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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 5,540 | $40.3 萬 | 0.05% | 00.0% | 不變 |
| Inscription Capital, LLC | 5,540 | $40.3 萬 | 0.05% | +5,540 | 新進 |
| FLC Capital Advisors | 5,557 | $40.5 萬 | 0.12% | +200+3.7% | 加碼 |
| Advisors Capital Management, LLC | 5,580 | $40.6 萬 | 0.01% | +441+8.6% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 5,601 | $40.8 萬 | 0.05% | −601−9.7% | 減碼 |
| Moors & Cabot, Inc. | 5,659 | $41.2 萬 | 0.03% | −216−3.7% | 減碼 |
| Curated Wealth Partners LLC | 5,655 | $41.2 萬 | 0.22% | +836+17.3% | 加碼 |
| Hall Capital Management Co Inc | 5,688 | $41.4 萬 | 0.27% | +5,688 | 新進 |
| Court Place Advisors, LLC | 5,700 | $41.5 萬 | 0.12% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 5,717 | $41.6 萬 | 0.03% | +1,117+24.3% | 加碼 |
| Beach Investment Counsel Inc | 5,740 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| CNB Bank | 5,790 | $42.2 萬 | 0.26% | −150−2.5% | 減碼 |
| Sawtooth Solutions, LLC | 5,791 | $42.2 萬 | 0.08% | +1,117+23.9% | 加碼 |
| Pointe Capital Management LLC | 5,817 | $42.4 萬 | 0.30% | +234+4.2% | 加碼 |
| Apollon Wealth Management, LLC | 5,856 | $42.6 萬 | 0.08% | +660+12.7% | 加碼 |
| Transcend Wealth Collective, LLC | 5,851 | $42.7 萬 | 0.06% | −837−12.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,876 | $42.8 萬 | 0.02% | +364+6.6% | 加碼 |
| Clear Perspective Advisors, LLC | 5,907 | $43.0 萬 | 0.15% | +2,164+57.8% | 加碼 |
| Atticus Wealth Management, LLC | 5,933 | $43.2 萬 | 0.19% | 00.0% | 不變 |
| Hennessy Advisors Inc | 6,000 | $43.7 萬 | 0.02% | −1,000−14.3% | 減碼 |
| Capula Management Ltd | 6,016 | $43.8 萬 | 0.08% | +6,016 | 新進 |
| Rehmann Capital Advisory Group | 6,040 | $44.0 萬 | 0.04% | +146+2.5% | 加碼 |
| BTR Capital Management Inc | 6,047 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| American Money Management, LLC | 6,099 | $44.4 萬 | 0.15% | −1,544−20.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,087 | $44.4 萬 | 0.11% | +83+1.4% | 加碼 |
| Maven Securities LTD | 6,201 | $45.1 萬 | 0.05% | +6,201 | 新進 |
| West Coast Financial LLC | 6,207 | $45.2 萬 | 0.07% | +721+13.1% | 加碼 |
| Norway Savings Bank | 6,280 | $45.7 萬 | 0.22% | −125−2.0% | 減碼 |
| Csenge Advisory Group | 6,268 | $46.1 萬 | 0.04% | +50+0.8% | 加碼 |
| Putnam Investments LLC | 6,320 | $46.3 萬 | 0.00% | −3,030,111−99.8% | 減碼 |
| Fayez Sarofim & Co | 6,391 | $46.5 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 6,403 | $46.6 萬 | 0.08% | +25+0.4% | 加碼 |
| NBT Bank N A | 6,422 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,433 | $46.8 萬 | 0.11% | +1,656+34.7% | 加碼 |
| Concentric Wealth Management, LLC | 6,455 | $47.0 萬 | 0.14% | +20.0% | 加碼 |
| MACRO Consulting Group | 6,471 | $47.1 萬 | 0.24% | +59+0.9% | 加碼 |
| Kore Private Wealth LLC | 6,472 | $47.1 萬 | 0.05% | +985+18.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 6,483 | $47.2 萬 | 0.06% | +141+2.2% | 加碼 |
| Fiera Capital Corp | 6,500 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Cipher Capital LP | 6,515 | $47.4 萬 | 0.26% | −18,456−73.9% | 減碼 |
| Bahl & Gaynor Inc | 6,512 | $47.4 萬 | 0.00% | −1,528−19.0% | 減碼 |
| Wealthspire Advisors, LLC | 6,528 | $47.5 萬 | 0.01% | −9,797−60.0% | 減碼 |
| Wintrust Investments LLC | 6,527 | $47.5 萬 | 0.05% | −300−4.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,552 | $47.7 萬 | 0.04% | −2,434−27.1% | 減碼 |
| Avantax Advisory Services, Inc. | 6,507 | $47.7 萬 | 0.01% | +637+10.9% | 加碼 |
| Balasa Dinverno & Foltz LLC | 6,587 | $48.0 萬 | 0.03% | +68+1.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,597 | $48.0 萬 | 0.03% | +579+9.6% | 加碼 |
| Hollencrest Capital Management | 6,685 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Stonnington Group, LLC | 7,200 | $48.9 萬 | 0.11% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 6,793 | $49.5 萬 | 0.12% | +1,922+39.5% | 加碼 |
| Sheets Smith Wealth Management | 6,818 | $49.6 萬 | 0.07% | +10.0% | 加碼 |
| Belvedere Trading LLC | 7,295 | $49.6 萬 | 0.21% | +7,295 | 新進 |
| Nicolet Bankshares Inc | 6,877 | $50.1 萬 | 0.13% | −66−1.0% | 減碼 |
| Edgewood Management LLC | 6,900 | $50.2 萬 | 0.00% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 6,910 | $50.3 萬 | 0.16% | +6,910 | 新進 |
| Rothschild Investment Corp | 6,926 | $50.4 萬 | 0.04% | −24−0.3% | 減碼 |
| Buckley Wealth Management, LLC | 6,952 | $50.6 萬 | 0.17% | −204−2.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 6,950 | $50.6 萬 | 0.04% | 00.0% | 不變 |
| GFG Capital, LLC | 6,966 | $50.7 萬 | 0.15% | 00.0% | 不變 |
| Davidson Investment Advisors | 6,975 | $50.8 萬 | 0.04% | −625−8.2% | 減碼 |
| Iridian Asset Management LLC | 6,999 | $51.0 萬 | 0.01% | −2,710−27.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 7,019 | $51.1 萬 | 0.01% | −69,862−90.9% | 減碼 |
| Resources Investment Advisors, LLC. | 7,019 | $51.1 萬 | 0.02% | +2,918+71.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,117 | $51.8 萬 | 0.08% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,136 | $52.0 萬 | 0.09% | +7,136 | 新進 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $52.4 萬 | 0.03% | −220−3.0% | 減碼 |
| Clearstead Advisors, LLC | 7,226 | $52.6 萬 | 0.04% | +122+1.7% | 加碼 |
| Quest Capital Management Inc | 7,233 | $52.7 萬 | 0.10% | +788+12.2% | 加碼 |
| Garrison Point Advisors, LLC | 7,290 | $53.1 萬 | 0.38% | 00.0% | 不變 |
| Weld Capital Management LLC | 7,345 | $53.5 萬 | 0.54% | +7,345 | 新進 |
| Archford Capital Strategies, LLC | 7,407 | $53.9 萬 | 0.14% | +480+6.9% | 加碼 |
| KB Financial Partners, LLC | 7,400 | $53.9 萬 | 0.20% | +6,176+504.6% | 加碼 |
| ARGI Investment Services, LLC | 7,526 | $54.8 萬 | 0.02% | +1,010+15.5% | 加碼 |
| Dark Forest Capital Management LP | 7,543 | $54.9 萬 | 0.24% | +7,543 | 新進 |
| Sigma Planning Corp | 7,561 | $55.1 萬 | 0.02% | +7,561 | 新進 |
| Bragg Financial Advisors, Inc | 7,621 | $55.5 萬 | 0.04% | −55−0.7% | 減碼 |
| BBR Partners, LLC | 7,640 | $55.6 萬 | 0.04% | −5,795−43.1% | 減碼 |
| Axiom Investment Management LLC | 7,648 | $55.6 萬 | 0.43% | −3,974−34.2% | 減碼 |
| IFP Advisors, Inc | 7,645 | $56.2 萬 | 0.01% | −1,171−13.3% | 減碼 |
| ProVise Management Group, LLC | 7,730 | $56.3 萬 | 0.06% | +2,950+61.7% | 加碼 |
| Proficio Capital Partners LLC | 7,809 | $56.9 萬 | 0.07% | +228+3.0% | 加碼 |
| Albion Financial Group | 7,810 | $56.9 萬 | 0.05% | +7,810 | 新進 |
| Kingsview Wealth Management, LLC | 7,747 | $57.0 萬 | 0.03% | +1,656+27.2% | 加碼 |
| Cinctive Capital Management LP | 7,932 | $57.8 萬 | 0.03% | +7,932 | 新進 |
| Private Ocean, LLC | 7,970 | $58.0 萬 | 0.08% | −1,895−19.2% | 減碼 |
| Chilton Capital Management LLC | 7,972 | $58.0 萬 | 0.03% | +327+4.3% | 加碼 |
| Boston Financial Mangement LLC | 8,054 | $58.6 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 8,105 | $59.0 萬 | 0.04% | −2,572−24.1% | 減碼 |
| Lido Advisors, LLC | 8,122 | $59.1 萬 | 0.01% | +4,009+97.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,233 | $59.9 萬 | 0.04% | −191−2.3% | 減碼 |
| Barings LLC | 8,296 | $60.4 萬 | 0.01% | −13,343−61.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 8,406 | $61.2 萬 | 0.07% | +710+9.2% | 加碼 |
| Lake Street Advisors Group, LLC | 8,163 | $61.6 萬 | 0.05% | +238+3.0% | 加碼 |
| Burns Matteson Capital Management, LLC | 8,500 | $61.9 萬 | 0.49% | −121−1.4% | 減碼 |
| Orca Investment Management, LLC | 8,496 | $61.9 萬 | 0.56% | −1,717−16.8% | 減碼 |
| Cutler Group LP | 8,530 | $62.1 萬 | 0.05% | +8,530 | 新進 |
| DAGCO, Inc. | 8,550 | $62.3 萬 | 0.28% | −650−7.1% | 減碼 |
| Harbour Investments, Inc. | 8,556 | $62.3 萬 | 0.02% | +361+4.4% | 加碼 |
| Laurel Wealth Advisors, Inc. | 8,606 | $62.7 萬 | 0.08% | +145+1.7% | 加碼 |
| Voya Financial Advisors, Inc. | 8,632 | $63.2 萬 | 0.08% | −18,066−67.7% | 減碼 |