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 13, 2026
Q4 2025
|
Syquant Capital Sas
|
BUY
|
- |
525KNew |
$48.3M - $51.3M
|
525K
$48.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
396K+ 13.03% |
$36.4M - $38.7M
|
3.44M
$316M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
380K+ 39.31% |
$34.9M - $37.1M
|
1.35M
$124M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
325K+ 6690.36% |
$29.9M - $31.8M
|
330K
$30.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
175K+ 470.23% |
$16.1M - $17.1M
|
212K
$19.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
148K+ 33.79% |
$13.6M - $14.5M
|
587K
$54M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
96.6K+ 4.83% |
$8.88M - $9.44M
|
2.1M
$193M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
49.6K+ 198.84% |
$4.55M - $4.84M
|
74.5K
$6.85M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
42.4KNew |
$3.9M - $4.14M
|
42.4K
$3.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
32.8KNew |
$3.01M - $3.2M
|
32.8K
$3.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.8K+ 2.1% |
$2.18M - $2.32M
|
1.15M
$106M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
12.2K+ 1.86% |
$1.12M - $1.19M
|
667K
$61.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.8K+ 0.47% |
$1.08M - $1.15M
|
2.51M
$230M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
9.47KNew |
$871K - $926K
|
9.47K
$871K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
8.61KNew |
$791K - $841K
|
8.61K
$791K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.18KNew |
$752K - $799K
|
8.18K
$752K
|
|
|
Jan 15, 2026
Q4 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
7.75K+ 33.79% |
$712K - $757K
|
30.7K
$2.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.59K+ 5.95% |
$698K - $742K
|
135K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.07K+ 1.63% |
$650K - $691K
|
440K
$40.5M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
7.04K+ 258.02% |
$647K - $688K
|
9.77K
$898K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
6.74K+ 2.56% |
$620K - $659K
|
270K
$24.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.16KNew |
$475K - $505K
|
5.16K
$475K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.59K+ 25.62% |
$421K - $448K
|
22.5K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.53K+ 6.36% |
$417K - $443K
|
75.8K
$6.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.08K+ 19.58% |
$375K - $398K
|
24.9K
$2.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.01KNew |
$369K - $392K
|
4.01K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.89KNew |
$357K - $380K
|
3.89K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.71K+ 1.91% |
$341K - $363K
|
198K
$18.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.5K+ 177.68% |
$321K - $341K
|
5.46K
$502K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.25K+ 9.33% |
$299K - $318K
|
38.1K
$3.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.21K+ 68.92% |
$295K - $313K
|
7.86K
$722K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 8.4% |
$270K - $287K
|
38K
$3.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.79K+ 5.39% |
$256K - $272K
|
54.5K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
2.78KNew |
$255K - $271K
|
2.78K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.49KNew |
$229K - $243K
|
2.49K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$215K - $229K
|
2.34K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.24KNew |
$206K - $219K
|
2.24K
$206K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19KNew |
$201K - $214K
|
2.19K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.1KNew |
$193K - $206K
|
2.1K
$193K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.08KNew |
$191K - $203K
|
2.08K
$191K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$187K - $199K
|
2.04K
$187K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.02KNew |
$186K - $198K
|
2.02K
$186K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.01KNew |
$185K - $196K
|
2.01K
$185K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.01KNew |
$185K - $196K
|
2.01K
$185K
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.81K+ 3.55% |
$167K - $177K
|
52.8K
$4.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.77K+ 3.7% |
$162K - $173K
|
49.5K
$4.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72K+ 20.05% |
$158K - $168K
|
10.3K
$946K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.49K+ 5.97% |
$137K - $146K
|
26.5K
$2.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.49K+ 2.43% |
$137K - $145K
|
62.8K
$5.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.46K+ 3.61% |
$134K - $143K
|
41.9K
$3.85M
|
|