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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 29,849 | $217.3 萬 | 0.09% | +29,849 | 新進 |
| Associated Banc-Corp | 29,511 | $214.9 萬 | 0.09% | +18,633+171.3% | 加碼 |
| Aj Wealth Strategies, LLC | 29,449 | $214.4 萬 | 0.13% | −113−0.4% | 減碼 |
| Huntington National Bank | 29,362 | $213.9 萬 | 0.02% | +22,291+315.2% | 加碼 |
| Johnson Investment Counsel Inc | 28,771 | $209.5 萬 | 0.03% | −259−0.9% | 減碼 |
| Sowell Financial Services LLC | 28,666 | $208.7 萬 | 0.14% | −871−2.9% | 減碼 |
| Fosun International Ltd | 28,400 | $207.9 萬 | 0.12% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 28,377 | $206.6 萬 | 0.12% | −54−0.2% | 減碼 |
| PFG Advisors | 28,276 | $205.9 萬 | 0.24% | +28,276 | 新進 |
| Wolverine Trading, LLC | 28,056 | $205.4 萬 | 0.06% | −25,100−47.2% | 減碼 |
| Regions Financial Corp | 28,076 | $204.4 萬 | 0.02% | −281−1.0% | 減碼 |
| Canton Hathaway, LLC | 27,961 | $203.6 萬 | 0.60% | +103+0.4% | 加碼 |
| Cascade Investment Advisors, Inc. | 27,835 | $202.7 萬 | 1.28% | −755−2.6% | 減碼 |
| Hantz Financial Services, Inc. | 27,769 | $202.2 萬 | 0.07% | −3,987−12.6% | 減碼 |
| Perigon Wealth Management, LLC | 27,770 | $202.2 萬 | 0.18% | +206+0.7% | 加碼 |
| Tiaa, FSB | 27,759 | $202.1 萬 | 0.01% | −1,112−3.9% | 減碼 |
| Armstrong Henry H Associates Inc | 27,591 | $200.9 萬 | 0.23% | 00.0% | 不變 |
| Allstate Corp | 27,505 | $200.3 萬 | 0.07% | −2,749−9.1% | 減碼 |
| Federated Hermes, Inc. | 27,449 | $199.9 萬 | 0.00% | −5,805−17.5% | 減碼 |
| Redpoint Investment Management Pty Ltd | 27,397 | $199.5 萬 | 0.16% | −6,927−20.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 27,393 | $199.5 萬 | 0.69% | −4,500−14.1% | 減碼 |
| Tdam USA Inc. | 29,236 | $198.7 萬 | 0.12% | −3,949−11.9% | 減碼 |
| Cresset Asset Management, LLC | 27,105 | $197.4 萬 | 0.03% | +2,483+10.1% | 加碼 |
| Private Wealth Partners, LLC | 26,930 | $196.1 萬 | 0.18% | +185+0.7% | 加碼 |
| Garner Asset Management Corp | 26,461 | $192.7 萬 | 0.93% | +25+0.1% | 加碼 |
| Frisch Financial Group, Inc. | 26,366 | $192.0 萬 | 0.60% | +196+0.7% | 加碼 |
| DuPont Capital Management Corp | 26,358 | $191.9 萬 | 0.05% | +676+2.6% | 加碼 |
| First Hawaiian Bank | 26,285 | $191.3 萬 | 0.08% | −1,401−5.1% | 減碼 |
| Altium Wealth Management LLC | 26,233 | $191.0 萬 | 0.14% | +8,810+50.6% | 加碼 |
| CWA Asset Management Group, LLC | 25,425 | $187.1 萬 | 0.15% | −16−0.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 25,513 | $185.8 萬 | 1.20% | +5,749+29.1% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 25,277 | $184.0 萬 | 0.52% | +340+1.4% | 加碼 |
| MAI Capital Management | 25,102 | $182.8 萬 | 0.04% | −608−2.4% | 減碼 |
| Bayesian Capital Management, LP | 25,023 | $182.2 萬 | 0.48% | +25,023 | 新進 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $182.0 萬 | 0.24% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $182.0 萬 | 0.25% | 00.0% | 不變 |
| PNC Managed Account Solutions, Inc. | 24,984 | $181.9 萬 | 0.36% | +24,984 | 新進 |
| Naples Global Advisors, LLC | 24,825 | $180.8 萬 | 0.25% | +725+3.0% | 加碼 |
| Colonial Trust Advisors | 24,763 | $180.3 萬 | 0.22% | −334−1.3% | 減碼 |
| Aspiriant, LLC | 24,642 | $179.5 萬 | 0.10% | +352+1.4% | 加碼 |
| Lincoln Capital Corp | 24,523 | $178.6 萬 | 1.02% | +3,341+15.8% | 加碼 |
| Richard Bernstein Advisors LLC | 24,438 | $177.9 萬 | 0.04% | +12,627+106.9% | 加碼 |
| Regentatlantic Capital LLC | 24,276 | $176.8 萬 | 0.05% | +5,135+26.8% | 加碼 |
| Birmingham Capital Management Co Inc | 24,265 | $176.7 萬 | 0.65% | −1,950−7.4% | 減碼 |
| Brasada Capital Management, LP | 24,254 | $176.6 萬 | 0.35% | +2,030+9.1% | 加碼 |
| 1st Source Bank | 24,235 | $176.4 萬 | 0.11% | −400−1.6% | 減碼 |
| Vestcor Inc | 24,201 | $176.2 萬 | 0.06% | −3,679−13.2% | 減碼 |
| Raymond James Trust N.A. | 23,909 | $174.1 萬 | 0.06% | −157−0.7% | 減碼 |
| Pathstone Family Office, LLC | 23,879 | $173.9 萬 | 0.05% | +20,722+656.4% | 加碼 |
| Advisor Partners LLC | 23,681 | $172.4 萬 | 0.11% | +1,103+4.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 23,672 | $172.3 萬 | 0.07% | +1,744+8.0% | 加碼 |
| Eqis Capital Management, Inc. | 23,333 | $169.9 萬 | 0.13% | −9,342−28.6% | 減碼 |
| Palisade Asset Management, LLC | 23,229 | $169.1 萬 | 0.20% | −340−1.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,862 | $166.5 萬 | 0.10% | +500+2.2% | 加碼 |
| Allworth Financial LP | 22,283 | $162.2 萬 | 0.03% | +1,906+9.4% | 加碼 |
| QS Investors, LLC | 22,263 | $162.1 萬 | 0.02% | −143−0.6% | 減碼 |
| DCM Advisors, LLC | 22,155 | $161.3 萬 | 0.92% | +2,155+10.8% | 加碼 |
| NEXT Financial Group, Inc | 22,120 | $161.1 萬 | 0.13% | −401−1.8% | 減碼 |
| Harfst & Associates, Inc. | 22,053 | $160.5 萬 | 0.47% | −3,667−14.3% | 減碼 |
| Ropes Wealth Advisors LLC | 21,981 | $160.0 萬 | 0.25% | +785+3.7% | 加碼 |
| Profund Advisors LLC | 21,928 | $159.6 萬 | 0.05% | −913−4.0% | 減碼 |
| HighPoint Advisor Group LLC | 21,912 | $159.5 萬 | 0.16% | +3,955+22.0% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $159.1 萬 | 0.02% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 21,819 | $158.9 萬 | 0.10% | +10.0% | 加碼 |
| ExodusPoint Capital Management, LP | 21,728 | $158.2 萬 | 0.02% | −11,721−35.0% | 減碼 |
| Leisure Capital Management | 21,299 | $155.1 萬 | 0.87% | −825−3.7% | 減碼 |
| Prelude Capital Management, LLC | 21,215 | $154.5 萬 | 0.09% | +21,215 | 新進 |
| Spire Wealth Management | 21,208 | $153.6 萬 | 0.04% | −24,109−53.2% | 減碼 |
| Corient Capital Partners, LLC | 21,015 | $153.0 萬 | 0.11% | +2,365+12.7% | 加碼 |
| Central Trust Co | 20,980 | $152.8 萬 | 0.06% | −6,339−23.2% | 減碼 |
| American National Registered Investment Advisor, Inc. | 20,834 | $151.7 萬 | 0.54% | −161−0.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 20,745 | $151.0 萬 | 0.04% | +48+0.2% | 加碼 |
| HM Payson & Co | 20,619 | $150.1 萬 | 0.04% | 00.0% | 不變 |
| Bowling Portfolio Management LLC | 20,531 | $149.5 萬 | 0.33% | −62−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 20,489 | $149.2 萬 | 0.05% | −222−1.1% | 減碼 |
| JustInvest LLC | 20,353 | $148.2 萬 | 0.16% | +5,437+36.5% | 加碼 |
| Brown Brothers Harriman & Co | 20,337 | $148.1 萬 | 0.01% | +1,711+9.2% | 加碼 |
| Unigestion Holding SA | 20,183 | $147.8 萬 | 0.05% | +6,428+46.7% | 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 |
| Fiduciary Trust Co | 20,087 | $146.2 萬 | 0.03% | +1,216+6.4% | 加碼 |
| LMR Partners LLP | 19,993 | $145.6 萬 | 0.02% | +13,415+203.9% | 加碼 |
| Accretive Wealth Partners, LLC | 19,904 | $144.9 萬 | 1.04% | +1,519+8.3% | 加碼 |
| Franklin Street Advisors Inc | 19,855 | $144.6 萬 | 0.12% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 19,833 | $144.4 萬 | 1.33% | −2,635−11.7% | 減碼 |
| 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 |
| Beacon Financial Group | 21,074 | $143.2 萬 | 0.20% | +821+4.1% | 加碼 |
| Doheny Asset Management | 19,554 | $142.4 萬 | 0.92% | −41−0.2% | 減碼 |
| Veriti Management LLC | 19,547 | $142.3 萬 | 0.21% | +5,663+40.8% | 加碼 |
| Rossmore Private Capital | 19,475 | $141.8 萬 | 0.24% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 20,895 | $141.4 萬 | 0.05% | −1,155−5.2% | 減碼 |
| Greystone Financial Group, LLC | 19,196 | $139.8 萬 | 0.35% | +547+2.9% | 加碼 |
| Ossiam | 20,496 | $139.3 萬 | 0.04% | +20,496 | 新進 |
| 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 |
| JT Stratford LLC | 18,886 | $137.5 萬 | 0.44% | +14,773+359.2% | 加碼 |
| Old National Bancorp | 18,774 | $136.7 萬 | 0.05% | +524+2.9% | 加碼 |
| Bingham Osborn & Scarborough LLC | 18,543 | $135.0 萬 | 0.10% | +1,108+6.4% | 加碼 |
| Strategic Blueprint, LLC | 18,330 | $133.5 萬 | 0.21% | +11,493+168.1% | 加碼 |