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 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
325K+ 6690.36% |
$29.9M - $31.8M
|
330K
$30.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
384+ 0.68% |
$35.3K - $37.5K
|
56.7K
$5.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.08% |
$184 - $195
|
2.6K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-225- 0.8% |
$20.7K - $22K
|
28K
$2.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
96.6K+ 4.83% |
$8.88M - $9.44M
|
2.1M
$193M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-228K- 46.54% |
$20.9M - $22.3M
|
262K
$24M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 11.16% |
$128K - $136K
|
11.1K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
70+ 0.03% |
$6.43K - $6.84K
|
241K
$22.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
62+ 39.74% |
$5.7K - $6.06K
|
218
$20K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-500- 1.35% |
$46K - $48.9K
|
36.6K
$3.37M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 0.85% |
$2.11K - $2.25K
|
2.73K
$251K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19KNew |
$201K - $214K
|
2.19K
$201K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.15K- 3.58% |
$106K - $112K
|
30.9K
$2.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
30+ 0.67% |
$2.76K - $2.93K
|
4.51K
$415K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-176- 0.69% |
$16.2K - $17.2K
|
25.5K
$2.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 5.88% |
$276 - $293
|
54
$4.96K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
396K+ 13.03% |
$36.4M - $38.7M
|
3.44M
$316M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.13K- 1.85% |
$104K - $111K
|
60.1K
$5.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 0.3% |
$11.5K - $12.2K
|
41.3K
$3.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
614+ 6.09% |
$56.4K - $60K
|
10.7K
$983K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
36+ 0.48% |
$3.31K - $3.52K
|
7.54K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
474+ 2.69% |
$43.6K - $46.3K
|
18.1K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.77K- 2.72% |
$163K - $173K
|
63.2K
$5.81M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.25% |
$4.41K - $4.69K
|
19K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 2.1% |
$2.18M - $2.32M
|
1.15M
$106M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-160- 2.75% |
$14.7K - $15.6K
|
5.67K
$521K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 4.7% |
$11K - $11.7K
|
2.67K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-40- 1.23% |
$3.68K - $3.91K
|
3.23K
$296K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 3.27% |
$13.3K - $14.2K
|
4.29K
$394K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
154+ 5.0% |
$14.2K - $15K
|
3.23K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-108- 2.97% |
$9.93K - $10.6K
|
3.53K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
345+ 6.72% |
$31.7K - $33.7K
|
5.48K
$504K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-217- 44.74% |
$19.9K - $21.2K
|
268
$24.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
27+ 0.5% |
$2.48K - $2.64K
|
5.4K
$496K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-230- 10.62% |
$21.1K - $22.5K
|
1.94K
$178K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
393+ 12.73% |
$36.1K - $38.4K
|
3.48K
$320K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
146+ 5.06% |
$13.4K - $14.3K
|
3.03K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72K+ 20.05% |
$158K - $168K
|
10.3K
$946K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-220- 6.36% |
$20.2K - $21.5K
|
3.24K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155+ 5.29% |
$14.2K - $15.1K
|
3.09K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.71K+ 1.91% |
$341K - $363K
|
198K
$18.2M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.19% |
$7.63K - $8.11K
|
43.6K
$4M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
324+ 7.78% |
$29.8K - $31.7K
|
4.49K
$412K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-105- 4.18% |
$9.65K - $10.3K
|
2.4K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-134- 4.16% |
$12.3K - $13.1K
|
3.09K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.37K- 9.69% |
$217K - $231K
|
22K
$2.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-16- 0.1% |
$1.47K - $1.56K
|
16.2K
$1.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-73- 2.84% |
$6.71K - $7.13K
|
2.5K
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.21K+ 68.92% |
$295K - $313K
|
7.86K
$722K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
8.61KNew |
$791K - $841K
|
8.61K
$791K
|
|