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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 12,597 | $71.4 萬 | 0.02% | −772−5.8% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $71.4 萬 | 0.18% | 00.0% | 不變 |
| Oder Investment Management, LLC | 12,638 | $71.6 萬 | 0.78% | +112+0.9% | 加碼 |
| Gemmer Asset Management LLC | 12,694 | $72.0 萬 | 0.10% | +13+0.1% | 加碼 |
| IHT Wealth Management, LLC | 12,792 | $72.5 萬 | 0.04% | +4,758+59.2% | 加碼 |
| Hamel Associates, Inc. | 12,795 | $72.5 萬 | 0.25% | +885+7.4% | 加碼 |
| Ambassador Advisors, LLC | 11,342 | $72.7 萬 | 0.17% | −827−6.8% | 減碼 |
| Venturi Wealth Management, LLC | 12,926 | $73.3 萬 | 0.06% | +8,401+185.7% | 加碼 |
| Aptus Capital Advisors, LLC | 12,939 | $73.3 萬 | 0.02% | −4,347−25.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 12,950 | $73.4 萬 | 0.01% | −326,031−96.2% | 減碼 |
| Greenline Partners, LLC | 13,022 | $73.8 萬 | 0.14% | +1,012+8.4% | 加碼 |
| Stokes Family Office, LLC | 13,026 | $73.8 萬 | 0.09% | +238+1.9% | 加碼 |
| BerganKDV Wealth Management, LLC | 13,110 | $74.3 萬 | 0.07% | +76+0.6% | 加碼 |
| Trustmark National Bank Trust Department | 13,117 | $74.3 萬 | 0.07% | +620+5.0% | 加碼 |
| Forum Financial Management, LP | 13,155 | $74.6 萬 | 0.02% | −828−5.9% | 減碼 |
| Sigma Planning Corp | 13,170 | $74.6 萬 | 0.03% | −1,458−10.0% | 減碼 |
| Mutual Advisors, LLC | 13,211 | $74.9 萬 | 0.03% | +1,141+9.5% | 加碼 |
| Farther Finance Advisors, LLC | 13,234 | $75.0 萬 | 0.16% | +10,529+389.2% | 加碼 |
| Summit Asset Management, LLC | 13,264 | $75.2 萬 | 0.20% | +450+3.5% | 加碼 |
| Proffitt & Goodson Inc | 13,310 | $75.4 萬 | 0.15% | +5,699+74.9% | 加碼 |
| Professional Financial Advisors, LLC | 13,354 | $75.7 萬 | 0.39% | +305+2.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 13,362 | $75.7 萬 | 0.04% | +1,579+13.4% | 加碼 |
| Unio Capital LLC | 13,365 | $75.8 萬 | 0.39% | +13,365 | 新進 |
| Triumph Capital Management | 13,400 | $76.0 萬 | 0.34% | +13,400 | 新進 |
| Sabal Trust CO | 13,437 | $76.2 萬 | 0.05% | +13,437 | 新進 |
| Hardy Reed LLC | 13,454 | $76.3 萬 | 0.13% | +2,774+26.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,488 | $76.5 萬 | 0.49% | +1,978+17.2% | 加碼 |
| Operose Advisors LLC | 13,540 | $76.7 萬 | 0.35% | −57−0.4% | 減碼 |
| Tranquilli Financial Advisor LLC | 13,608 | $77.1 萬 | 0.55% | +3,014+28.5% | 加碼 |
| Intrust Bank NA | 13,610 | $77.1 萬 | 0.09% | −125−0.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,624 | $77.2 萬 | 0.28% | −5,867−30.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 13,638 | $77.3 萬 | 0.10% | −2,425−15.1% | 減碼 |
| Precision Wealth Strategies, LLC | 13,640 | $77.3 萬 | 1.27% | −1,574−10.3% | 減碼 |
| IMS Capital Management | 13,655 | $77.4 萬 | 0.43% | +1,875+15.9% | 加碼 |
| Checchi Capital Advisers, LLC | 13,705 | $77.7 萬 | 0.07% | −164−1.2% | 減碼 |
| Monte Financial Group, LLC | 13,727 | $77.8 萬 | 0.38% | +2,459+21.8% | 加碼 |
| Resources Investment Advisors, LLC. | 13,772 | $78.1 萬 | 0.02% | −13,977−50.4% | 減碼 |
| Kingsview Wealth Management, LLC | 13,783 | $78.1 萬 | 0.03% | +3,012+28.0% | 加碼 |
| Novare Capital Management LLC | 13,819 | $78.3 萬 | 0.08% | +8,985+185.9% | 加碼 |
| Catalyst Financial Partners LLC | 13,957 | $79.1 萬 | 0.28% | +5,461+64.3% | 加碼 |
| Prospera Financial Services Inc | 14,077 | $79.8 萬 | 0.03% | −7,528−34.8% | 減碼 |
| Nicolet Bankshares Inc | 18,342 | $79.9 萬 | 0.23% | +12,144+195.9% | 加碼 |
| Clarius Group, LLC | 14,136 | $80.1 萬 | 0.06% | −2,243−13.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 14,176 | $80.4 萬 | 0.18% | +1,975+16.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 14,259 | $80.8 萬 | 0.02% | 00.0% | 不變 |
| Citizens & Northern Corp | 14,266 | $80.9 萬 | 0.31% | +467+3.4% | 加碼 |
| Cidel Asset Management Inc | 14,300 | $81.1 萬 | 0.04% | +14,300 | 新進 |
| First Financial Corp | 14,317 | $81.1 萬 | 0.52% | +2,034+16.6% | 加碼 |
| Tiedemann Advisors, LLC | 14,348 | $81.3 萬 | 0.03% | −119−0.8% | 減碼 |
| Silver Oak Securities, Inc | 14,450 | $81.9 萬 | 0.13% | +8,916+161.1% | 加碼 |
| Hills Bank & Trust Co | 14,466 | $82.0 萬 | 0.11% | +6,338+78.0% | 加碼 |
| Coastline Trust Co | 14,475 | $82.0 萬 | 0.11% | +14,475 | 新進 |
| Pallas Capital Advisors LLC | 14,035 | $82.3 萬 | 0.04% | −2,285−14.0% | 減碼 |
| Ballentine Partners, LLC | 14,564 | $82.5 萬 | 0.02% | +1,758+13.7% | 加碼 |
| Emerald Advisers, LLC | 14,568 | $82.6 萬 | 0.04% | +1,763+13.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 10,908 | $82.8 萬 | 0.20% | +1,000+10.1% | 加碼 |
| Smith, Moore & Co. | 14,672 | $83.2 萬 | 0.11% | +99+0.7% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 14,674 | $83.2 萬 | 0.07% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 14,697 | $83.3 萬 | 0.29% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 14,835 | $84.1 萬 | 0.35% | 00.0% | 不變 |
| Summit X, LLC | 14,908 | $84.5 萬 | 0.21% | +2,205+17.4% | 加碼 |
| Providence Wealth Advisors, LLC | 14,913 | $84.5 萬 | 0.94% | −665−4.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 14,939 | $84.7 萬 | 0.16% | +3,380+29.2% | 加碼 |
| Boston Common Asset Management, LLC | 14,985 | $84.9 萬 | 0.02% | −1,600−9.6% | 減碼 |
| Hennessy Advisors Inc | 15,000 | $85.0 萬 | 0.06% | +5,000+50.0% | 加碼 |
| PMC FIG Opportunities LLC | 15,000 | $85.0 萬 | 4.79% | +15,000 | 新進 |
| Castleview Partners, LLC | 15,005 | $85.0 萬 | 0.77% | +12,856+598.2% | 加碼 |
| Brown Capital Management LLC | 15,116 | $85.7 萬 | 0.01% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 15,166 | $86.0 萬 | 0.16% | +3,791+33.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,236 | $86.4 萬 | 0.11% | +1,633+12.0% | 加碼 |
| HCR Wealth Advisors | 15,337 | $86.9 萬 | 0.16% | +3,483+29.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 15,395 | $87.3 萬 | 0.41% | +56+0.4% | 加碼 |
| JNBA Financial Advisors | 15,405 | $87.3 萬 | 0.10% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 15,417 | $87.4 萬 | 0.09% | +2,520+19.5% | 加碼 |
| Fruth Investment Management | 15,429 | $87.4 萬 | 0.25% | −100−0.6% | 減碼 |
| Spire Wealth Management | 15,427 | $87.4 萬 | 0.03% | +1,337+9.5% | 加碼 |
| DRW Securities, LLC | 15,471 | $87.7 萬 | 0.07% | +10,863+235.7% | 加碼 |
| Burns Matteson Capital Management, LLC | 15,493 | $87.8 萬 | 0.54% | −61−0.4% | 減碼 |
| Nations Financial Group Inc, | 15,564 | $88.2 萬 | 0.09% | +15,564 | 新進 |
| Great Valley Advisor Group, Inc. | 15,578 | $88.3 萬 | 0.04% | +5,804+59.4% | 加碼 |
| Worm Capital, LLC | 15,668 | $88.8 萬 | 0.78% | +15,668 | 新進 |
| Freestone Capital Holdings, LLC | 15,708 | $89.0 萬 | 0.04% | +15,708 | 新進 |
| Meeder Advisory Services, Inc. | 15,731 | $89.2 萬 | 0.10% | −5,469−25.8% | 減碼 |
| United Capital Financial Advisers, LLC | 15,744 | $89.2 萬 | 0.00% | −14,198−47.4% | 減碼 |
| Delphi Management Inc | 15,773 | $89.4 萬 | 0.94% | +15,773 | 新進 |
| Numerai GP LLC | 15,863 | $89.9 萬 | 0.18% | +15,863 | 新進 |
| Quinn Opportunity Partners LLC | 15,880 | $90.0 萬 | 0.12% | −13,354−45.7% | 減碼 |
| TLWM | 15,977 | $90.6 萬 | 0.26% | +407+2.6% | 加碼 |
| Intact Investment Management Inc. | 16,000 | $90.7 萬 | 0.04% | +5,400+50.9% | 加碼 |
| Vident Investment Advisory, LLC | 16,065 | $91.1 萬 | 0.03% | −4,134−20.5% | 減碼 |
| One River Asset Management, LLC | 15,937 | $91.1 萬 | 0.72% | −37,806−70.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 16,068 | $91.1 萬 | 0.02% | +3,107+24.0% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,068 | $92.0 萬 | 0.24% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 16,243 | $92.1 萬 | 0.22% | +3,332+25.8% | 加碼 |
| Jeppson Wealth Management, LLC | 16,268 | $92.2 萬 | 0.40% | +11,556+245.2% | 加碼 |
| Signet Investment Advisory Group, Inc. | 16,315 | $92.5 萬 | 0.61% | −1,010−5.8% | 減碼 |
| Gillson Capital LP | 16,322 | $92.5 萬 | 0.08% | +16,322 | 新進 |
| Caldwell Trust Co | 16,325 | $92.5 萬 | 0.12% | +527+3.3% | 加碼 |
| Davis R M Inc | 16,352 | $92.7 萬 | 0.02% | −2,003−10.9% | 減碼 |
| Arete Wealth Advisors, LLC | 16,396 | $92.9 萬 | 0.08% | +16,396 | 新進 |