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。
2023 年第 1 季 13F 持有人
Schwab Charles Corp 在 2023/3/31 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
- 1,676
- 較 2022 年第 4 季 +80 家
- 持有股數
- 14.9 億
- 較 2022 年第 4 季 −7,421 萬 (−4.8%)
- 總市值
- $770.8 億
- 較 2022 年第 4 季 −$526.4 億 (−40.6%)
- 新進機構
- 295
- 另有 795 家加碼
- 清倉機構
- 215
- 另有 462 家減碼
另有 30 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 27,231 | $142.6 萬 | 0.68% | +652+2.5% | 加碼 |
| Private Wealth Partners, LLC | 27,243 | $142.7 萬 | 0.14% | −1,732−6.0% | 減碼 |
| Covey Capital Advisors, LLC | 27,426 | $143.7 萬 | 2.29% | −19,189−41.2% | 減碼 |
| FDx Advisors, Inc. | 17,347 | $144.4 萬 | 0.06% | 00.0% | 不變 |
| Armstrong Henry H Associates Inc | 27,591 | $144.5 萬 | 0.18% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 27,749 | $145.3 萬 | 0.03% | +21,321+331.7% | 加碼 |
| Johnson Financial Group, Inc. | 27,771 | $145.5 萬 | 0.10% | +24,554+763.3% | 加碼 |
| Riverpark Capital Management LLC | 27,830 | $145.8 萬 | 2.93% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 28,046 | $146.9 萬 | 1.23% | +1,358+5.1% | 加碼 |
| Greenleaf Trust | 28,126 | $147.3 萬 | 0.02% | −1,028−3.5% | 減碼 |
| Granite Investment Partners, LLC | 28,231 | $147.9 萬 | 0.06% | −8,270−22.7% | 減碼 |
| Bokf, NA | 28,340 | $148.4 萬 | 0.03% | −32,265−53.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 28,365 | $148.6 萬 | 0.10% | +3,557+14.3% | 加碼 |
| Capital Advisors Inc | 28,385 | $148.7 萬 | 0.04% | +1,090+4.0% | 加碼 |
| Delta Investment Management, LLC | 28,715 | $150.4 萬 | 0.43% | +28,715 | 新進 |
| West Oak Capital, LLC | 28,735 | $150.5 萬 | 0.76% | −1,250−4.2% | 減碼 |
| 180 Wealth Advisors, LLC | 29,038 | $152.1 萬 | 0.35% | +70.0% | 加碼 |
| Quinn Opportunity Partners LLC | 29,234 | $153.1 萬 | 0.16% | −9,500−24.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 34,651 | $153.7 萬 | 0.06% | −4,074−10.5% | 減碼 |
| Centaurus Financial, Inc. | 29,413 | $154.1 萬 | 0.12% | +29,413 | 新進 |
| Providence First Trust Co | 29,425 | $154.1 萬 | 0.89% | +29,425 | 新進 |
| Advisor Partners II, LLC | 29,910 | $156.6 萬 | 0.09% | −14,800−33.1% | 減碼 |
| United Capital Financial Advisers, LLC | 29,942 | $156.8 萬 | 0.01% | +15,949+114.0% | 加碼 |
| Sheets Smith Wealth Management | 29,966 | $157.0 萬 | 0.24% | +3,389+12.8% | 加碼 |
| Crown Advisors Management, Inc. | 30,000 | $157.1 萬 | 1.17% | +30,000 | 新進 |
| Central Bank & Trust Co | 30,041 | $157.4 萬 | 0.28% | +809+2.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 30,221 | $158.3 萬 | 0.03% | −755−2.4% | 減碼 |
| Bartlett & Co. LLC | 30,221 | $158.3 萬 | 0.03% | −755−2.4% | 減碼 |
| New England Research & Management, Inc. | 30,305 | $158.7 萬 | 0.93% | +30,305 | 新進 |
| Old National Bancorp | 30,423 | $159.4 萬 | 0.05% | −3,100−9.2% | 減碼 |
| Callan Family Office, LLC | 30,606 | $160.3 萬 | 0.39% | +26,896+725.0% | 加碼 |
| Centiva Capital, LP | 30,626 | $160.4 萬 | 0.09% | +30,626 | 新進 |
| Titleist Asset Management, LLC | 30,648 | $160.5 萬 | 0.34% | +30,648 | 新進 |
| Legal Advantage Investments, Inc. | 30,700 | $160.8 萬 | 1.18% | +30,700 | 新進 |
| Huntington National Bank | 30,939 | $162.1 萬 | 0.02% | +7,699+33.1% | 加碼 |
| Annandale Capital, LLC | 31,132 | $163.1 萬 | 0.52% | +15,000+93.0% | 加碼 |
| Gotham Asset Management, LLC | 31,284 | $163.9 萬 | 0.04% | −19,111−37.9% | 減碼 |
| LS Investment Advisors, LLC | 31,397 | $164.5 萬 | 0.30% | +25,642+445.6% | 加碼 |
| Resonant Capital Advisors, LLC | 31,727 | $166.2 萬 | 0.19% | +31,727 | 新進 |
| Harfst & Associates, Inc. | 31,895 | $167.1 萬 | 0.48% | −70−0.2% | 減碼 |
| Cumberland Partners Ltd | 32,042 | $167.8 萬 | 0.16% | −31,025−49.2% | 減碼 |
| K.J. Harrison & Partners Inc | 32,083 | $168.1 萬 | 0.34% | +10,000+45.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 32,111 | $168.2 萬 | 0.15% | +22,685+240.7% | 加碼 |
| Old Mission Capital LLC | 32,252 | $168.9 萬 | 0.05% | +32,252 | 新進 |
| Investment Advisory Services Inc | 32,554 | $169.0 萬 | 0.83% | −88−0.3% | 減碼 |
| Avitas Wealth Management LLC | 32,311 | $169.2 萬 | 0.33% | +5,891+22.3% | 加碼 |
| Wright Investors Service Inc | 32,422 | $169.8 萬 | 0.48% | +4,163+14.7% | 加碼 |
| Parkwood LLC | 32,466 | $170.1 萬 | 0.32% | +3,018+10.2% | 加碼 |
| Apollon Wealth Management, LLC | 32,573 | $170.6 萬 | 0.10% | +18,600+133.1% | 加碼 |
| Marietta Wealth Management, LLC | 32,621 | $170.9 萬 | 0.36% | +32,621 | 新進 |
| Williams Jones Wealth Management, LLC. | 32,922 | $172.4 萬 | 0.03% | −3,987−10.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 33,007 | $172.9 萬 | 0.06% | +2,398+7.8% | 加碼 |
| Red Spruce Capital, LLC | 33,058 | $173.2 萬 | 1.01% | −416−1.2% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 33,135 | $173.6 萬 | 0.37% | +2,775+9.1% | 加碼 |
| Aurora Investment Counsel | 33,240 | $174.1 萬 | 1.14% | +6,900+26.2% | 加碼 |
| We Are One Seven, LLC | 33,344 | $174.7 萬 | 0.11% | +13,061+64.4% | 加碼 |
| Central Trust Co | 33,362 | $174.7 萬 | 0.05% | −7,257−17.9% | 減碼 |
| Fosun International Ltd | 33,562 | $175.8 萬 | 0.17% | −6,960−17.2% | 減碼 |
| Voya Financial Advisors, Inc. | 33,737 | $177.0 萬 | 0.22% | +5,623+20.0% | 加碼 |
| OTA Financial Group L.P. | 34,032 | $178.2 萬 | 1.57% | +34,032 | 新進 |
| CAPROCK Group, Inc. | 34,091 | $178.6 萬 | 0.14% | +34,091 | 新進 |
| VELA Investment Management, LLC | 34,337 | $179.9 萬 | 0.82% | −21,260−38.2% | 減碼 |
| Vestcor Inc | 34,362 | $180.0 萬 | 0.07% | −136−0.4% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 34,444 | $180.4 萬 | 1.69% | +7,140+26.2% | 加碼 |
| Linscomb & Williams, Inc. | 34,519 | $180.8 萬 | 0.09% | −2,297−6.2% | 減碼 |
| United Services Automobile Association | 34,634 | $181.4 萬 | 0.06% | −22,064−38.9% | 減碼 |
| Baader Bank INC | 35,271 | $181.7 萬 | 0.14% | +2,669+8.2% | 加碼 |
| Natixis | 34,722 | $181.9 萬 | 0.02% | +34,722 | 新進 |
| First Dallas Securities Inc. | 34,895 | $182.8 萬 | 1.08% | +28,450+441.4% | 加碼 |
| Johnson Investment Counsel Inc | 35,113 | $183.9 萬 | 0.02% | +4,047+13.0% | 加碼 |
| SkyView Investment Advisors, LLC | 35,159 | $184.2 萬 | 0.43% | +11,591+49.2% | 加碼 |
| Sepio Capital, LP | 35,182 | $184.3 萬 | 0.17% | +35,182 | 新進 |
| Stratos Wealth Partners, LTD. | 35,309 | $184.9 萬 | 0.05% | +4,650+15.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 35,373 | $185.3 萬 | 0.99% | +3,240+10.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 35,400 | $185.4 萬 | 0.05% | +400+1.1% | 加碼 |
| Capital Analysts, LLC | 35,430 | $185.6 萬 | 0.11% | +35,307+28,704.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 22,321 | $185.8 萬 | 0.03% | 00.0% | 不變 |
| MAI Capital Management | 35,561 | $186.3 萬 | 0.03% | −198−0.6% | 減碼 |
| Colony Group LLC | 35,857 | $187.8 萬 | 0.03% | +8,776+32.4% | 加碼 |
| Siemens Fonds Invest GmbH | 35,943 | $188.3 萬 | 0.20% | −171−0.5% | 減碼 |
| Capital Investment Counsel, Inc | 36,156 | $189.4 萬 | 0.43% | +1,627+4.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 36,493 | $191.1 萬 | 0.09% | +21,069+136.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 36,636 | $191.9 萬 | 0.12% | +3,096+9.2% | 加碼 |
| Grassi Investment Management | 36,868 | $193.1 萬 | 0.24% | +33,675+1,054.7% | 加碼 |
| Moody National Bank Trust Division | 37,138 | $194.5 萬 | 0.17% | −46−0.1% | 減碼 |
| Black Maple Capital Management LP | 37,300 | $195.4 萬 | 2.44% | +37,300 | 新進 |
| Vestmark Advisory Solutions, Inc. | 37,358 | $195.7 萬 | 0.08% | +18,601+99.2% | 加碼 |
| Next Capital Management LLC | 37,466 | $196.2 萬 | 0.95% | +37,466 | 新進 |
| Northeast Financial Consultants Inc | 37,519 | $196.5 萬 | 0.13% | −63,037−62.7% | 減碼 |
| Venture Visionary Partners LLC | 37,607 | $197.0 萬 | 0.12% | +30,808+453.1% | 加碼 |
| Choate Investment Advisors | 37,641 | $197.2 萬 | 0.10% | +27,335+265.2% | 加碼 |
| Capula Management Ltd | 37,673 | $197.3 萬 | 0.17% | +37,673 | 新進 |
| Advisors Asset Management, Inc. | 37,811 | $198.1 萬 | 0.04% | −5,416−12.5% | 減碼 |
| Watchman Group, Inc. | 37,829 | $198.1 萬 | 1.03% | −71−0.2% | 減碼 |
| Beck Capital Management, LLC | 38,375 | $201.0 萬 | 0.86% | +38,375 | 新進 |
| Manchester Global Management (UK) Ltd | 38,500 | $201.7 萬 | 0.72% | −37,400−49.3% | 減碼 |
| Coombe, Bender & Co LLC | 38,529 | $201.8 萬 | 1.58% | +38,529 | 新進 |
| Wunderlich Capital Managemnt | 38,684 | $202.6 萬 | 1.05% | +777+2.0% | 加碼 |
| Venator Management LLC | 38,765 | $203.1 萬 | 0.84% | +38,765 | 新進 |
| Buckingham Capital Management, Inc. | 39,083 | $204.7 萬 | 0.33% | +39,083 | 新進 |