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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 5,712 | $29.9 萬 | 0.04% | +25+0.4% | 加碼 |
| Equitable Trust Co | 5,730 | $30.0 萬 | 0.02% | −151−2.6% | 減碼 |
| American Money Management, LLC | 5,764 | $30.2 萬 | 0.08% | +435+8.2% | 加碼 |
| Diligent Investors, LLC | 5,783 | $30.3 萬 | 0.09% | +600+11.6% | 加碼 |
| Stockman Wealth Management, Inc. | 5,810 | $30.4 萬 | 0.07% | +2,626+82.5% | 加碼 |
| Marcum Wealth, LLC | 5,823 | $30.5 萬 | 0.04% | +2,362+68.2% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 5,843 | $30.6 萬 | 0.04% | −273−4.5% | 減碼 |
| BBR Partners, LLC | 5,857 | $30.7 萬 | 0.04% | +5,857 | 新進 |
| Haverford Trust Co | 5,886 | $30.8 萬 | 0.00% | +2,396+68.7% | 加碼 |
| Colony Family Offices, LLC | 5,900 | $30.9 萬 | 0.12% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 5,915 | $31.0 萬 | 0.06% | +30+0.5% | 加碼 |
| Boyar Asset Management Inc. | 5,935 | $31.1 萬 | 0.24% | +2,585+77.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 5,968 | $31.3 萬 | 0.04% | −31−0.5% | 減碼 |
| Credit Capital Investments LLC | 6,000 | $31.4 萬 | 0.41% | +6,000 | 新進 |
| ZRC Wealth Management, LLC | 6,012 | $31.5 萬 | 0.29% | +6,012 | 新進 |
| Family Legacy, Inc. | 6,081 | $31.9 萬 | 0.14% | +719+13.4% | 加碼 |
| Traynor Capital Management, Inc. | 6,108 | $32.0 萬 | 0.05% | +712+13.2% | 加碼 |
| Virtue Capital Management, LLC | 6,394 | $32.4 萬 | 0.05% | +2,546+66.2% | 加碼 |
| Nicolet Bankshares Inc | 6,198 | $32.5 萬 | 0.11% | +748+13.7% | 加碼 |
| Rosenberg Matthew Hamilton | 6,294 | $33.0 萬 | 0.11% | +50+0.8% | 加碼 |
| Arden Trust Co | 6,293 | $33.0 萬 | 0.06% | −4,883−43.7% | 減碼 |
| Prosperity Wealth Management, Inc. | 6,302 | $33.0 萬 | 0.27% | +3,566+130.3% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,303 | $33.0 萬 | 0.10% | −44−0.7% | 減碼 |
| Main Street Financial Solutions, LLC | 6,313 | $33.1 萬 | 0.05% | +600+10.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,324 | $33.1 萬 | 0.09% | +6,324 | 新進 |
| Financial Architects, Inc | 6,325 | $33.1 萬 | 0.05% | +3,452+120.2% | 加碼 |
| TAGStone Capital, Inc. | 6,341 | $33.2 萬 | 0.25% | +120+1.9% | 加碼 |
| Wintrust Investments LLC | 6,364 | $33.3 萬 | 0.04% | +90+1.4% | 加碼 |
| Verus Capital Partners, LLC | 6,379 | $33.4 萬 | 0.05% | +6,379 | 新進 |
| Essex LLC | 4,044 | $33.7 萬 | 0.10% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 6,442 | $33.7 萬 | 0.21% | +6,442 | 新進 |
| RMR Wealth Builders | 6,478 | $33.9 萬 | 0.06% | −72−1.1% | 減碼 |
| Trinity Financial Advisors LLC | 6,481 | $33.9 萬 | 0.21% | +6,481 | 新進 |
| Keeley-Teton Advisors, LLC | 6,488 | $34.0 萬 | 0.04% | +6,488 | 新進 |
| Fiera Capital Corp | 6,500 | $34.0 萬 | 0.00% | −314−4.6% | 減碼 |
| Triangle Securities Wealth Management | 6,526 | $34.2 萬 | 0.12% | +1,085+19.9% | 加碼 |
| Smithfield Trust Co | 6,530 | $34.5 萬 | 0.02% | +1,289+24.6% | 加碼 |
| Icon Wealth Partners, LLC | 6,606 | $34.6 萬 | 0.04% | +6,606 | 新進 |
| Smith Anglin Financial, LLC | 6,751 | $35.4 萬 | 0.05% | +6,751 | 新進 |
| Peak Planning Group, LLC | 6,754 | $35.4 萬 | 0.29% | +750+12.5% | 加碼 |
| Fulton Bank, N.A. | 6,763 | $35.4 萬 | 0.02% | −7,832−53.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 6,763 | $35.4 萬 | 0.08% | −799−10.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,812 | $35.7 萬 | 0.02% | +1,000+17.2% | 加碼 |
| Grove Bank & Trust | 6,823 | $35.7 萬 | 0.08% | −1,765−20.6% | 減碼 |
| Orca Investment Management, LLC | 6,896 | $36.1 萬 | 0.44% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 6,926 | $36.3 萬 | 0.08% | +1,459+26.7% | 加碼 |
| International Assets Investment Management, LLC | 6,934 | $36.3 萬 | 0.05% | +4,068+141.9% | 加碼 |
| Schechter Investment Advisors, LLC | 7,041 | $36.9 萬 | 0.03% | −14,256−66.9% | 減碼 |
| Sweeney & Michel, LLC | 6,835 | $37.3 萬 | 0.20% | +6,835 | 新進 |
| Graham Capital Management, L.P. | 7,127 | $37.3 萬 | 0.01% | +1,929+37.1% | 加碼 |
| Essex Financial Services, Inc. | 7,177 | $37.6 萬 | 0.04% | +4,098+133.1% | 加碼 |
| Garrison Point Advisors, LLC | 7,185 | $37.6 萬 | 0.28% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 7,204 | $37.7 萬 | 0.08% | +554+8.3% | 加碼 |
| Rehmann Capital Advisory Group | 7,209 | $37.8 萬 | 0.04% | +964+15.4% | 加碼 |
| Carlson Capital Management | 7,227 | $37.9 萬 | 0.02% | +3,510+94.4% | 加碼 |
| Index Fund Advisors, Inc. | 7,234 | $37.9 萬 | 0.03% | +1,371+23.4% | 加碼 |
| Circle Wealth Management, LLC | 7,236 | $37.9 萬 | 0.05% | +2,425+50.4% | 加碼 |
| Viawealth, LLC | 7,240 | $37.9 萬 | 0.30% | +2,375+48.8% | 加碼 |
| CWM Advisors, LLC | 7,266 | $38.1 萬 | 0.05% | +3,158+76.9% | 加碼 |
| Pointe Capital Management LLC | 7,271 | $38.1 萬 | 0.28% | +2,025+38.6% | 加碼 |
| NBT Bank N A | 7,284 | $38.2 萬 | 0.06% | +405+5.9% | 加碼 |
| Fiduciary Trust Co | 7,305 | $38.3 萬 | 0.01% | −10,962−60.0% | 減碼 |
| Bragg Financial Advisors, Inc | 7,338 | $38.4 萬 | 0.02% | −33−0.4% | 減碼 |
| Credential Qtrade Securities Inc. | 7,339 | $38.4 萬 | 0.03% | +1,735+31.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,345 | $38.5 萬 | 0.03% | −455−5.8% | 減碼 |
| First Heartland Consultants, Inc. | 7,367 | $38.6 萬 | 0.06% | +7,367 | 新進 |
| Sutton Place Investors LLC | 7,420 | $38.9 萬 | 0.53% | −96−1.3% | 減碼 |
| Crawford Investment Counsel Inc | 7,442 | $39.0 萬 | 0.01% | +2,288+44.4% | 加碼 |
| WNY Asset Management, LLC | 7,448 | $39.0 萬 | 0.09% | +1,330+21.7% | 加碼 |
| Athena Investment Management | 7,458 | $39.1 萬 | 0.28% | 00.0% | 不變 |
| RW Investment Management LLC | 7,465 | $39.1 萬 | 0.11% | +100+1.4% | 加碼 |
| Cavalier Investments, LLC | 7,510 | $39.3 萬 | 0.17% | +414+5.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 7,549 | $39.5 萬 | 0.31% | +4,128+120.7% | 加碼 |
| Blueprint Investment Partners LLC | 7,552 | $39.6 萬 | 0.09% | +397+5.5% | 加碼 |
| Eqis Capital Management, Inc. | 7,555 | $39.6 萬 | 0.04% | +433+6.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 7,569 | $39.6 萬 | 0.10% | −2,449−24.4% | 減碼 |
| Savant Capital, LLC | 7,589 | $39.8 萬 | 0.01% | +1,930+34.1% | 加碼 |
| Proffitt & Goodson Inc | 7,611 | $39.9 萬 | 0.08% | +7,611 | 新進 |
| Bahl & Gaynor Inc | 7,614 | $39.9 萬 | 0.00% | −344−4.3% | 減碼 |
| Berkshire Asset Management LLC | 7,622 | $39.9 萬 | 0.02% | +7,622 | 新進 |
| Old Port Advisors | 7,744 | $40.0 萬 | 0.14% | +5,144+197.8% | 加碼 |
| Avantax Planning Partners, Inc. | 7,724 | $40.5 萬 | 0.02% | +2,697+53.7% | 加碼 |
| Nomura Holdings Inc | 7,757 | $40.6 萬 | 0.00% | +7,468+2,584.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,773 | $40.7 萬 | 0.02% | +2,226+40.1% | 加碼 |
| RFG Advisory, LLC | 7,770 | $40.7 萬 | 0.02% | +2,563+49.2% | 加碼 |
| Redmont Wealth Advisors LLC | 7,773 | $40.7 萬 | 0.82% | +7,773 | 新進 |
| Albion Financial Group | 7,810 | $40.9 萬 | 0.04% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 7,831 | $41.0 萬 | 0.10% | −43−0.5% | 減碼 |
| Beach Investment Counsel Inc | 7,840 | $41.1 萬 | 0.05% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,904 | $41.4 萬 | 0.02% | +1,109+16.3% | 加碼 |
| Boston Trust Walden Corp | 7,909 | $41.4 萬 | 0.00% | +2,295+40.9% | 加碼 |
| RSM US Wealth Management LLC | 7,921 | $41.5 萬 | 0.01% | +2,562+47.8% | 加碼 |
| Garde Capital, Inc. | 7,928 | $41.5 萬 | 0.05% | +1,721+27.7% | 加碼 |
| Tobam | 7,939 | $41.6 萬 | 0.03% | +3,580+82.1% | 加碼 |
| MBM Wealth Consultants, LLC | 6,795 | $41.7 萬 | 0.18% | 00.0% | 不變 |
| Boltwood Capital Management | 7,982 | $41.8 萬 | 0.16% | +7,982 | 新進 |
| Lountzis Asset Management, LLC | 8,019 | $42.0 萬 | 0.25% | +8,019 | 新進 |
| Nilsine Partners, LLC | 8,033 | $42.1 萬 | 0.07% | +8,033 | 新進 |
| IHT Wealth Management, LLC | 8,034 | $42.1 萬 | 0.02% | +4,428+122.8% | 加碼 |
| Manhattan West Asset Management, LLC | 8,052 | $42.2 萬 | 0.18% | +8,052 | 新進 |