Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.2K- 4.69% |
$386K - $410K
|
85.3K
$7.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-459- 3.43% |
$42.2K - $44.8K
|
12.9K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.12K+ 6.21% |
$103K - $110K
|
19.2K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-84- 0.29% |
$7.72K - $8.21K
|
28.5K
$2.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
11+ 0.43% |
$1.01K - $1.07K
|
2.57K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
198+ 0.14% |
$18.2K - $19.3K
|
143K
$13.1M
|
|
|
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 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-36- 1.34% |
$3.31K - $3.52K
|
2.65K
$244K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-798- 42.95% |
$73.3K - $78K
|
1.06K
$97.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
257New |
$23.6K - $25.1K
|
257
$23.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
175K+ 470.23% |
$16.1M - $17.1M
|
212K
$19.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-22- 0.6% |
$2.02K - $2.15K
|
3.63K
$333K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
112+ 3.32% |
$10.3K - $10.9K
|
3.49K
$320K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.75% |
$2.02K - $2.15K
|
2.94K
$270K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-368- 6.45% |
$33.8K - $36K
|
5.34K
$491K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 200.0% |
$551 - $586
|
9
$827
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-43- 0.79% |
$3.95K - $4.2K
|
5.37K
$493K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
380K+ 39.31% |
$34.9M - $37.1M
|
1.35M
$124M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 1.75% |
$1.1K - $1.17K
|
696
$64K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 1.13% |
$2.3K - $2.44K
|
2.23K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.02% |
$2.39K - $2.54K
|
153K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31- 0.31% |
$2.85K - $3.03K
|
9.83K
$904K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-252- 3.02% |
$23.2K - $24.6K
|
8.11K
$745K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-324- 6.6% |
$29.8K - $31.7K
|
4.58K
$421K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
12.2K+ 1.86% |
$1.12M - $1.19M
|
667K
$61.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.19K+ 1.02% |
$109K - $116K
|
118K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
297+ 0.86% |
$27.3K - $29K
|
35K
$3.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.65K- 0.76% |
$795K - $845K
|
1.13M
$104M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.04K- 3.39% |
$371K - $394K
|
115K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.89KNew |
$357K - $380K
|
3.89K
$357K
|
|
|
Jan 15, 2026
Q4 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
7.75K+ 33.79% |
$712K - $757K
|
30.7K
$2.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-7.36K- 13.95% |
$676K - $719K
|
45.4K
$4.17M
|
|
|
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
|
Signature Wealth Management Group
|
SELL
|
- |
-99- 3.25% |
$9.1K - $9.67K
|
2.95K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.77K+ 3.7% |
$162K - $173K
|
49.5K
$4.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.1K- 3.65% |
$2.58M - $2.75M
|
743K
$68.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-369- 8.12% |
$33.9K - $36.1K
|
4.18K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
414+ 5.52% |
$38.1K - $40.5K
|
7.91K
$727K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
379+ 2229.41% |
$34.8K - $37K
|
396
$36.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-81- 6.14% |
$7.44K - $7.91K
|
1.24K
$114K
|
|
|
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
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$1.29K - $1.37K
|
21.5K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
6.74K+ 2.56% |
$620K - $659K
|
270K
$24.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$369K - $392K
|
4.01K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-853- 3.23% |
$78.4K - $83.3K
|
25.5K
$2.35M
|
|
|
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
|
Meyer Handelman CO
|
SELL
|
- |
-292- 11.72% |
$26.8K - $28.5K
|
2.2K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$215K - $229K
|
2.34K
$215K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
148K+ 33.79% |
$13.6M - $14.5M
|
587K
$54M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3- 0.06% |
$276 - $293
|
5K
$460K
|
|