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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 20,229 | $114.7 萬 | 0.38% | +506+2.6% | 加碼 |
| Buckhead Capital Management LLC | 20,186 | $114.4 萬 | 0.27% | −5,645−21.9% | 減碼 |
| Birmingham Capital Management Co Inc | 20,100 | $113.9 萬 | 0.48% | −1,400−6.5% | 減碼 |
| Laidlaw Wealth Management LLC | 20,064 | $113.7 萬 | 0.22% | +8,662+76.0% | 加碼 |
| EPG Wealth Management LLC | 20,052 | $113.7 萬 | 0.34% | +20,052 | 新進 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $113.4 萬 | 0.02% | 00.0% | 不變 |
| Beacon Financial Group | 19,822 | $113.3 萬 | 0.15% | −301−1.5% | 減碼 |
| Aspen Investment Management Inc | 19,980 | $113.2 萬 | 0.67% | −3,093−13.4% | 減碼 |
| Roberts Wealth Advisors, LLC | 19,839 | $112.4 萬 | 0.49% | +276+1.4% | 加碼 |
| Davis Investment Partners, LLC | 16,516 | $112.2 萬 | 0.54% | +16,516 | 新進 |
| Signature Wealth Management Group | 19,755 | $112.0 萬 | 0.52% | −442−2.2% | 減碼 |
| Secure Asset Management, LLC | 19,654 | $111.4 萬 | 0.34% | +668+3.5% | 加碼 |
| Hilltop Holdings Inc. | 19,633 | $111.3 萬 | 0.14% | +1,281+7.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 19,585 | $111.0 萬 | 0.07% | −17,051−46.5% | 減碼 |
| Consolidated Portfolio Review Corp | 19,575 | $111.0 萬 | 0.26% | +611+3.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 19,521 | $110.6 萬 | 0.12% | +15,585+396.0% | 加碼 |
| Sander Capital Advisors Inc | 19,510 | $110.6 萬 | 0.60% | +19,510 | 新進 |
| Anchor Investment Management, LLC | 19,488 | $110.5 萬 | 0.14% | −3,501−15.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 19,459 | $110.3 萬 | 0.05% | +2,826+17.0% | 加碼 |
| Franklin Street Advisors Inc | 19,432 | $110.1 萬 | 0.09% | 00.0% | 不變 |
| Parkside Investments, LLC | 22,413 | $110.0 萬 | 0.21% | +22,413 | 新進 |
| WoodTrust Financial Corp | 19,400 | $110.0 萬 | 0.20% | +19,400 | 新進 |
| Old National Bancorp | 19,376 | $109.8 萬 | 0.03% | −11,047−36.3% | 減碼 |
| Fund Management at Engine No. 1 LLC | 19,345 | $109.6 萬 | 0.20% | +841+4.5% | 加碼 |
| Ascent Wealth Partners, LLC | 19,277 | $109.3 萬 | 0.19% | +19,277 | 新進 |
| Global Retirement Partners, LLC | 19,129 | $108.4 萬 | 0.05% | +477+2.6% | 加碼 |
| Hall Capital Management Co Inc | 19,017 | $107.8 萬 | 0.61% | +2,790+17.2% | 加碼 |
| HF Advisory Group, LLC | 18,954 | $107.4 萬 | 0.85% | +7,519+65.8% | 加碼 |
| Tranquility Partners, LLC | 18,886 | $107.0 萬 | 0.46% | +740+4.1% | 加碼 |
| WealthPLAN Partners, LLC | 18,875 | $107.0 萬 | 0.15% | +2,632+16.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 18,726 | $106.1 萬 | 0.34% | +80.0% | 加碼 |
| Trust Asset Management LLC | 18,604 | $105.4 萬 | 0.11% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 18,592 | $105.4 萬 | 0.01% | −7,145−27.8% | 減碼 |
| Marshall Wace, LLP | 18,529 | $105.0 萬 | 0.00% | −59,174−76.2% | 減碼 |
| Stableford Capital II LLC | 16,265 | $105.0 萬 | 0.46% | +16,265 | 新進 |
| IFP Advisors, Inc | 27,968 | $105.0 萬 | 0.05% | +6,621+31.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,500 | $104.9 萬 | 0.02% | +4,274+30.0% | 加碼 |
| Laffer Tengler Investments | 18,351 | $104.0 萬 | 0.28% | +4,874+36.2% | 加碼 |
| Texas Yale Capital Corp. | 18,300 | $103.7 萬 | 0.05% | +18,300 | 新進 |
| KLK Capital Management LLC | 18,196 | $103.1 萬 | 1.31% | +6,099+50.4% | 加碼 |
| Wedbush Securities Inc | 18,139 | $102.8 萬 | 0.05% | −4,783−20.9% | 減碼 |
| BIP Wealth, LLC | 18,061 | $102.4 萬 | 0.08% | −14−0.1% | 減碼 |
| Hedges Asset Management LLC | 18,000 | $102.0 萬 | 0.86% | 00.0% | 不變 |
| James Investment Research Inc | 17,985 | $101.9 萬 | 0.13% | +17,985 | 新進 |
| Leisure Capital Management | 17,984 | $101.9 萬 | 0.56% | −2,630−12.8% | 減碼 |
| Aj Wealth Strategies, LLC | 17,977 | $101.9 萬 | 0.05% | +252+1.4% | 加碼 |
| Allworth Financial LP | 17,922 | $101.6 萬 | 0.01% | +4,322+31.8% | 加碼 |
| Cigna Investments Inc | 17,881 | $101.4 萬 | 0.19% | −493−2.7% | 減碼 |
| Sumitomo Life Insurance Co | 17,837 | $101.1 萬 | 0.04% | −1,680−8.6% | 減碼 |
| Profund Advisors LLC | 17,774 | $100.7 萬 | 0.05% | −786−4.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,626 | $99.9 萬 | 0.04% | −996−5.3% | 減碼 |
| Rothschild Investment Corp | 17,630 | $99.9 萬 | 0.08% | +1,830+11.6% | 加碼 |
| RiverPark Advisors, LLC | 17,597 | $99.7 萬 | 0.91% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 17,501 | $99.2 萬 | 0.08% | +17,501 | 新進 |
| Avondale Wealth Management | 17,500 | $99.2 萬 | 0.83% | +8,500+94.4% | 加碼 |
| Wealth Alliance | 17,474 | $99.0 萬 | 0.15% | −2,189−11.1% | 減碼 |
| Paragon Advisors, LLC | 17,277 | $97.9 萬 | 0.32% | −39,300−69.5% | 減碼 |
| Krilogy Financial LLC | 17,271 | $97.9 萬 | 0.09% | +448+2.7% | 加碼 |
| CWM Advisors, LLC | 17,160 | $97.3 萬 | 0.12% | +9,894+136.2% | 加碼 |
| Royal Fund Management, LLC | 17,142 | $97.2 萬 | 0.14% | +3,495+25.6% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 17,120 | $97.0 萬 | 0.78% | −3,537−17.1% | 減碼 |
| Avalon Trust Co | 17,000 | $96.4 萬 | 0.09% | −180−1.0% | 減碼 |
| Lindbrook Capital, LLC | 16,989 | $96.3 萬 | 0.10% | +8,124+91.6% | 加碼 |
| Koshinski Asset Management, Inc. | 16,922 | $95.9 萬 | 0.10% | −4,353−20.5% | 減碼 |
| McCarthy Asset Management, Inc. | 16,886 | $95.7 萬 | 0.65% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 16,810 | $95.3 萬 | 0.46% | +198+1.2% | 加碼 |
| Lake Street Advisors Group, LLC | 16,816 | $95.3 萬 | 0.05% | +5,533+49.0% | 加碼 |
| GFG Capital, LLC | 16,740 | $94.9 萬 | 0.18% | +4,813+40.4% | 加碼 |
| Nilsine Partners, LLC | 16,733 | $94.8 萬 | 0.14% | +8,700+108.3% | 加碼 |
| Pearl River Capital, LLC | 16,600 | $94.1 萬 | 0.15% | +16,600 | 新進 |
| Duff & Phelps Investment Management Co | 16,580 | $94.0 萬 | 0.01% | 00.0% | 不變 |
| Riverwater Partners LLC | 16,502 | $93.5 萬 | 0.83% | +38+0.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 16,497 | $93.5 萬 | 0.12% | −2,289−12.2% | 減碼 |
| Montecito Bank & Trust | 16,478 | $93.4 萬 | 0.21% | −54−0.3% | 減碼 |
| Arete Wealth Advisors, LLC | 16,396 | $92.9 萬 | 0.08% | +16,396 | 新進 |
| Davis R M Inc | 16,352 | $92.7 萬 | 0.02% | −2,003−10.9% | 減碼 |
| Caldwell Trust Co | 16,325 | $92.5 萬 | 0.12% | +527+3.3% | 加碼 |
| Gillson Capital LP | 16,322 | $92.5 萬 | 0.08% | +16,322 | 新進 |
| Signet Investment Advisory Group, Inc. | 16,315 | $92.5 萬 | 0.61% | −1,010−5.8% | 減碼 |
| Jeppson Wealth Management, LLC | 16,268 | $92.2 萬 | 0.40% | +11,556+245.2% | 加碼 |
| Howard Financial Services, Ltd. | 16,243 | $92.1 萬 | 0.22% | +3,332+25.8% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,068 | $92.0 萬 | 0.24% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 16,068 | $91.1 萬 | 0.02% | +3,107+24.0% | 加碼 |
| One River Asset Management, LLC | 15,937 | $91.1 萬 | 0.72% | −37,806−70.3% | 減碼 |
| Vident Investment Advisory, LLC | 16,065 | $91.1 萬 | 0.03% | −4,134−20.5% | 減碼 |
| Intact Investment Management Inc. | 16,000 | $90.7 萬 | 0.04% | +5,400+50.9% | 加碼 |
| TLWM | 15,977 | $90.6 萬 | 0.26% | +407+2.6% | 加碼 |
| Quinn Opportunity Partners LLC | 15,880 | $90.0 萬 | 0.12% | −13,354−45.7% | 減碼 |
| Numerai GP LLC | 15,863 | $89.9 萬 | 0.18% | +15,863 | 新進 |
| Delphi Management Inc | 15,773 | $89.4 萬 | 0.94% | +15,773 | 新進 |
| United Capital Financial Advisers, LLC | 15,744 | $89.2 萬 | 0.00% | −14,198−47.4% | 減碼 |
| Meeder Advisory Services, Inc. | 15,731 | $89.2 萬 | 0.10% | −5,469−25.8% | 減碼 |
| Freestone Capital Holdings, LLC | 15,708 | $89.0 萬 | 0.04% | +15,708 | 新進 |
| Worm Capital, LLC | 15,668 | $88.8 萬 | 0.78% | +15,668 | 新進 |
| Great Valley Advisor Group, Inc. | 15,578 | $88.3 萬 | 0.04% | +5,804+59.4% | 加碼 |
| Nations Financial Group Inc, | 15,564 | $88.2 萬 | 0.09% | +15,564 | 新進 |
| Burns Matteson Capital Management, LLC | 15,493 | $87.8 萬 | 0.54% | −61−0.4% | 減碼 |
| DRW Securities, LLC | 15,471 | $87.7 萬 | 0.07% | +10,863+235.7% | 加碼 |
| Spire Wealth Management | 15,427 | $87.4 萬 | 0.03% | +1,337+9.5% | 加碼 |
| Fruth Investment Management | 15,429 | $87.4 萬 | 0.25% | −100−0.6% | 減碼 |