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 3 季 13F 持有人
Schwab Charles Corp 在 2021/9/30 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
- 1,351
- 較 2021 年第 2 季 +25 家
- 持有股數
- 13.1 億
- 較 2021 年第 2 季 −199.8 萬 (−0.2%)
- 總市值
- $953.4 億
- 較 2021 年第 2 季 −$5,705 萬 (−0.1%)
- 新進機構
- 110
- 另有 503 家加碼
- 清倉機構
- 85
- 另有 495 家減碼
另有 19 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 5,778 | $42.0 萬 | 0.01% | −729−11.2% | 減碼 |
| West Coast Financial LLC | 5,796 | $42.2 萬 | 0.07% | −411−6.6% | 減碼 |
| CNB Bank | 5,790 | $42.2 萬 | 0.25% | 00.0% | 不變 |
| Norway Savings Bank | 5,830 | $42.5 萬 | 0.20% | −450−7.2% | 減碼 |
| American Money Management, LLC | 5,851 | $42.6 萬 | 0.12% | −248−4.1% | 減碼 |
| Studio Investment Management LLC | 5,851 | $42.6 萬 | 0.18% | +5,851 | 新進 |
| Pointe Capital Management LLC | 5,889 | $42.9 萬 | 0.30% | +72+1.2% | 加碼 |
| Meristem Family Wealth, LLC | 5,921 | $43.1 萬 | 0.04% | +5,921 | 新進 |
| Atticus Wealth Management, LLC | 5,933 | $43.2 萬 | 0.19% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 5,938 | $43.3 萬 | 0.01% | +358+6.4% | 加碼 |
| Moors & Cabot, Inc. | 6,009 | $43.7 萬 | 0.03% | +350+6.2% | 加碼 |
| SG3 Management, LLC | 6,000 | $43.7 萬 | 0.15% | +6,000 | 新進 |
| BTR Capital Management Inc | 6,047 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 6,046 | $44.0 萬 | 0.03% | +6,046 | 新進 |
| Rehmann Capital Advisory Group | 6,067 | $44.2 萬 | 0.04% | +27+0.4% | 加碼 |
| BSW Wealth Partners | 6,100 | $44.4 萬 | 0.12% | +926+17.9% | 加碼 |
| Balentine LLC | 6,090 | $44.4 萬 | 0.02% | +6,090 | 新進 |
| Personal Cfo Solutions, LLC | 6,105 | $44.5 萬 | 0.09% | +1,346+28.3% | 加碼 |
| LVW Advisors, LLC | 6,119 | $44.6 萬 | 0.08% | +3,011+96.9% | 加碼 |
| Apollon Wealth Management, LLC | 6,134 | $44.7 萬 | 0.06% | +278+4.7% | 加碼 |
| Fundamentun, LLC | 6,210 | $45.2 萬 | 0.08% | +6,210 | 新進 |
| Sigma Planning Corp | 6,223 | $45.3 萬 | 0.01% | −1,338−17.7% | 減碼 |
| Tompkins Financial Corp | 6,235 | $45.4 萬 | 0.08% | +6,235 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,321 | $46.0 萬 | 0.10% | +234+3.8% | 加碼 |
| Davidson Investment Advisors | 6,325 | $46.1 萬 | 0.04% | −650−9.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,348 | $46.2 萬 | 0.03% | −249−3.8% | 減碼 |
| Main Street Financial Solutions, LLC | 6,346 | $46.2 萬 | 0.07% | +818+14.8% | 加碼 |
| Fayez Sarofim & Co | 6,391 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,414 | $46.7 萬 | 0.06% | −113−1.7% | 減碼 |
| Sheets Smith Wealth Management | 6,483 | $47.2 萬 | 0.06% | −335−4.9% | 減碼 |
| Fiera Capital Corp | 6,500 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 6,506 | $47.3 萬 | 0.07% | +84+1.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,506 | $47.4 萬 | 0.11% | −287−4.2% | 減碼 |
| Bahl & Gaynor Inc | 6,512 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 6,512 | $47.4 萬 | 0.02% | +6,512 | 新進 |
| TCI Wealth Advisors, Inc. | 6,522 | $47.5 萬 | 0.07% | +119+1.9% | 加碼 |
| Balasa Dinverno & Foltz LLC | 6,594 | $48.0 萬 | 0.03% | +7+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 5,790 | $48.1 萬 | 0.04% | −61−1.0% | 減碼 |
| AIA Group Ltd | 6,613 | $48.2 萬 | 0.03% | +1,973+42.5% | 加碼 |
| Bank of the West | 6,627 | $48.3 萬 | 0.05% | −3,539−34.8% | 減碼 |
| Belpointe Asset Management LLC | 6,649 | $48.5 萬 | 0.03% | +1,977+42.3% | 加碼 |
| Enlightenment Research, LLC | 6,700 | $48.8 萬 | 0.60% | +6,700 | 新進 |
| Csenge Advisory Group | 6,581 | $49.0 萬 | 0.04% | +313+5.0% | 加碼 |
| Prelude Capital Management, LLC | 6,736 | $49.1 萬 | 0.03% | −14,479−68.2% | 減碼 |
| Hollencrest Capital Management | 6,744 | $49.1 萬 | 0.04% | +59+0.9% | 加碼 |
| Nicolet Bankshares Inc | 6,760 | $49.2 萬 | 0.13% | −117−1.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $49.4 萬 | 0.09% | −39,824−85.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,799 | $49.5 萬 | 0.04% | +247+3.8% | 加碼 |
| Buckley Wealth Management, LLC | 6,808 | $49.6 萬 | 0.16% | −144−2.1% | 減碼 |
| Barings LLC | 6,908 | $50.3 萬 | 0.01% | −1,388−16.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,944 | $50.6 萬 | 0.12% | +511+7.9% | 加碼 |
| Independent Advisor Alliance | 6,951 | $50.6 萬 | 0.03% | +3,231+86.9% | 加碼 |
| GFG Capital, LLC | 6,966 | $50.7 萬 | 0.16% | 00.0% | 不變 |
| Quest Capital Management Inc | 6,974 | $50.8 萬 | 0.10% | −259−3.6% | 減碼 |
| Strategic Blueprint, LLC | 6,983 | $50.9 萬 | 0.08% | −11,347−61.9% | 減碼 |
| Mizuho Markets Cayman LP | 7,107 | $51.8 萬 | 0.05% | −2,174−23.4% | 減碼 |
| Clearstead Advisors, LLC | 7,105 | $51.8 萬 | 0.04% | −121−1.7% | 減碼 |
| Waddell & Associates, LLC | 7,139 | $52.0 萬 | 0.09% | +30.0% | 加碼 |
| Hall Capital Management Co Inc | 7,138 | $52.0 萬 | 0.33% | +1,450+25.5% | 加碼 |
| Kore Private Wealth LLC | 7,164 | $52.2 萬 | 0.05% | +692+10.7% | 加碼 |
| Sciencast Management LP | 6,932 | $52.3 萬 | 0.15% | +6,932 | 新進 |
| Ashton Thomas Private Wealth, LLC | 7,211 | $52.5 萬 | 0.08% | +94+1.3% | 加碼 |
| IHT Wealth Management, LLC | 7,220 | $52.6 萬 | 0.04% | +2,716+60.3% | 加碼 |
| Garrison Point Advisors, LLC | 7,290 | $53.1 萬 | 0.39% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 7,300 | $53.2 萬 | 0.27% | +390+5.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 7,346 | $53.5 萬 | 0.06% | +863+13.3% | 加碼 |
| Kingsview Wealth Management, LLC | 7,363 | $53.6 萬 | 0.03% | −384−5.0% | 減碼 |
| Proficio Capital Partners LLC | 7,383 | $53.8 萬 | 0.07% | −426−5.5% | 減碼 |
| Sawtooth Solutions, LLC | 7,417 | $54.0 萬 | 0.08% | +1,626+28.1% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $54.4 萬 | 0.03% | 00.0% | 不變 |
| Bollard Group LLC | 7,512 | $54.7 萬 | 0.02% | +6,602+725.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 7,517 | $54.8 萬 | 0.07% | +3,196+74.0% | 加碼 |
| Orca Investment Management, LLC | 7,549 | $55.0 萬 | 0.48% | −947−11.1% | 減碼 |
| BBR Partners, LLC | 7,573 | $55.2 萬 | 0.05% | −67−0.9% | 減碼 |
| Lido Advisors, LLC | 7,608 | $55.4 萬 | 0.01% | −514−6.3% | 減碼 |
| Stonnington Group, LLC | 7,200 | $55.7 萬 | 0.12% | 00.0% | 不變 |
| Neo Ivy Capital Management | 16,512 | $55.7 萬 | 0.64% | +16,512 | 新進 |
| Axiom Investment Management LLC | 7,663 | $55.8 萬 | 0.56% | +15+0.2% | 加碼 |
| Bragg Financial Advisors, Inc | 7,654 | $55.8 萬 | 0.04% | +33+0.4% | 加碼 |
| Albion Financial Group | 7,810 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| Chilton Capital Management LLC | 7,890 | $57.5 萬 | 0.03% | −82−1.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 7,928 | $57.7 萬 | 0.11% | −678−7.9% | 減碼 |
| Edgewood Management LLC | 7,960 | $58.0 萬 | 0.00% | +1,060+15.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 8,021 | $58.4 萬 | 0.01% | −138,650−94.5% | 減碼 |
| KB Financial Partners, LLC | 8,036 | $58.5 萬 | 0.21% | +636+8.6% | 加碼 |
| Boston Financial Mangement LLC | 8,054 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| Engine No. 1 LLC | 8,085 | $58.9 萬 | 0.15% | +3,293+68.7% | 加碼 |
| First Dallas Securities Inc. | 8,300 | $60.5 萬 | 0.42% | −4,900−37.1% | 減碼 |
| Archford Capital Strategies, LLC | 8,300 | $60.5 萬 | 0.14% | +893+12.1% | 加碼 |
| Cascadia Advisory Services, LLC | 8,356 | $60.9 萬 | 0.12% | −1,554−15.7% | 減碼 |
| Harbour Investments, Inc. | 8,476 | $61.7 萬 | 0.02% | −80−0.9% | 減碼 |
| Latitude Advisors, LLC | 8,487 | $61.8 萬 | 0.20% | +4,373+106.3% | 加碼 |
| DAGCO, Inc. | 8,550 | $62.3 萬 | 0.27% | 00.0% | 不變 |
| Cutler Group LP | 8,661 | $63.0 萬 | 0.05% | +131+1.5% | 加碼 |
| Stony Point Wealth Management Inc. | 8,691 | $63.3 萬 | 0.38% | +8,691 | 新進 |
| 44 Wealth Management LLC | 8,703 | $63.4 萬 | 0.24% | −52−0.6% | 減碼 |
| Smith, Moore & Co. | 8,835 | $64.4 萬 | 0.10% | −1,433−14.0% | 減碼 |
| San Luis Wealth Advisors LLC | 8,866 | $64.6 萬 | 0.36% | +8,866 | 新進 |
| Kestra Private Wealth Services, LLC | 8,956 | $65.2 萬 | 0.04% | +851+10.5% | 加碼 |
| ARGI Investment Services, LLC | 8,980 | $65.4 萬 | 0.02% | +1,454+19.3% | 加碼 |