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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 38,885 | $220.4 萬 | 1.48% | +30,026+338.9% | 加碼 |
| Citizens Business Bank | 38,858 | $220.2 萬 | 0.49% | +38,858 | 新進 |
| Wunderlich Capital Managemnt | 38,856 | $220.2 萬 | 1.08% | +172+0.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 38,774 | $219.8 萬 | 0.10% | +2,281+6.3% | 加碼 |
| Venture Visionary Partners LLC | 38,184 | $216.4 萬 | 0.13% | +577+1.5% | 加碼 |
| Moody National Bank Trust Division | 38,083 | $215.9 萬 | 0.15% | +945+2.5% | 加碼 |
| 3Chopt Investment Partners, LLC | 37,946 | $215.1 萬 | 1.08% | +2,573+7.3% | 加碼 |
| Titleist Asset Management, LLC | 37,796 | $214.2 萬 | 0.42% | +7,148+23.3% | 加碼 |
| Financial Partners Group, LLC | 37,748 | $214.0 萬 | 1.08% | +17,162+83.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 37,702 | $213.7 萬 | 0.07% | +4,695+14.2% | 加碼 |
| CenterBook Partners LP | 37,511 | $212.6 萬 | 0.27% | −14,065−27.3% | 減碼 |
| Watchman Group, Inc. | 37,496 | $212.5 萬 | 1.05% | −333−0.9% | 減碼 |
| Aurora Investment Counsel | 37,400 | $212.0 萬 | 1.36% | +4,160+12.5% | 加碼 |
| Capital Investment Counsel, Inc | 37,050 | $210.0 萬 | 0.41% | +894+2.5% | 加碼 |
| Clearstead Advisors, LLC | 36,926 | $209.3 萬 | 0.13% | +24,447+195.9% | 加碼 |
| American Money Management, LLC | 36,192 | $205.1 萬 | 0.51% | +30,428+527.9% | 加碼 |
| Siemens Fonds Invest GmbH | 36,366 | $205.1 萬 | 0.20% | +423+1.2% | 加碼 |
| MAI Capital Management | 36,187 | $205.1 萬 | 0.03% | +626+1.8% | 加碼 |
| Capital Analysts, LLC | 35,788 | $202.8 萬 | 0.11% | +358+1.0% | 加碼 |
| First Dallas Securities Inc. | 35,654 | $202.1 萬 | 1.13% | +759+2.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 35,497 | $201.2 萬 | 0.25% | +13,487+61.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 35,400 | $200.6 萬 | 0.06% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 35,359 | $200.4 萬 | 1.57% | +35,359 | 新進 |
| Xcel Wealth Management, LLC | 35,330 | $200.3 萬 | 0.63% | +21,845+162.0% | 加碼 |
| Northeast Financial Consultants Inc | 35,319 | $200.2 萬 | 0.12% | −2,200−5.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 34,964 | $198.2 萬 | 0.03% | +9,952+39.8% | 加碼 |
| United Services Automobile Association | 34,807 | $197.3 萬 | 0.06% | +173+0.5% | 加碼 |
| VELA Investment Management, LLC | 34,802 | $197.3 萬 | 0.91% | +465+1.4% | 加碼 |
| Annandale Capital, LLC | 34,632 | $196.3 萬 | 0.57% | +3,500+11.2% | 加碼 |
| Gabelli Funds LLC | 34,500 | $195.5 萬 | 0.01% | −277,960−89.0% | 減碼 |
| FDx Advisors, Inc. | 34,380 | $194.9 萬 | 0.11% | +17,033+98.2% | 加碼 |
| Vestcor Inc | 34,297 | $194.4 萬 | 0.07% | −65−0.2% | 減碼 |
| Linscomb & Williams, Inc. | 34,287 | $194.3 萬 | 0.10% | −232−0.7% | 減碼 |
| LS Investment Advisors, LLC | 34,224 | $194.0 萬 | 0.34% | +2,827+9.0% | 加碼 |
| IFG Advisory, LLC | 34,141 | $193.5 萬 | 0.17% | +29,382+617.4% | 加碼 |
| Alberta Investment Management Corp | 33,900 | $192.1 萬 | 0.02% | −114,949−77.2% | 減碼 |
| Lazard Freres Gestion S.A.S. | 33,880 | $192.0 萬 | 0.06% | −771−2.2% | 減碼 |
| CoreCap Advisors, LLC | 33,777 | $191.4 萬 | 0.14% | +33,777 | 新進 |
| Graham Capital Wealth Management, LLC | 33,596 | $190.4 萬 | 4.49% | +33,596 | 新進 |
| Cabot Wealth Management Inc | 33,595 | $190.4 萬 | 0.28% | +14,150+72.8% | 加碼 |
| Fosun International Ltd | 33,562 | $190.2 萬 | 0.27% | 00.0% | 不變 |
| Central Trust Co | 33,295 | $188.7 萬 | 0.05% | −67−0.2% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 33,000 | $187.0 萬 | 0.38% | −135−0.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 32,887 | $186.4 萬 | 0.01% | +9,554+40.9% | 加碼 |
| Baader Bank INC | 32,896 | $186.1 萬 | 0.16% | −2,375−6.7% | 減碼 |
| We Are One Seven, LLC | 32,507 | $184.2 萬 | 0.17% | −837−2.5% | 減碼 |
| Resonant Capital Advisors, LLC | 32,479 | $184.1 萬 | 0.20% | +752+2.4% | 加碼 |
| Buttonwood Financial Advisors Inc. | 32,370 | $183.5 萬 | 1.15% | +24,821+328.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 32,292 | $183.0 萬 | 1.81% | −2,152−6.2% | 減碼 |
| Avitas Wealth Management LLC | 32,232 | $182.7 萬 | 0.33% | −79−0.2% | 減碼 |
| Cornercap Investment Counsel Inc | 31,719 | $179.8 萬 | 0.31% | +7,478+30.8% | 加碼 |
| Advisors Asset Management, Inc. | 31,678 | $179.6 萬 | 0.04% | −6,133−16.2% | 減碼 |
| Colonial Trust Co | 31,621 | $179.2 萬 | 0.43% | +4,430+16.3% | 加碼 |
| Cascade Investment Advisors, Inc. | 31,513 | $178.6 萬 | 1.33% | +4,648+17.3% | 加碼 |
| Central Bank & Trust Co | 31,485 | $178.5 萬 | 0.30% | +1,444+4.8% | 加碼 |
| Huntington National Bank | 31,383 | $177.9 萬 | 0.02% | +444+1.4% | 加碼 |
| AllGen Financial Advisors, Inc. | 31,038 | $175.9 萬 | 1.11% | +4,508+17.0% | 加碼 |
| 180 Wealth Advisors, LLC | 30,371 | $175.3 萬 | 0.38% | +1,333+4.6% | 加碼 |
| Investment Advisory Services Inc | 30,875 | $175.0 萬 | 0.74% | −1,679−5.2% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 30,792 | $174.5 萬 | 0.83% | +30,792 | 新進 |
| CWA Asset Management Group, LLC | 30,706 | $174.0 萬 | 0.12% | +3,806+14.1% | 加碼 |
| Johnson Investment Counsel Inc | 30,678 | $173.9 萬 | 0.02% | −4,435−12.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 30,600 | $173.4 萬 | 0.11% | +2,235+7.9% | 加碼 |
| Delta Investment Management, LLC | 30,424 | $172.4 萬 | 0.47% | +1,709+6.0% | 加碼 |
| Summit Trail Advisors, LLC | 30,364 | $172.1 萬 | 0.06% | +5,192+20.6% | 加碼 |
| Hudson Canyon Capital Management | 30,322 | $171.9 萬 | 1.36% | +2,276+8.1% | 加碼 |
| New England Research & Management, Inc. | 30,230 | $171.3 萬 | 0.99% | −75−0.2% | 減碼 |
| LGT Fund Management Co Ltd. | 30,000 | $170.0 萬 | 0.78% | +30,000 | 新進 |
| Crown Advisors Management, Inc. | 30,000 | $170.0 萬 | 1.11% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 29,912 | $169.5 萬 | 0.55% | +3,875+14.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 29,726 | $168.5 萬 | 0.27% | +18,319+160.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 29,650 | $168.1 萬 | 0.13% | −2,461−7.7% | 減碼 |
| Cetera Advisors LLC | 29,641 | $168.0 萬 | 0.03% | +13,239+80.7% | 加碼 |
| Mount Vernon Associates Inc | 29,600 | $167.8 萬 | 1.78% | +29,600 | 新進 |
| Raymond James Trust N.A. | 29,466 | $167.0 萬 | 0.05% | +3,615+14.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 29,296 | $166.0 萬 | 0.03% | −925−3.1% | 減碼 |
| Bartlett & Co. LLC | 29,296 | $166.0 萬 | 0.03% | −925−3.1% | 減碼 |
| Occidental Asset Management, LLC | 28,912 | $163.9 萬 | 0.37% | +8,547+42.0% | 加碼 |
| West Oak Capital, LLC | 28,835 | $163.4 萬 | 0.79% | +100+0.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 28,731 | $162.8 萬 | 0.06% | +8,417+41.4% | 加碼 |
| Chicago Partners Investment Group LLC | 24,865 | $162.5 萬 | 0.08% | −142−0.6% | 減碼 |
| Davidson Capital Management Inc. | 28,641 | $162.3 萬 | 0.81% | +9,418+49.0% | 加碼 |
| Capital Advisors Inc | 28,547 | $161.8 萬 | 0.04% | +162+0.6% | 加碼 |
| Bradley Mark J. | 28,340 | $160.6 萬 | 1.59% | +28,340 | 新進 |
| Providence First Trust Co | 28,282 | $160.3 萬 | 0.88% | −1,143−3.9% | 減碼 |
| Archford Capital Strategies, LLC | 23,916 | $159.2 萬 | 0.30% | +1,112+4.9% | 加碼 |
| Epoch Investment Partners, Inc. | 27,945 | $158.4 萬 | 0.01% | +2,653+10.5% | 加碼 |
| Riverpark Capital Management LLC | 27,830 | $157.7 萬 | 2.79% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 24,134 | $157.0 萬 | 0.02% | −23,804−49.7% | 減碼 |
| Tandem Capital Management Corp | 27,601 | $156.4 萬 | 1.02% | +11,504+71.5% | 加碼 |
| Greenleaf Trust | 27,457 | $155.6 萬 | 0.02% | −669−2.4% | 減碼 |
| Martin Capital Advisors, LLP | 27,363 | $155.1 萬 | 1.42% | +379+1.4% | 加碼 |
| Garrison Bradford & Associates Inc | 27,315 | $154.8 萬 | 1.87% | +3,155+13.1% | 加碼 |
| Private Wealth Partners, LLC | 27,257 | $154.5 萬 | 0.14% | +14+0.1% | 加碼 |
| Udine Wealth Management, Inc. | 27,128 | $153.8 萬 | 1.46% | +2,709+11.1% | 加碼 |
| Avantax Advisory Services, Inc. | 27,065 | $153.4 萬 | 0.02% | +12,397+84.5% | 加碼 |
| Frisch Financial Group, Inc. | 26,924 | $152.6 萬 | 0.73% | −83−0.3% | 減碼 |
| Waycross Partners, LLC | 26,800 | $151.9 萬 | 0.33% | +26,800 | 新進 |
| Cornerstone Advisory, LLC | 26,736 | $151.5 萬 | 0.27% | +1,290+5.1% | 加碼 |
| Magnetar Financial LLC | 26,642 | $151.0 萬 | 0.03% | +26,642 | 新進 |