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 |
|---|---|---|---|---|---|
| Narus Financial Partners, LLC | 5,138 | $29.1 萬 | 0.15% | +265+5.4% | 加碼 |
| Hyman Charles D | 5,158 | $29.2 萬 | 0.02% | −223−4.1% | 減碼 |
| River Wealth Advisors LLC | 5,157 | $29.2 萬 | 0.05% | +202+4.1% | 加碼 |
| Fulton Bank, N.A. | 5,182 | $29.4 萬 | 0.01% | −1,581−23.4% | 減碼 |
| Evoke Wealth, LLC | 5,196 | $29.5 萬 | 0.01% | +104+2.0% | 加碼 |
| Brave Asset Management Inc | 5,200 | $29.5 萬 | 0.09% | +5,200 | 新進 |
| Hamilton Capital Partners Inc. | 5,200 | $29.5 萬 | 0.11% | +5,200 | 新進 |
| WESPAC Advisors SoCal, LLC | 5,205 | $29.5 萬 | 0.10% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 4,967 | $29.8 萬 | 0.12% | +202+4.2% | 加碼 |
| Smithfield Trust Co | 5,241 | $29.8 萬 | 0.02% | −1,289−19.7% | 減碼 |
| New Hampshire Trust | 5,272 | $29.9 萬 | 0.08% | +94+1.8% | 加碼 |
| Accuvest Global Advisors | 5,282 | $29.9 萬 | 0.15% | +5,282 | 新進 |
| Burke & Herbert Bank & Trust Co | 5,300 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Benin Management CORP | 5,300 | $30.0 萬 | 0.11% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 5,337 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 5,340 | $30.3 萬 | 0.08% | +18+0.3% | 加碼 |
| Soltis Investment Advisors LLC | 5,342 | $30.3 萬 | 0.04% | +15+0.3% | 加碼 |
| Atlas Private Wealth Management | 5,359 | $30.4 萬 | 0.16% | +230+4.5% | 加碼 |
| Edgewood Management LLC | 5,360 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| StoneX Group Inc. | 5,371 | $30.4 萬 | 0.03% | +524+10.8% | 加碼 |
| Morris Retirement Advisors, LLC | 5,388 | $30.5 萬 | 0.21% | +5,388 | 新進 |
| Alps Advisors Inc | 5,409 | $30.7 萬 | 0.00% | +35+0.7% | 加碼 |
| Cutler Group LP | 5,427 | $30.7 萬 | 0.07% | −39,066−87.8% | 減碼 |
| Echo Street Capital Management LLC | 5,440 | $30.8 萬 | 0.00% | −17,772−76.6% | 減碼 |
| Addison Advisors LLC | 5,455 | $30.9 萬 | 0.15% | 00.0% | 不變 |
| Marcum Wealth, LLC | 5,461 | $31.0 萬 | 0.04% | −362−6.2% | 減碼 |
| Aberdeen Wealth Management LLC | 5,462 | $31.0 萬 | 0.22% | +51+0.9% | 加碼 |
| Enzi Wealth | 5,193 | $31.1 萬 | 0.16% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 5,521 | $31.3 萬 | 0.05% | +3,615+189.7% | 加碼 |
| RNC Capital Management LLC | 5,518 | $31.3 萬 | 0.02% | −128−2.3% | 減碼 |
| Sonora Investment Management Group, LLC | 5,527 | $31.3 萬 | 0.03% | +257+4.9% | 加碼 |
| Avantax Planning Partners, Inc. | 5,532 | $31.4 萬 | 0.01% | −2,192−28.4% | 減碼 |
| Michael S. Ryan, Inc. | 5,440 | $31.4 萬 | 0.29% | +5,440 | 新進 |
| Wealthsource Partners, LLC | 5,575 | $31.6 萬 | 0.02% | −12,987−70.0% | 減碼 |
| Keel Point, LLC | 5,600 | $31.7 萬 | 0.04% | +960+20.7% | 加碼 |
| Journey Advisory Group, LLC | 5,604 | $31.8 萬 | 0.05% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 5,605 | $31.8 萬 | 0.36% | +5,605 | 新進 |
| ZRC Wealth Management, LLC | 5,617 | $31.8 萬 | 0.27% | −395−6.6% | 減碼 |
| Transatlantique Private Wealth LLC | 5,627 | $31.9 萬 | 0.17% | +137+2.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,628 | $31.9 萬 | 0.21% | +20+0.4% | 加碼 |
| CNB Bank | 5,689 | $32.2 萬 | 0.19% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 5,689 | $32.2 萬 | 0.16% | +207+3.8% | 加碼 |
| Mason & Associates Inc | 5,738 | $32.5 萬 | 0.10% | +5,738 | 新進 |
| Sand Hill Global Advisors, LLC | 5,748 | $32.6 萬 | 0.02% | −1,064−15.6% | 減碼 |
| Parisi Gray Wealth Management | 6,232 | $32.6 萬 | 0.15% | +6,232 | 新進 |
| Stockman Wealth Management, Inc. | 5,772 | $32.7 萬 | 0.07% | −38−0.7% | 減碼 |
| Diligent Investors, LLC | 5,783 | $32.8 萬 | 0.10% | 00.0% | 不變 |
| Welch & Forbes LLC | 5,797 | $32.9 萬 | 0.01% | +160+2.8% | 加碼 |
| Institute for Wealth Management, LLC. | 5,806 | $32.9 萬 | 0.06% | +1,298+28.8% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 5,843 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,887 | $33.4 萬 | 0.11% | −407−6.5% | 減碼 |
| V Wealth Advisors LLC | 5,889 | $33.4 萬 | 0.06% | +373+6.8% | 加碼 |
| Ropes Wealth Advisors LLC | 5,912 | $33.5 萬 | 0.06% | −3−0.1% | 減碼 |
| Fusion Capital, LLC | 5,925 | $33.6 萬 | 0.19% | +839+16.5% | 加碼 |
| Diametric Capital, LP | 5,933 | $33.6 萬 | 0.15% | +5,933 | 新進 |
| Boyar Asset Management Inc. | 5,935 | $33.6 萬 | 0.25% | 00.0% | 不變 |
| Atlas Financial Advisors, Inc. | 5,940 | $33.7 萬 | 0.47% | +5,940 | 新進 |
| Tempus Wealth Planning, LLC | 5,980 | $33.9 萬 | 0.15% | +1,558+35.2% | 加碼 |
| Green Square Capital Advisors LLC | 5,988 | $33.9 萬 | 0.04% | +833+16.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,993 | $34.0 萬 | 0.05% | +1,851+44.7% | 加碼 |
| Menard Financial Group LLC | 5,994 | $34.0 萬 | 0.70% | −6,677−52.7% | 減碼 |
| Encompass Wealth Advisors, LLC | 6,000 | $34.0 萬 | 0.11% | +2,000+50.0% | 加碼 |
| Atticus Wealth Management, LLC | 6,034 | $34.2 萬 | 0.13% | −6,365−51.3% | 減碼 |
| Triangle Securities Wealth Management | 6,071 | $34.4 萬 | 0.12% | −455−7.0% | 減碼 |
| Marks Group Wealth Management, Inc | 6,072 | $34.4 萬 | 0.04% | +360+6.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 6,112 | $34.6 萬 | 0.03% | +712+13.2% | 加碼 |
| Fagan Associates, Inc. | 6,118 | $34.7 萬 | 0.08% | +750+14.0% | 加碼 |
| Wintrust Investments LLC | 6,114 | $34.7 萬 | 0.03% | −250−3.9% | 減碼 |
| Baron Wealth Management LLC | 6,124 | $34.7 萬 | 0.22% | +6,124 | 新進 |
| Alliance Wealth Advisors, LLC | 6,126 | $34.7 萬 | 0.25% | +1,177+23.8% | 加碼 |
| Financial Architects, Inc | 6,130 | $34.7 萬 | 0.05% | −195−3.1% | 減碼 |
| Schechter Investment Advisors, LLC | 6,138 | $34.8 萬 | 0.03% | −903−12.8% | 減碼 |
| Family Legacy, Inc. | 6,160 | $34.9 萬 | 0.14% | +79+1.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,176 | $35.0 萬 | 0.03% | −5,848−48.6% | 減碼 |
| KRS Capital Management, LLC | 6,202 | $35.2 萬 | 0.35% | +598+10.7% | 加碼 |
| Icon Wealth Partners, LLC | 6,224 | $35.3 萬 | 0.04% | −382−5.8% | 減碼 |
| Aveo Capital Partners, LLC | 6,257 | $35.5 萬 | 0.05% | +6,257 | 新進 |
| TAGStone Capital, Inc. | 6,370 | $36.1 萬 | 0.26% | +29+0.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,379 | $36.2 萬 | 0.10% | +76+1.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 6,383 | $36.2 萬 | 0.15% | +6,383 | 新進 |
| Aft, Forsyth & Company, Inc. | 6,390 | $36.2 萬 | 0.26% | +6,390 | 新進 |
| Meridian Wealth Management, LLC | 6,436 | $36.5 萬 | 0.03% | +6,436 | 新進 |
| Summit Financial, LLC | 6,444 | $36.5 萬 | 0.03% | +1,843+40.1% | 加碼 |
| Abn Amro Investment Solutions | 6,468 | $36.7 萬 | 0.01% | −604,957−98.9% | 減碼 |
| Main Street Financial Solutions, LLC | 6,475 | $36.7 萬 | 0.05% | +162+2.6% | 加碼 |
| Fiera Capital Corp | 6,500 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 6,503 | $36.9 萬 | 0.31% | +6,503 | 新進 |
| Boston Trust Walden Corp | 6,579 | $37.3 萬 | 0.00% | −1,330−16.8% | 減碼 |
| Fiduciary Trust Co | 6,687 | $37.9 萬 | 0.01% | −618−8.5% | 減碼 |
| Wolverine Asset Management LLC | 6,736 | $38.2 萬 | 0.01% | −47,384−87.6% | 減碼 |
| Parkside Financial Bank & Trust | 6,747 | $38.2 萬 | 0.09% | +2,597+62.6% | 加碼 |
| Ridgewood Investments LLC | 6,757 | $38.3 萬 | 0.22% | +3,387+100.5% | 加碼 |
| Grove Bank & Trust | 6,757 | $38.3 萬 | 0.08% | −66−1.0% | 減碼 |
| Keene & Associates, Inc. | 6,833 | $38.7 萬 | 0.30% | +2,225+48.3% | 加碼 |
| Arcataur Capital Management LLC | 6,858 | $38.9 萬 | 0.16% | +6,858 | 新進 |
| Aspen Grove Capital, LLC | 6,863 | $38.9 萬 | 0.13% | +6,863 | 新進 |
| Orca Investment Management, LLC | 6,896 | $39.1 萬 | 0.43% | 00.0% | 不變 |
| Private Ocean, LLC | 6,913 | $39.2 萬 | 0.05% | −2,417−25.9% | 減碼 |
| Abbrea Capital, LLC | 6,916 | $39.2 萬 | 0.06% | −1,145−14.2% | 減碼 |
| Kaizen Financial Strategies | 6,720 | $39.3 萬 | 0.34% | +1,453+27.6% | 加碼 |