,173$25,591
Q1 2020Mairs & Power Growth FundBuy78,2621,350,278$45,396
Q1 2020Giverny CapitalSell-64,380887,497$29,838
Q1 2020Yacktman Asset ManagementBuy29,70063,900$2,148
Q1 2020Brave Warrior AdvisorsBuy23,2921,881,990$63,273
Q1 2020ARK InvestBuy14,00535,805$1,204
Q1 2020First Eagle U.S. ValueBuy12,7805,615,866$188,805
Q4 2019Dodge & Cox Stock FundBuy4,741,22996,385,839$4,584,111
Q4 2019Renaissance Technologies LLCSell-2,455,800898,900$42,752
Q4 2019Brave Warrior AdvisorsSell-1,521,2431,858,698$88,400
Q4 2019Third PointBuy1,000,0001,000,000$47,560
Q4 2019Parnassus Endeavor FundBuy942,74911,765,612$559,573
Q4 2019First Eagle U.S. ValueBuy937,8175,603,086$266,483
Q4 2019Triple Frond PartnersSell-500,0002,650,000$126,034
Q4 2019Torray FundSell-328,29287,679$4,170
Q4 2019Sequoia FundSell-155,0428,548,008$406,543
Q4 2019Mairs & Power Growth FundBuy27,6211,272,016$60,497
Q4 2019Giverny CapitalBuy15,716951,877$45,271
Q4 2019Hillman Value FundBuy4,6474,647$221
Q4 2019ARK InvestBuy87821,800$1,037
Q4 2019Yacktman Asset ManagementSell-50034,200$1,627
Q3 2019Mairs & Power Growth FundBuy50,6041,244,395$52,053
Q3 2019Torray FundSell-6,257415,971$17,400

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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