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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Barings LLC | 6,908 | $50.3 萬 | 0.01% | −1,388−16.7% | 減碼 |
| Buckley Wealth Management, LLC | 6,808 | $49.6 萬 | 0.16% | −144−2.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,799 | $49.5 萬 | 0.04% | +247+3.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $49.4 萬 | 0.09% | −39,824−85.4% | 減碼 |
| Nicolet Bankshares Inc | 6,760 | $49.2 萬 | 0.13% | −117−1.7% | 減碼 |
| 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 |
| Csenge Advisory Group | 6,581 | $49.0 萬 | 0.04% | +313+5.0% | 加碼 |
| Enlightenment Research, LLC | 6,700 | $48.8 萬 | 0.60% | +6,700 | 新進 |
| Belpointe Asset Management LLC | 6,649 | $48.5 萬 | 0.03% | +1,977+42.3% | 加碼 |
| Bank of the West | 6,627 | $48.3 萬 | 0.05% | −3,539−34.8% | 減碼 |
| AIA Group Ltd | 6,613 | $48.2 萬 | 0.03% | +1,973+42.5% | 加碼 |
| Transcend Wealth Collective, LLC | 5,790 | $48.1 萬 | 0.04% | −61−1.0% | 減碼 |
| Balasa Dinverno & Foltz LLC | 6,594 | $48.0 萬 | 0.03% | +7+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 6,522 | $47.5 萬 | 0.07% | +119+1.9% | 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 |
| 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 |
| Sheets Smith Wealth Management | 6,483 | $47.2 萬 | 0.06% | −335−4.9% | 減碼 |
| Wintrust Investments LLC | 6,414 | $46.7 萬 | 0.06% | −113−1.7% | 減碼 |
| Fayez Sarofim & Co | 6,391 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| Davidson Investment Advisors | 6,325 | $46.1 萬 | 0.04% | −650−9.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,321 | $46.0 萬 | 0.10% | +234+3.8% | 加碼 |
| Tompkins Financial Corp | 6,235 | $45.4 萬 | 0.08% | +6,235 | 新進 |
| Sigma Planning Corp | 6,223 | $45.3 萬 | 0.01% | −1,338−17.7% | 減碼 |
| Fundamentun, LLC | 6,210 | $45.2 萬 | 0.08% | +6,210 | 新進 |
| Apollon Wealth Management, LLC | 6,134 | $44.7 萬 | 0.06% | +278+4.7% | 加碼 |
| LVW Advisors, LLC | 6,119 | $44.6 萬 | 0.08% | +3,011+96.9% | 加碼 |
| Personal Cfo Solutions, LLC | 6,105 | $44.5 萬 | 0.09% | +1,346+28.3% | 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 |
| Rehmann Capital Advisory Group | 6,067 | $44.2 萬 | 0.04% | +27+0.4% | 加碼 |
| 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 |
| 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 |
| Advisors Capital Management, LLC | 5,938 | $43.3 萬 | 0.01% | +358+6.4% | 加碼 |
| Atticus Wealth Management, LLC | 5,933 | $43.2 萬 | 0.19% | 00.0% | 不變 |
| Meristem Family Wealth, LLC | 5,921 | $43.1 萬 | 0.04% | +5,921 | 新進 |
| Pointe Capital Management LLC | 5,889 | $42.9 萬 | 0.30% | +72+1.2% | 加碼 |
| 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 |
| Norway Savings Bank | 5,830 | $42.5 萬 | 0.20% | −450−7.2% | 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 |
| Avantax Advisory Services, Inc. | 5,778 | $42.0 萬 | 0.01% | −729−11.2% | 減碼 |
| Beach Investment Counsel Inc | 5,740 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Court Place Advisors, LLC | 5,700 | $41.5 萬 | 0.12% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,675 | $41.3 萬 | 0.02% | +907+19.0% | 加碼 |
| Family Legacy, Inc. | 5,321 | $41.2 萬 | 0.19% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 5,661 | $41.2 萬 | 0.02% | +1,126+24.8% | 加碼 |
| Capula Management Ltd | 5,616 | $40.9 萬 | 0.03% | −400−6.6% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 5,601 | $40.8 萬 | 0.05% | 00.0% | 不變 |
| Clear Perspective Advisors, LLC | 5,594 | $40.7 萬 | 0.14% | −313−5.3% | 減碼 |
| FLC Capital Advisors | 5,557 | $40.5 萬 | 0.12% | 00.0% | 不變 |
| Cetera Advisors LLC | 5,556 | $40.5 萬 | 0.01% | +383+7.4% | 加碼 |
| Principle Wealth Partners LLC | 5,540 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 5,545 | $40.3 萬 | 0.06% | +1,977+55.4% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $40.1 萬 | 0.22% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 5,459 | $39.8 萬 | 0.16% | −35−0.6% | 減碼 |
| Addison Advisors LLC | 5,455 | $39.7 萬 | 0.32% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 5,290 | $39.7 萬 | 0.01% | +5,290 | 新進 |
| Vista Private Wealth Partners. LLC | 5,436 | $39.6 萬 | 0.16% | +5+0.1% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,205 | $39.5 萬 | 0.13% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 5,405 | $39.4 萬 | 0.03% | +105+2.0% | 加碼 |
| Traynor Capital Management, Inc. | 5,407 | $39.3 萬 | 0.05% | +1,318+32.2% | 加碼 |
| Wealthsource Partners, LLC | 5,349 | $39.0 萬 | 0.03% | +1,434+36.6% | 加碼 |
| Gryphon Financial Partners LLC | 5,341 | $38.9 萬 | 0.09% | −714−11.8% | 減碼 |
| Veracity Capital LLC | 5,291 | $38.5 萬 | 0.17% | +2,117+66.7% | 加碼 |
| Boston Trust Walden Corp | 5,270 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 5,271 | $38.4 萬 | 0.03% | +401+8.2% | 加碼 |
| Curated Wealth Partners LLC | 5,257 | $38.3 萬 | 0.21% | −398−7.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 5,260 | $38.3 萬 | 0.03% | +121+2.4% | 加碼 |
| Evermay Wealth Management LLC | 5,226 | $38.1 萬 | 0.07% | −186−3.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 5,175 | $37.7 萬 | 0.05% | −68,581−93.0% | 減碼 |
| Diligent Investors, LLC | 5,183 | $37.7 萬 | 0.13% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 5,177 | $37.7 萬 | 0.05% | +2,084+67.4% | 加碼 |
| Davis R M Inc | 5,164 | $37.6 萬 | 0.01% | −57−1.1% | 減碼 |
| Smithfield Trust Co | 5,144 | $37.5 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 5,130 | $37.4 萬 | 0.07% | +135+2.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 5,125 | $37.3 萬 | 0.10% | +608+13.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,038 | $36.6 萬 | 0.04% | −3,368−40.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,991 | $36.4 萬 | 0.03% | −726−12.7% | 減碼 |
| Aberdeen Wealth Management LLC | 4,980 | $36.3 萬 | 0.35% | −100−2.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| YorkBridge Wealth Partners, LLC | 4,939 | $36.0 萬 | 0.09% | −495−9.1% | 減碼 |
| PFG Private Wealth Management, LLC | 4,922 | $35.9 萬 | 0.21% | +111+2.3% | 加碼 |
| Rosenberg Matthew Hamilton | 4,899 | $35.7 萬 | 0.14% | +173+3.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,891 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 4,870 | $35.5 萬 | 0.02% | +3,714+321.3% | 加碼 |
| State of Wyoming | 4,864 | $35.4 萬 | 0.23% | −315−6.1% | 減碼 |
| Sonora Investment Management, LLC | 4,861 | $35.4 萬 | 0.04% | +1,476+43.6% | 加碼 |
| Atlas Private Wealth Management | 4,848 | $35.3 萬 | 0.22% | +506+11.7% | 加碼 |
| HRT Financial LP | 4,852 | $35.3 萬 | 0.00% | +4,852 | 新進 |
| Marquette Asset Management, LLC | 4,839 | $35.2 萬 | 0.08% | 00.0% | 不變 |
| Lincoln National Corp | 4,835 | $35.2 萬 | 0.01% | +561+13.1% | 加碼 |