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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 20,314 | $106.4 萬 | 0.04% | +4,958+32.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,328 | $106.5 萬 | 0.07% | +2,111+11.6% | 加碼 |
| Occidental Asset Management, LLC | 20,365 | $106.7 萬 | 0.27% | +17,790+690.9% | 加碼 |
| Financial Partners Group, LLC | 20,586 | $107.8 萬 | 0.56% | −370−1.8% | 減碼 |
| Leisure Capital Management | 20,614 | $108.0 萬 | 0.62% | +34+0.2% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 20,657 | $108.2 萬 | 0.93% | −18,167−46.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 20,705 | $108.5 萬 | 0.17% | −12,000−36.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 20,720 | $108.5 萬 | 0.05% | +50+0.2% | 加碼 |
| Continuum Advisory, LLC | 20,726 | $108.6 萬 | 0.18% | +3,235+18.5% | 加碼 |
| Forefront Wealth Management Inc. | 20,760 | $108.7 萬 | 1.42% | +20,760 | 新進 |
| DoubleLine ETF Adviser LP | 20,857 | $109.2 萬 | 0.47% | −638−3.0% | 減碼 |
| Private Asset Management Inc | 20,881 | $109.4 萬 | 0.18% | −2,436−10.4% | 減碼 |
| Balboa Wealth Partners | 20,914 | $109.5 萬 | 0.41% | +20,914 | 新進 |
| Crescent Grove Advisors, LLC | 20,994 | $110.0 萬 | 0.13% | +536+2.6% | 加碼 |
| Professional Financial Advisors, LLC | 13,049 | $110.0 萬 | 0.65% | −654−4.8% | 減碼 |
| Thomasville National Bank | 21,166 | $110.9 萬 | 0.11% | −90−0.4% | 減碼 |
| HM Payson & Co | 21,196 | $111.0 萬 | 0.03% | −830−3.8% | 減碼 |
| Meeder Advisory Services, Inc. | 21,200 | $111.0 萬 | 0.13% | −1,515−6.7% | 減碼 |
| Leonteq Securities AG | 21,263 | $111.4 萬 | 0.10% | +19,849+1,403.7% | 加碼 |
| South Dakota Investment Council | 21,275 | $111.4 萬 | 0.02% | +8,200+62.7% | 加碼 |
| Koshinski Asset Management, Inc. | 21,275 | $111.4 萬 | 0.11% | +13,582+176.6% | 加碼 |
| Archford Capital Strategies, LLC | 22,804 | $111.4 萬 | 0.23% | +1,365+6.4% | 加碼 |
| Tiaa, FSB | 21,354 | $111.9 萬 | 0.00% | −122,526−85.2% | 減碼 |
| Ostrum Asset Management | 21,400 | $112.1 萬 | 0.10% | +21,400 | 新進 |
| Linker Capital Management Inc. | 21,477 | $112.5 萬 | 1.23% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 21,500 | $112.6 萬 | 0.45% | −200−0.9% | 減碼 |
| Seven Eight Capital, LP | 21,534 | $112.8 萬 | 0.23% | +21,534 | 新進 |
| Prospera Financial Services Inc | 21,605 | $113.2 萬 | 0.05% | +16,413+316.1% | 加碼 |
| Bensler, LLC | 21,635 | $113.3 萬 | 0.23% | +1,920+9.7% | 加碼 |
| Harbour Capital Advisors, LLC | 21,772 | $114.0 萬 | 0.34% | −123−0.6% | 減碼 |
| Carmel Capital Partners, LLC | 21,833 | $114.4 萬 | 0.68% | +7,325+50.5% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $114.4 萬 | 0.02% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 22,010 | $115.3 萬 | 0.19% | +22,010 | 新進 |
| Cannell Peter B & Co Inc | 22,056 | $115.5 萬 | 0.04% | +12,710+136.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 22,110 | $115.8 萬 | 0.10% | +4,661+26.7% | 加碼 |
| Fox Run Management, L.L.C. | 22,189 | $116.2 萬 | 0.38% | +22,189 | 新進 |
| Donald L. Hagan, LLC | 22,273 | $116.7 萬 | 0.64% | +22,273 | 新進 |
| Brookstone Capital Management | 22,205 | $117.2 萬 | 0.02% | −30,412−57.8% | 減碼 |
| Empowered Funds, LLC | 22,488 | $117.8 萬 | 0.07% | +1,712+8.2% | 加碼 |
| JS Capital Management LLC | 22,600 | $118.4 萬 | 0.21% | +22,600 | 新進 |
| IMC-Chicago, LLC | 22,631 | $118.5 萬 | 0.20% | +22,631 | 新進 |
| Harbor Capital Advisors, Inc. | 22,887 | $119.9 萬 | 0.35% | +22,887 | 新進 |
| Wilson & Boucher Capital Management, LLC | 22,900 | $120.0 萬 | 1.15% | −822−3.5% | 減碼 |
| Wedbush Securities Inc | 22,922 | $120.1 萬 | 0.06% | +8,037+54.0% | 加碼 |
| Bank of Hawaii | 22,945 | $120.2 萬 | 0.07% | +3,011+15.1% | 加碼 |
| Change Path, LLC | 22,964 | $120.3 萬 | 0.06% | +6,349+38.2% | 加碼 |
| Anchor Investment Management, LLC | 22,989 | $120.4 萬 | 0.16% | +6,758+41.6% | 加碼 |
| Aspen Investment Management Inc | 23,073 | $120.9 萬 | 0.77% | +13,065+130.5% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $121.4 萬 | 0.41% | +8,110+53.8% | 加碼 |
| Echo Street Capital Management LLC | 23,212 | $121.6 萬 | 0.01% | −2,203,344−99.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 23,333 | $122.2 萬 | 0.01% | +19,509+510.2% | 加碼 |
| Everence Capital Management Inc | 23,590 | $123.6 萬 | 0.10% | −13,000−35.5% | 減碼 |
| Brookfield Asset Management Inc. | 23,884 | $125.1 萬 | 0.00% | −191,093−88.9% | 減碼 |
| Chesley Taft & Associates LLC | 23,913 | $125.3 萬 | 0.08% | −93−0.4% | 減碼 |
| Bleakley Financial Group, LLC | 24,007 | $125.7 萬 | 0.04% | −3,961−14.2% | 減碼 |
| Sawtooth Solutions, LLC | 24,105 | $126.3 萬 | 0.03% | +10,501+77.2% | 加碼 |
| Garrison Bradford & Associates Inc | 24,160 | $126.6 萬 | 1.57% | +7,611+46.0% | 加碼 |
| Cornercap Investment Counsel Inc | 24,241 | $127.0 萬 | 0.22% | +24,241 | 新進 |
| Rossmore Private Capital | 24,400 | $127.8 萬 | 0.20% | +845+3.6% | 加碼 |
| Udine Wealth Management, Inc. | 24,419 | $127.9 萬 | 1.97% | +24,419 | 新進 |
| 1st Source Bank | 24,468 | $128.2 萬 | 0.09% | +177+0.7% | 加碼 |
| Diversified Investment Strategies, LLC | 24,512 | $128.4 萬 | 0.91% | +4,975+25.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 24,720 | $129.5 萬 | 0.05% | −259−1.0% | 減碼 |
| O'Brien Greene & Co. Inc | 24,895 | $130.4 萬 | 0.49% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $130.9 萬 | 0.20% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $130.9 萬 | 0.27% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 25,012 | $131.0 萬 | 0.02% | −26,873−51.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 25,128 | $131.6 萬 | 0.22% | +16,580+194.0% | 加碼 |
| Summit Trail Advisors, LLC | 25,172 | $131.9 萬 | 0.05% | +1,672+7.1% | 加碼 |
| Epoch Investment Partners, Inc. | 25,292 | $132.5 萬 | 0.01% | +4,889+24.0% | 加碼 |
| Wedmont Private Capital | 25,661 | $132.7 萬 | 0.18% | +17,681+221.6% | 加碼 |
| Chicago Partners Investment Group LLC | 25,007 | $132.8 萬 | 0.08% | +7,073+39.4% | 加碼 |
| Cornerstone Advisory, LLC | 25,446 | $133.3 萬 | 0.24% | +25,446 | 新進 |
| Advisor Resource Council | 25,872 | $133.8 萬 | 0.34% | +25,872 | 新進 |
| Kinneret Advisory, LLC | 25,629 | $134.2 萬 | 0.17% | −1,377−5.1% | 減碼 |
| M&G Investment Management Ltd | 25,825 | $134.3 萬 | 0.01% | −320,075−92.5% | 減碼 |
| World Equity Group, Inc. | 27,626 | $134.6 萬 | 0.23% | +12,108+78.0% | 加碼 |
| Difesa Capital Management, LP | 25,700 | $134.6 萬 | 1.27% | −150−0.6% | 減碼 |
| Brown Brothers Harriman & Co | 25,737 | $134.8 萬 | 0.01% | −1,121−4.2% | 減碼 |
| Associated Banc-Corp | 25,829 | $135.3 萬 | 0.05% | −693−2.6% | 減碼 |
| Buckhead Capital Management LLC | 25,831 | $135.3 萬 | 0.32% | +25,831 | 新進 |
| Raymond James Trust N.A. | 25,851 | $135.4 萬 | 0.04% | −2,977−10.3% | 減碼 |
| Achmea Investment Management B.V. | 25,895 | $135.6 萬 | 0.04% | −26,059−50.2% | 減碼 |
| Palisade Asset Management, LLC | 25,925 | $135.8 萬 | 0.17% | +125+0.5% | 加碼 |
| Aspiriant, LLC | 26,001 | $136.2 萬 | 0.07% | +115+0.4% | 加碼 |
| Chemistry Wealth Management LLC | 26,037 | $136.4 萬 | 0.47% | +2,695+11.5% | 加碼 |
| Southeast Asset Advisors Inc. | 26,042 | $136.4 萬 | 0.20% | +26,042 | 新進 |
| Ascent Group, LLC | 26,125 | $136.8 萬 | 0.15% | +13,088+100.4% | 加碼 |
| Altfest L J & Co Inc | 26,169 | $137.1 萬 | 0.21% | +18,715+251.1% | 加碼 |
| Glenview Trust Co | 26,302 | $137.8 萬 | 0.04% | +15,071+134.2% | 加碼 |
| Quantinno Capital Management LP | 26,347 | $138.0 萬 | 0.09% | −13,543−34.0% | 減碼 |
| AllGen Financial Advisors, Inc. | 26,530 | $139.0 萬 | 0.97% | +6,239+30.7% | 加碼 |
| Acadian Asset Management LLC | 26,673 | $139.5 萬 | 0.01% | +2,701+11.3% | 加碼 |
| Cascade Investment Advisors, Inc. | 26,865 | $140.7 萬 | 1.11% | +7,715+40.3% | 加碼 |
| CWA Asset Management Group, LLC | 26,900 | $140.9 萬 | 0.10% | +328+1.2% | 加碼 |
| Martin Capital Advisors, LLP | 26,984 | $141.3 萬 | 1.46% | −900−3.2% | 減碼 |
| Caption Management, LLC | 27,000 | $141.4 萬 | 0.30% | +27,000 | 新進 |
| Frisch Financial Group, Inc. | 27,007 | $141.5 萬 | 0.55% | +387+1.5% | 加碼 |
| Means Investment Co., Inc. | 27,131 | $142.1 萬 | 0.25% | +27,131 | 新進 |
| Colonial Trust Co | 27,191 | $142.4 萬 | 0.36% | +832+3.2% | 加碼 |