Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、29 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2021 年第 2 季 13F 持有人
Schwab Charles Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,345
- 較 2021 年第 1 季 +47 家
- 持有股數
- 13.1 億
- 較 2021 年第 1 季 +1,814 萬 (+1.4%)
- 總市值
- $954.7 億
- 較 2021 年第 1 季 +$111.8 億 (+13.3%)
- 新進機構
- 130
- 另有 500 家加碼
- 清倉機構
- 83
- 另有 487 家減碼
另有 13 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2021 年第 2 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Academy Capital Management Inc | 2,916 | $21.2 萬 | 0.09% | +2,916 | 新進 |
| Park National Corp | 2,953 | $21.5 萬 | 0.01% | +2,953 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 2,950 | $21.5 萬 | 0.07% | +2,950 | 新進 |
| Financial Enhancement Group LLC | 2,970 | $21.6 萬 | 0.04% | +191+6.9% | 加碼 |
| Berkeley, Inc | 2,976 | $21.7 萬 | 0.16% | +2,976 | 新進 |
| Benin Management CORP | 3,000 | $21.8 萬 | 0.07% | −300−9.1% | 減碼 |
| Eudaimonia Partners, LLC | 2,995 | $21.8 萬 | 0.04% | +330+12.4% | 加碼 |
| Delta Investment Management, LLC | 3,000 | $21.8 萬 | 0.06% | +3,000 | 新進 |
| Alpha Cubed Investments, LLC | 3,010 | $21.9 萬 | 0.02% | −190−5.9% | 減碼 |
| CX Institutional | 3,013 | $21.9 萬 | 0.02% | +715+31.1% | 加碼 |
| Pflug Koory, LLC | 3,036 | $22.1 萬 | 0.12% | +108+3.7% | 加碼 |
| Good Life Advisors, LLC | 3,048 | $22.2 萬 | 0.04% | −301−9.0% | 減碼 |
| Gsa Capital Partners LLP | 3,043 | $22.2 萬 | 0.02% | +3,043 | 新進 |
| Cypress Capital Group | 3,068 | $22.3 萬 | 0.03% | +3,068 | 新進 |
| Family Management Corp | 3,072 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Homrich & Berg | 3,096 | $22.5 萬 | 0.01% | −877−22.1% | 減碼 |
| Northstar Asset Management LLC | 3,090 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 3,093 | $22.5 萬 | 0.03% | 00.0% | 不變 |
| Financial Consulate, Inc | 3,106 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,108 | $22.6 萬 | 0.04% | +3,108 | 新進 |
| Financial Consulate Inc. | 3,106 | $22.6 萬 | 0.08% | +3,106 | 新進 |
| Granite Investment Advisors, LLC | 3,134 | $22.8 萬 | 0.04% | +34+1.1% | 加碼 |
| Wedge Capital Management L L P | 3,156 | $23.0 萬 | 0.00% | −275−8.0% | 減碼 |
| Integrated Investment Consultants, LLC | 3,173 | $23.1 萬 | 0.07% | −346−9.8% | 減碼 |
| Veracity Capital LLC | 3,174 | $23.1 萬 | 0.05% | +3,174 | 新進 |
| Brave Asset Management Inc | 3,200 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Savant Capital, LLC | 3,196 | $23.3 萬 | 0.01% | +73+2.3% | 加碼 |
| Brighton Jones LLC | 3,201 | $23.3 萬 | 0.01% | +97+3.1% | 加碼 |
| Itau Unibanco Holding S.A. | 3,200 | $23.3 萬 | 0.01% | +3,200 | 新進 |
| Magnetar Financial LLC | 3,220 | $23.4 萬 | 0.00% | +3,220 | 新進 |
| Verity & Verity, LLC | 3,235 | $23.6 萬 | 0.04% | 00.0% | 不變 |
| Trust Co of Virginia | 3,234 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,256 | $23.7 萬 | 0.03% | +2,586+386.0% | 加碼 |
| Essex Financial Services, Inc. | 3,282 | $23.9 萬 | 0.03% | +3,282 | 新進 |
| Psagot Investment House Ltd. | 3,300 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 3,305 | $24.1 萬 | 0.05% | −7,331−68.9% | 減碼 |
| Evanson Asset Management, LLC | 3,317 | $24.1 萬 | 0.03% | +41+1.3% | 加碼 |
| Intrua Financial, LLC | 3,248 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 3,350 | $24.4 萬 | 0.16% | 00.0% | 不變 |
| Maryland Capital Management | 3,350 | $24.4 萬 | 0.01% | +3,350 | 新進 |
| Budros, Ruhlin & Roe, Inc. | 3,360 | $24.5 萬 | 0.03% | −1,386−29.2% | 減碼 |
| Douglas Lane & Associates, LLC | 3,373 | $24.6 萬 | 0.00% | −228−6.3% | 減碼 |
| Sonora Investment Management, LLC | 3,385 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Beaumont Financial Partners, LLC | 3,374 | $24.6 萬 | 0.02% | +50+1.5% | 加碼 |
| Crawford Investment Counsel Inc | 3,399 | $24.7 萬 | 0.00% | −343−9.2% | 減碼 |
| Hamel Associates, Inc. | 3,425 | $24.9 萬 | 0.09% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 3,427 | $25.0 萬 | 0.10% | −101−2.9% | 減碼 |
| CWS Financial Advisors, LLC | 3,442 | $25.1 萬 | 0.10% | −540−13.6% | 減碼 |
| Vantage Consulting Group Inc | 3,460 | $25.2 萬 | 0.04% | +3,460 | 新進 |
| Cambridge Trust Co | 3,492 | $25.4 萬 | 0.01% | −150−4.1% | 減碼 |
| Stock Yards Bank & Trust Co | 3,484 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Financial Architects, Inc | 3,485 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,503 | $25.5 萬 | 0.07% | +3,503 | 新進 |
| Gryphon Financial Partners LLC | 6,055 | $25.6 萬 | 0.06% | +572+10.4% | 加碼 |
| Klingman & Associates, LLC | 3,519 | $25.6 萬 | 0.02% | +174+5.2% | 加碼 |
| CKW Financial Group | 3,500 | $25.7 萬 | 0.04% | −200−5.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,535 | $25.7 萬 | 0.11% | +128+3.8% | 加碼 |
| Autus Asset Management, LLC | 3,534 | $25.7 萬 | 0.03% | −49−1.4% | 減碼 |
| Insight 2811, Inc. | 3,559 | $25.9 萬 | 0.15% | 00.0% | 不變 |
| Souders Financial Advisors | 3,551 | $25.9 萬 | 0.09% | +11+0.3% | 加碼 |
| Berman Capital Advisors, LLC | 3,568 | $25.9 萬 | 0.04% | +873+32.4% | 加碼 |
| Donaldson Capital Management, LLC | 3,558 | $25.9 萬 | 0.01% | +3,558 | 新進 |
| Sigma Investment Counselors Inc | 3,574 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 3,578 | $26.0 萬 | 0.01% | +50+1.4% | 加碼 |
| Forte Capital LLC | 3,571 | $26.0 萬 | 0.04% | +3,571 | 新進 |
| Park Avenue Securities LLC | 3,574 | $26.0 萬 | 0.01% | +3,574 | 新進 |
| Venture Visionary Partners LLC | 3,594 | $26.1 萬 | 0.02% | −534−12.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,587 | $26.1 萬 | 0.05% | −453−11.2% | 減碼 |
| Pallas Capital Advisors LLC | 3,864 | $26.1 萬 | 0.04% | +3,864 | 新進 |
| LCM Capital Management Inc | 3,610 | $26.3 萬 | 0.22% | −92−2.5% | 減碼 |
| Klingenstein Fields & Co LP | 3,615 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| WNY Asset Management, LLC | 3,628 | $26.4 萬 | 0.09% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,640 | $26.5 萬 | 0.01% | +19+0.5% | 加碼 |
| Cohen Klingenstein LLC | 3,660 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 3,671 | $26.7 萬 | 0.06% | +3,671 | 新進 |
| Private Trust Co NA | 3,676 | $26.8 萬 | 0.04% | +260+7.6% | 加碼 |
| AXS Investments LLC | 3,680 | $26.8 萬 | 0.08% | +3,680 | 新進 |
| Erste Asset Management GmbH | 3,670 | $26.9 萬 | 0.01% | +3,650+18,250.0% | 加碼 |
| Childress Capital Advisors, LLC | 3,699 | $26.9 萬 | 0.12% | −14−0.4% | 減碼 |
| Independent Advisor Alliance | 3,720 | $27.1 萬 | 0.01% | +333+9.8% | 加碼 |
| Great Lakes Advisors, LLC | 3,720 | $27.1 萬 | 0.00% | +3,720 | 新進 |
| Sunflower Bank, N.A. | 3,742 | $27.2 萬 | 0.04% | +248+7.1% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,756 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Founders Capital Management | 3,750 | $27.3 萬 | 0.18% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 3,754 | $27.3 萬 | 0.03% | +100+2.7% | 加碼 |
| Claro Advisors LLC | 3,768 | $27.4 萬 | 0.12% | −241−6.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,776 | $27.5 萬 | 0.04% | −624−14.2% | 減碼 |
| St Germain D J Co Inc | 3,792 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 3,803 | $27.7 萬 | 0.21% | +14+0.4% | 加碼 |
| CoreFirst Bank & Trust | 3,820 | $27.8 萬 | 0.19% | 00.0% | 不變 |
| Gould Asset Management LLC | 3,827 | $27.9 萬 | 0.08% | 00.0% | 不變 |
| Carlson Capital Management | 3,833 | $27.9 萬 | 0.04% | +51+1.3% | 加碼 |
| Little House Capital LLC | 3,828 | $27.9 萬 | 0.15% | +3,828 | 新進 |
| Grandfield & Dodd, LLC | 3,885 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| GoalVest Advisory LLC | 3,840 | $28.0 萬 | 0.17% | +272+7.6% | 加碼 |
| Affinity Capital Advisors, LLC | 3,869 | $28.2 萬 | 0.10% | −135−3.4% | 減碼 |
| Eastern Bank | 3,892 | $28.3 萬 | 0.01% | −431−10.0% | 減碼 |
| Sanders Morris Harris LLC | 4,000 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 3,915 | $28.5 萬 | 0.03% | +3,915 | 新進 |
| Johnson Financial Group, Inc. | 3,929 | $28.6 萬 | 0.02% | −10,006−71.8% | 減碼 |