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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 11,032 | $80.3 萬 | 0.42% | −139−1.2% | 減碼 |
| TCTC Holdings, LLC | 11,020 | $80.3 萬 | 0.04% | +300+2.8% | 加碼 |
| Osborne Partners Capital Management, LLC | 11,025 | $80.3 萬 | 0.07% | +424+4.0% | 加碼 |
| Hyperion Capital Advisors LP | 10,899 | $79.4 萬 | 0.23% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 10,887 | $79.3 萬 | 0.12% | +118+1.1% | 加碼 |
| Van Eck Associates Corp | 10,861 | $79.1 萬 | 0.00% | −1,259,113−99.1% | 減碼 |
| Inverness Counsel LLC | 10,660 | $77.6 萬 | 0.03% | +5,386+102.1% | 加碼 |
| Patriot Investment Management Inc. | 10,650 | $77.5 萬 | 0.07% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 10,525 | $76.6 萬 | 0.34% | +150+1.4% | 加碼 |
| Smith, Moore & Co. | 10,268 | $74.8 萬 | 0.11% | −145−1.4% | 減碼 |
| SNS Financial Group, LLC | 10,196 | $74.2 萬 | 0.10% | +41+0.4% | 加碼 |
| Centiva Capital, LP | 10,187 | $74.2 萬 | 0.06% | +6,174+153.8% | 加碼 |
| Bank of the West | 10,166 | $74.1 萬 | 0.08% | −853−7.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 10,102 | $73.6 萬 | 0.13% | 00.0% | 不變 |
| Advisory Research Inc | 10,055 | $73.2 萬 | 0.05% | −2,198−17.9% | 減碼 |
| First Midwest Bank Trust Division | 10,019 | $72.9 萬 | 0.10% | +899+9.9% | 加碼 |
| Loveless Wealth Management LLC | 10,015 | $72.9 萬 | 0.44% | +1,055+11.8% | 加碼 |
| Ballentine Partners, LLC | 9,987 | $72.8 萬 | 0.03% | +174+1.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 9,951 | $72.4 萬 | 0.39% | +9,951 | 新進 |
| Cascadia Advisory Services, LLC | 9,910 | $72.2 萬 | 0.16% | −524−5.0% | 減碼 |
| Pitcairn Co | 9,868 | $71.8 萬 | 0.05% | −155−1.5% | 減碼 |
| Logan Capital Management Inc | 9,729 | $70.8 萬 | 0.03% | 00.0% | 不變 |
| Intrust Bank NA | 9,635 | $70.2 萬 | 0.09% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 9,590 | $69.8 萬 | 0.12% | +2,330+32.1% | 加碼 |
| RMR Wealth Builders | 9,571 | $69.7 萬 | 0.23% | −1,322−12.1% | 減碼 |
| Navalign, LLC | 9,511 | $69.2 萬 | 0.29% | +29+0.3% | 加碼 |
| Barrett Asset Management, LLC | 9,452 | $68.8 萬 | 0.03% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 9,434 | $68.7 萬 | 0.04% | 00.0% | 不變 |
| Crumly & Associates Inc. | 9,393 | $68.4 萬 | 0.33% | +4,146+79.0% | 加碼 |
| Sun Life Financial INC | 9,332 | $68.0 萬 | 0.03% | −1,146−10.9% | 減碼 |
| Fulton Bank, N.A. | 9,310 | $67.8 萬 | 0.03% | +232+2.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,300 | $67.7 萬 | 0.44% | 00.0% | 不變 |
| Mizuho Markets Cayman LP | 9,281 | $67.6 萬 | 0.12% | −33−0.4% | 減碼 |
| Focus Financial Network, Inc. | 9,262 | $67.4 萬 | 0.09% | −40−0.4% | 減碼 |
| ETF Managers Group, LLC | 9,170 | $67.1 萬 | 0.01% | −646−6.6% | 減碼 |
| Cannell Peter B & Co Inc | 9,146 | $66.6 萬 | 0.02% | 00.0% | 不變 |
| Ironwood Financial, llc | 9,111 | $66.3 萬 | 0.20% | 00.0% | 不變 |
| FineMark National Bank & Trust | 9,084 | $66.1 萬 | 0.03% | +190+2.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 9,027 | $65.7 萬 | 0.24% | −1,850−17.0% | 減碼 |
| Waldron Private Wealth LLC | 8,795 | $64.0 萬 | 0.04% | −10.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,762 | $63.8 萬 | 0.04% | +2,572+41.6% | 加碼 |
| 44 Wealth Management LLC | 8,755 | $63.7 萬 | 0.25% | −4,760−35.2% | 減碼 |
| Occudo Quantitative Strategies LP | 8,731 | $63.6 萬 | 0.10% | +8,731 | 新進 |
| Voya Financial Advisors, Inc. | 8,632 | $63.2 萬 | 0.08% | −18,066−67.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 8,606 | $62.7 萬 | 0.08% | +145+1.7% | 加碼 |
| 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 |
| Cutler Group LP | 8,530 | $62.1 萬 | 0.05% | +8,530 | 新進 |
| Orca Investment Management, LLC | 8,496 | $61.9 萬 | 0.56% | −1,717−16.8% | 減碼 |
| Burns Matteson Capital Management, LLC | 8,500 | $61.9 萬 | 0.49% | −121−1.4% | 減碼 |
| Lake Street Advisors Group, LLC | 8,163 | $61.6 萬 | 0.05% | +238+3.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 8,406 | $61.2 萬 | 0.07% | +710+9.2% | 加碼 |
| Barings LLC | 8,296 | $60.4 萬 | 0.01% | −13,343−61.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,233 | $59.9 萬 | 0.04% | −191−2.3% | 減碼 |
| Lido Advisors, LLC | 8,122 | $59.1 萬 | 0.01% | +4,009+97.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,105 | $59.0 萬 | 0.04% | −2,572−24.1% | 減碼 |
| Boston Financial Mangement LLC | 8,054 | $58.6 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Cinctive Capital Management LP | 7,932 | $57.8 萬 | 0.03% | +7,932 | 新進 |
| Kingsview Wealth Management, LLC | 7,747 | $57.0 萬 | 0.03% | +1,656+27.2% | 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 |
| ProVise Management Group, LLC | 7,730 | $56.3 萬 | 0.06% | +2,950+61.7% | 加碼 |
| IFP Advisors, Inc | 7,645 | $56.2 萬 | 0.01% | −1,171−13.3% | 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 |
| Bragg Financial Advisors, Inc | 7,621 | $55.5 萬 | 0.04% | −55−0.7% | 減碼 |
| Sigma Planning Corp | 7,561 | $55.1 萬 | 0.02% | +7,561 | 新進 |
| Dark Forest Capital Management LP | 7,543 | $54.9 萬 | 0.24% | +7,543 | 新進 |
| ARGI Investment Services, LLC | 7,526 | $54.8 萬 | 0.02% | +1,010+15.5% | 加碼 |
| 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 |
| Weld Capital Management LLC | 7,345 | $53.5 萬 | 0.54% | +7,345 | 新進 |
| Garrison Point Advisors, LLC | 7,290 | $53.1 萬 | 0.38% | 00.0% | 不變 |
| Quest Capital Management Inc | 7,233 | $52.7 萬 | 0.10% | +788+12.2% | 加碼 |
| Clearstead Advisors, LLC | 7,226 | $52.6 萬 | 0.04% | +122+1.7% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $52.4 萬 | 0.03% | −220−3.0% | 減碼 |
| Waddell & Associates, LLC | 7,136 | $52.0 萬 | 0.09% | +7,136 | 新進 |
| Ashton Thomas Private Wealth, LLC | 7,117 | $51.8 萬 | 0.08% | 00.0% | 不變 |
| 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 |
| Iridian Asset Management LLC | 6,999 | $51.0 萬 | 0.01% | −2,710−27.9% | 減碼 |
| Davidson Investment Advisors | 6,975 | $50.8 萬 | 0.04% | −625−8.2% | 減碼 |
| GFG Capital, LLC | 6,966 | $50.7 萬 | 0.15% | 00.0% | 不變 |
| 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 |
| Rothschild Investment Corp | 6,926 | $50.4 萬 | 0.04% | −24−0.3% | 減碼 |
| GSB Wealth Management, LLC | 6,910 | $50.3 萬 | 0.16% | +6,910 | 新進 |
| Edgewood Management LLC | 6,900 | $50.2 萬 | 0.00% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 6,877 | $50.1 萬 | 0.13% | −66−1.0% | 減碼 |
| 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 |
| Plante Moran Financial Advisors, LLC | 6,793 | $49.5 萬 | 0.12% | +1,922+39.5% | 加碼 |
| Stonnington Group, LLC | 7,200 | $48.9 萬 | 0.11% | 00.0% | 不變 |
| Hollencrest Capital Management | 6,685 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| 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 |
| 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 |