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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 4,373 | $36.8 萬 | 0.05% | +294+7.2% | 加碼 |
| Affinity Capital Advisors, LLC | 4,407 | $37.1 萬 | 0.11% | +533+13.8% | 加碼 |
| V Wealth Advisors LLC | 4,425 | $37.2 萬 | 0.05% | −24−0.5% | 減碼 |
| Group One Trading, L.P. | 4,423 | $37.2 萬 | 0.01% | +4,423 | 新進 |
| Azimuth Capital Management LLC | 4,432 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 4,485 | $37.7 萬 | 0.04% | −25−0.6% | 減碼 |
| SG3 Management, LLC | 4,500 | $37.8 萬 | 0.04% | −1,500−25.0% | 減碼 |
| Sargent Bickham Lagudis LLC | 4,494 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 4,491 | $37.8 萬 | 0.03% | +51+1.1% | 加碼 |
| Highland Capital Management, LLC | 4,545 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,541 | $38.2 萬 | 0.13% | +31+0.7% | 加碼 |
| Independent Advisor Alliance | 4,585 | $38.6 萬 | 0.02% | −2,366−34.0% | 減碼 |
| Tiedemann Advisors, LLC | 4,595 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| Keel Point, LLC | 4,585 | $38.6 萬 | 0.06% | +425+10.2% | 加碼 |
| Lincoln National Corp | 4,597 | $38.7 萬 | 0.01% | −238−4.9% | 減碼 |
| Seven Eight Capital, LP | 4,597 | $38.7 萬 | 0.07% | +4,597 | 新進 |
| Operose Advisors LLC | 4,610 | $38.8 萬 | 0.32% | +4,610 | 新進 |
| Wealthcare Advisory Partners LLC | 4,641 | $39.0 萬 | 0.02% | −13−0.3% | 減碼 |
| Cardiff Park Advisors, LLC | 4,644 | $39.1 萬 | 0.05% | +4,644 | 新進 |
| Fisher Asset Management, LLC | 4,665 | $39.2 萬 | 0.00% | +4,665 | 新進 |
| Regatta Capital Group, LLC | 4,697 | $39.5 萬 | 0.14% | +4,697 | 新進 |
| PFG Private Wealth Management, LLC | 4,706 | $39.6 萬 | 0.20% | −216−4.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,443 | $39.6 萬 | 0.14% | +240+5.7% | 加碼 |
| Claro Advisors LLC | 4,720 | $39.7 萬 | 0.14% | +159+3.5% | 加碼 |
| Investment House LLC | 4,729 | $39.8 萬 | 0.03% | +100+2.2% | 加碼 |
| Delta Financial Advisors LLC | 4,745 | $39.9 萬 | 0.16% | 00.0% | 不變 |
| CenterBook Partners LP | 4,769 | $40.1 萬 | 0.24% | +4,769 | 新進 |
| Jeppson Wealth Management, LLC | 4,779 | $40.2 萬 | 0.19% | −50−1.0% | 減碼 |
| First Horizon Advisors, Inc. | 4,812 | $40.5 萬 | 0.01% | +192+4.2% | 加碼 |
| American Portfolios Advisors | 4,827 | $40.6 萬 | 0.01% | +689+16.7% | 加碼 |
| Prelude Capital Management, LLC | 4,827 | $40.6 萬 | 0.02% | −1,909−28.3% | 減碼 |
| Phoenix Holdings Ltd. | 4,762 | $40.6 萬 | 0.01% | −528−10.0% | 減碼 |
| Rosenberg Matthew Hamilton | 4,845 | $40.7 萬 | 0.14% | −54−1.1% | 減碼 |
| Marquette Asset Management, LLC | 4,839 | $40.7 萬 | 0.09% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 4,845 | $40.7 萬 | 0.03% | +931+23.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,891 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| Ergoteles LLC | 4,883 | $41.1 萬 | 0.02% | +4,883 | 新進 |
| Nova R Wealth, Inc. | 4,890 | $41.1 萬 | 0.33% | +4,890 | 新進 |
| YorkBridge Wealth Partners, LLC | 4,939 | $41.5 萬 | 0.09% | 00.0% | 不變 |
| Keene & Associates, Inc. | 4,935 | $41.5 萬 | 0.36% | +4,935 | 新進 |
| Dynamic Advisor Solutions LLC | 4,988 | $41.9 萬 | 0.03% | −3−0.1% | 減碼 |
| Ritholtz Wealth Management | 4,994 | $42.0 萬 | 0.03% | +2,145+75.3% | 加碼 |
| Difesa Capital Management, LP | 5,000 | $42.1 萬 | 0.30% | +5,000 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,050 | $42.4 萬 | 0.04% | +12+0.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,046 | $42.4 萬 | 0.02% | +75+1.5% | 加碼 |
| West Family Investments, Inc. | 5,041 | $42.4 萬 | 0.12% | +5,041 | 新進 |
| Davis R M Inc | 5,074 | $42.7 萬 | 0.01% | −90−1.7% | 減碼 |
| Park Avenue Securities LLC | 5,095 | $42.8 萬 | 0.01% | +291+6.1% | 加碼 |
| Bluefin Capital Management, LLC | 5,100 | $42.9 萬 | 0.03% | +5,100 | 新進 |
| Desjardins Global Asset Management Inc. | 5,120 | $43.0 萬 | 0.04% | +5,120 | 新進 |
| Baldwin Investment Management, LLC | 5,120 | $43.1 萬 | 0.11% | −10−0.2% | 減碼 |
| Equitable Trust Co | 5,146 | $43.3 萬 | 0.03% | +493+10.6% | 加碼 |
| Gryphon Financial Partners LLC | 5,159 | $43.4 萬 | 0.09% | −182−3.4% | 減碼 |
| Smithfield Trust Co | 5,143 | $43.4 萬 | 0.03% | −10.0% | 減碼 |
| Marshall Financial Group LLC | 5,168 | $43.5 萬 | 0.16% | +2,339+82.7% | 加碼 |
| Advisor Resource Council | 5,167 | $43.5 萬 | 0.03% | +5,167 | 新進 |
| Diligent Investors, LLC | 5,183 | $43.6 萬 | 0.12% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 5,231 | $44.0 萬 | 0.29% | +251+5.0% | 加碼 |
| Boston Trust Walden Corp | 5,270 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,262 | $44.3 萬 | 0.11% | +2,732+108.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $44.6 萬 | 0.26% | −4,000−43.0% | 減碼 |
| Marks Group Wealth Management, Inc | 5,326 | $44.8 萬 | 0.05% | +149+2.9% | 加碼 |
| Integrated Investment Consultants, LLC | 5,354 | $45.0 萬 | 0.12% | +2,181+68.7% | 加碼 |
| Traynor Capital Management, Inc. | 5,409 | $45.4 萬 | 0.05% | +20.0% | 加碼 |
| Savant Capital, LLC | 5,403 | $45.5 萬 | 0.01% | −3,810−41.4% | 減碼 |
| Csenge Advisory Group | 6,268 | $46.1 萬 | 0.04% | −313−4.8% | 減碼 |
| Addison Advisors LLC | 5,487 | $46.1 萬 | 0.29% | +32+0.6% | 加碼 |
| Amica Retiree Medical Trust | 5,495 | $46.2 萬 | 0.39% | +5,495 | 新進 |
| Ridgecrest Wealth Partners, LLC | 5,508 | $46.3 萬 | 0.23% | 00.0% | 不變 |
| West Coast Financial LLC | 5,512 | $46.4 萬 | 0.07% | −284−4.9% | 減碼 |
| Anchor Investment Management, LLC | 5,540 | $46.6 萬 | 0.06% | +1,386+33.4% | 加碼 |
| Berkshire Asset Management LLC | 5,555 | $46.7 萬 | 0.03% | +150+2.8% | 加碼 |
| Norway Savings Bank | 5,580 | $46.9 萬 | 0.21% | −250−4.3% | 減碼 |
| WESPAC Advisors SoCal, LLC | 5,205 | $46.9 萬 | 0.14% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 5,577 | $46.9 萬 | 0.03% | +306+5.8% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 5,601 | $47.1 萬 | 0.05% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,664 | $47.6 萬 | 0.05% | +124+2.2% | 加碼 |
| State of Wyoming | 5,676 | $47.7 萬 | 0.22% | +812+16.7% | 加碼 |
| Rehmann Capital Advisory Group | 5,693 | $47.9 萬 | 0.04% | −374−6.2% | 減碼 |
| Court Place Advisors, LLC | 5,700 | $47.9 萬 | 0.13% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 5,717 | $48.2 萬 | 0.08% | +4,551+390.3% | 加碼 |
| Beach Investment Counsel Inc | 5,740 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 5,760 | $48.4 萬 | 0.11% | −1,000−14.8% | 減碼 |
| CNB Bank | 5,765 | $48.5 萬 | 0.27% | −25−0.4% | 減碼 |
| AIA Group Ltd | 5,780 | $48.6 萬 | 0.02% | −833−12.6% | 減碼 |
| Ellevest, Inc. | 5,784 | $48.6 萬 | 0.04% | +1,153+24.9% | 加碼 |
| Essex LLC | 5,795 | $48.7 萬 | 0.13% | −10,077−63.5% | 減碼 |
| Personal Cfo Solutions, LLC | 5,825 | $49.0 萬 | 0.09% | −280−4.6% | 減碼 |
| Ossiam | 5,834 | $49.1 萬 | 0.01% | −11,038−65.4% | 減碼 |
| Mutual Advisors, LLC | 5,866 | $49.3 萬 | 0.03% | +191+3.4% | 加碼 |
| Asset Management Resources, LLC | 5,877 | $49.4 萬 | 0.43% | +5,877 | 新進 |
| Pointe Capital Management LLC | 5,889 | $49.5 萬 | 0.31% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 5,898 | $49.6 萬 | 0.04% | +108+1.9% | 加碼 |
| Family Legacy, Inc. | 5,321 | $50.0 萬 | 0.20% | 00.0% | 不變 |
| BTR Capital Management Inc | 5,987 | $50.4 萬 | 0.06% | −60−1.0% | 減碼 |
| Moors & Cabot, Inc. | 5,989 | $50.4 萬 | 0.03% | −20−0.3% | 減碼 |
| Wintrust Investments LLC | 6,114 | $51.4 萬 | 0.05% | −300−4.7% | 減碼 |
| BOK Financial Private Wealth, Inc. | 6,120 | $51.5 萬 | 0.04% | +860+16.3% | 加碼 |
| Harbour Investments, Inc. | 6,132 | $51.6 萬 | 0.03% | −2,344−27.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,145 | $51.7 萬 | 0.02% | +484+8.5% | 加碼 |