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
|
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
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
911+ 2.49% |
$83.7K - $89K
|
37.6K
$3.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
879+ 0.66% |
$80.8K - $85.9K
|
133K
$12.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
850+ 3.88% |
$78.1K - $83.1K
|
22.8K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
842+ 11.65% |
$77.4K - $82.3K
|
8.07K
$742K
|
|
|
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 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
812+ 14.99% |
$74.6K - $79.3K
|
6.23K
$572K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
784+ 5.88% |
$72.1K - $76.6K
|
14.1K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
782+ 8.27% |
$71.9K - $76.4K
|
10.2K
$941K
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
765+ 14.37% |
$70.3K - $74.7K
|
6.09K
$560K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
758+ 19.34% |
$69.7K - $74.1K
|
4.68K
$430K
|
|
|
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
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
709+ 6.0% |
$65.2K - $69.3K
|
12.5K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
707+ 9.98% |
$65K - $69.1K
|
7.79K
$716K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
704+ 30.15% |
$64.7K - $68.8K
|
3.04K
$279K
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
698+ 2.18% |
$64.2K - $68.2K
|
32.7K
$3.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
692+ 0.96% |
$63.6K - $67.6K
|
73K
$6.71M
|
|
|
Jan 27, 2026
Q4 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
669+ 1.16% |
$61.5K - $65.4K
|
58.3K
$5.36M
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
629+ 1.86% |
$57.8K - $61.5K
|
34.5K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
614+ 6.09% |
$56.4K - $60K
|
10.7K
$983K
|
|
|
Jan 28, 2026
Q4 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
610+ 17.85% |
$56.1K - $59.6K
|
4.03K
$370K
|
|
|
Jan 20, 2026
Q4 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
610+ 5.93% |
$56.1K - $59.6K
|
10.9K
$1M
|
|
|
Jan 28, 2026
Q4 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
581+ 3.18% |
$53.4K - $56.8K
|
18.8K
$1.73M
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
579+ 24.37% |
$53.2K - $56.6K
|
2.96K
$272K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
573+ 8.77% |
$52.7K - $56K
|
7.11K
$653K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
572+ 20.65% |
$52.6K - $55.9K
|
3.34K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
566+ 7.17% |
$52K - $55.3K
|
8.47K
$778K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
545+ 7.48% |
$50.1K - $53.3K
|
7.83K
$720K
|
|
|
Jan 26, 2026
Q4 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
527+ 1.1% |
$48.4K - $51.5K
|
48.4K
$4.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
525+ 4.49% |
$48.3K - $51.3K
|
12.2K
$1.12M
|
|
|
Jan 28, 2026
Q4 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
521+ 4.51% |
$47.9K - $50.9K
|
12.1K
$1.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 16.67% |
$46K - $48.9K
|
3.5K
$322K
|
|
|
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 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
455+ 2.73% |
$41.8K - $44.5K
|
17.1K
$1.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
432+ 1.81% |
$39.7K - $42.2K
|
24.2K
$2.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
431+ 11.55% |
$39.6K - $42.1K
|
4.16K
$383K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
414+ 5.52% |
$38.1K - $40.5K
|
7.91K
$727K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
408+ 10.82% |
$37.5K - $39.9K
|
4.18K
$384K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
406+ 4.26% |
$37.3K - $39.7K
|
9.94K
$914K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
400New |
$36.8K - $39.1K
|
400
$36.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
393+ 12.73% |
$36.1K - $38.4K
|
3.48K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
384+ 0.68% |
$35.3K - $37.5K
|
56.7K
$5.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
382+ 11.43% |
$35.1K - $37.3K
|
3.73K
$342K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
379+ 2229.41% |
$34.8K - $37K
|
396
$36.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Sather Financial Group Inc
|
BUY
|
- |
372+ 14.06% |
$34.2K - $36.3K
|
3.02K
$277K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
360+ 1.2% |
$33.1K - $35.2K
|
30.3K
$2.78M
|
|