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、28 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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 8,061 | $42.2 萬 | 0.07% | +2,345+41.0% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,058 | $42.2 萬 | 0.11% | +4,894+154.7% | 加碼 |
| Keystone Financial Services | 8,072 | $42.3 萬 | 0.23% | +409+5.3% | 加碼 |
| Greatmark Investment Partners, Inc. | 8,077 | $42.3 萬 | 0.08% | −2,600−24.4% | 減碼 |
| Compass Advisory Group LLC | 8,102 | $42.4 萬 | 0.25% | +102+1.3% | 加碼 |
| FLC Capital Advisors | 8,121 | $42.5 萬 | 0.13% | +1,500+22.7% | 加碼 |
| Hills Bank & Trust Co | 8,128 | $42.6 萬 | 0.06% | +6,373+363.1% | 加碼 |
| DAGCO, Inc. | 8,175 | $42.8 萬 | 0.23% | 00.0% | 不變 |
| Cooper Financial Group | 8,264 | $43.3 萬 | 0.12% | +8,264 | 新進 |
| Pittenger & Anderson Inc | 8,276 | $43.3 萬 | 0.02% | +6,010+265.2% | 加碼 |
| Arkadios Wealth Advisors | 8,353 | $43.8 萬 | 0.05% | +727+9.5% | 加碼 |
| Angeles Investment Advisors, LLC | 8,489 | $44.5 萬 | 0.04% | +2,318+37.6% | 加碼 |
| Catalyst Financial Partners LLC | 8,496 | $44.5 萬 | 0.19% | +1,893+28.7% | 加碼 |
| Concentric Wealth Management, LLC | 8,546 | $44.8 萬 | 0.15% | −35−0.4% | 減碼 |
| ETF Managers Group, LLC | 8,615 | $45.1 萬 | 0.01% | +128+1.5% | 加碼 |
| Apriem Advisors | 8,622 | $45.2 萬 | 0.07% | −629−6.8% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,631 | $45.2 萬 | 0.23% | +583+7.2% | 加碼 |
| Western Wealth Management, LLC | 8,647 | $45.3 萬 | 0.04% | −2,662−23.5% | 減碼 |
| Integrated Investment Consultants, LLC | 8,678 | $45.5 萬 | 0.14% | +2,458+39.5% | 加碼 |
| Boston Financial Mangement LLC | 8,723 | $45.7 萬 | 0.02% | −216−2.4% | 減碼 |
| Twin Capital Management Inc | 8,747 | $45.8 萬 | 0.06% | −28,571−76.6% | 減碼 |
| Financial Advisory Service, Inc. | 8,758 | $45.9 萬 | 0.05% | +8,758 | 新進 |
| Industrial Alliance Investment Management Inc. | 8,756 | $45.9 萬 | 0.01% | −14,697−62.7% | 減碼 |
| V-Square Quantitative Management LLC | 8,764 | $45.9 萬 | 0.42% | +8,764 | 新進 |
| Navalign, LLC | 8,794 | $46.1 萬 | 0.19% | +538+6.5% | 加碼 |
| Sowell Financial Services LLC | 8,831 | $46.3 萬 | 0.04% | −9,845−52.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 8,841 | $46.3 萬 | 0.04% | −249,924−96.6% | 減碼 |
| Peterson Wealth Management | 8,845 | $46.3 萬 | 0.44% | +8,845 | 新進 |
| Caliber Wealth Management, LLC | 8,859 | $46.4 萬 | 0.35% | −11,106−55.6% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 8,864 | $46.4 萬 | 0.17% | +8,864 | 新進 |
| Lindbrook Capital, LLC | 8,865 | $46.4 萬 | 0.05% | +4,985+128.5% | 加碼 |
| Point72 Asset Management, L.P. | 8,888 | $46.6 萬 | 0.00% | +8,888 | 新進 |
| Los Angeles Capital Management LLC | 8,892 | $46.6 萬 | 0.00% | −175−1.9% | 減碼 |
| Pitcairn Co | 8,924 | $46.7 萬 | 0.04% | −900−9.2% | 減碼 |
| Latitude Advisors, LLC | 8,928 | $46.8 萬 | 0.34% | +2,559+40.2% | 加碼 |
| Csenge Advisory Group | 8,931 | $46.8 萬 | 0.03% | −6,270−41.2% | 減碼 |
| Kearns & Associates LLC | 9,000 | $47.1 萬 | 0.47% | 00.0% | 不變 |
| Avondale Wealth Management | 9,000 | $47.1 萬 | 0.41% | +9,000 | 新進 |
| Cozad Asset Management Inc | 9,134 | $47.8 萬 | 0.06% | −120−1.3% | 減碼 |
| ING Groep NV | 9,163 | $48.0 萬 | 0.00% | −71,677−88.7% | 減碼 |
| Omega Financial Group, LLC | 9,175 | $48.1 萬 | 0.22% | +32+0.3% | 加碼 |
| Mitchell Sinkler & Starr | 9,201 | $48.2 萬 | 0.14% | +6,387+227.0% | 加碼 |
| David Loasby | 9,795 | $48.3 萬 | 0.06% | +5,788+144.4% | 加碼 |
| HWG Holdings LP | 9,229 | $48.3 萬 | 0.28% | −520−5.3% | 減碼 |
| Radnor Capital Management, LLC | 9,285 | $48.6 萬 | 0.13% | +2,665+40.3% | 加碼 |
| Private Ocean, LLC | 9,330 | $48.9 萬 | 0.06% | −4,923−34.5% | 減碼 |
| Skylands Capital, LLC | 9,350 | $49.0 萬 | 0.07% | +9,350 | 新進 |
| Castleark Management LLC | 9,360 | $49.0 萬 | 0.02% | −297,185−96.9% | 減碼 |
| Shira Ridge Wealth Management | 9,389 | $49.2 萬 | 0.32% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 9,408 | $49.3 萬 | 0.01% | +9,408 | 新進 |
| Lyell Wealth Management, LP | 9,436 | $49.4 萬 | 0.07% | +10.0% | 加碼 |
| TD Private Client Wealth LLC | 9,578 | $50.2 萬 | 0.02% | −63,558−86.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 9,774 | $51.2 萬 | 0.02% | +9,774 | 新進 |
| Horizon Investments, LLC | 9,838 | $51.3 萬 | 0.02% | −6,207−38.7% | 減碼 |
| Drive Wealth Management, LLC | 9,858 | $51.6 萬 | 0.22% | +9,858 | 新進 |
| Sage Rhino Capital LLC | 9,895 | $51.8 萬 | 0.15% | −747−7.0% | 減碼 |
| Birch Capital Management, LLC | 9,961 | $52.2 萬 | 0.34% | +9,961 | 新進 |
| Symmetry Partners, LLC | 9,966 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 9,983 | $52.3 萬 | 0.18% | +9,983 | 新進 |
| Bluefin Capital Management, LLC | – | $52.4 萬 | 0.07% | – | 新進 |
| Hennessy Advisors Inc | 10,000 | $52.4 萬 | 0.04% | +10,000 | 新進 |
| Long Focus Capital Management, LLC | 10,000 | $52.4 萬 | 0.08% | +10,000 | 新進 |
| Plustick Management LLC | 10,000 | $52.4 萬 | 0.46% | +10,000 | 新進 |
| Jupiter Wealth Management LLC | 10,000 | $52.4 萬 | 0.48% | +10,000 | 新進 |
| Logan Capital Management Inc | 10,097 | $52.9 萬 | 0.03% | 00.0% | 不變 |
| Westmount Partners, LLC | 10,191 | $53.4 萬 | 0.25% | +5,426+113.9% | 加碼 |
| Qsemble Capital Management, LP | 10,200 | $53.4 萬 | 0.36% | +10,200 | 新進 |
| Ironwood Financial, llc | 10,221 | $53.5 萬 | 0.15% | +1,110+12.2% | 加碼 |
| Regatta Capital Group, LLC | 6,470 | $53.9 萬 | 0.19% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 10,305 | $54.0 萬 | 0.41% | −2,935−22.2% | 減碼 |
| Pitti Group Wealth Management, LLC | 10,385 | $54.4 萬 | 0.61% | +10,385 | 新進 |
| Integrated Advisors Network LLC | 10,436 | $54.7 萬 | 0.03% | −4,257−29.0% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 10,439 | $54.7 萬 | 0.20% | +40.0% | 加碼 |
| Capital Advantage, Inc. | 10,958 | $54.8 萬 | 0.12% | +345+3.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,462 | $54.8 萬 | 0.01% | +4,561+77.3% | 加碼 |
| Oxinas Partners Wealth Management LLC | 10,509 | $55.0 萬 | 0.40% | +10,509 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 10,516 | $55.1 萬 | 0.01% | +10,516 | 新進 |
| Great Lakes Retirement, Inc. | 10,531 | $55.2 萬 | 0.10% | +850+8.8% | 加碼 |
| Moseley Investment Management Inc | 10,540 | $55.2 萬 | 0.36% | +60+0.6% | 加碼 |
| InterOcean Capital Group, LLC | 10,543 | $55.2 萬 | 0.02% | +3,300+45.6% | 加碼 |
| Tranquilli Financial Advisor LLC | 10,594 | $55.5 萬 | 0.41% | +3,447+48.2% | 加碼 |
| Intact Investment Management Inc. | 10,600 | $55.5 萬 | 0.02% | −3,200−23.2% | 減碼 |
| Hardy Reed LLC | 10,680 | $55.9 萬 | 0.10% | −147−1.4% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 10,725 | $56.2 萬 | 0.14% | +10,725 | 新進 |
| Sentry Investment Management LLC | 10,763 | $56.4 萬 | 0.23% | +70+0.7% | 加碼 |
| Kingsview Wealth Management, LLC | 10,771 | $56.4 萬 | 0.02% | +7,073+191.3% | 加碼 |
| 1832 Asset Management L.P. | 10,837 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 10,847 | $56.8 萬 | 0.04% | +10,847 | 新進 |
| Perpetual Ltd | 10,891 | $57.0 萬 | 0.00% | +10,891 | 新進 |
| Legacy Wealth Asset Management, LLC | 10,920 | $57.2 萬 | 0.21% | −36−0.3% | 減碼 |
| Retirement Guys Formula LLC | 10,924 | $57.2 萬 | 0.41% | +10,924 | 新進 |
| Zullo Investment Group, Inc. | 10,931 | $57.3 萬 | 0.36% | +3,081+39.2% | 加碼 |
| X-Square Capital, LLC | 10,950 | $57.4 萬 | 0.34% | +10,950 | 新進 |
| Cove Street Capital, LLC | 11,000 | $57.6 萬 | 0.17% | +11,000 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 11,100 | $57.7 萬 | 0.24% | +7,600+217.1% | 加碼 |
| MRP Capital Investments, LLC | 11,068 | $58.0 萬 | 0.64% | +1,358+14.0% | 加碼 |
| Violich Capital Management, Inc. | 11,080 | $58.0 萬 | 0.10% | +1,900+20.7% | 加碼 |
| Independence Bank of Kentucky | 11,075 | $58.0 萬 | 0.25% | +10,750+3,307.7% | 加碼 |
| Ambassador Advisors, LLC | 12,169 | $58.1 萬 | 0.13% | −1,149−8.6% | 減碼 |
| FineMark National Bank & Trust | 11,171 | $58.5 萬 | 0.02% | +421+3.9% | 加碼 |