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 |
|---|---|---|---|---|---|
| Neumann Capital Management, LLC | 14,835 | $77.7 萬 | 0.34% | −184−1.2% | 減碼 |
| Strategic Blueprint, LLC | 14,868 | $77.9 萬 | 0.08% | +621+4.4% | 加碼 |
| Little House Capital LLC | 14,944 | $78.3 萬 | 0.37% | +11,644+352.8% | 加碼 |
| Shay Capital LLC | 15,000 | $78.6 萬 | 0.33% | +15,000 | 新進 |
| Zimmermann Investment Management & Planning LLC | 15,048 | $78.8 萬 | 0.41% | +5,041+50.4% | 加碼 |
| InTrack Investment Management Inc | 15,812 | $79.1 萬 | 0.72% | +15,812 | 新進 |
| Kinsale Capital Group, Inc. | 15,099 | $79.1 萬 | 0.58% | +10,099+202.0% | 加碼 |
| Brown Capital Management LLC | 15,116 | $79.2 萬 | 0.01% | +899+6.3% | 加碼 |
| Precision Wealth Strategies, LLC | 15,214 | $79.7 萬 | 1.25% | +15,214 | 新進 |
| Lincoln National Corp | 15,224 | $79.7 萬 | 0.02% | +9,197+152.6% | 加碼 |
| Alpha DNA Investment Management LLC | 15,261 | $79.9 萬 | 0.41% | −11,176−42.3% | 減碼 |
| IFP Advisors, Inc | 21,347 | $80.1 萬 | 0.04% | +9,053+73.6% | 加碼 |
| Elmwood Wealth Management, Inc. | 15,339 | $80.3 萬 | 0.38% | +2,627+20.7% | 加碼 |
| HB Wealth Management, LLC | 15,351 | $80.4 萬 | 0.01% | +2,635+20.7% | 加碼 |
| JNBA Financial Advisors | 15,405 | $80.7 萬 | 0.11% | −99−0.6% | 減碼 |
| Fruth Investment Management | 15,529 | $81.3 萬 | 0.23% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 15,554 | $81.5 萬 | 0.52% | +2,612+20.2% | 加碼 |
| TLWM | 15,570 | $81.6 萬 | 0.26% | +15,570 | 新進 |
| Eagle Asset Management Inc | 15,714 | $82.3 萬 | 0.00% | +2,618+20.0% | 加碼 |
| Caldwell Trust Co | 15,798 | $82.7 萬 | 0.11% | −342−2.1% | 減碼 |
| Rothschild Investment Corp | 15,800 | $82.8 萬 | 0.07% | +15,800 | 新進 |
| KB Financial Partners, LLC | 15,962 | $83.6 萬 | 0.25% | −266−1.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 16,063 | $84.1 萬 | 0.11% | −3,673−18.6% | 減碼 |
| Tandem Capital Management Corp | 16,097 | $84.3 萬 | 0.59% | +16,097 | 新進 |
| Integrated Wealth Concepts LLC | 16,106 | $84.4 萬 | 0.02% | +9,155+131.7% | 加碼 |
| Baker Avenue Asset Management, LP | 16,118 | $84.4 萬 | 0.05% | −173,590−91.5% | 減碼 |
| Hall Capital Management Co Inc | 16,227 | $85.0 萬 | 0.50% | +705+4.5% | 加碼 |
| WealthPLAN Partners, LLC | 16,243 | $85.1 萬 | 0.10% | +16,243 | 新進 |
| Clarius Group, LLC | 16,379 | $85.8 萬 | 0.07% | +738+4.7% | 加碼 |
| Cetera Advisors LLC | 16,402 | $85.9 萬 | 0.01% | +3,002+22.4% | 加碼 |
| Riverwater Partners LLC | 16,464 | $86.2 萬 | 0.79% | +6,209+60.5% | 加碼 |
| Providence Wealth Advisors, LLC | 15,578 | $86.4 萬 | 0.64% | +140+0.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 16,498 | $86.4 萬 | 0.35% | +2,636+19.0% | 加碼 |
| Montecito Bank & Trust | 16,532 | $86.6 萬 | 0.21% | −3,647−18.1% | 減碼 |
| Pallas Capital Advisors LLC | 16,320 | $86.7 萬 | 0.08% | +16,320 | 新進 |
| Duff & Phelps Investment Management Co | 16,580 | $86.8 萬 | 0.01% | +500+3.1% | 加碼 |
| Boston Common Asset Management, LLC | 16,585 | $86.9 萬 | 0.02% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 16,612 | $87.0 萬 | 0.44% | −266−1.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 16,633 | $87.1 萬 | 0.04% | +10,824+186.3% | 加碼 |
| Krilogy Financial LLC | 16,823 | $88.1 萬 | 0.07% | +1,800+12.0% | 加碼 |
| JT Stratford LLC | 16,863 | $88.3 萬 | 0.25% | −13,848−45.1% | 減碼 |
| McCarthy Asset Management, Inc. | 16,886 | $88.4 萬 | 0.60% | 00.0% | 不變 |
| Regions Financial Corp | 16,907 | $88.5 萬 | 0.01% | −4,234−20.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,907 | $88.6 萬 | 0.06% | +13,388+380.4% | 加碼 |
| Founders Financial Securities LLC | 16,948 | $88.8 萬 | 0.13% | +987+6.2% | 加碼 |
| Griffin Asset Management, Inc. | 17,050 | $89.3 萬 | 0.12% | +95+0.6% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,068 | $89.4 萬 | 0.24% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 18,652 | $89.6 萬 | 0.05% | +1,112+6.3% | 加碼 |
| Golden State Equity Partners | 17,164 | $89.9 萬 | 0.49% | +17,164 | 新進 |
| Avalon Trust Co | 17,180 | $90.0 萬 | 0.09% | +17,180 | 新進 |
| Fairfield Financial Advisors, LTD | 17,162 | $90.1 萬 | 0.39% | +292+1.7% | 加碼 |
| Comerica Securities,inc. | 17,278 | $90.5 萬 | 0.07% | +14,362+492.5% | 加碼 |
| Aptus Capital Advisors, LLC | 17,286 | $90.5 萬 | 0.03% | −114,418−86.9% | 減碼 |
| Signet Investment Advisory Group, Inc. | 17,325 | $90.7 萬 | 0.63% | −195−1.1% | 減碼 |
| RiverPark Advisors, LLC | 17,597 | $92.2 萬 | 0.62% | −1,084−5.8% | 減碼 |
| Signaturefd, LLC | 17,661 | $92.5 萬 | 0.03% | −5,040−22.2% | 減碼 |
| Aj Wealth Strategies, LLC | 17,725 | $92.8 萬 | 0.05% | −725−3.9% | 減碼 |
| Credit Agricole S A | 17,774 | $93.1 萬 | 0.04% | −12,368−41.0% | 減碼 |
| WT Wealth Management | 17,932 | $93.9 萬 | 0.41% | +17,932 | 新進 |
| Ronald Blue Trust, Inc. | 11,318 | $94.2 萬 | 0.02% | −3,872−25.5% | 減碼 |
| Hedges Asset Management LLC | 18,000 | $94.3 萬 | 0.80% | 00.0% | 不變 |
| BIP Wealth, LLC | 18,075 | $94.7 萬 | 0.10% | +18,075 | 新進 |
| Tranquility Partners, LLC | 18,146 | $95.0 萬 | 0.45% | +1,529+9.2% | 加碼 |
| Davis R M Inc | 18,355 | $96.1 萬 | 0.02% | −232−1.2% | 減碼 |
| Hilltop Holdings Inc. | 18,352 | $96.1 萬 | 0.13% | +12,144+195.6% | 加碼 |
| Cigna Investments Inc | 18,374 | $96.2 萬 | 0.19% | −297−1.6% | 減碼 |
| AXS Investments LLC | 18,460 | $96.7 萬 | 0.32% | +283+1.6% | 加碼 |
| Fund Management at Engine No. 1 LLC | 18,504 | $96.9 萬 | 0.19% | +1,712+10.2% | 加碼 |
| Park Avenue Securities LLC | 18,530 | $97.1 萬 | 0.02% | −2,506−11.9% | 減碼 |
| Profund Advisors LLC | 18,560 | $97.2 萬 | 0.06% | +1,216+7.0% | 加碼 |
| Wealthsource Partners, LLC | 18,562 | $97.2 萬 | 0.07% | +1,399+8.2% | 加碼 |
| Trust Asset Management LLC | 18,604 | $97.4 萬 | 0.11% | +1,495+8.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 18,622 | $97.5 萬 | 0.04% | 00.0% | 不變 |
| Roberts Wealth Advisors, LLC | 19,563 | $97.8 萬 | 0.45% | +254+1.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 18,718 | $98.0 萬 | 0.33% | +936+5.3% | 加碼 |
| Pettyjohn, Wood & White, Inc | 18,768 | $98.3 萬 | 0.24% | +1,230+7.0% | 加碼 |
| Richard Bernstein Advisors LLC | 18,785 | $98.4 萬 | 0.02% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 18,786 | $98.4 萬 | 0.13% | +12,056+179.1% | 加碼 |
| W.H. Cornerstone Investments Inc. | 18,798 | $98.5 萬 | 0.89% | +2,885+18.1% | 加碼 |
| Consolidated Portfolio Review Corp | 18,964 | $99.3 萬 | 0.27% | +18,964 | 新進 |
| Secure Asset Management, LLC | 18,986 | $99.4 萬 | 0.33% | +18,986 | 新進 |
| Davidson Capital Management Inc. | 19,223 | $100.7 萬 | 0.61% | +6,925+56.3% | 加碼 |
| Cape Investment Advisory, Inc. | 19,235 | $100.8 萬 | 0.61% | +19,235 | 新進 |
| GM Advisory Group, Inc. | 19,261 | $100.9 萬 | 0.09% | +19,261 | 新進 |
| Veriti Management LLC | 19,280 | $101.0 萬 | 0.12% | −2,870−13.0% | 減碼 |
| Franklin Street Advisors Inc | 19,432 | $101.8 萬 | 0.09% | +1,049+5.7% | 加碼 |
| Cabot Wealth Management Inc | 19,445 | $101.9 萬 | 0.16% | +19,445 | 新進 |
| Walter & Keenan Financial Consulting Co | 19,491 | $102.1 萬 | 0.39% | −4,861−20.0% | 減碼 |
| Sumitomo Life Insurance Co | 19,517 | $102.2 萬 | 0.09% | −9,671−33.1% | 減碼 |
| Ossiam | 19,576 | $102.5 萬 | 0.02% | −10,554−35.0% | 減碼 |
| Wealth Alliance | 19,663 | $103.0 萬 | 0.17% | −1,796−8.4% | 減碼 |
| Synovus Financial Corp | 19,720 | $103.3 萬 | 0.01% | −48,902−71.3% | 減碼 |
| Essex Savings Bank | 19,723 | $103.3 萬 | 0.36% | +721+3.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 19,735 | $103.4 萬 | 0.23% | +19,735 | 新進 |
| Beacon Financial Group | 20,123 | $104.1 萬 | 0.15% | −909−4.3% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $104.8 萬 | 0.02% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 20,245 | $105.1 萬 | 0.17% | +17,145+553.1% | 加碼 |
| Signature Wealth Management Group | 20,197 | $105.8 萬 | 0.50% | +20,197 | 新進 |
| Vident Investment Advisory, LLC | 20,199 | $105.8 萬 | 0.03% | −31,595−61.0% | 減碼 |
| Bridgefront Capital, LLC | 20,217 | $105.9 萬 | 0.65% | +20,217 | 新進 |