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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 9,340 | $52.9 萬 | 0.01% | −1,176−11.2% | 減碼 |
| Csenge Advisory Group | 9,341 | $52.9 萬 | 0.04% | +410+4.6% | 加碼 |
| Castleark Management LLC | 9,360 | $53.1 萬 | 0.02% | 00.0% | 不變 |
| Western Wealth Management, LLC | 9,372 | $53.1 萬 | 0.05% | +725+8.4% | 加碼 |
| AdvisorNet Financial, Inc | 9,386 | $53.2 萬 | 0.05% | +7,264+342.3% | 加碼 |
| Patten & Patten Inc | 9,395 | $53.3 萬 | 0.04% | +3,875+70.2% | 加碼 |
| Pitcairn Co | 9,500 | $53.8 萬 | 0.05% | +576+6.5% | 加碼 |
| WNY Asset Management, LLC | 9,505 | $53.9 萬 | 0.11% | +2,057+27.6% | 加碼 |
| Drive Wealth Management, LLC | 9,562 | $54.2 萬 | 0.20% | −296−3.0% | 減碼 |
| Penserra Capital Management LLC | 9,644 | $54.5 萬 | 0.01% | +8,225+579.6% | 加碼 |
| MBM Wealth Consultants, LLC | 9,341 | $54.6 萬 | 0.23% | +2,546+37.5% | 加碼 |
| Redmont Wealth Advisors LLC | 9,630 | $54.6 萬 | 0.94% | +1,857+23.9% | 加碼 |
| Enterprise Bank & Trust Co | 9,668 | $54.8 萬 | 0.21% | +9,668 | 新進 |
| Logan Capital Management Inc | 9,774 | $55.4 萬 | 0.03% | −323−3.2% | 減碼 |
| Carson Advisory Inc. | 9,822 | $55.7 萬 | 0.47% | +9,822 | 新進 |
| Sonen Capital LLC | 9,937 | $56.3 萬 | 0.93% | −2,512−20.2% | 減碼 |
| Symmetry Partners, LLC | 9,966 | $56.5 萬 | 0.03% | 00.0% | 不變 |
| Bridge Advisory, LLC | 9,976 | $56.5 萬 | 0.21% | +9,976 | 新進 |
| Perpetual Ltd | 9,993 | $56.6 萬 | 0.00% | −898−8.2% | 減碼 |
| Jupiter Wealth Management LLC | 10,000 | $56.7 萬 | 0.49% | 00.0% | 不變 |
| Emfo, LLC | 10,000 | $56.7 萬 | 0.51% | +5,000+100.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 10,015 | $56.8 萬 | 0.06% | +10,015 | 新進 |
| Westmount Partners, LLC | 10,025 | $56.8 萬 | 0.25% | −166−1.6% | 減碼 |
| Ironwood Financial, llc | 10,025 | $56.8 萬 | 0.15% | −196−1.9% | 減碼 |
| Fairfield Financial Advisors, LTD | 10,106 | $57.3 萬 | 0.23% | −7,056−41.1% | 減碼 |
| Balboa Wealth Partners | 10,117 | $57.3 萬 | 0.20% | −10,797−51.6% | 減碼 |
| Valmark Advisers, Inc. | 10,135 | $57.4 萬 | 0.01% | +727+7.7% | 加碼 |
| Mitchell Sinkler & Starr | 10,181 | $57.7 萬 | 0.16% | +980+10.7% | 加碼 |
| Clean Yield Group | 10,240 | $58.0 萬 | 0.24% | −940−8.4% | 減碼 |
| Royce & Associates LP | 10,270 | $58.2 萬 | 0.01% | −4,401−30.0% | 減碼 |
| Wealth Quarterback LLC | 10,285 | $58.3 萬 | 0.40% | +10,285 | 新進 |
| Advisor OS, LLC | 10,301 | $58.4 萬 | 0.10% | +10,301 | 新進 |
| Berkshire Asset Management LLC | 10,357 | $58.7 萬 | 0.03% | +2,735+35.9% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 10,430 | $59.1 萬 | 0.20% | −9−0.1% | 減碼 |
| CMG Global Holdings, LLC | 10,436 | $59.2 萬 | 0.48% | +10,436 | 新進 |
| Horizon Investments, LLC | 10,481 | $59.2 萬 | 0.02% | +643+6.5% | 加碼 |
| Washburn Capital Management, Inc. | 10,464 | $59.3 萬 | 0.50% | +10,464 | 新進 |
| GM Advisory Group, Inc. | 10,511 | $59.6 萬 | 0.05% | −8,750−45.4% | 減碼 |
| Moseley Investment Management Inc | 10,541 | $59.7 萬 | 0.35% | +10.0% | 加碼 |
| InterOcean Capital Group, LLC | 10,541 | $59.7 萬 | 0.02% | −20.0% | 減碼 |
| Diversified Trust Co | 10,629 | $60.2 萬 | 0.02% | −2,183−17.0% | 減碼 |
| Compton Wealth Advisory Group, LLC | 10,648 | $60.4 萬 | 0.20% | +665+6.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 10,673 | $60.5 萬 | 0.04% | −628−5.6% | 減碼 |
| Seelaus Asset Management LLC | 10,743 | $60.9 萬 | 0.48% | +10,743 | 新進 |
| Ninety One SA (PTY) Ltd | 10,748 | $60.9 萬 | 0.15% | +3,179+42.0% | 加碼 |
| Sentry Investment Management LLC | 10,763 | $61.0 萬 | 0.23% | 00.0% | 不變 |
| Edge Capital Group, LLC | 10,783 | $61.1 萬 | 0.04% | +5,220+93.8% | 加碼 |
| Bridgeworth, LLC | 10,790 | $61.2 萬 | 0.07% | +10,790 | 新進 |
| United Community Bank | 10,790 | $61.2 萬 | 0.54% | +10,790 | 新進 |
| Shira Ridge Wealth Management | 10,815 | $61.3 萬 | 0.38% | +1,426+15.2% | 加碼 |
| 1832 Asset Management L.P. | 10,837 | $61.4 萬 | 0.00% | 00.0% | 不變 |
| Manhattan West Asset Management, LLC | 10,842 | $61.5 萬 | 0.23% | +2,790+34.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 10,865 | $61.6 萬 | 0.22% | −55−0.5% | 減碼 |
| Wedmont Private Capital | 10,557 | $61.8 萬 | 0.07% | −15,104−58.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,924 | $61.9 萬 | 0.02% | −715−6.1% | 減碼 |
| Viawealth, LLC | 10,982 | $62.2 萬 | 0.46% | +3,742+51.7% | 加碼 |
| Doheny Asset Management | 11,065 | $62.7 萬 | 0.54% | −2,406−17.9% | 減碼 |
| Good Life Advisors, LLC | 11,068 | $62.7 萬 | 0.07% | +5,714+106.7% | 加碼 |
| Navalign, LLC | 11,074 | $62.8 萬 | 0.25% | +2,280+25.9% | 加碼 |
| Violich Capital Management, Inc. | 11,080 | $62.8 萬 | 0.10% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 11,099 | $62.9 萬 | 0.20% | +11,099 | 新進 |
| Peak Planning Group, LLC | 11,103 | $62.9 萬 | 0.47% | +4,349+64.4% | 加碼 |
| Sciencast Management LP | 11,011 | $63.0 萬 | 0.51% | +11,011 | 新進 |
| First Capital Advisors Group, LLC. | 11,114 | $63.0 萬 | 0.33% | −296−2.6% | 減碼 |
| Capital Advantage, Inc. | 10,898 | $63.0 萬 | 0.13% | −60−0.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 11,119 | $63.0 萬 | 0.18% | +11,119 | 新進 |
| Zimmermann Investment Management & Planning LLC | 11,136 | $63.1 萬 | 0.29% | −3,912−26.0% | 減碼 |
| Matisse Capital | 11,145 | $63.2 萬 | 0.39% | +11,145 | 新進 |
| Segall Bryant & Hamill, LLC | 11,229 | $63.6 萬 | 0.01% | −149−1.3% | 減碼 |
| Crumly & Associates Inc. | 11,263 | $63.8 萬 | 0.26% | −2,858−20.2% | 減碼 |
| Cynosure Management, LLC | 11,266 | $63.9 萬 | 0.19% | +11,266 | 新進 |
| Waldron Private Wealth LLC | 11,279 | $63.9 萬 | 0.03% | −850−7.0% | 減碼 |
| Independence Bank of Kentucky | 11,325 | $64.2 萬 | 0.26% | +250+2.3% | 加碼 |
| Lodestone Wealth Management LLC | 11,336 | $64.3 萬 | 0.44% | −44−0.4% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 11,367 | $64.4 萬 | 0.15% | +642+6.0% | 加碼 |
| Annex Advisory Services, LLC | 11,460 | $65.0 萬 | 0.04% | −34,097−74.8% | 減碼 |
| Northcape Wealth Management, LLC | 11,482 | $65.1 萬 | 0.23% | 00.0% | 不變 |
| Acadian Asset Management LLC | 11,501 | $65.1 萬 | 0.00% | −15,172−56.9% | 減碼 |
| Invictus Private Wealth, LLC | 11,515 | $65.3 萬 | 0.07% | +11,515 | 新進 |
| Columbia Asset Management | 11,696 | $66.3 萬 | 0.14% | +6,051+107.2% | 加碼 |
| FineMark National Bank & Trust | 11,719 | $66.4 萬 | 0.03% | +548+4.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,729 | $66.5 萬 | 0.07% | +229+2.0% | 加碼 |
| Powell Investment Advisors, LLC | 11,738 | $66.5 萬 | 0.39% | 00.0% | 不變 |
| Qtron Investments LLC | 11,790 | $66.8 萬 | 0.13% | 00.0% | 不變 |
| Empowered Funds, LLC | 11,798 | $66.9 萬 | 0.02% | −10,690−47.5% | 減碼 |
| EA Series Trust | 11,798 | $66.9 萬 | 0.02% | +11,798 | 新進 |
| Delphia (USA) Inc. | 11,810 | $66.9 萬 | 1.06% | +11,810 | 新進 |
| David Loasby | 11,988 | $67.1 萬 | 0.07% | +2,193+22.4% | 加碼 |
| Centiva Capital, LP | 11,875 | $67.3 萬 | 0.03% | −18,751−61.2% | 減碼 |
| Derbend Asset Management | 11,900 | $67.4 萬 | 0.46% | +488+4.3% | 加碼 |
| Citizens National Bank Trust Department | 11,920 | $67.6 萬 | 0.18% | +240+2.1% | 加碼 |
| Platform Technology Partners | 11,850 | $68.2 萬 | 0.32% | −39−0.3% | 減碼 |
| Retirement Guys Formula LLC | 12,049 | $68.3 萬 | 0.40% | +1,125+10.3% | 加碼 |
| Zullo Investment Group, Inc. | 12,057 | $68.3 萬 | 0.39% | +1,126+10.3% | 加碼 |
| Founders Financial Securities LLC | 12,072 | $68.4 萬 | 0.09% | −4,876−28.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 12,150 | $68.9 萬 | 0.31% | +12,150 | 新進 |
| Transform Wealth, LLC | 12,223 | $69.3 萬 | 0.06% | −81,684−87.0% | 減碼 |
| Integrated Advisors Network LLC | 12,226 | $69.3 萬 | 0.04% | +1,790+17.2% | 加碼 |
| Integrated Investment Consultants, LLC | 12,276 | $69.6 萬 | 0.22% | +3,598+41.5% | 加碼 |
| National Wealth Management Group, LLC | 10,754 | $70.5 萬 | 0.73% | +10,754 | 新進 |