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 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 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.2KNew |
$110K - $117K
|
1.2K
$110K
|
|
|
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 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.16K+ 303.95% |
$106K - $113K
|
1.54K
$141K
|
|
|
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 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
989+ 17.27% |
$90.9K - $96.6K
|
6.72K
$617K
|
|
|
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
|
|