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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,104 | $109.9 萬 | 0.11% | +3,200+26.9% | 加碼 |
| Parallel Advisors, LLC | 15,090 | $109.9 萬 | 0.05% | +8,549+130.7% | 加碼 |
| Founders Financial Securities LLC | 15,235 | $110.9 萬 | 0.22% | +11,264+283.7% | 加碼 |
| Ambassador Advisors, LLC | 15,259 | $111.1 萬 | 0.22% | −36−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,308 | $111.5 萬 | 0.02% | −2,198−12.6% | 減碼 |
| XTX Topco Ltd | 15,459 | $112.6 萬 | 0.38% | +15,459 | 新進 |
| Fruth Investment Management | 15,512 | $112.9 萬 | 0.34% | 00.0% | 不變 |
| Moseley Investment Management Inc | 15,536 | $113.1 萬 | 0.56% | −1,500−8.8% | 減碼 |
| USA Financial Portformulas Corp | 15,550 | $113.2 萬 | 0.95% | +15,550 | 新進 |
| Providence Wealth Advisors, LLC | 15,764 | $113.4 萬 | 0.77% | −70−0.4% | 減碼 |
| Empirical Finance, LLC | 15,608 | $113.6 萬 | 0.19% | +2,838+22.2% | 加碼 |
| Professional Financial Advisors, LLC | 15,570 | $114.0 萬 | 0.63% | −65−0.4% | 減碼 |
| Sage Rhino Capital LLC | 15,821 | $115.2 萬 | 0.34% | +842+5.6% | 加碼 |
| Cetera Advisor Networks LLC | 16,213 | $118.0 萬 | 0.02% | +9,529+142.6% | 加碼 |
| Penserra Capital Management LLC | 16,229 | $118.1 萬 | 0.02% | −1,582−8.9% | 減碼 |
| Pettyjohn, Wood & White, Inc | 16,227 | $118.2 萬 | 0.26% | −125−0.8% | 減碼 |
| Diversified Investment Strategies, LLC | 16,251 | $118.3 萬 | 0.88% | +10.0% | 加碼 |
| Conning Inc. | 16,296 | $118.7 萬 | 0.03% | −13,831−45.9% | 減碼 |
| JNBA Financial Advisors | 16,399 | $119.4 萬 | 0.16% | −296−1.8% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 16,418 | $119.5 萬 | 0.22% | −107−0.6% | 減碼 |
| Aurora Investment Counsel | 16,481 | $120.0 萬 | 0.84% | −19,083−53.7% | 減碼 |
| Boston Common Asset Management, LLC | 16,585 | $120.8 萬 | 0.05% | 00.0% | 不變 |
| Aspen Investment Management Inc | 16,604 | $120.9 萬 | 0.63% | +124+0.8% | 加碼 |
| Semmax Financial Advisors Inc. | 16,759 | $122.0 萬 | 0.39% | +504+3.1% | 加碼 |
| Umb Bank N A | 16,852 | $122.7 萬 | 0.03% | +12,042+250.4% | 加碼 |
| McCarthy Asset Management, Inc. | 16,886 | $122.9 萬 | 0.87% | 00.0% | 不變 |
| Colony Group LLC | 16,970 | $123.6 萬 | 0.02% | −311−1.8% | 減碼 |
| Symmetry Partners, LLC | 17,015 | $123.9 萬 | 0.08% | −2,440−12.5% | 減碼 |
| Aigen Investment Management, LP | 17,051 | $124.1 萬 | 0.22% | +17,051 | 新進 |
| Mission Creek Capital Partners, Inc. | 17,081 | $124.4 萬 | 0.20% | +382+2.3% | 加碼 |
| IFG Advisory, LLC | 17,180 | $125.0 萬 | 0.14% | −848−4.7% | 減碼 |
| Brown Capital Management LLC | 17,239 | $125.5 萬 | 0.01% | −244−1.4% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,293 | $125.9 萬 | 0.27% | −175−1.0% | 減碼 |
| Round Table Services, LLC | 17,309 | $126.0 萬 | 0.28% | +38+0.2% | 加碼 |
| Neumann Capital Management, LLC | 17,343 | $126.3 萬 | 0.57% | 00.0% | 不變 |
| Quantbot Technologies LP | 17,393 | $126.6 萬 | 0.10% | −13,620−43.9% | 減碼 |
| Vontobel Holding Ltd. | 17,714 | $129.7 萬 | 0.01% | −331−1.8% | 減碼 |
| Gemmer Asset Management LLC | 17,837 | $129.9 萬 | 0.18% | −2,774−13.5% | 減碼 |
| SG Americas Securities, LLC | 17,901 | $130.3 萬 | 0.01% | −111,676−86.2% | 減碼 |
| Cumberland Partners Ltd | 17,917 | $130.5 萬 | 0.10% | −1,583−8.1% | 減碼 |
| Tranquility Partners, LLC | 17,921 | $130.5 萬 | 0.73% | −792−4.2% | 減碼 |
| Wealth Alliance | 17,936 | $130.6 萬 | 0.31% | −581−3.1% | 減碼 |
| Gilman Hill Asset Management, LLC | 18,160 | $132.2 萬 | 0.34% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 18,330 | $133.5 萬 | 0.21% | +11,493+168.1% | 加碼 |
| Bingham Osborn & Scarborough LLC | 18,543 | $135.0 萬 | 0.10% | +1,108+6.4% | 加碼 |
| Old National Bancorp | 18,774 | $136.7 萬 | 0.05% | +524+2.9% | 加碼 |
| JT Stratford LLC | 18,886 | $137.5 萬 | 0.44% | +14,773+359.2% | 加碼 |
| Greenleaf Trust | 19,046 | $138.7 萬 | 0.02% | +766+4.2% | 加碼 |
| Central Bank & Trust Co | 19,050 | $138.7 萬 | 0.22% | +6,315+49.6% | 加碼 |
| Ossiam | 20,496 | $139.3 萬 | 0.04% | +20,496 | 新進 |
| Greystone Financial Group, LLC | 19,196 | $139.8 萬 | 0.35% | +547+2.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,895 | $141.4 萬 | 0.05% | −1,155−5.2% | 減碼 |
| Rossmore Private Capital | 19,475 | $141.8 萬 | 0.24% | 00.0% | 不變 |
| Veriti Management LLC | 19,547 | $142.3 萬 | 0.21% | +5,663+40.8% | 加碼 |
| Doheny Asset Management | 19,554 | $142.4 萬 | 0.92% | −41−0.2% | 減碼 |
| Beacon Financial Group | 21,074 | $143.2 萬 | 0.20% | +821+4.1% | 加碼 |
| High Pointe Capital Management LLC | 19,755 | $143.8 萬 | 1.13% | −15,210−43.5% | 減碼 |
| Stokes Family Office, LLC | 19,753 | $143.8 萬 | 0.20% | −2,994−13.2% | 減碼 |
| Heartland Bank & Trust Co | 19,833 | $144.4 萬 | 1.33% | −2,635−11.7% | 減碼 |
| Franklin Street Advisors Inc | 19,855 | $144.6 萬 | 0.12% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 19,904 | $144.9 萬 | 1.04% | +1,519+8.3% | 加碼 |
| LMR Partners LLP | 19,993 | $145.6 萬 | 0.02% | +13,415+203.9% | 加碼 |
| Fiduciary Trust Co | 20,087 | $146.2 萬 | 0.03% | +1,216+6.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 20,263 | $147.5 萬 | 0.30% | +298+1.5% | 加碼 |
| Lee Capital Holdings LLC | 20,265 | $147.5 萬 | 0.74% | +3,525+21.1% | 加碼 |
| Unigestion Holding SA | 20,183 | $147.8 萬 | 0.05% | +6,428+46.7% | 加碼 |
| Brown Brothers Harriman & Co | 20,337 | $148.1 萬 | 0.01% | +1,711+9.2% | 加碼 |
| JustInvest LLC | 20,353 | $148.2 萬 | 0.16% | +5,437+36.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 20,489 | $149.2 萬 | 0.05% | −222−1.1% | 減碼 |
| Bowling Portfolio Management LLC | 20,531 | $149.5 萬 | 0.33% | −62−0.3% | 減碼 |
| HM Payson & Co | 20,619 | $150.1 萬 | 0.04% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 20,745 | $151.0 萬 | 0.04% | +48+0.2% | 加碼 |
| American National Registered Investment Advisor, Inc. | 20,834 | $151.7 萬 | 0.54% | −161−0.8% | 減碼 |
| Central Trust Co | 20,980 | $152.8 萬 | 0.06% | −6,339−23.2% | 減碼 |
| Corient Capital Partners, LLC | 21,015 | $153.0 萬 | 0.11% | +2,365+12.7% | 加碼 |
| Spire Wealth Management | 21,208 | $153.6 萬 | 0.04% | −24,109−53.2% | 減碼 |
| Prelude Capital Management, LLC | 21,215 | $154.5 萬 | 0.09% | +21,215 | 新進 |
| Leisure Capital Management | 21,299 | $155.1 萬 | 0.87% | −825−3.7% | 減碼 |
| ExodusPoint Capital Management, LP | 21,728 | $158.2 萬 | 0.02% | −11,721−35.0% | 減碼 |
| Gamble Jones Investment Counsel | 21,819 | $158.9 萬 | 0.10% | +10.0% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $159.1 萬 | 0.02% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 21,912 | $159.5 萬 | 0.16% | +3,955+22.0% | 加碼 |
| Profund Advisors LLC | 21,928 | $159.6 萬 | 0.05% | −913−4.0% | 減碼 |
| Ropes Wealth Advisors LLC | 21,981 | $160.0 萬 | 0.25% | +785+3.7% | 加碼 |
| Harfst & Associates, Inc. | 22,053 | $160.5 萬 | 0.47% | −3,667−14.3% | 減碼 |
| NEXT Financial Group, Inc | 22,120 | $161.1 萬 | 0.13% | −401−1.8% | 減碼 |
| DCM Advisors, LLC | 22,155 | $161.3 萬 | 0.92% | +2,155+10.8% | 加碼 |
| QS Investors, LLC | 22,263 | $162.1 萬 | 0.02% | −143−0.6% | 減碼 |
| Allworth Financial LP | 22,283 | $162.2 萬 | 0.03% | +1,906+9.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,862 | $166.5 萬 | 0.10% | +500+2.2% | 加碼 |
| Palisade Asset Management, LLC | 23,229 | $169.1 萬 | 0.20% | −340−1.4% | 減碼 |
| Eqis Capital Management, Inc. | 23,333 | $169.9 萬 | 0.13% | −9,342−28.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 23,672 | $172.3 萬 | 0.07% | +1,744+8.0% | 加碼 |
| Advisor Partners LLC | 23,681 | $172.4 萬 | 0.11% | +1,103+4.9% | 加碼 |
| Pathstone Family Office, LLC | 23,879 | $173.9 萬 | 0.05% | +20,722+656.4% | 加碼 |
| Raymond James Trust N.A. | 23,909 | $174.1 萬 | 0.06% | −157−0.7% | 減碼 |
| Vestcor Inc | 24,201 | $176.2 萬 | 0.06% | −3,679−13.2% | 減碼 |
| 1st Source Bank | 24,235 | $176.4 萬 | 0.11% | −400−1.6% | 減碼 |
| Brasada Capital Management, LP | 24,254 | $176.6 萬 | 0.35% | +2,030+9.1% | 加碼 |
| Birmingham Capital Management Co Inc | 24,265 | $176.7 萬 | 0.65% | −1,950−7.4% | 減碼 |