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 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.29M+ 45.11% |
$210M - $224M
|
7.37M
$677M
|
|
|
Jan 13, 2026
Q4 2025
|
Syquant Capital Sas
|
BUY
|
- |
525KNew |
$48.3M - $51.3M
|
525K
$48.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
396K+ 13.03% |
$36.4M - $38.7M
|
3.44M
$316M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
380K+ 39.31% |
$34.9M - $37.1M
|
1.35M
$124M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
325K+ 6690.36% |
$29.9M - $31.8M
|
330K
$30.4M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
205K+ 1346.75% |
$18.8M - $20M
|
220K
$20.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
148K+ 33.79% |
$13.6M - $14.5M
|
587K
$54M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
135K+ 15.41% |
$12.4M - $13.1M
|
1.01M
$92.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
131K+ 1637.36% |
$12M - $12.8M
|
139K
$12.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Imc Chicago, LLC
|
BUY
|
- |
118K+ 583.0% |
$10.8M - $11.5M
|
138K
$12.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Fcf Advisors LLC
|
BUY
|
- |
111KNew |
$10.2M - $10.8M
|
111K
$10.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
101K+ 5728.42% |
$9.32M - $9.91M
|
103K
$9.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
96.6K+ 4.83% |
$8.88M - $9.44M
|
2.1M
$193M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
PUT |
92.5K+ 6.72% |
$8.5M - $9.04M
|
1.47M
$135M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
59.6K+ 5.02% |
$5.48M - $5.82M
|
1.25M
$114M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
49.6K+ 198.84% |
$4.55M - $4.84M
|
74.5K
$6.85M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
45.4K+ 12.46% |
$4.18M - $4.44M
|
410K
$37.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.1K+ 228.84% |
$4.05M - $4.31M
|
63.4K
$5.83M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
42.4KNew |
$3.9M - $4.14M
|
42.4K
$3.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42K+ 622.4% |
$3.86M - $4.1M
|
48.7K
$4.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Wright Investors Service Inc
|
BUY
|
- |
36.2K+ 145.23% |
$3.32M - $3.53M
|
61.1K
$5.61M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
34.7K+ 15.5% |
$3.19M - $3.39M
|
259K
$23.8M
|
|
|
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 28, 2026
Q4 2025
|
Juno Financial Group LLC
Richmond, VA |
BUY
|
- |
25.9KNew |
$2.38M - $2.53M
|
25.9K
$2.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 2.1% |
$2.18M - $2.32M
|
1.15M
$106M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
23.7K+ 45.65% |
$2.18M - $2.32M
|
75.6K
$6.95M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
23.6K+ 75.85% |
$2.17M - $2.3M
|
54.7K
$5.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
20K+ 57.65% |
$1.84M - $1.95M
|
54.7K
$5.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Baxter Bros Inc
|
BUY
|
- |
19.4K+ 16.29% |
$1.78M - $1.89M
|
138K
$12.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
16.9KNew |
$1.55M - $1.65M
|
16.9K
$1.55M
|
|
|
Jan 30, 2026
Q4 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
15.9K+ 2.12% |
$1.46M - $1.56M
|
765K
$70.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15.7K+ 1.55% |
$1.44M - $1.53M
|
1.03M
$94.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15K+ 15.33% |
$1.38M - $1.47M
|
113K
$10.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$1.34M - $1.43M
|
14.6K
$1.34M
|
|
|
Jan 28, 2026
Q4 2025
|
Directional Asset Management
Arlington Heights, IL |
BUY
|
- |
14.1KNew |
$1.3M - $1.38M
|
14.1K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.6KNew |
$1.25M - $1.33M
|
13.6K
$1.25M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
13.1KNew |
$1.21M - $1.28M
|
13.1K
$1.21M
|
|
|
Jan 26, 2026
Q4 2025
|
Clean Yield Group
|
BUY
|
- |
13.1K+ 47.9% |
$1.2M - $1.28M
|
40.4K
$3.72M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13K+ 65.79% |
$1.2M - $1.27M
|
32.9K
$3.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
12.6K+ 153.15% |
$1.15M - $1.23M
|
20.8K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
12.2K+ 1.86% |
$1.12M - $1.19M
|
667K
$61.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.9K+ 106.72% |
$1.09M - $1.16M
|
23K
$2.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.8K+ 0.47% |
$1.08M - $1.15M
|
2.51M
$230M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 19.45% |
$1.03M - $1.1M
|
69.1K
$6.35M
|
|
|
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 29, 2026
Q4 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.5K+ 43.28% |
$967K - $1.03M
|
34.8K
$3.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
10.4K+ 22.12% |
$955K - $1.02M
|
57.4K
$5.27M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
9.78K+ 0.65% |
$899K - $956K
|
1.51M
$139M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
9.54KNew |
$877K - $932K
|
9.54K
$877K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
9.47KNew |
$871K - $926K
|
9.47K
$871K
|
|