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 | 2,174 | $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 |
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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 4,519 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,541 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,525 | $23.7 萬 | 0.02% | +4,525 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $23.7 萬 | 0.01% | −59,975−93.0% | 減碼 |
| Left Brain Wealth Management, LLC | 4,545 | $23.7 萬 | 0.16% | +4,545 | 新進 |
| Astoria Portfolio Advisors LLC. | 4,765 | $23.8 萬 | 0.10% | +119+2.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 4,557 | $23.9 萬 | 0.06% | −1,083−19.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,577 | $24.0 萬 | 0.03% | +4,577 | 新進 |
| Proequities, Inc. | 4,599 | $24.1 萬 | 0.02% | +1,022+28.6% | 加碼 |
| DRW Securities, LLC | 4,608 | $24.1 萬 | 0.04% | −2,033−30.6% | 減碼 |
| Summit Financial, LLC | 4,601 | $24.1 萬 | 0.02% | +1,354+41.7% | 加碼 |
| Keene & Associates, Inc. | 4,608 | $24.1 萬 | 0.19% | +411+9.8% | 加碼 |
| Forte Capital LLC | 4,635 | $24.3 萬 | 0.04% | +2,031+78.0% | 加碼 |
| Keel Point, LLC | 4,640 | $24.3 萬 | 0.04% | −1,383−23.0% | 減碼 |
| Delta Financial Advisors LLC | 4,681 | $24.5 萬 | 0.12% | 00.0% | 不變 |
| Parkside Advisors LLC | 4,694 | $24.6 萬 | 0.08% | 00.0% | 不變 |
| Caas Capital Management LP | 4,700 | $24.6 萬 | 0.08% | +4,700 | 新進 |
| Jeppson Wealth Management, LLC | 4,712 | $24.7 萬 | 0.11% | +1,668+54.8% | 加碼 |
| Baldwin Investment Management, LLC | 4,720 | $24.7 萬 | 0.04% | −4,575−49.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $24.9 萬 | 0.02% | −298−5.9% | 減碼 |
| Noesis Capital Mangement Corp | 4,753 | $24.9 萬 | 0.06% | +1,600+50.7% | 加碼 |
| IFG Advisory, LLC | 4,759 | $24.9 萬 | 0.02% | −1,284−21.2% | 減碼 |
| Court Place Advisors, LLC | 4,800 | $25.1 萬 | 0.09% | −200−4.0% | 減碼 |
| PDS Planning, Inc | 4,823 | $25.3 萬 | 0.03% | +757+18.6% | 加碼 |
| Sigma Investment Counselors Inc | 4,829 | $25.3 萬 | 0.02% | +1,255+35.1% | 加碼 |
| Novare Capital Management LLC | 4,834 | $25.3 萬 | 0.03% | +4,834 | 新進 |
| Ellevest, Inc. | 4,837 | $25.3 萬 | 0.02% | −3,088−39.0% | 減碼 |
| StoneX Group Inc. | 4,847 | $25.4 萬 | 0.03% | +2,027+71.9% | 加碼 |
| BSW Wealth Partners | 4,852 | $25.4 萬 | 0.05% | −1,525−23.9% | 減碼 |
| N.E.W. Advisory Services LLC | 4,863 | $25.5 萬 | 0.04% | +65+1.4% | 加碼 |
| Narus Financial Partners, LLC | 4,873 | $25.5 萬 | 0.14% | +1,470+43.2% | 加碼 |
| Marex Group plc | 4,874 | $25.5 萬 | 0.03% | +4,874 | 新進 |
| Tompkins Financial Corp | 4,935 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Golden Green, Inc. | 4,944 | $25.9 萬 | 0.30% | +4,944 | 新進 |
| Alliance Wealth Advisors, LLC | 4,949 | $25.9 萬 | 0.19% | +2,096+73.5% | 加碼 |
| River Wealth Advisors LLC | 4,955 | $26.0 萬 | 0.05% | +546+12.4% | 加碼 |
| Norway Savings Bank | 4,970 | $26.0 萬 | 0.13% | −50−1.0% | 減碼 |
| Curated Wealth Partners LLC | 4,971 | $26.0 萬 | 0.06% | +4,971 | 新進 |
| Emfo, LLC | 5,000 | $26.2 萬 | 0.25% | +5,000 | 新進 |
| Allstate Corp | 5,028 | $26.3 萬 | 0.02% | −50,495−90.9% | 減碼 |
| Gryphon Financial Partners LLC | 5,035 | $26.4 萬 | 0.06% | −422−7.7% | 減碼 |
| Purus Wealth Management, LLC | 5,037 | $26.4 萬 | 0.21% | +1,339+36.2% | 加碼 |
| Chilton Capital Management LLC | 5,056 | $26.5 萬 | 0.02% | −594−10.5% | 減碼 |
| PFS Investments Inc. | 5,398 | $26.6 萬 | 0.00% | −15,198−73.8% | 減碼 |
| Fusion Capital, LLC | 5,086 | $26.6 萬 | 0.15% | +5,086 | 新進 |
| Ritholtz Wealth Management | 5,087 | $26.6 萬 | 0.01% | −5,448−51.7% | 減碼 |
| Evoke Wealth, LLC | 5,092 | $26.7 萬 | 0.01% | +2,327+84.2% | 加碼 |
| Nova R Wealth, Inc. | 5,121 | $26.8 萬 | 0.18% | +65+1.3% | 加碼 |
| Atlas Private Wealth Management | 5,129 | $26.9 萬 | 0.16% | +838+19.5% | 加碼 |
| Green Square Capital Advisors LLC | 5,155 | $27.0 萬 | 0.04% | +5,155 | 新進 |
| Bard Financial Services, Inc. | 5,175 | $27.1 萬 | 0.02% | +5,175 | 新進 |
| New Hampshire Trust | 5,178 | $27.1 萬 | 0.07% | −156−2.9% | 減碼 |
| Alpha Cubed Investments, LLC | 5,203 | $27.3 萬 | 0.02% | +152+3.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,205 | $27.3 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 5,215 | $27.3 萬 | 0.03% | +5,215 | 新進 |
| BancorpSouth Bank | 5,219 | $27.3 萬 | 0.03% | −66,780−92.8% | 減碼 |
| Enzi Wealth | 5,193 | $27.4 萬 | 0.14% | +5,193 | 新進 |
| Ferguson Wellman Capital Management, Inc | 5,243 | $27.5 萬 | 0.01% | −200−3.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,244 | $27.5 萬 | 0.04% | +494+10.4% | 加碼 |
| Brave Warrior Advisors, LLC | 5,250 | $27.5 萬 | 0.01% | +5,250 | 新進 |
| Kaizen Financial Strategies | 5,267 | $27.6 萬 | 0.27% | +2,307+77.9% | 加碼 |
| Sonora Investment Management Group, LLC | 5,270 | $27.6 萬 | 0.02% | +405+8.3% | 加碼 |
| Knightsbridge Asset Management, LLC | 5,282 | $27.7 萬 | 0.05% | +20.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $27.8 萬 | 0.20% | 00.0% | 不變 |
| Benin Management CORP | 5,300 | $27.8 萬 | 0.11% | +2,600+96.3% | 加碼 |
| Hexagon Capital Partners LLC | 5,322 | $27.9 萬 | 0.08% | +4,568+605.8% | 加碼 |
| Soltis Investment Advisors LLC | 5,327 | $27.9 萬 | 0.04% | +5,327 | 新進 |
| Evermay Wealth Management LLC | 5,337 | $28.0 萬 | 0.06% | −7,573−58.7% | 減碼 |
| Good Life Advisors, LLC | 5,354 | $28.0 萬 | 0.04% | +1,176+28.1% | 加碼 |
| Edgewood Management LLC | 5,360 | $28.1 萬 | 0.00% | −2,600−32.7% | 減碼 |
| Fagan Associates, Inc. | 5,368 | $28.1 萬 | 0.07% | +2,555+90.8% | 加碼 |
| Cinctive Capital Management LP | 5,370 | $28.1 萬 | 0.01% | +5,370 | 新進 |
| Alps Advisors Inc | 5,374 | $28.1 萬 | 0.00% | +1,054+24.4% | 加碼 |
| Hyman Charles D | 5,381 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Israel Discount Bank of New York | 5,386 | $28.2 萬 | 0.21% | +5,386 | 新進 |
| Kistler-Tiffany Companies, LLC | 5,387 | $28.2 萬 | 0.05% | +2,109+64.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,400 | $28.3 萬 | 0.03% | +5,400 | 新進 |
| Stock Yards Bank & Trust Co | 5,412 | $28.3 萬 | 0.01% | −386−6.7% | 減碼 |
| Aberdeen Wealth Management LLC | 5,411 | $28.3 萬 | 0.21% | +10.0% | 加碼 |
| Addison Advisors LLC | 5,455 | $28.6 萬 | 0.16% | −35−0.6% | 減碼 |
| Farmers & Merchants Investments Inc | 5,466 | $28.6 萬 | 0.01% | +4,461+443.9% | 加碼 |
| Balentine LLC | 5,477 | $28.7 萬 | 0.01% | −4,277−43.8% | 減碼 |
| Centurion Wealth Management LLC | 5,482 | $28.7 萬 | 0.15% | −76−1.4% | 減碼 |
| Transatlantique Private Wealth LLC | 5,490 | $28.8 萬 | 0.16% | −994−15.3% | 減碼 |
| V Wealth Advisors LLC | 5,516 | $28.9 萬 | 0.05% | +1,294+30.6% | 加碼 |
| Patten & Patten Inc | 5,520 | $28.9 萬 | 0.03% | +5,520 | 新進 |
| LVW Advisors, LLC | 5,534 | $29.0 萬 | 0.06% | −1,151−17.2% | 減碼 |
| Silver Oak Securities, Inc | 5,534 | $29.0 萬 | 0.05% | +5,534 | 新進 |
| Ofi Invest Asset Management | 15,276,683 | $29.0 萬 | 1.50% | +15,276,683 | 新進 |
| Edge Capital Group, LLC | 5,563 | $29.1 萬 | 0.02% | +1,708+44.3% | 加碼 |
| Capital Investment Advisors, LLC | 5,592 | $29.3 萬 | 0.01% | +1,134+25.4% | 加碼 |
| Journey Advisory Group, LLC | 5,604 | $29.4 萬 | 0.05% | +430+8.3% | 加碼 |
| KRS Capital Management, LLC | 5,604 | $29.4 萬 | 0.33% | +2,804+100.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,608 | $29.4 萬 | 0.21% | +100+1.8% | 加碼 |
| Welch & Forbes LLC | 5,637 | $29.5 萬 | 0.00% | +175+3.2% | 加碼 |
| RNC Capital Management LLC | 5,646 | $29.6 萬 | 0.02% | +128+2.3% | 加碼 |
| Columbia Asset Management | 5,645 | $29.6 萬 | 0.07% | +5,645 | 新進 |
| Joel Isaacson & Co., LLC | 5,672 | $29.7 萬 | 0.02% | +189+3.4% | 加碼 |
| CNB Bank | 5,689 | $29.8 萬 | 0.18% | −13−0.2% | 減碼 |
| Proficio Capital Partners LLC | 5,703 | $29.9 萬 | 0.05% | −844−12.9% | 減碼 |