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 2022Yacktman Asset ManagementSell-26,8073,464,581$292,099
Q1 2022Giverny CapitalBuy10,4221,152,883$97,200
Q1 2022Torray FundBuy7,10273,556$6,202
Q1 2022Sequoia Financial AdvisorsBuy2,64813,064$1,101
Q1 2022Greenhaven AssociatesSell-2,50020,000$1,686
Q4 2021Dodge & Cox Stock FundSell-740,83273,586,595$6,188,633
Q4 2021Mairs & Power Growth FundBuy313,6911,905,412$160,245
Q4 2021Egerton Capital UKBuy229,09414,493,384$1,218,894
Q4 2021Sequoia FundSell-183,2638,483,310$713,446
Q4 2021Parnassus Endeavor FundSell-123,20516,958,828$1,426,238
Q4 2021Ariel Appreciation FundSell-111,109802,416$67,483
Q4 2021First Eagle U.S. ValueSell-35,4804,916,190$413,452
Q4 2021Giverny CapitalBuy23,3501,142,461$96,081
Q4 2021Yacktman Asset ManagementBuy21,4603,491,388$293,626
Q4 2021Greenhaven AssociatesSell-19,48722,500$1,892
Q4 2021Sequoia Financial AdvisorsBuy4,54010,416$876
Q4 2021Torray FundSell-3,85366,454$5,589
Q3 2021Egerton Capital UKBuy7,959,24714,264,290$1,039,011
Q3 2021Dodge & Cox Stock FundSell-796,04074,327,427$5,414,010
Q3 2021Mairs & Power Growth FundBuy270,2561,591,721$115,941
Q3 2021Sequoia FundSell-129,3698,666,573$631,273
Q3 2021Greenhaven AssociatesSell-102,24041,987$3,058
Q3 2021Parnassus Endeavor FundSell-101,02817,082,033$1,244,255
Q3 2021First Eagle U.S. ValueSell-78,5954,951,670$360,680
Q3 2021Ariel Appreciation FundSell-54,464913,525$66,541
Q3 2021Giverny CapitalBuy51,1211,119,111$81,516
Q3 2021Brave Warrior AdvisorsSell-13,350707,943$51,567
Q3 2021Yacktman Asset ManagementSell-11,6133,469,928$252,750
Q3 2021Torray FundSell-41870,307$5,121
Q2 2021Dodge & Cox Stock FundSell-2,070,59575,123,467$5,469,740

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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