Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
937+ 9.83% |
$86.1K - $91.6K
|
10.5K
$962K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.23K+ 8.49% |
$113K - $121K
|
15.8K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
432+ 1.81% |
$39.7K - $42.2K
|
24.2K
$2.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-254- 47.83% |
$23.3K - $24.8K
|
277
$25.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.21K- 45.51% |
$203K - $216K
|
2.64K
$243K
|
|
|
Jan 20, 2026
Q4 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
58+ 0.01% |
$5.33K - $5.67K
|
460K
$42.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.45K- 70.21% |
$133K - $141K
|
614
$56.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.51K+ 1596.18% |
$230K - $245K
|
2.66K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
69+ 4.55% |
$6.34K - $6.74K
|
1.59K
$146K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-912- 5.95% |
$83.8K - $89.1K
|
14.4K
$1.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.26% |
$551 - $586
|
2.34K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 19.66% |
$11.6K - $12.3K
|
767
$70.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.81K- 1.49% |
$167K - $177K
|
120K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 4.12% |
$9.01K - $9.58K
|
2.28K
$209K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11- 0.18% |
$1.01K - $1.07K
|
5.97K
$549K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 12.32% |
$210K - $223K
|
16.2K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.85K+ 14.3% |
$629K - $669K
|
54.7K
$5.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-62- 1.92% |
$5.7K - $6.06K
|
3.16K
$290K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
709+ 6.0% |
$65.2K - $69.3K
|
12.5K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-549- 19.61% |
$50.5K - $53.6K
|
2.25K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$735 - $782
|
3.42K
$315K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-204- 8.41% |
$18.7K - $19.9K
|
2.22K
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
239+ 3.63% |
$22K - $23.4K
|
6.82K
$627K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-439- 1.14% |
$40.3K - $42.9K
|
38.2K
$3.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-584- 0.88% |
$53.7K - $57.1K
|
66.1K
$6.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-72- 1.55% |
$6.62K - $7.04K
|
4.57K
$420K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-254- 1.52% |
$23.3K - $24.8K
|
16.5K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2026
Q4 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
34+ 0.06% |
$3.12K - $3.32K
|
54K
$4.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-12.3K- 7.61% |
$1.13M - $1.2M
|
149K
$13.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
SELL
|
- |
-5.02K- 11.11% |
$461K - $490K
|
40.2K
$3.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.01K+ 5.94% |
$645K - $685K
|
125K
$11.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.73K+ 11.14% |
$159K - $169K
|
17.2K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 0.33% |
$1.93K - $2.05K
|
6.33K
$582K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
966New |
$88.8K - $94.4K
|
966
$88.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-154- 6.27% |
$14.2K - $15K
|
2.3K
$212K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.86K+ 17.38% |
$447K - $475K
|
32.8K
$3.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.87KNew |
$356K - $378K
|
3.87K
$356K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Advocate Group LLC
|
SELL
|
- |
-13.9K- 12.11% |
$1.28M - $1.36M
|
101K
$9.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.39% |
$93.1K - $99K
|
30.9K
$2.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
566+ 7.17% |
$52K - $55.3K
|
8.47K
$778K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1K+ 18.82% |
$91.9K - $97.7K
|
6.31K
$580K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.7K+ 41.23% |
$982K - $1.04M
|
36.6K
$3.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-454- 4.27% |
$41.7K - $44.4K
|
10.2K
$936K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
723+ 24.12% |
$66.5K - $70.6K
|
3.72K
$342K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-685- 25.43% |
$63K - $66.9K
|
2.01K
$185K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 2.85% |
$101K - $107K
|
39.7K
$3.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
26+ 0.45% |
$2.39K - $2.54K
|
5.85K
$538K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.2K- 4.69% |
$386K - $410K
|
85.3K
$7.84M
|
|