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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 13,647 | $71.5 萬 | 0.11% | +13,647 | 新進 |
| SeaCrest Wealth Management, LLC | 13,603 | $71.3 萬 | 0.10% | +5,559+69.1% | 加碼 |
| Allworth Financial LP | 13,600 | $71.2 萬 | 0.01% | +2,114+18.4% | 加碼 |
| Operose Advisors LLC | 13,597 | $71.2 萬 | 0.35% | +1,106+8.9% | 加碼 |
| Xcel Wealth Management, LLC | 13,485 | $70.6 萬 | 0.25% | +13,485 | 新進 |
| Doheny Asset Management | 13,471 | $70.6 萬 | 0.63% | +5,076+60.5% | 加碼 |
| Laffer Tengler Investments | 13,477 | $70.6 萬 | 0.19% | +576+4.5% | 加碼 |
| Coldstream Capital Management Inc | 13,369 | $70.0 萬 | 0.02% | −4,238−24.1% | 減碼 |
| BerganKDV Wealth Management, LLC | 13,034 | $68.3 萬 | 0.07% | +554+4.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 12,961 | $67.9 萬 | 0.03% | +9,294+253.4% | 加碼 |
| Howard Financial Services, Ltd. | 12,911 | $67.6 萬 | 0.16% | +12,911 | 新進 |
| Quadrant Capital Group LLC | 12,897 | $67.6 萬 | 0.07% | −2,620−16.9% | 減碼 |
| Summit Asset Management, LLC | 12,814 | $67.1 萬 | 0.18% | +915+7.7% | 加碼 |
| Diversified Trust Co | 12,812 | $67.1 萬 | 0.03% | +549+4.5% | 加碼 |
| Ballentine Partners, LLC | 12,806 | $67.1 萬 | 0.02% | −3,146−19.7% | 減碼 |
| Emerald Advisers, LLC | 12,805 | $67.1 萬 | 0.03% | +12,805 | 新進 |
| Stokes Family Office, LLC | 12,788 | $67.0 萬 | 0.08% | −2,334−15.4% | 減碼 |
| Boothbay Fund Management, LLC | 12,734 | $66.7 萬 | 0.02% | +12,734 | 新進 |
| Independent Advisor Alliance | 12,733 | $66.7 萬 | 0.03% | +12,733 | 新進 |
| Summit X, LLC | 12,703 | $66.6 萬 | 0.17% | +6,353+100.0% | 加碼 |
| Gemmer Asset Management LLC | 12,681 | $66.4 萬 | 0.10% | +94+0.7% | 加碼 |
| Menard Financial Group LLC | 12,671 | $66.4 萬 | 1.53% | +12,671 | 新進 |
| West Financial Advisors, LLC | 12,600 | $66.0 萬 | 0.17% | 00.0% | 不變 |
| Stonnington Group, LLC | 12,768 | $65.7 萬 | 0.17% | −1,829−12.5% | 減碼 |
| Oder Investment Management, LLC | 12,526 | $65.6 萬 | 0.77% | +12,526 | 新進 |
| Desjardins Global Asset Management Inc. | 12,521 | $65.6 萬 | 0.08% | +7,282+139.0% | 加碼 |
| Trustmark National Bank Trust Department | 12,497 | $65.5 萬 | 0.06% | +8,050+181.0% | 加碼 |
| Clearstead Advisors, LLC | 12,479 | $65.4 萬 | 0.05% | +2,153+20.9% | 加碼 |
| Cresset Asset Management, LLC | 12,477 | $65.4 萬 | 0.01% | +372+3.1% | 加碼 |
| Sonen Capital LLC | 12,449 | $65.2 萬 | 1.11% | −9,390−43.0% | 減碼 |
| Paradigm Asset Management Co LLC | 12,400 | $65.0 萬 | 0.18% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 12,399 | $64.9 萬 | 0.25% | +4,961+66.7% | 加碼 |
| Salem Investment Counselors Inc | 12,373 | $64.8 萬 | 0.03% | +1,050+9.3% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,334 | $64.6 萬 | 0.07% | +5,865+90.7% | 加碼 |
| First Financial Corp | 12,283 | $64.3 萬 | 0.40% | −447−3.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 12,201 | $63.9 萬 | 0.16% | +1,597+15.1% | 加碼 |
| Waldron Private Wealth LLC | 12,129 | $63.5 萬 | 0.03% | +370+3.1% | 加碼 |
| KLK Capital Management LLC | 12,097 | $63.4 萬 | 0.81% | +12,097 | 新進 |
| Financial Consulate, Inc | 12,086 | $63.3 萬 | 0.22% | +185+1.6% | 加碼 |
| Mutual Advisors, LLC | 12,070 | $63.2 萬 | 0.03% | +3,787+45.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 12,024 | $63.0 萬 | 0.05% | +5,778+92.5% | 加碼 |
| Greenline Partners, LLC | 12,010 | $62.9 萬 | 0.12% | 00.0% | 不變 |
| MYDA Advisors LLC | 12,000 | $62.9 萬 | 0.26% | −8,000−40.0% | 減碼 |
| Hamel Associates, Inc. | 11,910 | $62.4 萬 | 0.22% | 00.0% | 不變 |
| Platform Technology Partners | 11,889 | $62.3 萬 | 0.31% | −187−1.5% | 減碼 |
| Moors & Cabot, Inc. | 11,865 | $62.1 萬 | 0.04% | +5,990+102.0% | 加碼 |
| HCR Wealth Advisors | 11,854 | $62.1 萬 | 0.12% | +585+5.2% | 加碼 |
| Qtron Investments LLC | 11,790 | $61.8 萬 | 0.13% | +3,522+42.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 11,783 | $61.7 萬 | 0.04% | +6,376+117.9% | 加碼 |
| IMS Capital Management | 11,780 | $61.7 萬 | 0.37% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 11,738 | $61.5 萬 | 0.34% | −78−0.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,726 | $61.4 萬 | 0.03% | +11,726 | 新進 |
| Citizens National Bank Trust Department | 11,680 | $61.2 萬 | 0.17% | +11,680 | 新進 |
| Kestra Private Wealth Services, LLC | 11,639 | $61.0 萬 | 0.02% | +2,419+26.2% | 加碼 |
| Winton Group Ltd | 11,576 | $60.6 萬 | 0.04% | −1,485−11.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 11,559 | $60.5 萬 | 0.12% | +4,197+57.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 11,510 | $60.3 萬 | 0.40% | −605−5.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 11,500 | $60.2 萬 | 0.07% | +1,087+10.4% | 加碼 |
| GFG Capital, LLC | 11,927 | $60.2 萬 | 0.14% | +4,696+64.9% | 加碼 |
| Northcape Wealth Management, LLC | 11,482 | $60.1 萬 | 0.22% | +11,482 | 新進 |
| Wealth Advisors, Inc. | 11,595 | $60.0 萬 | 0.29% | +11,595 | 新進 |
| HF Advisory Group, LLC | 11,435 | $59.9 萬 | 0.53% | +2,259+24.6% | 加碼 |
| Virtus ETF Advisers LLC | 11,418 | $59.8 萬 | 0.33% | +434+4.0% | 加碼 |
| Derbend Asset Management | 11,412 | $59.8 萬 | 0.45% | +11,412 | 新進 |
| First Capital Advisors Group, LLC. | 11,410 | $59.8 萬 | 0.38% | +3,277+40.3% | 加碼 |
| Laidlaw Wealth Management LLC | 11,402 | $59.7 萬 | 0.12% | +11,402 | 新進 |
| Canandaigua National Bank & Trust Co | 11,407 | $59.7 萬 | 0.10% | +11,407 | 新進 |
| Insigneo Advisory Services, LLC | 11,375 | $59.6 萬 | 0.19% | +7,596+201.0% | 加碼 |
| Lodestone Wealth Management LLC | 11,380 | $59.6 萬 | 0.46% | +320+2.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 11,378 | $59.5 萬 | 0.01% | −1,350−10.6% | 減碼 |
| Sun Life Financial INC | 11,374 | $59.4 萬 | 0.04% | +1,528+15.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 11,301 | $59.2 萬 | 0.04% | −124−1.1% | 減碼 |
| Lake Street Advisors Group, LLC | 11,283 | $59.1 萬 | 0.04% | −809−6.7% | 減碼 |
| Steel Peak Wealth Management LLC | 11,279 | $59.1 萬 | 0.04% | +6,168+120.7% | 加碼 |
| Monte Financial Group, LLC | 11,268 | $59.0 萬 | 0.31% | +237+2.1% | 加碼 |
| Clean Yield Group | 11,180 | $58.6 萬 | 0.25% | −150−1.3% | 減碼 |
| FineMark National Bank & Trust | 11,171 | $58.5 萬 | 0.02% | +421+3.9% | 加碼 |
| Ambassador Advisors, LLC | 12,169 | $58.1 萬 | 0.13% | −1,149−8.6% | 減碼 |
| Independence Bank of Kentucky | 11,075 | $58.0 萬 | 0.25% | +10,750+3,307.7% | 加碼 |
| Violich Capital Management, Inc. | 11,080 | $58.0 萬 | 0.10% | +1,900+20.7% | 加碼 |
| MRP Capital Investments, LLC | 11,068 | $58.0 萬 | 0.64% | +1,358+14.0% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 11,100 | $57.7 萬 | 0.24% | +7,600+217.1% | 加碼 |
| Cove Street Capital, LLC | 11,000 | $57.6 萬 | 0.17% | +11,000 | 新進 |
| X-Square Capital, LLC | 10,950 | $57.4 萬 | 0.34% | +10,950 | 新進 |
| Zullo Investment Group, Inc. | 10,931 | $57.3 萬 | 0.36% | +3,081+39.2% | 加碼 |
| Retirement Guys Formula LLC | 10,924 | $57.2 萬 | 0.41% | +10,924 | 新進 |
| Legacy Wealth Asset Management, LLC | 10,920 | $57.2 萬 | 0.21% | −36−0.3% | 減碼 |
| Perpetual Ltd | 10,891 | $57.0 萬 | 0.00% | +10,891 | 新進 |
| Leavell Investment Management, Inc. | 10,847 | $56.8 萬 | 0.04% | +10,847 | 新進 |
| 1832 Asset Management L.P. | 10,837 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,771 | $56.4 萬 | 0.02% | +7,073+191.3% | 加碼 |
| Sentry Investment Management LLC | 10,763 | $56.4 萬 | 0.23% | +70+0.7% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 10,725 | $56.2 萬 | 0.14% | +10,725 | 新進 |
| Hardy Reed LLC | 10,680 | $55.9 萬 | 0.10% | −147−1.4% | 減碼 |
| Intact Investment Management Inc. | 10,600 | $55.5 萬 | 0.02% | −3,200−23.2% | 減碼 |
| Tranquilli Financial Advisor LLC | 10,594 | $55.5 萬 | 0.41% | +3,447+48.2% | 加碼 |
| InterOcean Capital Group, LLC | 10,543 | $55.2 萬 | 0.02% | +3,300+45.6% | 加碼 |
| Moseley Investment Management Inc | 10,540 | $55.2 萬 | 0.36% | +60+0.6% | 加碼 |
| Great Lakes Retirement, Inc. | 10,531 | $55.2 萬 | 0.10% | +850+8.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,516 | $55.1 萬 | 0.01% | +10,516 | 新進 |