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 | 2,173 | $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 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 |
|---|---|---|---|---|---|
| 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 |
| Affinity Capital Advisors, LLC | 4,407 | $37.1 萬 | 0.11% | +533+13.8% | 加碼 |
| Abbrea Capital, LLC | 4,373 | $36.8 萬 | 0.05% | +294+7.2% | 加碼 |
| Connacht Asset Management LP | 4,361 | $36.7 萬 | 0.42% | −8,848−67.0% | 減碼 |
| Cypress Wealth Services, LLC | 4,358 | $36.7 萬 | 0.10% | +108+2.5% | 加碼 |
| Sonora Investment Management Group, LLC | 4,361 | $36.7 萬 | 0.04% | +4,361 | 新進 |
| Highland Private Wealth Management | 4,339 | $36.5 萬 | 0.05% | +239+5.8% | 加碼 |
| First Affirmative Financial Network | 4,314 | $36.3 萬 | 0.33% | +363+9.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 4,321 | $36.3 萬 | 0.03% | +1,214+39.1% | 加碼 |
| Geller Advisors LLC | 4,306 | $36.2 萬 | 0.07% | −12−0.3% | 減碼 |
| Alpha Paradigm Partners, LLC | 4,299 | $36.2 萬 | 0.15% | +4,299 | 新進 |
| Old Mission Investment Co LLC | 4,275 | $36.0 萬 | 0.13% | −19−0.4% | 減碼 |
| Defined Wealth Management, LLC | 4,267 | $35.9 萬 | 0.29% | 00.0% | 不變 |
| Prospera Financial Services Inc | 4,215 | $35.4 萬 | 0.02% | −300−6.6% | 減碼 |
| Index Fund Advisors, Inc. | 4,214 | $35.4 萬 | 0.03% | +4,214 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 4,196 | $35.3 萬 | 0.01% | +113+2.8% | 加碼 |
| Purus Wealth Management, LLC | 4,199 | $35.3 萬 | 0.22% | +4,199 | 新進 |
| Integrated Advisors Network LLC | 4,183 | $35.2 萬 | 0.02% | +864+26.0% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 4,180 | $35.2 萬 | 0.21% | +4,180 | 新進 |
| Institute for Wealth Management, LLC. | 4,159 | $35.0 萬 | 0.06% | +127+3.1% | 加碼 |
| Jump Financial, LLC | 4,158 | $34.9 萬 | 0.02% | +4,158 | 新進 |
| Cambridge Trust Co | 4,121 | $34.7 萬 | 0.01% | +715+21.0% | 加碼 |
| Bridgefront Capital, LLC | 4,131 | $34.7 萬 | 0.34% | +4,131 | 新進 |
| Bremer Bank National Association | 4,109 | $34.6 萬 | 0.06% | 00.0% | 不變 |
| RFG Advisory, LLC | 4,108 | $34.6 萬 | 0.02% | +4,108 | 新進 |
| Sutton Wealth Advisors Inc. | 4,112 | $34.6 萬 | 0.12% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 4,100 | $34.5 萬 | 0.31% | −400−8.9% | 減碼 |
| Van Strum & Towne Inc. | 4,100 | $34.5 萬 | 0.13% | −100−2.4% | 減碼 |
| Ascent Group, LLC | 3,871 | $34.5 萬 | 0.04% | +3,871 | 新進 |
| Sanders Morris Harris LLC | 4,000 | $34.2 萬 | 0.06% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,059 | $34.1 萬 | 0.01% | −758−15.7% | 減碼 |
| Childress Capital Advisors, LLC | 4,048 | $34.0 萬 | 0.14% | +379+10.3% | 加碼 |
| Hamel Associates, Inc. | 4,040 | $34.0 萬 | 0.12% | +615+18.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,029 | $33.8 萬 | 0.14% | −6,078−60.1% | 減碼 |
| 9258 Wealth Management, LLC | 4,024 | $33.8 萬 | 0.08% | +371+10.2% | 加碼 |
| Triad Investment Management | 4,005 | $33.7 萬 | 0.31% | +4,005 | 新進 |
| Wisconsin Capital Management LLC | 4,000 | $33.6 萬 | 0.14% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 4,000 | $33.6 萬 | 0.08% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 3,967 | $33.4 萬 | 0.07% | −155−3.8% | 減碼 |
| Laffer Tengler Investments | 3,962 | $33.3 萬 | 0.10% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 3,962 | $33.3 萬 | 0.10% | −630−13.7% | 減碼 |
| HBK Investments L P | 3,937 | $33.1 萬 | 0.01% | +3,937 | 新進 |
| Grandfield & Dodd, LLC | 3,961 | $33.0 萬 | 0.02% | +76+2.0% | 加碼 |
| Kathleen S. Wright Associates Inc. | 3,908 | $32.9 萬 | 0.24% | +3,908 | 新進 |
| Redhawk Wealth Advisors, Inc. | 3,900 | $32.8 萬 | 0.08% | +3,900 | 新進 |
| Moneta Group Investment Advisors LLC | 3,876 | $32.6 萬 | 0.01% | +622+19.1% | 加碼 |
| South Shore Capital Advisors | 3,870 | $32.5 萬 | 0.53% | +3,870 | 新進 |
| Evanson Asset Management, LLC | 3,858 | $32.4 萬 | 0.03% | −236−5.8% | 減碼 |
| Gould Asset Management LLC | 3,827 | $32.2 萬 | 0.09% | 00.0% | 不變 |
| Parkside Advisors LLC | 3,830 | $32.2 萬 | 0.10% | 00.0% | 不變 |
| Carson Advisory Inc. | 3,803 | $32.0 萬 | 0.32% | +3,803 | 新進 |
| St Germain D J Co Inc | 3,792 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Comerica Securities,inc. | 3,774 | $31.7 萬 | 0.02% | +363+10.6% | 加碼 |
| Founders Capital Management | 3,750 | $31.5 萬 | 0.20% | 00.0% | 不變 |
| Meristem Family Wealth, LLC | 3,738 | $31.4 萬 | 0.03% | −2,183−36.9% | 減碼 |
| Atlas Private Wealth Management | 3,731 | $31.4 萬 | 0.18% | −1,117−23.0% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,720 | $31.3 萬 | 0.10% | −498−11.8% | 減碼 |
| Souders Financial Advisors | 3,690 | $31.0 萬 | 0.09% | +10.0% | 加碼 |
| CX Institutional | 3,689 | $31.0 萬 | 0.02% | +452+14.0% | 加碼 |
| Forte Capital LLC | 3,672 | $30.9 萬 | 0.04% | −32−0.9% | 減碼 |
| Cohen Klingenstein LLC | 3,660 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 3,656 | $30.7 萬 | 0.01% | −745−16.9% | 減碼 |
| Virtu Financial LLC | 3,649 | $30.7 萬 | 0.03% | +3,649 | 新進 |
| RMB Capital Management, LLC | 3,633 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 3,637 | $30.6 萬 | 0.00% | +3,040+509.2% | 加碼 |
| WNY Asset Management, LLC | 3,628 | $30.5 萬 | 0.09% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 3,615 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Klingman & Associates, LLC | 3,599 | $30.3 萬 | 0.03% | +61+1.7% | 加碼 |
| Eastern Bank | 3,595 | $30.2 萬 | 0.01% | −40−1.1% | 減碼 |
| Capital Investment Advisors, LLC | 3,596 | $30.2 萬 | 0.01% | +8+0.2% | 加碼 |
| Crawford Investment Counsel Inc | 3,590 | $30.2 萬 | 0.01% | +66+1.9% | 加碼 |
| Yorktown Management & Research Co Inc | 3,575 | $30.1 萬 | 0.20% | −650−15.4% | 減碼 |
| Carlson Capital Management | 3,578 | $30.1 萬 | 0.03% | −352−9.0% | 減碼 |
| Sigma Investment Counselors Inc | 3,574 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Maryland Capital Management | 3,568 | $30.0 萬 | 0.02% | +218+6.5% | 加碼 |
| Boyar Asset Management Inc. | 3,550 | $29.9 萬 | 0.18% | +200+6.0% | 加碼 |
| Brighton Jones LLC | 3,540 | $29.8 萬 | 0.01% | +236+7.1% | 加碼 |
| Financial Enhancement Group LLC | 3,511 | $29.5 萬 | 0.05% | +404+13.0% | 加碼 |
| HB Wealth Management, LLC | 3,510 | $29.5 萬 | 0.01% | +3,510 | 新進 |
| Equius Partners, Inc. | 3,500 | $29.4 萬 | 0.12% | +3,500 | 新進 |
| Sunflower Bank, N.A. | 3,479 | $29.3 萬 | 0.04% | −366−9.5% | 減碼 |
| StoneX Group Inc. | 3,477 | $29.2 萬 | 0.03% | +3,477 | 新進 |
| LCM Capital Management Inc | 3,472 | $29.2 萬 | 0.23% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,474 | $29.2 萬 | 0.01% | +158+4.8% | 加碼 |
| Alpha Cubed Investments, LLC | 3,425 | $28.8 萬 | 0.02% | +415+13.8% | 加碼 |
| Vantage Consulting Group Inc | 3,418 | $28.7 萬 | 0.08% | −199−5.5% | 減碼 |
| CWS Financial Advisors, LLC | 3,409 | $28.7 萬 | 0.10% | +3,409 | 新進 |
| Syntax Advisors, LLC | 3,418 | $28.7 萬 | 0.21% | +3,418 | 新進 |
| Mystic Asset Management, Inc. | 3,418 | $28.7 萬 | 0.14% | +3,418 | 新進 |
| Menard Financial Group LLC | 3,392 | $28.5 萬 | 0.23% | +3,392 | 新進 |
| Providence Capital Advisors, LLC | 3,371 | $28.4 萬 | 0.08% | −1,240−26.9% | 減碼 |
| Beaumont Financial Partners, LLC | 3,365 | $28.3 萬 | 0.02% | +41+1.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,352 | $28.2 萬 | 0.05% | −270−7.5% | 減碼 |
| Little House Capital LLC | 3,349 | $28.2 萬 | 0.15% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 3,345 | $28.1 萬 | 0.01% | +3,345 | 新進 |
| CKW Financial Group | 3,300 | $28.0 萬 | 0.04% | −200−5.7% | 減碼 |
| E Fund Management Co., Ltd. | 3,312 | $27.9 萬 | 0.01% | +41+1.3% | 加碼 |
| Wedmont Private Capital | 2,985 | $27.9 萬 | 0.09% | +2,985 | 新進 |
| First International Bank & Trust | 3,324 | $27.9 萬 | 0.10% | +3,324 | 新進 |