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 4 季 13F 持有人
Schwab Charles Corp 在 2021/12/31 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
- 1,505
- 較 2021 年第 3 季 +170 家
- 持有股數
- 13.3 億
- 較 2021 年第 3 季 +2,224 萬 (+1.7%)
- 總市值
- $1,119 億
- 較 2021 年第 3 季 +$166.3 億 (+17.4%)
- 新進機構
- 239
- 另有 562 家加碼
- 清倉機構
- 69
- 另有 491 家減碼
另有 16 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2,211 | $18.6 萬 | 0.01% | −2,659−54.6% | 減碼 |
| Credit Agricole S A | 2,276 | $19.1 萬 | 0.01% | −12,676−84.8% | 減碼 |
| Nwam LLC | 2,379 | $20.0 萬 | 0.02% | +2,379 | 新進 |
| Mission Wealth Management, LP | 2,387 | $20.1 萬 | 0.01% | +2,387 | 新進 |
| Hyman Charles D | 2,405 | $20.2 萬 | 0.01% | +2,405 | 新進 |
| Berger Financial Group, Inc | 2,403 | $20.2 萬 | 0.03% | +2,403 | 新進 |
| Morling Financial Advisors, LLC | 2,400 | $20.2 萬 | 0.19% | +2,400 | 新進 |
| Lindbrook Capital, LLC | 2,411 | $20.3 萬 | 0.03% | +1,472+156.8% | 加碼 |
| Wealth Architects, LLC | 2,427 | $20.4 萬 | 0.04% | +2,427 | 新進 |
| Annandale Capital, LLC | 2,432 | $20.5 萬 | 0.09% | +2,432 | 新進 |
| Raab & Moskowitz Asset Management LLC | 2,467 | $20.7 萬 | 0.07% | +2,467 | 新進 |
| Probity Advisors, Inc. | 2,464 | $20.7 萬 | 0.04% | +2,464 | 新進 |
| Guardian Wealth Advisors, LLC | 2,473 | $20.8 萬 | 0.09% | +2,473 | 新進 |
| Garrett Wealth Advisory Group, LLC | 2,481 | $20.9 萬 | 0.10% | +2,481 | 新進 |
| Old Port Advisors | 2,301 | $20.9 萬 | 0.07% | +2,301 | 新進 |
| Cahill Financial Advisors Inc | 2,495 | $21.0 萬 | 0.04% | +5+0.2% | 加碼 |
| Benin Management CORP | 2,500 | $21.0 萬 | 0.06% | +2,500 | 新進 |
| Greenline Partners, LLC | 2,499 | $21.0 萬 | 0.04% | +2,499 | 新進 |
| Alpha Omega Wealth Management LLC | 2,271 | $21.2 萬 | 0.03% | +2,271 | 新進 |
| Marcum Wealth, LLC | 2,537 | $21.3 萬 | 0.03% | −486−16.1% | 減碼 |
| Evoke Wealth, LLC | 2,536 | $21.3 萬 | 0.01% | +500+24.6% | 加碼 |
| Deuterium Capital Management, LLC | 2,531 | $21.3 萬 | 0.32% | +2,531 | 新進 |
| Paragon Financial Partners, Inc. | 2,527 | $21.3 萬 | 0.17% | +2,527 | 新進 |
| IHT Wealth Management, LLC | 2,547 | $21.4 萬 | 0.02% | −4,673−64.7% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 2,543 | $21.4 萬 | 0.07% | −407−13.8% | 減碼 |
| Hancock Whitney Investment Services Inc. | 2,513 | $21.4 萬 | 0.04% | +2,513 | 新進 |
| Delphia (USA) Inc. | 2,549 | $21.4 萬 | 0.23% | +2,549 | 新進 |
| PDS Planning, Inc | 2,557 | $21.5 萬 | 0.04% | +2,557 | 新進 |
| Vision Capital Management, Inc. | 2,557 | $21.5 萬 | 0.03% | +2,557 | 新進 |
| Chatham Capital Group, Inc. | 2,580 | $21.7 萬 | 0.04% | +2,580 | 新進 |
| Douglas Lane & Associates, LLC | 2,593 | $21.8 萬 | 0.00% | −545−17.4% | 減碼 |
| Cutler Group LP | 2,613 | $21.9 萬 | 0.02% | −6,048−69.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,614 | $22.0 萬 | 0.08% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 2,613 | $22.0 萬 | 0.20% | +2,613 | 新進 |
| Citizens & Northern Corp | 2,624 | $22.1 萬 | 0.08% | +2,624 | 新進 |
| Acropolis Investment Management, LLC | 2,637 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,640 | $22.2 萬 | 0.07% | +2,640 | 新進 |
| Stock Yards Bank & Trust Co | 2,649 | $22.3 萬 | 0.01% | −835−24.0% | 減碼 |
| Ridgewood Investments LLC | 2,656 | $22.3 萬 | 0.14% | −499−15.8% | 減碼 |
| Academy Capital Management Inc | 2,656 | $22.3 萬 | 0.03% | +2,656 | 新進 |
| Summit X, LLC | 2,661 | $22.5 萬 | 0.05% | +2,661 | 新進 |
| Quantinno Capital Management LP | 2,678 | $22.5 萬 | 0.04% | +2,678 | 新進 |
| Manchester Financial Inc | 2,684 | $22.6 萬 | 0.08% | +2,684 | 新進 |
| Bradley Foster & Sargent Inc | 2,712 | $22.8 萬 | 0.00% | +2,712 | 新進 |
| Cherry Creek Investment Advisors, Inc. | 2,730 | $23.0 萬 | 0.14% | +2,730 | 新進 |
| Centric Wealth Management | 2,753 | $23.1 萬 | 0.08% | +2,753 | 新進 |
| J.W. Cole Advisors, Inc. | 2,755 | $23.2 萬 | 0.02% | +2,755 | 新進 |
| Legacy Financial Advisors, Inc. | 2,763 | $23.2 萬 | 0.05% | +2,763 | 新進 |
| MONECO Advisors, LLC | 2,615 | $23.2 萬 | 0.09% | +2,615 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 2,500 | $23.4 萬 | 0.02% | +1,739+228.5% | 加碼 |
| Journey Strategic Wealth LLC | 2,788 | $23.4 萬 | 0.02% | +2,788 | 新進 |
| Wimmer Associates 1, LLC | 2,790 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| People's United Financial, Inc. | 2,802 | $23.6 萬 | 0.01% | −1,231−30.5% | 減碼 |
| Monument Capital Management | 2,810 | $23.6 萬 | 0.07% | +10.0% | 加碼 |
| First Quadrant L P | 2,802 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,803 | $23.6 萬 | 0.02% | +2,803 | 新進 |
| Fagan Associates, Inc. | 2,813 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| Johanson Financial Advisors, Inc. | 2,813 | $23.7 萬 | 0.07% | +6+0.2% | 加碼 |
| Koshinski Asset Management, Inc. | 2,840 | $23.9 萬 | 0.02% | +71+2.6% | 加碼 |
| DRW Securities, LLC | 2,841 | $23.9 萬 | 0.02% | −120−4.1% | 減碼 |
| Wedge Capital Management L L P | 2,837 | $23.9 萬 | 0.00% | +2,837 | 新進 |
| Hudson Valley Investment Advisors Inc | 2,851 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 2,857 | $24.0 萬 | 0.17% | +17+0.6% | 加碼 |
| BNC Wealth Management, LLC | 2,860 | $24.1 萬 | 0.11% | 00.0% | 不變 |
| Five Oceans Advisors | 2,871 | $24.1 萬 | 0.21% | +2,871 | 新進 |
| L2 Asset Management, LLC | 2,875 | $24.2 萬 | 0.17% | +2,875 | 新進 |
| InterOcean Capital Group, LLC | 2,879 | $24.2 萬 | 0.01% | +2,879 | 新進 |
| Acas, LLC | 2,887 | $24.3 萬 | 0.36% | 00.0% | 不變 |
| FLC Capital Advisors | 2,907 | $24.4 萬 | 0.07% | −2,650−47.7% | 減碼 |
| Financial Architects, Inc | 2,903 | $24.4 萬 | 0.03% | −554−16.0% | 減碼 |
| Telos Capital Management, Inc. | 2,903 | $24.4 萬 | 0.03% | −80−2.7% | 減碼 |
| Equitable Holdings, Inc. | 2,929 | $24.6 萬 | 0.00% | +2,929 | 新進 |
| SFMG, LLC | 2,931 | $24.6 萬 | 0.02% | +2,931 | 新進 |
| Pflug Koory, LLC | 2,937 | $24.7 萬 | 0.12% | +9+0.3% | 加碼 |
| Good Life Advisors, LLC | 2,967 | $25.0 萬 | 0.03% | −30−1.0% | 減碼 |
| Atlas Capital Advisors LLC | 2,978 | $25.0 萬 | 0.04% | −99−3.2% | 減碼 |
| Berkeley, Inc | 2,980 | $25.1 萬 | 0.17% | 00.0% | 不變 |
| Machina Capital S.A.S. | 3,000 | $25.2 萬 | 0.61% | +3,000 | 新進 |
| Silvercrest Asset Management Group LLC | 3,014 | $25.3 萬 | 0.00% | +127+4.4% | 加碼 |
| Manchester Capital Management LLC | 3,024 | $25.4 萬 | 0.03% | −424−12.3% | 減碼 |
| Verity Asset Management, Inc. | 3,021 | $25.4 萬 | 0.15% | +10.0% | 加碼 |
| Westshore Wealth, LLC | 3,030 | $25.5 萬 | 0.17% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 3,036 | $25.5 萬 | 0.02% | +42+1.4% | 加碼 |
| Warren Averett Asset Management, LLC | 2,872 | $25.6 萬 | 0.02% | +387+15.6% | 加碼 |
| Intersect Capital LLC | 3,054 | $25.7 萬 | 0.05% | +247+8.8% | 加碼 |
| NorthRock Partners, LLC | 3,062 | $25.8 萬 | 0.02% | +3,062 | 新進 |
| Northstar Asset Management LLC | 3,090 | $25.9 萬 | 0.06% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,074 | $25.9 萬 | 0.07% | +203+7.1% | 加碼 |
| C2C Wealth Management, LLC | 3,100 | $26.0 萬 | 0.04% | +3,100 | 新進 |
| Financial Consulate, Inc | 3,100 | $26.1 萬 | 0.09% | −6−0.2% | 減碼 |
| Essex Financial Services, Inc. | 3,111 | $26.2 萬 | 0.03% | −292−8.6% | 減碼 |
| Intrua Financial, LLC | 3,125 | $26.3 萬 | 0.05% | −200−6.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 3,161 | $26.6 萬 | 0.06% | −294−8.5% | 減碼 |
| Brave Asset Management Inc | 3,200 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 3,215 | $27.0 萬 | 0.03% | −973−23.2% | 減碼 |
| Private Trust Co NA | 3,210 | $27.0 萬 | 0.04% | −436−12.0% | 減碼 |
| Convergence Investment Partners, LLC | 3,213 | $27.0 萬 | 0.14% | −214−6.2% | 減碼 |
| Waypoint Wealth Partners Inc. | 3,228 | $27.1 萬 | 0.09% | +3,228 | 新進 |
| Verity & Verity, LLC | 3,235 | $27.2 萬 | 0.04% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 3,248 | $27.3 萬 | 0.04% | +10.0% | 加碼 |