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 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
190+ 1.23% |
$17.5K - $18.6K
|
15.7K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
189+ 2.03% |
$17.4K - $18.5K
|
9.49K
$872K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
188+ 2.22% |
$17.3K - $18.4K
|
8.66K
$796K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
187+ 2.99% |
$17.2K - $18.3K
|
6.45K
$592K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
184New |
$16.9K - $18K
|
184
$16.9K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
182+ 5.34% |
$16.7K - $17.8K
|
3.59K
$330K
|
|
|
Jan 29, 2026
Q4 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
163+ 4.45% |
$15K - $15.9K
|
3.83K
$352K
|
|
|
Jan 27, 2026
Q4 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
163+ 1.05% |
$15K - $15.9K
|
15.6K
$1.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
155+ 5.29% |
$14.2K - $15.1K
|
3.09K
$284K
|
|
|
Jan 29, 2026
Q4 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
154+ 2.15% |
$14.2K - $15K
|
7.31K
$671K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
154+ 5.0% |
$14.2K - $15K
|
3.23K
$297K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
151+ 3.93% |
$13.9K - $14.8K
|
4K
$367K
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
146+ 5.37% |
$13.4K - $14.3K
|
2.86K
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
146+ 5.06% |
$13.4K - $14.3K
|
3.03K
$279K
|
|
|
Jan 26, 2026
Q4 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
145+ 3.03% |
$13.3K - $14.2K
|
4.93K
$453K
|
|
|
Jan 28, 2026
Q4 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
140+ 1.39% |
$12.9K - $13.7K
|
10.2K
$939K
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
137+ 0.78% |
$12.6K - $13.4K
|
17.7K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
137+ 0.31% |
$12.6K - $13.4K
|
44.9K
$4.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 0.93% |
$12K - $12.8K
|
14.2K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 19.66% |
$11.6K - $12.3K
|
767
$70.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
124+ 1.67% |
$11.4K - $12.1K
|
7.53K
$692K
|
|
|
Jan 23, 2026
Q4 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
120+ 0.12% |
$11K - $11.7K
|
104K
$9.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 4.7% |
$11K - $11.7K
|
2.67K
$246K
|
|
|
Jan 28, 2026
Q4 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
117+ 3.21% |
$10.8K - $11.4K
|
3.76K
$346K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
113+ 5650.0% |
$10.4K - $11K
|
115
$10.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 0.92% |
$10.3K - $10.9K
|
12.3K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
111+ 2.79% |
$10.2K - $10.8K
|
4.09K
$375K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 4.15% |
$9.83K - $10.5K
|
2.69K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.44% |
$9.83K - $10.5K
|
24.6K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.46% |
$9.65K - $10.3K
|
23K
$2.11M
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
103New |
$9.47K - $10.1K
|
103
$9.47K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
99+ 3.15% |
$9.1K - $9.67K
|
3.24K
$298K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
96+ 1.08% |
$8.82K - $9.38K
|
9.01K
$828K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
95+ 0.75% |
$8.73K - $9.28K
|
12.7K
$1.17M
|
|
|
Jan 29, 2026
Q4 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
93+ 1.13% |
$8.55K - $9.09K
|
8.29K
$762K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 8.48% |
$7.9K - $8.4K
|
1.1K
$101K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
86+ 2.44% |
$7.9K - $8.4K
|
3.61K
$332K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
86+ 31.27% |
$7.9K - $8.4K
|
361
$33.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
85+ 2.41% |
$7.81K - $8.31K
|
3.62K
$332K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.19% |
$7.63K - $8.11K
|
43.6K
$4M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 0.91% |
$7.17K - $7.62K
|
8.69K
$799K
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
77+ 0.37% |
$7.08K - $7.52K
|
20.8K
$1.91M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
77+ 3.07% |
$7.08K - $7.52K
|
2.58K
$237K
|
|
|
Jan 26, 2026
Q4 2025
|
Chicago Capital, LLC
|
BUY
|
- |
75+ 0.49% |
$6.89K - $7.33K
|
15.5K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
75+ 1.68% |
$6.89K - $7.33K
|
4.55K
$418K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
75+ 0.22% |
$6.89K - $7.33K
|
33.5K
$3.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
71+ 1.08% |
$6.53K - $6.94K
|
6.62K
$609K
|
|
|
Jan 27, 2026
Q4 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
70+ 1.04% |
$6.43K - $6.84K
|
6.83K
$628K
|
|
|
Jan 26, 2026
Q4 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
70+ 0.63% |
$6.43K - $6.84K
|
11.1K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
70+ 0.03% |
$6.43K - $6.84K
|
241K
$22.1M
|
|