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 2 季 13F 持有人
Schwab Charles Corp 在 2023/6/30 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
- 1,775
- 較 2023 年第 1 季 +107 家
- 持有股數
- 14.6 億
- 較 2023 年第 1 季 −2,294 萬 (−1.5%)
- 總市值
- $829.4 億
- 較 2023 年第 1 季 +$58.7 億 (+7.6%)
- 新進機構
- 252
- 另有 803 家加碼
- 清倉機構
- 145
- 另有 559 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 4,100 | $23.2 萬 | 0.10% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 4,102 | $23.3 萬 | 0.05% | +4,102 | 新進 |
| Lodestar Private Asset Management LLC | 4,108 | $23.3 萬 | 0.04% | +16+0.4% | 加碼 |
| Equitable Trust Co | 4,113 | $23.3 萬 | 0.02% | −1,617−28.2% | 減碼 |
| Stock Yards Bank & Trust Co | 4,116 | $23.3 萬 | 0.01% | −1,296−23.9% | 減碼 |
| West Family Investments, Inc. | 4,135 | $23.4 萬 | 0.09% | +33+0.8% | 加碼 |
| Claro Advisors LLC | 4,145 | $23.5 萬 | 0.06% | +4,145 | 新進 |
| Rosenbaum Jay D. | 4,150 | $23.5 萬 | 0.38% | −22−0.5% | 減碼 |
| Warren Averett Asset Management, LLC | 4,157 | $23.6 萬 | 0.01% | +4,157 | 新進 |
| Jacobi Capital Management LLC | 4,162 | $23.6 萬 | 0.03% | −137−3.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,164 | $23.6 萬 | 0.02% | +311+8.1% | 加碼 |
| Simon Quick Advisors, LLC | 4,210 | $23.9 萬 | 0.02% | +4,210 | 新進 |
| Avestar Capital, LLC | 4,221 | $23.9 萬 | 0.04% | +1,419+50.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,226 | $24.0 萬 | 0.08% | +4,226 | 新進 |
| Souders Financial Advisors | 4,228 | $24.0 萬 | 0.05% | −87−2.0% | 減碼 |
| PFG Investments, LLC | 4,242 | $24.0 萬 | 0.04% | +4,242 | 新進 |
| Investors Asset Management of Georgia Inc | 4,250 | $24.1 萬 | 0.12% | +375+9.7% | 加碼 |
| Collective Family Office LLC | 4,264 | $24.2 萬 | 0.09% | +5+0.1% | 加碼 |
| Forte Capital LLC | 4,266 | $24.2 萬 | 0.03% | −369−8.0% | 減碼 |
| Marshall Financial Group LLC | 4,279 | $24.3 萬 | 0.08% | +317+8.0% | 加碼 |
| Sweet Financial Partners, LLC | 4,280 | $24.3 萬 | 0.06% | +4,280 | 新進 |
| Ledyard National Bank | 4,300 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,304 | $24.4 萬 | 0.01% | +4,304 | 新進 |
| Capital Square, LLC | 4,311 | $24.4 萬 | 0.23% | +4,311 | 新進 |
| Integral Investment Advisors, Inc. | 4,324 | $24.5 萬 | 0.16% | +300+7.5% | 加碼 |
| Miramar Capital, LLC | 4,332 | $24.6 萬 | 0.06% | +4,332 | 新進 |
| Baker Avenue Asset Management, LP | 4,333 | $24.6 萬 | 0.01% | −11,785−73.1% | 減碼 |
| Endurance Wealth Management, Inc. | 4,332 | $24.6 萬 | 0.03% | +150+3.6% | 加碼 |
| L2 Asset Management, LLC | 4,347 | $24.6 萬 | 0.12% | +302+7.5% | 加碼 |
| Almanack Investment Partners, LLC. | 4,348 | $24.6 萬 | 0.04% | +4,348 | 新進 |
| Affinity Capital Advisors, LLC | 4,361 | $24.7 萬 | 0.07% | −83−1.9% | 減碼 |
| Brighton Jones LLC | 4,388 | $24.9 萬 | 0.01% | +4,388 | 新進 |
| Welch Group, LLC | 4,404 | $25.0 萬 | 0.01% | +13+0.3% | 加碼 |
| Kovack Advisors, Inc. | 4,405 | $25.0 萬 | 0.03% | +4,405 | 新進 |
| Mystic Asset Management, Inc. | 4,417 | $25.0 萬 | 0.13% | +4,417 | 新進 |
| Delta Financial Advisors LLC | 4,422 | $25.1 萬 | 0.11% | −259−5.5% | 減碼 |
| Mather Group, LLC. | 4,426 | $25.1 萬 | 0.00% | +342+8.4% | 加碼 |
| Accurate Wealth Management, LLC | 4,288 | $25.1 萬 | 0.08% | +4,288 | 新進 |
| Transcend Wealth Collective, LLC | 4,430 | $25.1 萬 | 0.02% | +431+10.8% | 加碼 |
| Peterson Wealth Services | 4,413 | $25.2 萬 | 0.12% | +4,413 | 新進 |
| Vantage Consulting Group Inc | 4,449 | $25.2 萬 | 0.15% | +112+2.6% | 加碼 |
| Syntax Advisors, LLC | 4,449 | $25.2 萬 | 0.20% | +112+2.6% | 加碼 |
| Horan Securities, Inc. | 4,474 | $25.4 萬 | 0.11% | +4,231+1,741.2% | 加碼 |
| Edgestream Partners, L.P. | 4,477 | $25.4 萬 | 0.02% | +4,477 | 新進 |
| Barnett & Company, Inc. | 4,487 | $25.4 萬 | 0.19% | +4,487 | 新進 |
| Lester Murray Antman dba SimplyRich | 4,510 | $25.5 萬 | 0.09% | −31−0.7% | 減碼 |
| CTC Alternative Strategies, Ltd. | 4,500 | $25.5 萬 | 0.32% | +4,500 | 新進 |
| J.W. Cole Advisors, Inc. | 4,524 | $25.6 萬 | 0.02% | +4,524 | 新進 |
| Veracity Capital LLC | 4,528 | $25.7 萬 | 0.11% | +471+11.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 4,545 | $25.8 萬 | 0.06% | −490−9.7% | 減碼 |
| Balentine LLC | 4,591 | $26.0 萬 | 0.01% | −886−16.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,599 | $26.1 萬 | 0.06% | +42+0.9% | 加碼 |
| Alpha Cubed Investments, LLC | 4,606 | $26.1 萬 | 0.02% | −597−11.5% | 減碼 |
| Essex LLC | 4,614 | $26.2 萬 | 0.07% | +570+14.1% | 加碼 |
| Israel Discount Bank of New York | 4,632 | $26.3 萬 | 0.21% | −754−14.0% | 減碼 |
| FSB Premier Wealth Management, Inc. | 4,640 | $26.3 萬 | 0.14% | +365+8.5% | 加碼 |
| Old Mission Investment Co LLC | 4,650 | $26.4 萬 | 0.10% | +525+12.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,670 | $26.5 萬 | 0.03% | −574−10.9% | 減碼 |
| Verus Capital Partners, LLC | 4,694 | $26.6 萬 | 0.04% | −1,685−26.4% | 減碼 |
| Alyeska Investment Group, L.P. | 4,701 | $26.6 萬 | 0.00% | −239,897−98.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,725 | $26.8 萬 | 0.02% | +4,725 | 新進 |
| Willis Johnson & Associates, Inc. | 4,738 | $26.9 萬 | 0.03% | +331+7.5% | 加碼 |
| Proequities, Inc. | 4,740 | $26.9 萬 | 0.02% | +141+3.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,743 | $26.9 萬 | 0.10% | +867+22.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $26.9 萬 | 0.02% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 4,753 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 4,758 | $27.0 萬 | 0.03% | +860+22.1% | 加碼 |
| N.E.W. Advisory Services LLC | 4,761 | $27.0 萬 | 0.04% | −102−2.1% | 減碼 |
| Waters Parkerson & Co., LLC | 4,793 | $27.2 萬 | 0.02% | +4,793 | 新進 |
| Court Place Advisors, LLC | 4,800 | $27.2 萬 | 0.10% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 4,820 | $27.3 萬 | 0.17% | +650+15.6% | 加碼 |
| StrongBox Wealth, LLC | 4,822 | $27.3 萬 | 0.17% | +4,822 | 新進 |
| Legacy Advisors, LLC | 4,835 | $27.4 萬 | 0.04% | +4,835 | 新進 |
| Private Trust Co NA | 4,841 | $27.4 萬 | 0.03% | +2,299+90.4% | 加碼 |
| First Financial Bank - Trust Division | 4,845 | $27.5 萬 | 0.03% | −103,145−95.5% | 減碼 |
| Curated Wealth Partners LLC | 4,846 | $27.5 萬 | 0.05% | −125−2.5% | 減碼 |
| Red Door Wealth Management, LLC | 4,848 | $27.5 萬 | 0.06% | +4,848 | 新進 |
| Allstate Corp | 4,854 | $27.5 萬 | 0.02% | −174−3.5% | 減碼 |
| Future Fund LLC | 4,863 | $27.6 萬 | 2.62% | +4,863 | 新進 |
| Golden Green, Inc. | 4,874 | $27.6 萬 | 0.30% | −70−1.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,887 | $27.7 萬 | 0.01% | −356−6.8% | 減碼 |
| Norway Savings Bank | 4,895 | $27.7 萬 | 0.15% | −75−1.5% | 減碼 |
| Beta Wealth Group, Inc. | 4,900 | $27.8 萬 | 0.16% | +600+14.0% | 加碼 |
| Berger Financial Group, Inc | 4,927 | $27.9 萬 | 0.03% | +415+9.2% | 加碼 |
| Tompkins Financial Corp | 4,935 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 4,949 | $28.0 萬 | 0.02% | −723−12.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,952 | $28.1 萬 | 0.06% | +4,952 | 新進 |
| United Bank | 4,963 | $28.1 萬 | 0.16% | +4,963 | 新進 |
| Vista Private Wealth Partners. LLC | 4,965 | $28.2 萬 | 0.12% | +40+0.8% | 加碼 |
| Capital Investment Advisors, LLC | 4,983 | $28.2 萬 | 0.01% | −609−10.9% | 減碼 |
| Viewpoint Capital Management LLC | 5,000 | $28.3 萬 | 0.22% | +5,000 | 新進 |
| Graypoint LLC | 5,022 | $28.5 萬 | 0.03% | +5,022 | 新進 |
| Haverford Trust Co | 5,022 | $28.5 萬 | 0.00% | −864−14.7% | 減碼 |
| Mirabella Financial Services LLP | 5,037 | $28.5 萬 | 0.03% | +5,037 | 新進 |
| BSW Wealth Partners | 5,047 | $28.6 萬 | 0.06% | +195+4.0% | 加碼 |
| Chilton Capital Management LLC | 5,056 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,061 | $28.7 萬 | 0.02% | +5,061 | 新進 |
| BlackDiamond Wealth Management Inc. | 4,402 | $28.8 萬 | 0.24% | +4,402 | 新進 |
| Lazari Capital Management, Inc. | 5,084 | $28.8 萬 | 0.16% | +5,084 | 新進 |