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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Fiera Capital Corp | 6,500 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 6,483 | $47.2 萬 | 0.06% | +141+2.2% | 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 |
| Concentric Wealth Management, LLC | 6,455 | $47.0 萬 | 0.14% | +20.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,433 | $46.8 萬 | 0.11% | +1,656+34.7% | 加碼 |
| NBT Bank N A | 6,422 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 6,403 | $46.6 萬 | 0.08% | +25+0.4% | 加碼 |
| Fayez Sarofim & Co | 6,391 | $46.5 萬 | 0.00% | 00.0% | 不變 |
| Putnam Investments LLC | 6,320 | $46.3 萬 | 0.00% | −3,030,111−99.8% | 減碼 |
| Csenge Advisory Group | 6,268 | $46.1 萬 | 0.04% | +50+0.8% | 加碼 |
| Norway Savings Bank | 6,280 | $45.7 萬 | 0.22% | −125−2.0% | 減碼 |
| West Coast Financial LLC | 6,207 | $45.2 萬 | 0.07% | +721+13.1% | 加碼 |
| Maven Securities LTD | 6,201 | $45.1 萬 | 0.05% | +6,201 | 新進 |
| 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 |
| BTR Capital Management Inc | 6,047 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,040 | $44.0 萬 | 0.04% | +146+2.5% | 加碼 |
| Capula Management Ltd | 6,016 | $43.8 萬 | 0.08% | +6,016 | 新進 |
| Hennessy Advisors Inc | 6,000 | $43.7 萬 | 0.02% | −1,000−14.3% | 減碼 |
| Atticus Wealth Management, LLC | 5,933 | $43.2 萬 | 0.19% | 00.0% | 不變 |
| Clear Perspective Advisors, LLC | 5,907 | $43.0 萬 | 0.15% | +2,164+57.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,876 | $42.8 萬 | 0.02% | +364+6.6% | 加碼 |
| Transcend Wealth Collective, LLC | 5,851 | $42.7 萬 | 0.06% | −837−12.5% | 減碼 |
| Apollon Wealth Management, LLC | 5,856 | $42.6 萬 | 0.08% | +660+12.7% | 加碼 |
| Pointe Capital Management LLC | 5,817 | $42.4 萬 | 0.30% | +234+4.2% | 加碼 |
| 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 |
| Beach Investment Counsel Inc | 5,740 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 5,717 | $41.6 萬 | 0.03% | +1,117+24.3% | 加碼 |
| Court Place Advisors, LLC | 5,700 | $41.5 萬 | 0.12% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,688 | $41.4 萬 | 0.27% | +5,688 | 新進 |
| 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 |
| J. L. Bainbridge & Co., Inc. | 5,601 | $40.8 萬 | 0.05% | −601−9.7% | 減碼 |
| Advisors Capital Management, LLC | 5,580 | $40.6 萬 | 0.01% | +441+8.6% | 加碼 |
| FLC Capital Advisors | 5,557 | $40.5 萬 | 0.12% | +200+3.7% | 加碼 |
| 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 |
| Main Street Financial Solutions, LLC | 5,528 | $40.2 萬 | 0.06% | −7−0.1% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $40.1 萬 | 0.25% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 5,494 | $40.0 萬 | 0.16% | −31−0.6% | 減碼 |
| Vista Private Wealth Partners. LLC | 5,431 | $39.7 萬 | 0.17% | −751−12.1% | 減碼 |
| West Family Investments, Inc. | 5,455 | $39.7 萬 | 0.11% | +5,455 | 新進 |
| Addison Advisors LLC | 5,455 | $39.7 萬 | 0.32% | +5,455 | 新進 |
| YorkBridge Wealth Partners, LLC | 5,434 | $39.6 萬 | 0.10% | −309−5.4% | 減碼 |
| Marino, Stram & Associates LLC | 5,434 | $39.6 萬 | 0.10% | +5,434 | 新進 |
| Evermay Wealth Management LLC | 5,412 | $39.4 萬 | 0.07% | −19−0.3% | 減碼 |
| Manchester Capital Management LLC | 5,359 | $39.0 萬 | 0.05% | +30+0.6% | 加碼 |
| Berkshire Asset Management LLC | 5,300 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Boston Trust Walden Corp | 5,270 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Davis R M Inc | 5,221 | $38.0 萬 | 0.01% | −71−1.3% | 減碼 |
| WESPAC Advisors SoCal, LLC | 5,205 | $37.9 萬 | 0.13% | 00.0% | 不變 |
| State of Wyoming | 5,179 | $37.8 萬 | 0.24% | +885+20.6% | 加碼 |
| Diligent Investors, LLC | 5,183 | $37.7 萬 | 0.13% | −166−3.1% | 減碼 |
| Cetera Advisors LLC | 5,173 | $37.7 萬 | 0.01% | +35+0.7% | 加碼 |
| BSW Wealth Partners | 5,174 | $37.7 萬 | 0.10% | +930+21.9% | 加碼 |
| Smithfield Trust Co | 5,144 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 5,139 | $37.4 萬 | 0.03% | +1,250+32.1% | 加碼 |
| Aberdeen Wealth Management LLC | 5,080 | $37.0 萬 | 0.34% | +10.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 5,060 | $36.8 萬 | 0.00% | −32,771−86.6% | 減碼 |
| Baldwin Investment Management, LLC | 4,995 | $36.4 萬 | 0.06% | +645+14.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $36.2 萬 | 0.02% | −1,813−26.7% | 減碼 |
| Caas Capital Management LP | 4,945 | $36.0 萬 | 0.02% | −7,555−60.4% | 減碼 |
| Family Legacy, Inc. | 5,321 | $35.8 萬 | 0.16% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 4,914 | $35.7 萬 | 0.04% | +4,914 | 新進 |
| Capstone Investment Advisors, LLC | 4,903 | $35.7 萬 | 0.01% | +4,903 | 新進 |
| Ferguson Wellman Capital Management, Inc | 4,891 | $35.6 萬 | 0.01% | −70−1.4% | 減碼 |
| Credential Qtrade Securities Inc. | 4,870 | $35.5 萬 | 0.03% | +196+4.2% | 加碼 |
| Marquette Asset Management, LLC | 4,839 | $35.2 萬 | 0.08% | 00.0% | 不變 |
| Flossbach Von Storch AG | 4,824 | $35.1 萬 | 0.00% | +4,824 | 新進 |
| Jeppson Wealth Management, LLC | 4,819 | $35.0 萬 | 0.19% | −150−3.0% | 減碼 |
| PFG Private Wealth Management, LLC | 4,811 | $35.0 萬 | 0.23% | +598+14.2% | 加碼 |
| Engine No. 1 LLC | 4,792 | $34.9 萬 | 0.10% | +4,792 | 新進 |
| Tiedemann Advisors, LLC | 4,761 | $34.7 萬 | 0.01% | −180−3.6% | 減碼 |
| Nachman Norwood & Parrott, Inc | 4,769 | $34.7 萬 | 0.04% | −68−1.4% | 減碼 |
| Personal Cfo Solutions, LLC | 4,759 | $34.7 萬 | 0.07% | +150+3.3% | 加碼 |
| Mutual Advisors, LLC | 4,768 | $34.7 萬 | 0.02% | +521+12.3% | 加碼 |
| Delta Financial Advisors LLC | 4,745 | $34.5 萬 | 0.15% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 4,726 | $34.4 萬 | 0.18% | +150+3.3% | 加碼 |
| Coldstream Capital Management Inc | 4,725 | $34.4 萬 | 0.01% | +586+14.2% | 加碼 |
| Advisor Resource Council | 4,702 | $34.2 萬 | 0.04% | +4,702 | 新進 |
| Belpointe Asset Management LLC | 4,672 | $34.1 萬 | 0.02% | +1,076+29.9% | 加碼 |
| Equitable Trust Co | 4,653 | $33.9 萬 | 0.02% | −3,500−42.9% | 減碼 |
| Providence Capital Advisors, LLC | 4,611 | $33.6 萬 | 0.11% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 4,592 | $33.4 萬 | 0.12% | 00.0% | 不變 |
| Azimuth Capital Management LLC | 4,582 | $33.4 萬 | 0.01% | +32+0.7% | 加碼 |
| People's United Financial, Inc. | 4,573 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Highland Capital Management, LLC | 4,545 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 4,525 | $33.0 萬 | 0.07% | +10+0.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,535 | $33.0 萬 | 0.01% | +390+9.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,517 | $32.9 萬 | 0.09% | +1,240+37.8% | 加碼 |
| American Portfolios Advisors | 4,515 | $32.9 萬 | 0.01% | +436+10.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $32.8 萬 | 0.15% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 4,500 | $32.8 萬 | 0.34% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 4,509 | $32.8 萬 | 0.02% | +30+0.7% | 加碼 |