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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 39,230 | $205.5 萬 | 0.07% | +16,143+69.9% | 加碼 |
| Valeo Financial Advisors, LLC | 39,230 | $205.5 萬 | 0.10% | +21,383+119.8% | 加碼 |
| Empirical Finance, LLC | 39,975 | $209.4 萬 | 0.20% | +2,276+6.0% | 加碼 |
| Mark Asset Management LP | 40,000 | $209.5 萬 | 0.40% | +40,000 | 新進 |
| Teza Capital Management LLC | 40,208 | $210.6 萬 | 0.45% | +40,208 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,354 | $211.4 萬 | 0.09% | +8,878+28.2% | 加碼 |
| Phoenix Holdings Ltd. | 40,426 | $211.8 萬 | 0.05% | +7,498+22.8% | 加碼 |
| TCG Advisory Services, LLC | 40,434 | $211.8 萬 | 0.45% | +40,434 | 新進 |
| Motley Fool Asset Management LLC | 40,733 | $213.4 萬 | 0.24% | −783−1.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 41,120 | $215.4 萬 | 0.51% | 00.0% | 不變 |
| Trivant Custom Portfolio Group, LLC | 41,638 | $218.1 萬 | 1.56% | +41,638 | 新進 |
| Assetmark, Inc | 41,729 | $218.6 萬 | 0.01% | +4,471+12.0% | 加碼 |
| SOL Capital Management CO | 41,893 | $219.4 萬 | 0.36% | +595+1.4% | 加碼 |
| Sculati Wealth Management, LLC | 42,061 | $220.3 萬 | 1.17% | +967+2.4% | 加碼 |
| Pine Haven Investment Counsel, Inc | 43,189 | $226.2 萬 | 2.37% | +2,980+7.4% | 加碼 |
| Abner Herrman & Brock LLC | 43,350 | $227.1 萬 | 0.34% | −5,000−10.3% | 減碼 |
| Merit Financial Group, LLC | 43,420 | $227.4 萬 | 0.08% | +28,904+199.1% | 加碼 |
| Webster Bank, N. A. | 43,806 | $229.5 萬 | 0.30% | −565−1.3% | 減碼 |
| Illinois Municipal Retirement Fund | 43,850 | $229.7 萬 | 0.05% | 00.0% | 不變 |
| Pettee Investors, Inc. | 44,097 | $231.0 萬 | 1.11% | +945+2.2% | 加碼 |
| Wealthfront Advisers LLC | 44,147 | $231.2 萬 | 0.01% | −88,184−66.6% | 減碼 |
| Nelson Capital Management, LLC | 44,330 | $232.2 萬 | 0.66% | −52,778−54.3% | 減碼 |
| Chatham Capital Group, Inc. | 44,362 | $232.4 萬 | 0.52% | +3,835+9.5% | 加碼 |
| Bryn Mawr Trust Co | 44,444 | $232.8 萬 | 0.10% | +803+1.8% | 加碼 |
| Cutler Group LP | 44,493 | $233.0 萬 | 0.37% | +43,379+3,894.0% | 加碼 |
| Colonial Trust Advisors | 44,521 | $233.2 萬 | 0.27% | +4,070+10.1% | 加碼 |
| Capital Research Global Investors | 44,766 | $234.5 萬 | 0.00% | −2,356,528−98.1% | 減碼 |
| Americana Partners, LLC | 45,106 | $236.3 萬 | 0.37% | +9,718+27.5% | 加碼 |
| AMG National Trust Bank | 45,139 | $236.4 萬 | 0.08% | −12,910−22.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 45,379 | $237.7 萬 | 0.42% | +45,379 | 新進 |
| Courier Capital LLC | 45,482 | $238.2 萬 | 0.26% | +9,801+27.5% | 加碼 |
| Annex Advisory Services, LLC | 45,557 | $238.6 萬 | 0.13% | −53,090−53.8% | 減碼 |
| Perigon Wealth Management, LLC | 45,692 | $239.3 萬 | 0.14% | +9,364+25.8% | 加碼 |
| SFMG, LLC | 45,841 | $240.1 萬 | 0.26% | +43,412+1,787.2% | 加碼 |
| Canvas Wealth Advisors, LLC | 46,427 | $240.2 萬 | 1.01% | +46,427 | 新進 |
| Herbst Group, LLC | 45,851 | $240.2 萬 | 1.70% | +23,501+105.1% | 加碼 |
| True North Advisors, LLC | 46,100 | $241.5 萬 | 0.72% | +1,100+2.4% | 加碼 |
| Focus Financial Network, Inc. | 46,106 | $241.5 萬 | 0.15% | +39,223+569.9% | 加碼 |
| Connable Office Inc | 46,372 | $242.9 萬 | 0.35% | −791−1.7% | 減碼 |
| PFG Advisors | 46,508 | $243.6 萬 | 0.20% | +922+2.0% | 加碼 |
| Ancora Advisors, LLC | 46,567 | $243.9 萬 | 0.07% | +16,312+53.9% | 加碼 |
| Naples Global Advisors, LLC | 46,582 | $244.0 萬 | 0.30% | +16,328+54.0% | 加碼 |
| HRT Financial LP | 46,584 | $244.0 萬 | 0.03% | +46,584 | 新進 |
| Mraz, Amerine & Associates, Inc. | 46,921 | $245.8 萬 | 0.60% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 46,965 | $246.0 萬 | 1.48% | +46,965 | 新進 |
| Sterling Investment Management, Inc. | 47,014 | $246.3 萬 | 1.96% | +47,014 | 新進 |
| Baxter Bros Inc | 47,202 | $247.2 萬 | 0.39% | +43,365+1,130.2% | 加碼 |
| Principle Wealth Partners LLC | 47,500 | $248.8 萬 | 0.27% | +41,898+747.9% | 加碼 |
| GPM Growth Investors, Inc. | 47,865 | $250.7 萬 | 1.45% | −62,386−56.6% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 47,907 | $250.9 萬 | 0.11% | −113,055−70.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,947 | $251.1 萬 | 0.06% | +140+0.3% | 加碼 |
| National Asset Management, Inc. | 50,864 | $251.5 萬 | 0.07% | −12,787−20.1% | 減碼 |
| Bailard, Inc. | 48,091 | $251.9 萬 | 0.09% | −7,785−13.9% | 減碼 |
| Itau Unibanco Holding S.A. | 48,614 | $254.6 萬 | 0.13% | +34,114+235.3% | 加碼 |
| Malaga Cove Capital, LLC | 48,657 | $254.9 萬 | 1.26% | +5,344+12.3% | 加碼 |
| Intrinsic Value Partners, LLC | 48,676 | $255.0 萬 | 3.45% | +80+0.2% | 加碼 |
| Vinva Investment Management Ltd | 48,899 | $256.6 萬 | 0.22% | +48,899 | 新進 |
| Northwest Investment Counselors, LLC | 49,179 | $257.6 萬 | 0.72% | +1,307+2.7% | 加碼 |
| Lido Advisors, LLC | 49,258 | $258.0 萬 | 0.04% | +34,339+230.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 49,373 | $258.6 萬 | 0.05% | −13,695−21.7% | 減碼 |
| Scotia Capital Inc. | 49,424 | $258.9 萬 | 0.02% | +6,485+15.1% | 加碼 |
| Gill Capital Partners, LLC | 49,690 | $260.3 萬 | 1.16% | 00.0% | 不變 |
| Signet Financial Management, LLC | 50,103 | $262.4 萬 | 0.44% | +725+1.5% | 加碼 |
| Ergoteles LLC | 50,194 | $262.9 萬 | 0.10% | +50,194 | 新進 |
| Stonebridge Capital Advisors LLC | 50,242 | $263.2 萬 | 0.30% | +172+0.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 50,671 | $265.4 萬 | 0.82% | +25,672+102.7% | 加碼 |
| Hohimer Wealth Management, LLC | 50,722 | $265.7 萬 | 0.77% | −2,206−4.2% | 減碼 |
| Wealthspire Advisors, LLC | 50,731 | $265.7 萬 | 0.05% | −1,007−1.9% | 減碼 |
| Investment Research & Advisory Group, Inc. | 51,275 | $268.6 萬 | 1.74% | −69−0.1% | 減碼 |
| Duality Advisers, LP | 51,286 | $268.6 萬 | 0.30% | +51,286 | 新進 |
| Bridgecreek Investment Management, LLC | 51,475 | $269.6 萬 | 0.56% | −2,125−4.0% | 減碼 |
| CenterBook Partners LP | 51,576 | $270.2 萬 | 0.38% | +28,172+120.4% | 加碼 |
| American Trust | 51,594 | $270.2 萬 | 0.19% | +8,240+19.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 51,945 | $272.1 萬 | 0.25% | +51,945 | 新進 |
| Harrington Investments, INC | 51,999 | $272.4 萬 | 1.88% | +420+0.8% | 加碼 |
| Montag A & Associates Inc | 52,408 | $274.5 萬 | 0.18% | −8,301−13.7% | 減碼 |
| East Coast Asset Management, LLC. | 52,661 | $275.8 萬 | 1.22% | +347+0.7% | 加碼 |
| William Allan, LLC | 52,736 | $276.2 萬 | 2.19% | +3,868+7.9% | 加碼 |
| Salvus Wealth Management, LLC | 52,824 | $276.7 萬 | 2.24% | +15,596+41.9% | 加碼 |
| Vontobel Holding Ltd. | 52,997 | $277.6 萬 | 0.03% | −1,821−3.3% | 減碼 |
| Pathstone Family Office, LLC | 52,885 | $278.5 萬 | 0.05% | −36,478−40.8% | 減碼 |
| Jupiter Asset Management Ltd | 53,410 | $279.7 萬 | 0.04% | −58,231−52.2% | 減碼 |
| Roundview Capital LLC | 53,623 | $280.9 萬 | 0.29% | +6,503+13.8% | 加碼 |
| One River Asset Management, LLC | 53,743 | $282.0 萬 | 2.08% | +53,743 | 新進 |
| RBF Capital, LLC | 54,000 | $282.9 萬 | 0.21% | 00.0% | 不變 |
| Advisory Services Network, LLC | 54,041 | $283.1 萬 | 0.08% | +3,210+6.3% | 加碼 |
| Wolverine Asset Management LLC | 54,120 | $283.5 萬 | 0.05% | +50,881+1,570.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 54,274 | $284.3 萬 | 0.23% | −447−0.8% | 減碼 |
| Belpointe Asset Management LLC | 54,420 | $285.0 萬 | 0.15% | +44,076+426.1% | 加碼 |
| Compass Wealth Management LLC | 54,562 | $285.8 萬 | 0.91% | −13,838−20.2% | 減碼 |
| First American Bank | 54,826 | $287.2 萬 | 0.26% | −13,521−19.8% | 減碼 |
| Veritable, L.P. | 54,892 | $287.5 萬 | 0.05% | +10,974+25.0% | 加碼 |
| Reliant Investment Management, LLC | 55,105 | $288.6 萬 | 1.82% | −2,145−3.7% | 減碼 |
| Parallel Advisors, LLC | 55,128 | $288.8 萬 | 0.10% | +22,868+70.9% | 加碼 |
| Stephens Inc | 55,334 | $289.8 萬 | 0.06% | +8,997+19.4% | 加碼 |
| Sendero Wealth Management, LLC | 55,433 | $290.4 萬 | 0.89% | −485−0.9% | 減碼 |
| Greenup Street Wealth Management LLC | 55,691 | $291.7 萬 | 1.02% | +35,501+175.8% | 加碼 |
| Stony Point Wealth Management Inc. | 56,059 | $293.6 萬 | 1.52% | +13,432+31.5% | 加碼 |
| Stanley-Laman Group, Ltd. | 56,160 | $294.2 萬 | 0.52% | +6,792+13.8% | 加碼 |
| Delta Capital Management LLC | 56,160 | $294.2 萬 | 2.07% | +56,160 | 新進 |