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 |
|---|---|---|---|---|---|
| Hamel Associates, Inc. | 3,425 | $24.9 萬 | 0.10% | 00.0% | 不變 |
| Cambridge Trust Co | 3,406 | $24.8 萬 | 0.01% | −86−2.5% | 減碼 |
| Essex Financial Services, Inc. | 3,403 | $24.8 萬 | 0.03% | +121+3.7% | 加碼 |
| Comerica Securities,inc. | 3,411 | $24.8 萬 | 0.02% | +3,411 | 新進 |
| Little House Capital LLC | 3,349 | $24.4 萬 | 0.14% | −479−12.5% | 減碼 |
| Boyar Asset Management Inc. | 3,350 | $24.4 萬 | 0.16% | 00.0% | 不變 |
| Maryland Capital Management | 3,350 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 3,309 | $24.3 萬 | 0.01% | +3,309 | 新進 |
| Beaumont Financial Partners, LLC | 3,324 | $24.2 萬 | 0.02% | −50−1.5% | 減碼 |
| Avantax Planning Partners, Inc. | 3,316 | $24.2 萬 | 0.01% | +3,316 | 新進 |
| Integrated Advisors Network LLC | 3,319 | $24.2 萬 | 0.02% | +3,319 | 新進 |
| Brighton Jones LLC | 3,304 | $24.1 萬 | 0.01% | +103+3.2% | 加碼 |
| MUFG Securities EMEA plc | 3,301 | $24.0 萬 | 0.00% | −92,830−96.6% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,298 | $24.0 萬 | 0.19% | −505−13.3% | 減碼 |
| Psagot Investment House Ltd. | 3,300 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 3,300 | $24.0 萬 | 0.04% | +3,300 | 新進 |
| Eudaimonia Partners, LLC | 3,279 | $23.9 萬 | 0.04% | +284+9.5% | 加碼 |
| E Fund Management Co., Ltd. | 3,271 | $23.8 萬 | 0.01% | +3,271 | 新進 |
| Ausdal Financial Partners, Inc. | 3,247 | $23.7 萬 | 0.04% | −529−14.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,254 | $23.7 萬 | 0.01% | −386−10.6% | 減碼 |
| Autus Asset Management, LLC | 3,244 | $23.6 萬 | 0.03% | −290−8.2% | 減碼 |
| CX Institutional | 3,237 | $23.6 萬 | 0.02% | +224+7.4% | 加碼 |
| Trust Co of Virginia | 3,225 | $23.5 萬 | 0.03% | −9−0.3% | 減碼 |
| Redwood Investment Management, LLC | 3,221 | $23.5 萬 | 0.03% | +3,221 | 新進 |
| Brave Asset Management Inc | 3,200 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Glenview Trust Co | 3,170 | $23.1 萬 | 0.01% | −1,113−26.0% | 減碼 |
| Integrated Investment Consultants, LLC | 3,173 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Ridgewood Investments LLC | 3,155 | $23.0 萬 | 0.16% | −1,331−29.7% | 減碼 |
| Jacobi Capital Management LLC | 3,159 | $23.0 萬 | 0.03% | −97−3.0% | 減碼 |
| Douglas Lane & Associates, LLC | 3,138 | $22.9 萬 | 0.00% | −235−7.0% | 減碼 |
| Granite Investment Advisors, LLC | 3,134 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Financial Consulate, Inc | 3,106 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| Homrich & Berg | 3,096 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 3,107 | $22.6 萬 | 0.04% | +137+4.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,107 | $22.6 萬 | 0.02% | +3,107 | 新進 |
| Northstar Asset Management LLC | 3,090 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 3,077 | $22.4 萬 | 0.04% | +2,421+369.1% | 加碼 |
| Spotlight Asset Group, Inc. | 3,074 | $22.4 萬 | 0.11% | −353−10.3% | 減碼 |
| Cypress Capital Group | 3,068 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Westshore Wealth, LLC | 3,030 | $22.1 萬 | 0.18% | −1,239−29.0% | 減碼 |
| Verity Asset Management, Inc. | 3,020 | $22.0 萬 | 0.14% | +209+7.4% | 加碼 |
| Marcum Wealth, LLC | 3,023 | $22.0 萬 | 0.03% | +3,023 | 新進 |
| Alpha Cubed Investments, LLC | 3,010 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Good Life Advisors, LLC | 2,997 | $21.8 萬 | 0.03% | −51−1.7% | 減碼 |
| Almanack Investment Partners, LLC. | 2,994 | $21.8 萬 | 0.02% | +2,994 | 新進 |
| Berkeley, Inc | 2,980 | $21.7 萬 | 0.16% | +4+0.1% | 加碼 |
| Telos Capital Management, Inc. | 2,983 | $21.7 萬 | 0.03% | +2,983 | 新進 |
| DRW Securities, LLC | 2,961 | $21.6 萬 | 0.06% | −1,148−27.9% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 2,950 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Pflug Koory, LLC | 2,928 | $21.3 萬 | 0.12% | −108−3.6% | 減碼 |
| Park National Corp | 2,928 | $21.3 萬 | 0.01% | −25−0.8% | 減碼 |
| Family Management Corp | 2,889 | $21.0 萬 | 0.06% | −183−6.0% | 減碼 |
| Acas, LLC | 2,887 | $21.0 萬 | 0.29% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,887 | $21.0 萬 | 0.00% | +2,887 | 新進 |
| Delta Investment Management, LLC | 2,871 | $20.9 萬 | 0.07% | −129−4.3% | 減碼 |
| Ritholtz Wealth Management | 2,849 | $20.8 萬 | 0.01% | −53−1.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 2,851 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 2,860 | $20.8 萬 | 0.12% | 00.0% | 不變 |
| Verition Fund Management LLC | 2,842 | $20.7 萬 | 0.00% | −43,619−93.9% | 減碼 |
| Tranquilli Financial Advisor LLC | 2,840 | $20.7 萬 | 0.16% | +75+2.7% | 加碼 |
| Marshall Financial Group LLC | 2,829 | $20.6 萬 | 0.11% | +18+0.6% | 加碼 |
| Fagan Associates, Inc. | 2,813 | $20.5 萬 | 0.04% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,808 | $20.5 萬 | 0.03% | 00.0% | 不變 |
| Monument Capital Management | 2,809 | $20.5 萬 | 0.07% | +2,809 | 新進 |
| First Quadrant L P | 2,802 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Johanson Financial Advisors, Inc. | 2,807 | $20.4 萬 | 0.07% | −54−1.9% | 減碼 |
| Intersect Capital LLC | 2,807 | $20.4 萬 | 0.03% | +2,807 | 新進 |
| Wimmer Associates 1, LLC | 2,790 | $20.3 萬 | 0.12% | +2,790 | 新進 |
| Warren Averett Asset Management, LLC | 2,485 | $20.2 萬 | 0.02% | +2,485 | 新進 |
| Koshinski Asset Management, Inc. | 2,769 | $20.2 萬 | 0.02% | +2,769 | 新進 |
| Freestone Capital Holdings, LLC | 2,745 | $20.0 萬 | 0.01% | +2,745 | 新進 |
| Pinnacle Bancorp, Inc. | 2,614 | $19.0 萬 | 0.08% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,637 | $18.9 萬 | 0.02% | +290+12.4% | 加碼 |
| Parkside Financial Bank & Trust | 2,530 | $18.4 萬 | 0.05% | +330+15.0% | 加碼 |
| Pittenger & Anderson Inc | 2,495 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,498 | $18.1 萬 | 0.05% | +1,925+336.0% | 加碼 |
| Cahill Financial Advisors Inc | 2,490 | $18.1 萬 | 0.04% | +2,490 | 新進 |
| Deseret Mutual Benefit Administrators | 2,356 | $17.2 萬 | 0.03% | −1,315−35.8% | 減碼 |
| Global Retirement Partners, LLC | 2,191 | $16.0 萬 | 0.02% | +149+7.3% | 加碼 |
| Brewin Dolphin Ltd | 2,180 | $15.9 萬 | 0.01% | +708+48.1% | 加碼 |
| Creative Financial Designs Inc | 2,056 | $15.0 萬 | 0.02% | +30+1.5% | 加碼 |
| Glassman Wealth Services | 2,047 | $14.9 萬 | 0.03% | +125+6.5% | 加碼 |
| Evoke Wealth, LLC | 2,036 | $14.8 萬 | 0.01% | −113−5.3% | 減碼 |
| Coastal Capital Group, Inc. | 2,032 | $14.8 萬 | 0.04% | +4+0.2% | 加碼 |
| Firestone Capital Management | 2,000 | $14.6 萬 | 0.05% | 00.0% | 不變 |
| Riverview Trust Co | 1,979 | $14.4 萬 | 0.15% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,962 | $14.3 萬 | 0.00% | −206−9.5% | 減碼 |
| Eagle Bay Advisors LLC | 2,254 | $14.0 萬 | 0.08% | +523+30.2% | 加碼 |
| Mizuho Securities Co. Ltd. | 1,920 | $14.0 萬 | 0.04% | +1,920 | 新進 |
| Focused Wealth Management, Inc | 1,900 | $13.8 萬 | 0.02% | +1,900 | 新進 |
| Hills Bank & Trust Co | 1,855 | $13.6 萬 | 0.02% | +1+0.1% | 加碼 |
| Proequities, Inc. | 1,862 | $13.6 萬 | 0.01% | +196+11.8% | 加碼 |
| Hantz Financial Services, Inc. | 1,838 | $13.4 萬 | 0.00% | −25,931−93.4% | 減碼 |
| Leelyn Smith, LLC | 1,846 | $13.4 萬 | 0.04% | −2,644−58.9% | 減碼 |
| Hartford Financial Management Inc. | 1,842 | $13.4 萬 | 0.03% | +42+2.3% | 加碼 |
| Optimum Investment Advisors | 1,765 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,763 | $12.8 萬 | 0.01% | +2+0.1% | 加碼 |
| Zions Bancorporation, N.A. | 1,704 | $12.4 萬 | 0.01% | +144+9.2% | 加碼 |
| Delta Asset Management LLC | 1,679 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 1,578 | $11.5 萬 | 0.02% | 00.0% | 不變 |