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 |
|---|---|---|---|---|---|
| TAGStone Capital, Inc. | 6,153 | $51.7 萬 | 0.43% | +6,153 | 新進 |
| Davidson Investment Advisors | 6,175 | $51.9 萬 | 0.04% | −150−2.4% | 減碼 |
| Sigma Planning Corp | 6,184 | $52.0 萬 | 0.01% | −39−0.6% | 減碼 |
| Clear Perspective Advisors, LLC | 6,179 | $52.0 萬 | 0.16% | +585+10.5% | 加碼 |
| Cetera Advisors LLC | 6,179 | $52.0 萬 | 0.01% | +623+11.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,197 | $52.1 萬 | 0.06% | +6,197 | 新進 |
| Tompkins Financial Corp | 6,235 | $52.4 萬 | 0.09% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 6,254 | $52.6 萬 | 0.05% | +2,495+66.4% | 加碼 |
| Chilton Capital Management LLC | 6,284 | $52.8 萬 | 0.03% | −1,606−20.4% | 減碼 |
| Freestone Capital Holdings, LLC | 6,309 | $53.1 萬 | 0.02% | +3,564+129.8% | 加碼 |
| BSW Wealth Partners | 6,341 | $53.3 萬 | 0.13% | +241+4.0% | 加碼 |
| Advisors Capital Management, LLC | 6,335 | $53.3 萬 | 0.01% | +397+6.7% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,343 | $53.3 萬 | 0.20% | +884+16.2% | 加碼 |
| Zullo Investment Group, Inc. | 6,340 | $53.3 萬 | 0.27% | +6,340 | 新進 |
| Sand Hill Global Advisors, LLC | 6,348 | $53.4 萬 | 0.03% | 00.0% | 不變 |
| Studio Investment Management LLC | 6,351 | $53.4 萬 | 0.19% | +500+8.5% | 加碼 |
| Fayez Sarofim & Co | 6,391 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of the West | 6,454 | $54.3 萬 | 0.05% | −173−2.6% | 減碼 |
| NBT Bank N A | 6,506 | $54.7 萬 | 0.07% | 00.0% | 不變 |
| Fiera Capital Corp | 6,500 | $54.7 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 6,513 | $54.8 萬 | 0.04% | −286−4.2% | 減碼 |
| Bahl & Gaynor Inc | 6,512 | $54.8 萬 | 0.00% | 00.0% | 不變 |
| American Money Management, LLC | 6,533 | $54.9 萬 | 0.14% | +682+11.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,557 | $55.1 萬 | 0.09% | +51+0.8% | 加碼 |
| Vista Private Wealth Partners. LLC | 6,457 | $55.2 萬 | 0.21% | +1,021+18.8% | 加碼 |
| Balasa Dinverno & Foltz LLC | 6,593 | $55.4 萬 | 0.04% | −10.0% | 減碼 |
| Sutton Place Investors LLC | 6,603 | $55.5 萬 | 0.64% | +6,603 | 新進 |
| Bragg Financial Advisors, Inc | 7,654 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,657 | $56.0 萬 | 0.08% | +311+4.9% | 加碼 |
| Keystone Financial Services | 6,732 | $56.6 萬 | 0.29% | +6,732 | 新進 |
| ASB Consultores, LLC | 6,733 | $56.6 萬 | 0.28% | +6,733 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,771 | $57.0 萬 | 0.11% | +450+7.1% | 加碼 |
| Hollencrest Capital Management | 6,793 | $57.1 萬 | 0.04% | +49+0.7% | 加碼 |
| Strategic Blueprint, LLC | 6,796 | $57.2 萬 | 0.07% | −187−2.7% | 減碼 |
| Pittenger & Anderson Inc | 6,807 | $57.2 萬 | 0.03% | +4,312+172.8% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 6,831 | $57.4 萬 | 0.11% | +3,531+107.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,786 | $57.5 萬 | 0.04% | 00.0% | 不變 |
| LVW Advisors, LLC | 6,850 | $57.6 萬 | 0.10% | +731+11.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,929 | $58.3 萬 | 0.14% | +1,804+35.2% | 加碼 |
| Veracity Capital LLC | 6,950 | $58.4 萬 | 0.23% | +1,659+31.4% | 加碼 |
| Ropes Wealth Advisors LLC | 6,969 | $58.6 萬 | 0.10% | −16,169−69.9% | 減碼 |
| Quest Capital Management Inc | 6,965 | $58.6 萬 | 0.10% | −9−0.1% | 減碼 |
| GFG Capital, LLC | 6,966 | $58.6 萬 | 0.18% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 6,986 | $58.8 萬 | 0.03% | +940+15.5% | 加碼 |
| First Dallas Securities Inc. | 7,050 | $59.3 萬 | 0.39% | −1,250−15.1% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 7,118 | $59.9 萬 | 0.03% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,141 | $60.1 萬 | 0.10% | +20.0% | 加碼 |
| AXS Investments LLC | 7,145 | $60.1 萬 | 0.14% | +7,145 | 新進 |
| Orca Investment Management, LLC | 7,200 | $60.6 萬 | 0.50% | −349−4.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 7,245 | $60.9 萬 | 0.06% | −101−1.4% | 減碼 |
| BBR Partners, LLC | 7,265 | $61.1 萬 | 0.07% | −308−4.1% | 減碼 |
| Garrison Point Advisors, LLC | 7,290 | $61.3 萬 | 0.41% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,342 | $61.7 萬 | 0.02% | +3,151+75.2% | 加碼 |
| Cavalier Investments, LLC | 7,373 | $62.0 萬 | 0.16% | +7,373 | 新進 |
| Choate Investment Advisors | 7,411 | $62.4 萬 | 0.04% | +7,411 | 新進 |
| Wolverine Trading, LLC | 7,406 | $62.6 萬 | 0.01% | −39,098−84.1% | 減碼 |
| Clearstead Advisors, LLC | 7,504 | $63.1 萬 | 0.04% | +399+5.6% | 加碼 |
| RNC Capital Management LLC | 7,518 | $63.2 萬 | 0.03% | +7,518 | 新進 |
| Two Sigma Securities, LLC | 7,524 | $63.3 萬 | 0.12% | −4,898−39.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,557 | $63.6 萬 | 0.07% | +40+0.5% | 加碼 |
| Proficio Capital Partners LLC | 7,565 | $63.6 萬 | 0.09% | +182+2.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,602 | $63.9 萬 | 0.06% | +391+5.4% | 加碼 |
| Johnson Financial Group, Inc. | 7,623 | $64.1 萬 | 0.04% | +3,919+105.8% | 加碼 |
| Axiom Investment Management LLC | 7,667 | $64.5 萬 | 0.63% | +4+0.1% | 加碼 |
| Balentine LLC | 7,681 | $64.6 萬 | 0.02% | +1,591+26.1% | 加碼 |
| GSB Wealth Management, LLC | 7,710 | $64.8 萬 | 0.19% | +410+5.6% | 加碼 |
| Trust Co of Virginia | 7,700 | $64.8 萬 | 0.06% | +4,475+138.8% | 加碼 |
| Bellwether Advisors, LLC | 7,760 | $65.2 萬 | 0.20% | +7,660+7,660.0% | 加碼 |
| Edgestream Partners, L.P. | 7,772 | $65.4 萬 | 0.04% | −48,993−86.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 7,798 | $65.6 萬 | 0.10% | +1,276+19.6% | 加碼 |
| Ninety One SA (PTY) Ltd | 7,808 | $65.7 萬 | 0.19% | −1,219−13.5% | 減碼 |
| Atticus Wealth Management, LLC | 7,880 | $66.3 萬 | 0.26% | +1,947+32.8% | 加碼 |
| Latitude Advisors, LLC | 7,910 | $66.5 萬 | 0.19% | −577−6.8% | 減碼 |
| Albion Financial Group | 7,932 | $66.7 萬 | 0.05% | +122+1.6% | 加碼 |
| Edgewood Management LLC | 7,960 | $66.9 萬 | 0.00% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 7,964 | $67.0 萬 | 0.01% | +4,303+117.5% | 加碼 |
| Belpointe Asset Management LLC | 8,020 | $67.4 萬 | 0.04% | +1,371+20.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,025 | $67.5 萬 | 0.09% | +3,535+78.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 8,041 | $67.6 萬 | 0.01% | +20+0.2% | 加碼 |
| Boston Financial Mangement LLC | 8,054 | $67.7 萬 | 0.02% | 00.0% | 不變 |
| Brookstone Capital Management | 7,400 | $67.9 萬 | 0.01% | +7,400 | 新進 |
| Apollon Wealth Management, LLC | 8,215 | $69.1 萬 | 0.06% | +2,081+33.9% | 加碼 |
| Wealthsource Partners, LLC | 8,219 | $69.1 萬 | 0.06% | +2,870+53.7% | 加碼 |
| Avantax Advisory Services, Inc. | 8,244 | $69.4 萬 | 0.01% | +2,466+42.7% | 加碼 |
| DAGCO, Inc. | 8,280 | $69.6 萬 | 0.27% | −270−3.2% | 減碼 |
| Barings LLC | 8,427 | $70.8 萬 | 0.02% | +1,519+22.0% | 加碼 |
| Enlightenment Research, LLC | 8,600 | $72.3 萬 | 1.03% | +1,900+28.4% | 加碼 |
| 44 Wealth Management LLC | 8,603 | $72.4 萬 | 0.25% | −100−1.1% | 減碼 |
| Glenview Trust Co | 8,670 | $72.9 萬 | 0.02% | +5,500+173.5% | 加碼 |
| McDonald Partners LLC | 8,700 | $73.2 萬 | 0.68% | +8,700 | 新進 |
| Absolute Capital Management, LLC | 8,700 | $73.2 萬 | 0.68% | +8,700 | 新進 |
| Archford Capital Strategies, LLC | 8,744 | $73.5 萬 | 0.17% | +444+5.3% | 加碼 |
| Fox Run Management, L.L.C. | 8,741 | $73.5 萬 | 0.43% | +8,741 | 新進 |
| Fukoku Mutual Life Insurance Co | 8,750 | $73.6 萬 | 0.05% | −12,690−59.2% | 減碼 |
| Monograph Wealth Advisors, LLC | 8,813 | $74.1 萬 | 0.19% | +8,813 | 新進 |
| Riverwater Partners LLC | 8,813 | $74.1 萬 | 0.66% | +8,813 | 新進 |
| National Bank of Canada | 8,885 | $74.7 萬 | 0.00% | +8,885 | 新進 |
| Sciencast Management LP | 8,402 | $75.1 萬 | 0.13% | +1,470+21.2% | 加碼 |
| Mizuho Markets Cayman LP | 8,932 | $75.1 萬 | 0.08% | +1,825+25.7% | 加碼 |
| Empowered Funds, LLC | 8,929 | $75.1 萬 | 0.08% | +8,929 | 新進 |