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 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34+ 0.29% |
$3.12K - $3.32K
|
11.8K
$1.08M
|
|
|
Jan 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
32New |
$2.94K - $3.13K
|
32
$2.94K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 0.57% |
$2.94K - $3.13K
|
5.65K
$519K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
30+ 0.67% |
$2.76K - $2.93K
|
4.51K
$415K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
28+ 2.72% |
$2.57K - $2.74K
|
1.06K
$97.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
27+ 0.5% |
$2.48K - $2.64K
|
5.4K
$496K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
26+ 0.45% |
$2.39K - $2.54K
|
5.85K
$538K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 4.19% |
$2.39K - $2.54K
|
647
$59.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 1.13% |
$2.3K - $2.44K
|
2.23K
$205K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
25+ 0.23% |
$2.3K - $2.44K
|
11K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23+ 0.47% |
$2.11K - $2.25K
|
4.87K
$448K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
23+ 0.18% |
$2.11K - $2.25K
|
13K
$1.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23+ 0.85% |
$2.11K - $2.25K
|
2.73K
$251K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.75% |
$2.02K - $2.15K
|
2.94K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 0.33% |
$1.93K - $2.05K
|
6.33K
$582K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$1.84K - $1.95K
|
20
$1.84K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19+ 316.67% |
$1.75K - $1.86K
|
25
$2.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
19+ 0.65% |
$1.75K - $1.86K
|
2.93K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 7.59% |
$1.65K - $1.76K
|
255
$23.4K
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
17+ 0.44% |
$1.56K - $1.66K
|
3.9K
$358K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 0.32% |
$1.56K - $1.66K
|
5.32K
$489K
|
|
|
Jan 28, 2026
Q4 2025
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.71% |
$1.47K - $1.56K
|
2.26K
$208K
|
|
|
Jan 27, 2026
Q4 2025
|
West End Advisors, LLC
|
BUY
|
- |
16+ 41.03% |
$1.47K - $1.56K
|
55
$5.06K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 2.12% |
$1.38K - $1.47K
|
722
$66.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15+ 0.7% |
$1.38K - $1.47K
|
2.15K
$197K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$1.29K - $1.37K
|
21.5K
$1.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 1.75% |
$1.1K - $1.17K
|
696
$64K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12+ 0.14% |
$1.1K - $1.17K
|
8.86K
$814K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12+ 0.19% |
$1.1K - $1.17K
|
6.38K
$586K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
11+ 0.43% |
$1.01K - $1.07K
|
2.57K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.22% |
$919 - $977
|
4.65K
$428K
|
|
|
Jan 28, 2026
Q4 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$735 - $782
|
8
$735
|
|
|
Jan 26, 2026
Q4 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 20.51% |
$735 - $782
|
47
$4.32K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$735 - $782
|
3.42K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
8+ 0.35% |
$735 - $782
|
2.3K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.38% |
$735 - $782
|
2.13K
$196K
|
|
|
Jan 28, 2026
Q4 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6+ 0.3% |
$551 - $586
|
2.01K
$185K
|
|
|
Jan 20, 2026
Q4 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.26% |
$551 - $586
|
2.34K
$215K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 200.0% |
$551 - $586
|
9
$827
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.23% |
$551 - $586
|
2.65K
$244K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.2% |
$460 - $489
|
2.51K
$231K
|
|
|
Jan 22, 2026
Q4 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.1% |
$460 - $489
|
4.89K
$450K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 6.41% |
$460 - $489
|
83
$7.63K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5+ 0.11% |
$460 - $489
|
4.52K
$415K
|
|
|
Jan 27, 2026
Q4 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4+ 0.17% |
$368 - $391
|
2.43K
$223K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.11% |
$368 - $391
|
3.49K
$321K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.4% |
$276 - $293
|
762
$70K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 1.14% |
$276 - $293
|
267
$24.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.1% |
$276 - $293
|
2.95K
$271K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 5.88% |
$276 - $293
|
54
$4.96K
|
|