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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
614+ 6.09% |
$56.4K - $60K
|
10.7K
$983K
|
|
|
Jan 20, 2026
Q4 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
610+ 5.93% |
$56.1K - $59.6K
|
10.9K
$1M
|
|
|
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 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 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
|
|
|
Jan 26, 2026
Q4 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
352+ 0.72% |
$32.4K - $34.4K
|
49.4K
$4.54M
|
|
|
Jan 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
350+ 10.53% |
$32.2K - $34.2K
|
3.67K
$338K
|
|
|
Jan 20, 2026
Q4 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
345+ 3.37% |
$31.7K - $33.7K
|
10.6K
$971K
|
|
|
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 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
318+ 0.25% |
$29.2K - $31.1K
|
130K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
310+ 3.27% |
$28.5K - $30.3K
|
9.78K
$899K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
297New |
$27.3K - $29K
|
297
$27.3K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
297+ 0.86% |
$27.3K - $29K
|
35K
$3.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
295+ 1.05% |
$27.1K - $28.8K
|
28.3K
$2.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
294+ 0.94% |
$27K - $28.7K
|
31.5K
$2.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
292+ 0.85% |
$26.8K - $28.5K
|
34.7K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
292New |
$26.8K - $28.5K
|
292
$26.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
282+ 1.96% |
$25.9K - $27.6K
|
14.7K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
280New |
$25.7K - $27.4K
|
280
$25.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
257New |
$23.6K - $25.1K
|
257
$23.6K
|
|
|
Jan 27, 2026
Q4 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
254+ 3.23% |
$23.3K - $24.8K
|
8.12K
$746K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
253+ 3.15% |
$23.3K - $24.7K
|
8.28K
$761K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
252+ 9.08% |
$23.2K - $24.6K
|
3.03K
$278K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250+ 215.52% |
$23K - $24.4K
|
366
$33.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
239+ 3.63% |
$22K - $23.4K
|
6.82K
$627K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
234+ 6.8% |
$21.5K - $22.9K
|
3.68K
$338K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
225+ 1.18% |
$20.7K - $22K
|
19.3K
$1.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
222+ 1.64% |
$20.4K - $21.7K
|
13.8K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
222+ 1.87% |
$20.4K - $21.7K
|
12.1K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
215+ 1.77% |
$19.8K - $21K
|
12.3K
$1.13M
|
|