Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
396K+ 13.03% |
$36.4M - $38.7M
|
3.44M
$316M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
96.6K+ 4.83% |
$8.88M - $9.44M
|
2.1M
$193M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
32.8KNew |
$3.01M - $3.2M
|
32.8K
$3.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 2.1% |
$2.18M - $2.32M
|
1.15M
$106M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
9.47KNew |
$871K - $926K
|
9.47K
$871K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
8.61KNew |
$791K - $841K
|
8.61K
$791K
|
|
|
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
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.21K+ 68.92% |
$295K - $313K
|
7.86K
$722K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 8.4% |
$270K - $287K
|
38K
$3.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.79K+ 5.39% |
$256K - $272K
|
54.5K
$5.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.24KNew |
$206K - $219K
|
2.24K
$206K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19KNew |
$201K - $214K
|
2.19K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.02KNew |
$186K - $198K
|
2.02K
$186K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72K+ 20.05% |
$158K - $168K
|
10.3K
$946K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.38K+ 8.69% |
$127K - $135K
|
17.3K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
953+ 8.85% |
$87.6K - $93.1K
|
11.7K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
825+ 33.7% |
$75.8K - $80.6K
|
3.27K
$301K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
815+ 2.62% |
$74.9K - $79.6K
|
31.9K
$2.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
704+ 30.15% |
$64.7K - $68.8K
|
3.04K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
614+ 6.09% |
$56.4K - $60K
|
10.7K
$983K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
525+ 4.49% |
$48.3K - $51.3K
|
12.2K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
474+ 2.69% |
$43.6K - $46.3K
|
18.1K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
466+ 2.86% |
$42.8K - $45.5K
|
16.8K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
393+ 12.73% |
$36.1K - $38.4K
|
3.48K
$320K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
382+ 11.43% |
$35.1K - $37.3K
|
3.73K
$342K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
360+ 1.2% |
$33.1K - $35.2K
|
30.3K
$2.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
345+ 6.72% |
$31.7K - $33.7K
|
5.48K
$504K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
330+ 4.53% |
$30.3K - $32.2K
|
7.61K
$699K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
324+ 7.78% |
$29.8K - $31.7K
|
4.49K
$412K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
280New |
$25.7K - $27.4K
|
280
$25.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
253+ 3.15% |
$23.3K - $24.7K
|
8.28K
$761K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
234+ 6.8% |
$21.5K - $22.9K
|
3.68K
$338K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155+ 5.29% |
$14.2K - $15.1K
|
3.09K
$284K
|
|
|
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
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
146+ 5.06% |
$13.4K - $14.3K
|
3.03K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 4.7% |
$11K - $11.7K
|
2.67K
$246K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
85+ 2.41% |
$7.81K - $8.31K
|
3.62K
$332K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.19% |
$7.63K - $8.11K
|
43.6K
$4M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
75+ 0.22% |
$6.89K - $7.33K
|
33.5K
$3.08M
|
|
|
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 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.26% |
$3.77K - $4.01K
|
3.31K
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
36+ 0.48% |
$3.31K - $3.52K
|
7.54K
$693K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 0.57% |
$2.94K - $3.13K
|
5.65K
$519K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
27+ 0.5% |
$2.48K - $2.64K
|
5.4K
$496K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 0.85% |
$2.11K - $2.25K
|
2.73K
$251K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12+ 0.19% |
$1.1K - $1.17K
|
6.38K
$586K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5+ 0.11% |
$460 - $489
|
4.52K
$415K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.11% |
$368 - $391
|
3.49K
$321K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$91.9 - $97.7
|
228
$21K
|
|