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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 8,958 | $75.3 萬 | 0.07% | +8,958 | 新進 |
| Cozad Asset Management Inc | 9,066 | $76.2 萬 | 0.11% | −880−8.8% | 減碼 |
| Kingsview Wealth Management, LLC | 9,090 | $76.5 萬 | 0.03% | +1,727+23.5% | 加碼 |
| Ironwood Financial, llc | 9,111 | $76.6 萬 | 0.21% | 00.0% | 不變 |
| Avalon Investment & Advisory | 9,142 | $76.9 萬 | 0.02% | −1,334−12.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 9,148 | $76.9 萬 | 0.06% | +1,220+15.4% | 加碼 |
| Smith, Moore & Co. | 9,168 | $77.1 萬 | 0.11% | +333+3.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,181 | $77.2 萬 | 0.04% | +45+0.5% | 加碼 |
| Cannell Peter B & Co Inc | 9,346 | $78.6 萬 | 0.02% | +200+2.2% | 加碼 |
| Symmetry Partners, LLC | 9,408 | $79.1 萬 | 0.05% | −5,735−37.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,408 | $79.1 萬 | 0.04% | +452+5.0% | 加碼 |
| Inverness Counsel LLC | 9,430 | $79.3 萬 | 0.03% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 9,434 | $79.3 萬 | 0.03% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 9,431 | $79.3 萬 | 0.12% | +169+1.8% | 加碼 |
| Navalign, LLC | 9,442 | $79.4 萬 | 0.32% | −176−1.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 9,479 | $79.7 萬 | 0.11% | +4,304+83.2% | 加碼 |
| Stony Point Wealth Management Inc. | 9,520 | $80.1 萬 | 0.42% | +829+9.5% | 加碼 |
| FineMark National Bank & Trust | 9,538 | $80.2 萬 | 0.03% | −71−0.7% | 減碼 |
| Concentric Wealth Management, LLC | 9,553 | $80.3 萬 | 0.23% | −73−0.8% | 減碼 |
| Pitcairn Co | 9,598 | $80.7 萬 | 0.05% | −50−0.5% | 減碼 |
| Fulton Bank, N.A. | 9,595 | $80.7 萬 | 0.04% | +158+1.7% | 加碼 |
| Lido Advisors, LLC | 9,653 | $81.1 萬 | 0.02% | +2,045+26.9% | 加碼 |
| Intrust Bank NA | 9,667 | $81.3 萬 | 0.10% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 9,798 | $82.4 萬 | 0.02% | −306−3.0% | 減碼 |
| Logan Capital Management Inc | 9,831 | $82.7 萬 | 0.04% | +102+1.0% | 加碼 |
| Waldron Private Wealth LLC | 9,891 | $83.1 萬 | 0.04% | +10.0% | 加碼 |
| SNS Financial Group, LLC | 9,947 | $83.7 萬 | 0.10% | −253−2.5% | 減碼 |
| Hall Capital Management Co Inc | 9,994 | $84.0 萬 | 0.48% | +2,856+40.0% | 加碼 |
| Compass Advisory Group LLC | 10,000 | $84.1 萬 | 0.45% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 10,074 | $84.7 萬 | 0.03% | +1,094+12.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 10,102 | $85.0 萬 | 0.14% | 00.0% | 不變 |
| Engine No. 1 LLC | 10,289 | $86.5 萬 | 0.18% | +2,204+27.3% | 加碼 |
| Chicago Partners Investment Group LLC | 9,916 | $87.0 萬 | 0.06% | −1,894−16.0% | 減碼 |
| Voya Financial Advisors, Inc. | 10,372 | $87.6 萬 | 0.10% | +1,016+10.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,416 | $87.6 萬 | 0.02% | +10,416 | 新進 |
| IFP Advisors, Inc | 10,375 | $88.7 萬 | 0.02% | +428+4.3% | 加碼 |
| Arkadios Wealth Advisors | 10,568 | $88.9 萬 | 0.12% | −233−2.2% | 減碼 |
| ETF Managers Group, LLC | 10,521 | $88.9 萬 | 0.02% | +501+5.0% | 加碼 |
| Kovack Advisors, Inc. | 10,568 | $88.9 萬 | 0.09% | +520+5.2% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 10,620 | $89.3 萬 | 0.34% | −97−0.9% | 減碼 |
| Diversified Trust Co | 10,689 | $89.9 萬 | 0.03% | +1,145+12.0% | 加碼 |
| DCM Advisors, LLC | 10,714 | $90.1 萬 | 0.27% | −5,033−32.0% | 減碼 |
| Coldstream Capital Management Inc | 10,718 | $90.1 萬 | 0.03% | +10,718 | 新進 |
| Coastal Investment Advisors, Inc. | 10,723 | $90.2 萬 | 0.20% | −714−6.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,738 | $90.3 萬 | 0.07% | 00.0% | 不變 |
| Hardy Reed LLC | 10,827 | $91.1 萬 | 0.15% | 00.0% | 不變 |
| Hyperion Capital Advisors LP | 10,899 | $91.7 萬 | 0.20% | 00.0% | 不變 |
| First Midwest Bank Trust Division | 10,911 | $91.8 萬 | 0.12% | +227+2.1% | 加碼 |
| Apriem Advisors | 10,968 | $92.2 萬 | 0.13% | −200−1.8% | 減碼 |
| Violich Capital Management, Inc. | 10,980 | $92.3 萬 | 0.13% | +65+0.6% | 加碼 |
| Summit Trail Advisors, LLC | 10,969 | $92.3 萬 | 0.06% | +10,969 | 新進 |
| Morse Asset Management, Inc | 11,000 | $92.5 萬 | 0.21% | +1,000+10.0% | 加碼 |
| Cookson Peirce & Co Inc | 11,012 | $92.6 萬 | 0.05% | −1,271−10.3% | 減碼 |
| TCTC Holdings, LLC | 11,020 | $92.6 萬 | 0.04% | 00.0% | 不變 |
| Fractal Investments LLC | 11,041 | $92.9 萬 | 0.32% | +11,041 | 新進 |
| Federated Hermes, Inc. | 11,165 | $93.9 萬 | 0.00% | +824+8.0% | 加碼 |
| Loveless Wealth Management LLC | 11,250 | $94.6 萬 | 0.52% | +890+8.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 11,261 | $94.7 萬 | 0.34% | +1,166+11.6% | 加碼 |
| Horizon Investments, LLC | 11,414 | $95.8 萬 | 0.03% | +526+4.8% | 加碼 |
| Clean Yield Group | 11,530 | $97.0 萬 | 0.32% | −250−2.1% | 減碼 |
| Patriot Investment Management Inc. | 11,550 | $97.1 萬 | 0.08% | +745+6.9% | 加碼 |
| Summit Asset Management, LLC | 11,587 | $97.4 萬 | 0.28% | +45+0.4% | 加碼 |
| Private Ocean, LLC | 11,667 | $98.1 萬 | 0.11% | +1,918+19.7% | 加碼 |
| Powell Investment Advisors, LLC | 11,714 | $98.5 萬 | 0.56% | 00.0% | 不變 |
| IMS Capital Management | 11,730 | $98.6 萬 | 0.51% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 11,721 | $98.6 萬 | 0.47% | +11,721 | 新進 |
| Burns Matteson Capital Management, LLC | 11,777 | $99.0 萬 | 0.67% | +722+6.5% | 加碼 |
| Systematic Alpha Investments, LLC | 11,901 | $100.1 萬 | 0.05% | 00.0% | 不變 |
| First Financial Corp | 11,934 | $100.3 萬 | 0.61% | −745−5.9% | 減碼 |
| MBB Public Markets I LLC | 11,962 | $100.6 萬 | 0.02% | +11,962 | 新進 |
| Quadrant Capital Group LLC | 12,010 | $101.0 萬 | 0.12% | +859+7.7% | 加碼 |
| Centiva Capital, LP | 12,013 | $101.0 萬 | 0.07% | +12,013 | 新進 |
| Hyperion Asset Management Ltd | 12,290 | $103.4 萬 | 0.04% | 00.0% | 不變 |
| Crumly & Associates Inc. | 11,702 | $104.0 萬 | 0.41% | −828−6.6% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 12,366 | $104.0 萬 | 0.60% | −59−0.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 12,405 | $104.1 萬 | 0.01% | −63−0.5% | 減碼 |
| CAPROCK Group, Inc. | 12,495 | $105.1 萬 | 0.09% | +1,469+13.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,524 | $105.3 萬 | 0.17% | +5,580+80.4% | 加碼 |
| Bordeaux Wealth Advisors LLC | 12,531 | $105.4 萬 | 0.49% | +12,531 | 新進 |
| Semmax Financial Advisors Inc. | 12,575 | $105.8 萬 | 0.39% | −3,324−20.9% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $106.0 萬 | 0.28% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,662 | $106.4 萬 | 0.07% | −6,500−33.9% | 減碼 |
| Forum Financial Management, LP | 12,731 | $107.1 萬 | 0.06% | +12,731 | 新進 |
| HCR Wealth Advisors | 12,793 | $107.6 萬 | 0.17% | −703−5.2% | 減碼 |
| Grove Bank & Trust | 12,842 | $108.0 萬 | 0.21% | 00.0% | 不變 |
| Ballentine Partners, LLC | 12,849 | $108.1 萬 | 0.03% | +2,800+27.9% | 加碼 |
| Sun Life Financial INC | 12,896 | $108.3 萬 | 0.04% | +702+5.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,925 | $108.6 萬 | 0.09% | −1,065−7.6% | 減碼 |
| Occudo Quantitative Strategies LP | 12,992 | $109.3 萬 | 0.10% | −421−3.1% | 減碼 |
| Miracle Mile Advisors, LLC | 13,014 | $109.4 萬 | 0.04% | +6,502+99.8% | 加碼 |
| Lake Street Advisors Group, LLC | 13,031 | $109.6 萬 | 0.07% | +133+1.0% | 加碼 |
| Cascade Investment Advisors, Inc. | 13,060 | $109.8 萬 | 0.64% | −420−3.1% | 減碼 |
| Capital Advisors Inc | 13,063 | $109.9 萬 | 0.03% | +251+2.0% | 加碼 |
| Metis Global Partners, LLC | 13,148 | $110.6 萬 | 0.31% | +13,148 | 新進 |
| Kaizen Financial Strategies | 13,250 | $111.4 萬 | 0.83% | −1,195−8.3% | 減碼 |
| Clarius Group, LLC | 13,272 | $111.6 萬 | 0.09% | +568+4.5% | 加碼 |
| KB Financial Partners, LLC | 13,294 | $111.8 萬 | 0.32% | +5,258+65.4% | 加碼 |
| Evermay Wealth Management LLC | 13,423 | $112.9 萬 | 0.20% | +8,197+156.9% | 加碼 |
| Trust Asset Management LLC | 13,452 | $113.1 萬 | 0.14% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,490 | $113.5 萬 | 0.13% | +375+2.9% | 加碼 |