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 20, 2026
Q4 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.07KNew |
$282K - $300K
|
3.07K
$282K
|
|
|
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 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.78KNew |
$255K - $271K
|
2.78K
$255K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.72K+ 11.59% |
$250K - $266K
|
26.2K
$2.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.51K+ 1596.18% |
$230K - $245K
|
2.66K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.49KNew |
$229K - $243K
|
2.49K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$215K - $229K
|
2.34K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.24KNew |
$206K - $219K
|
2.24K
$206K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.23KNew |
$205K - $218K
|
2.23K
$205K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.19KNew |
$201K - $214K
|
2.19K
$201K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19KNew |
$201K - $214K
|
2.19K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.18K+ 1.49% |
$200K - $213K
|
148K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.1KNew |
$193K - $206K
|
2.1K
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.1KNew |
$193K - $205K
|
2.1K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.08KNew |
$191K - $203K
|
2.08K
$191K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
2.07KNew |
$191K - $203K
|
2.07K
$191K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$187K - $199K
|
2.04K
$187K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.02KNew |
$186K - $198K
|
2.02K
$186K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.01KNew |
$185K - $196K
|
2.01K
$185K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.01KNew |
$185K - $196K
|
2.01K
$185K
|
|
|
Jan 21, 2026
Q4 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.89K+ 13.87% |
$174K - $185K
|
15.5K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.81K+ 3.55% |
$167K - $177K
|
52.8K
$4.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.77K+ 3.7% |
$162K - $173K
|
49.5K
$4.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.73K+ 11.14% |
$159K - $169K
|
17.2K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72K+ 20.05% |
$158K - $168K
|
10.3K
$946K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.49K+ 5.97% |
$137K - $146K
|
26.5K
$2.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.49K+ 1.76% |
$137K - $145K
|
85.9K
$7.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.49K+ 2.43% |
$137K - $145K
|
62.8K
$5.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.46K+ 3.61% |
$134K - $143K
|
41.9K
$3.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.44K+ 7.8% |
$133K - $141K
|
19.9K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39K+ 8.66% |
$128K - $136K
|
17.4K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.38K+ 8.69% |
$127K - $135K
|
17.3K
$1.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
BUY
|
- |
1.31K+ 11.84% |
$120K - $128K
|
12.3K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.29K+ 7.7% |
$119K - $126K
|
18.1K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.25K+ 33.85% |
$115K - $122K
|
4.94K
$454K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.23K+ 8.49% |
$113K - $121K
|
15.8K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.22K+ 23.96% |
$112K - $119K
|
6.29K
$578K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.2K+ 26.82% |
$110K - $117K
|
5.68K
$522K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.19K+ 1.02% |
$109K - $116K
|
118K
$10.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.12K+ 6.21% |
$103K - $110K
|
19.2K
$1.77M
|
|
|
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
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.04K+ 0.66% |
$95.6K - $102K
|
160K
$14.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.04KNew |
$95.3K - $101K
|
1.04K
$95.3K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
1.02K+ 0.86% |
$93.6K - $99.5K
|
120K
$11M
|
|
|
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
|
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
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
966New |
$88.8K - $94.4K
|
966
$88.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
953+ 8.85% |
$87.6K - $93.1K
|
11.7K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
937+ 9.83% |
$86.1K - $91.6K
|
10.5K
$962K
|
|