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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 10,915 | $79.5 萬 | 0.13% | +1,325+13.8% | 加碼 |
| Hyperion Capital Advisors LP | 10,899 | $79.4 萬 | 0.21% | 00.0% | 不變 |
| IMC-Chicago, LLC | 10,883 | $79.3 萬 | 0.06% | +10,883 | 新進 |
| Horizon Investments, LLC | 10,888 | $79.1 萬 | 0.02% | −235−2.1% | 減碼 |
| Hardy Reed LLC | 10,827 | $78.9 萬 | 0.14% | −405−3.6% | 減碼 |
| Patriot Investment Management Inc. | 10,805 | $78.7 萬 | 0.07% | +155+1.5% | 加碼 |
| ProVise Management Group, LLC | 10,799 | $78.7 萬 | 0.08% | +3,069+39.7% | 加碼 |
| Arkadios Wealth Advisors | 10,801 | $78.6 萬 | 0.11% | −535−4.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,738 | $78.2 萬 | 0.06% | −287−2.6% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 10,717 | $78.0 萬 | 0.34% | −496−4.4% | 減碼 |
| First Midwest Bank Trust Division | 10,684 | $77.8 萬 | 0.11% | +665+6.6% | 加碼 |
| Avalon Investment & Advisory | 10,476 | $76.3 萬 | 0.02% | −4,174−28.5% | 減碼 |
| Loveless Wealth Management LLC | 10,360 | $75.5 萬 | 0.46% | +345+3.4% | 加碼 |
| ETF Managers Group, LLC | 10,020 | $75.5 萬 | 0.01% | +850+9.3% | 加碼 |
| Federated Hermes, Inc. | 10,341 | $75.3 萬 | 0.00% | −17,108−62.3% | 減碼 |
| SNS Financial Group, LLC | 10,200 | $74.3 萬 | 0.09% | +40.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 10,102 | $73.6 萬 | 0.14% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 10,107 | $73.6 萬 | 0.46% | +156+1.6% | 加碼 |
| Wealthspire Advisors, LLC | 10,104 | $73.6 萬 | 0.02% | +3,576+54.8% | 加碼 |
| Canvas Wealth Advisors, LLC | 10,095 | $73.5 萬 | 0.30% | −430−4.1% | 減碼 |
| Ballentine Partners, LLC | 10,049 | $73.3 萬 | 0.02% | +62+0.6% | 加碼 |
| IFP Advisors, Inc | 9,947 | $73.3 萬 | 0.01% | +2,302+30.1% | 加碼 |
| Kovack Advisors, Inc. | 10,048 | $73.2 萬 | 0.08% | +10,048 | 新進 |
| Morse Asset Management, Inc | 10,000 | $72.8 萬 | 0.17% | −2,000−16.7% | 減碼 |
| Compass Advisory Group LLC | 10,000 | $72.8 萬 | 0.43% | +10,000 | 新進 |
| Cozad Asset Management Inc | 9,946 | $72.4 萬 | 0.11% | −1,199−10.8% | 減碼 |
| Waldron Private Wealth LLC | 9,890 | $72.0 萬 | 0.04% | +1,095+12.5% | 加碼 |
| Private Ocean, LLC | 9,749 | $71.0 萬 | 0.09% | +1,779+22.3% | 加碼 |
| Logan Capital Management Inc | 9,729 | $70.9 萬 | 0.03% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 9,707 | $70.7 萬 | 0.03% | +255+2.7% | 加碼 |
| Intrust Bank NA | 9,667 | $70.5 萬 | 0.09% | +32+0.3% | 加碼 |
| Voya Financial Advisors, Inc. | 9,356 | $70.5 萬 | 0.09% | +724+8.4% | 加碼 |
| Pitcairn Co | 9,648 | $70.3 萬 | 0.05% | −220−2.2% | 減碼 |
| Navalign, LLC | 9,618 | $70.1 萬 | 0.30% | +107+1.1% | 加碼 |
| Concentric Wealth Management, LLC | 9,626 | $70.1 萬 | 0.21% | +3,171+49.1% | 加碼 |
| FineMark National Bank & Trust | 9,609 | $70.0 萬 | 0.03% | +525+5.8% | 加碼 |
| RMR Wealth Builders | 9,572 | $69.7 萬 | 0.20% | +10.0% | 加碼 |
| Diversified Trust Co | 9,544 | $69.5 萬 | 0.02% | −1,817−16.0% | 減碼 |
| Inverness Counsel LLC | 9,430 | $68.7 萬 | 0.03% | −1,230−11.5% | 減碼 |
| Salem Investment Counselors Inc | 9,434 | $68.7 萬 | 0.04% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,437 | $68.7 萬 | 0.03% | +127+1.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,300 | $67.7 萬 | 0.44% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 9,262 | $67.5 萬 | 0.09% | 00.0% | 不變 |
| Savant Capital, LLC | 9,213 | $67.1 萬 | 0.02% | +6,017+188.3% | 加碼 |
| Cannell Peter B & Co Inc | 9,146 | $66.6 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 9,136 | $66.6 萬 | 0.05% | +903+11.0% | 加碼 |
| Ironwood Financial, llc | 9,111 | $66.4 萬 | 0.19% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 9,078 | $66.1 萬 | 0.05% | +9,078 | 新進 |
| Aigen Investment Management, LP | 9,030 | $65.8 萬 | 0.13% | −8,021−47.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 9,027 | $65.8 萬 | 0.26% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 8,980 | $65.4 萬 | 0.02% | +1,454+19.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,956 | $65.2 萬 | 0.04% | +851+10.5% | 加碼 |
| San Luis Wealth Advisors LLC | 8,866 | $64.6 萬 | 0.36% | +8,866 | 新進 |
| Smith, Moore & Co. | 8,835 | $64.4 萬 | 0.10% | −1,433−14.0% | 減碼 |
| 44 Wealth Management LLC | 8,703 | $63.4 萬 | 0.24% | −52−0.6% | 減碼 |
| Stony Point Wealth Management Inc. | 8,691 | $63.3 萬 | 0.38% | +8,691 | 新進 |
| Cutler Group LP | 8,661 | $63.0 萬 | 0.05% | +131+1.5% | 加碼 |
| DAGCO, Inc. | 8,550 | $62.3 萬 | 0.27% | 00.0% | 不變 |
| Latitude Advisors, LLC | 8,487 | $61.8 萬 | 0.20% | +4,373+106.3% | 加碼 |
| Harbour Investments, Inc. | 8,476 | $61.7 萬 | 0.02% | −80−0.9% | 減碼 |
| Cascadia Advisory Services, LLC | 8,356 | $60.9 萬 | 0.12% | −1,554−15.7% | 減碼 |
| 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 |
| Engine No. 1 LLC | 8,085 | $58.9 萬 | 0.15% | +3,293+68.7% | 加碼 |
| Boston Financial Mangement LLC | 8,054 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| KB Financial Partners, LLC | 8,036 | $58.5 萬 | 0.21% | +636+8.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 8,021 | $58.4 萬 | 0.01% | −138,650−94.5% | 減碼 |
| Edgewood Management LLC | 7,960 | $58.0 萬 | 0.00% | +1,060+15.4% | 加碼 |
| Laurel Wealth Advisors, Inc. | 7,928 | $57.7 萬 | 0.11% | −678−7.9% | 減碼 |
| Chilton Capital Management LLC | 7,890 | $57.5 萬 | 0.03% | −82−1.0% | 減碼 |
| Albion Financial Group | 7,810 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| 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 |
| 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 |
| Lido Advisors, LLC | 7,608 | $55.4 萬 | 0.01% | −514−6.3% | 減碼 |
| BBR Partners, LLC | 7,573 | $55.2 萬 | 0.05% | −67−0.9% | 減碼 |
| Orca Investment Management, LLC | 7,549 | $55.0 萬 | 0.48% | −947−11.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,517 | $54.8 萬 | 0.07% | +3,196+74.0% | 加碼 |
| Bollard Group LLC | 7,512 | $54.7 萬 | 0.02% | +6,602+725.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $54.4 萬 | 0.03% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 7,417 | $54.0 萬 | 0.08% | +1,626+28.1% | 加碼 |
| Proficio Capital Partners LLC | 7,383 | $53.8 萬 | 0.07% | −426−5.5% | 減碼 |
| Kingsview Wealth Management, LLC | 7,363 | $53.6 萬 | 0.03% | −384−5.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,346 | $53.5 萬 | 0.06% | +863+13.3% | 加碼 |
| GSB Wealth Management, LLC | 7,300 | $53.2 萬 | 0.27% | +390+5.6% | 加碼 |
| Garrison Point Advisors, LLC | 7,290 | $53.1 萬 | 0.39% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 7,220 | $52.6 萬 | 0.04% | +2,716+60.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,211 | $52.5 萬 | 0.08% | +94+1.3% | 加碼 |
| Sciencast Management LP | 6,932 | $52.3 萬 | 0.15% | +6,932 | 新進 |
| Kore Private Wealth LLC | 7,164 | $52.2 萬 | 0.05% | +692+10.7% | 加碼 |
| 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 |
| 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 |
| Strategic Blueprint, LLC | 6,983 | $50.9 萬 | 0.08% | −11,347−61.9% | 減碼 |
| Quest Capital Management Inc | 6,974 | $50.8 萬 | 0.10% | −259−3.6% | 減碼 |
| GFG Capital, LLC | 6,966 | $50.7 萬 | 0.16% | 00.0% | 不變 |
| 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 |