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 2024Mairs & Power Growth FundSell-19,5781,367,378$100,762,085
Q2 2024First Eagle U.S. ValueSell-13,6353,565,470$262,739,502
Q2 2024Giverny CapitalBuy8,382869,813$64,096,520
Q1 2024Sequoia FundSell-337,5138,132,643$588,315,395
Q1 2024Ariel Appreciation FundSell-130,306831,990$60,186,157
Q1 2024Dodge & Cox Stock FundSell-124,89286,297,094$6,242,731,780
Q1 2024Mairs & Power Growth FundSell-82,5811,386,956$100,332,397
Q1 2024Yacktman Asset ManagementSell-35,3676,280,994$454,367,106
Q1 2024Giverny CapitalBuy27,527861,431$62,315,919
Q1 2024Sequoia Financial AdvisorsBuy6,596260,449$18,840,869
Q1 2024First Eagle U.S. ValueBuy5,7483,579,105$258,912,431
Q4 2023Dodge & Cox Stock FundBuy8,182,46786,421,986$5,945,832,637
Q4 2023Sequoia FundSell-210,6798,470,156$582,746,733
Q4 2023Parnassus Endeavor FundBuy172,9481,868,905$128,580,664
Q4 2023Sequoia Financial AdvisorsBuy54,264253,853$17,465,061
Q4 2023Yacktman Asset ManagementSell-39,7526,316,361$434,565,637
Q4 2023Ariel Appreciation FundSell-31,453962,296$66,205,965
Q4 2023Giverny CapitalBuy29,343833,904$57,372,595
Q4 2023Mairs & Power Growth FundSell-8,0021,469,537$101,104,146
Q4 2023First Eagle U.S. ValueSell-6,0733,573,357$245,846,988
Q3 2023Sequoia FundSell-267,8348,680,835$476,577,842
Q3 2023Dodge & Cox Stock FundSell-159,96078,239,519$4,295,349,593
Q3 2023Renaissance Technologies LLCBuy137,5003,349,041$183,862
Q3 2023Ariel Appreciation FundSell-55,775993,749$54,556,820
Q3 2023Mairs & Power Growth FundSell-54,3311,477,539$81,116,891
Q3 2023Giverny CapitalBuy52,430804,561$44,170,399
Q3 2023First Eagle U.S. ValueSell-35,1923,579,430$196,510,707
Q3 2023Sequoia Financial AdvisorsBuy21,000199,589$10,957,456
Q3 2023Yacktman Asset ManagementSell-18,7996,356,113$348,950,604
Q2 2023Parnassus Endeavor FundSell-8,140,2581,695,957$96,126,843

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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