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 3 季 13F 持有人
Schwab Charles Corp 在 2023/9/30 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
- 1,740
- 較 2023 年第 2 季 −11 家
- 持有股數
- 14.7 億
- 較 2023 年第 2 季 +368.8 萬 (+0.3%)
- 總市值
- $804.7 億
- 較 2023 年第 2 季 −$24.1 億 (−2.9%)
- 新進機構
- 144
- 另有 746 家加碼
- 清倉機構
- 155
- 另有 633 家減碼
另有 24 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 35,319 | $193.9 萬 | 0.12% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 35,599 | $195.4 萬 | 0.50% | +35,599 | 新進 |
| Central Bank & Trust Co | 35,622 | $195.6 萬 | 0.34% | +4,137+13.1% | 加碼 |
| Banco Santander, S.A. | 35,745 | $196.2 萬 | 0.03% | +31,790+803.8% | 加碼 |
| Garrison Bradford & Associates Inc | 36,013 | $197.7 萬 | 2.33% | +8,698+31.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 36,031 | $197.8 萬 | 0.02% | +3,144+9.6% | 加碼 |
| Financial Partners Group, LLC | 36,266 | $199.1 萬 | 0.96% | −1,482−3.9% | 減碼 |
| VELA Investment Management, LLC | 36,562 | $200.7 萬 | 0.88% | +1,760+5.1% | 加碼 |
| Kingsview Wealth Management, LLC | 36,705 | $201.5 萬 | 0.07% | +22,922+166.3% | 加碼 |
| Capital Investment Counsel, Inc | 37,050 | $203.4 萬 | 0.41% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 37,128 | $203.8 萬 | 0.04% | +30,392+451.2% | 加碼 |
| Capital Analysts, LLC | 37,154 | $204.0 萬 | 0.11% | +1,366+3.8% | 加碼 |
| 3Chopt Investment Partners, LLC | 37,504 | $205.9 萬 | 1.22% | −442−1.2% | 減碼 |
| Apollon Wealth Management, LLC | 37,660 | $206.8 萬 | 0.10% | −3,010−7.4% | 減碼 |
| Umb Bank N A | 37,695 | $206.9 萬 | 0.03% | −175,103−82.3% | 減碼 |
| Citizens Business Bank | 37,792 | $207.5 萬 | 0.49% | −1,066−2.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 38,000 | $208.6 萬 | 0.12% | +20,499+117.1% | 加碼 |
| Wealthspire Advisors, LLC | 38,250 | $210.0 萬 | 0.03% | −12,576−24.7% | 減碼 |
| Tandem Capital Management Corp | 38,258 | $210.0 萬 | 1.44% | +10,657+38.6% | 加碼 |
| Zurich Insurance Group Ltd | 38,600 | $211.9 萬 | 0.02% | +38,600 | 新進 |
| Aurora Investment Counsel | 38,635 | $212.1 萬 | 1.40% | +1,235+3.3% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 38,883 | $213.5 萬 | 1.82% | +6,591+20.4% | 加碼 |
| Wunderlich Capital Managemnt | 39,022 | $214.2 萬 | 1.06% | +166+0.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 39,036 | $214.3 萬 | 0.16% | −25,568−39.6% | 減碼 |
| Aptus Capital Advisors, LLC | 39,102 | $214.7 萬 | 0.06% | +26,163+202.2% | 加碼 |
| Siemens Fonds Invest GmbH | 39,190 | $215.2 萬 | 0.22% | +2,824+7.8% | 加碼 |
| Radnor Capital Management, LLC | 39,307 | $215.8 萬 | 0.43% | +39,307 | 新進 |
| First National Advisers, LLC | 39,411 | $216.4 萬 | 0.97% | +39,411 | 新進 |
| Ancora Advisors, LLC | 39,537 | $217.1 萬 | 0.06% | −88−0.2% | 減碼 |
| Nelson Capital Management, LLC | 39,874 | $218.9 萬 | 0.54% | −2,517−5.9% | 減碼 |
| National Asset Management, Inc. | 39,956 | $219.4 萬 | 0.06% | −6,211−13.5% | 減碼 |
| United Services Automobile Association | 40,012 | $219.7 萬 | 0.06% | +5,205+15.0% | 加碼 |
| BlueMar Capital Management, LLC | 40,021 | $219.7 萬 | 2.30% | −10,055−20.1% | 減碼 |
| Caliber Wealth Management, LLC | 40,333 | $221.4 萬 | 1.49% | +1,448+3.7% | 加碼 |
| Saxon Interests, Inc. | 40,333 | $221.4 萬 | 1.49% | +40,333 | 新進 |
| Cinctive Capital Management LP | 40,357 | $221.6 萬 | 0.12% | +40,357 | 新進 |
| Kinsale Capital Group, Inc. | 40,549 | $222.6 萬 | 1.26% | +14,455+55.4% | 加碼 |
| CAPROCK Group, Inc. | 40,905 | $224.6 萬 | 0.17% | +1,384+3.5% | 加碼 |
| RWC Asset Management LLP | 40,920 | $224.7 萬 | 0.15% | −335,059−89.1% | 減碼 |
| Semmax Financial Advisors Inc. | 41,519 | $225.1 萬 | 0.90% | +41,519 | 新進 |
| Voya Financial Advisors, Inc. | 41,267 | $225.1 萬 | 0.28% | +1,805+4.6% | 加碼 |
| Colony Group LLC | 41,278 | $226.6 萬 | 0.03% | +1,603+4.0% | 加碼 |
| Coombe, Bender & Co LLC | 41,489 | $227.8 萬 | 1.71% | +1,642+4.1% | 加碼 |
| Red Spruce Capital, LLC | 41,683 | $228.8 萬 | 1.30% | −100.0% | 減碼 |
| Venture Visionary Partners LLC | 41,807 | $229.5 萬 | 0.14% | +3,623+9.5% | 加碼 |
| Webster Bank, N. A. | 42,287 | $232.2 萬 | 0.31% | −1,149−2.6% | 減碼 |
| Virtu Financial LLC | 42,376 | $232.6 萬 | 0.23% | +20,948+97.8% | 加碼 |
| Pine Haven Investment Counsel, Inc | 42,412 | $232.8 萬 | 2.42% | −242−0.6% | 減碼 |
| Two Sigma Securities, LLC | 42,490 | $233.3 萬 | 0.11% | +42,490 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 42,504 | $233.3 萬 | 0.23% | −8,739−17.1% | 減碼 |
| Vinva Investment Management Ltd | 43,072 | $235.0 萬 | 0.22% | +293+0.7% | 加碼 |
| Sculati Wealth Management, LLC | 42,806 | $235.0 萬 | 1.20% | +620+1.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 42,917 | $235.6 萬 | 0.06% | +2,519+6.2% | 加碼 |
| Stephens Inc | 43,067 | $236.4 萬 | 0.05% | −13,979−24.5% | 減碼 |
| Birch Capital Management, LLC | 43,123 | $236.7 萬 | 1.50% | +725+1.7% | 加碼 |
| Wright Investors Service Inc | 43,163 | $237.0 萬 | 0.69% | +20,816+93.1% | 加碼 |
| Annandale Capital, LLC | 43,270 | $237.6 萬 | 0.71% | +8,638+24.9% | 加碼 |
| Chatham Capital Group, Inc. | 43,365 | $238.1 萬 | 0.53% | +1,490+3.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 43,437 | $238.5 萬 | 0.06% | −157,869−78.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 43,807 | $240.5 萬 | 0.04% | +487+1.1% | 加碼 |
| Illinois Municipal Retirement Fund | 43,850 | $240.7 萬 | 0.04% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 43,945 | $241.3 萬 | 0.11% | +570+1.3% | 加碼 |
| Horan Capital Advisors, LLC. | 43,977 | $241.4 萬 | 0.97% | −1,090−2.4% | 減碼 |
| Baxter Bros Inc | 44,671 | $245.2 萬 | 0.37% | −2,100−4.5% | 減碼 |
| Pettee Investors, Inc. | 44,687 | $245.3 萬 | 1.17% | +140+0.3% | 加碼 |
| Capital Research Global Investors | 44,766 | $245.8 萬 | 0.00% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 45,043 | $247.3 萬 | 0.09% | −1,917−4.1% | 減碼 |
| Sawtooth Solutions, LLC | 45,043 | $247.3 萬 | 0.08% | −1,370−3.0% | 減碼 |
| One River Asset Management, LLC | 45,650 | $248.4 萬 | 1.16% | +29,713+186.4% | 加碼 |
| Americana Partners, LLC | 45,627 | $249.1 萬 | 0.27% | −11,818−20.6% | 減碼 |
| Courier Capital LLC | 45,378 | $249.1 萬 | 0.21% | +264+0.6% | 加碼 |
| World Equity Group, Inc. | 45,546 | $250.1 萬 | 0.52% | +22,673+99.1% | 加碼 |
| Harfst & Associates, Inc. | 45,576 | $250.2 萬 | 0.70% | +861+1.9% | 加碼 |
| Valeo Financial Advisors, LLC | 45,768 | $251.3 萬 | 0.11% | +781+1.7% | 加碼 |
| Sterling Investment Management, Inc. | 45,883 | $251.9 萬 | 2.24% | −1,044−2.2% | 減碼 |
| PFG Advisors | 46,034 | $252.7 萬 | 0.23% | −2,503−5.2% | 減碼 |
| Connable Office Inc | 46,525 | $255.4 萬 | 0.35% | +79+0.2% | 加碼 |
| Skylands Capital, LLC | 46,600 | $255.8 萬 | 0.39% | +20,850+81.0% | 加碼 |
| GPM Growth Investors, Inc. | 46,730 | $256.5 萬 | 1.34% | −928−1.9% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 46,921 | $257.6 萬 | 0.58% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 46,929 | $257.6 萬 | 0.21% | +3,493+8.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 46,935 | $257.7 萬 | 0.07% | +58+0.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 47,161 | $258.9 萬 | 0.04% | +12,197+34.9% | 加碼 |
| Southeast Asset Advisors Inc. | 47,258 | $259.4 萬 | 0.36% | +1,250+2.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 47,278 | $259.6 萬 | 0.29% | −1,305−2.7% | 減碼 |
| Herbst Group, LLC | 47,350 | $260.0 萬 | 1.86% | +1,300+2.8% | 加碼 |
| Graham Capital Management, L.P. | 47,653 | $261.6 萬 | 0.08% | −126,050−72.6% | 減碼 |
| Brown Brothers Harriman & Co | 47,855 | $262.7 萬 | 0.02% | +29,263+157.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 48,000 | $263.5 萬 | 0.92% | +48,000 | 新進 |
| Marietta Wealth Management, LLC | 48,348 | $265.4 萬 | 0.53% | −3,425−6.6% | 減碼 |
| Hohimer Wealth Management, LLC | 48,504 | $266.3 萬 | 0.76% | −706−1.4% | 減碼 |
| IFP Advisors, Inc | 48,713 | $267.4 萬 | 0.12% | +20,745+74.2% | 加碼 |
| Parallel Advisors, LLC | 48,730 | $267.5 萬 | 0.09% | −8,511−14.9% | 減碼 |
| SOL Capital Management CO | 49,316 | $270.7 萬 | 0.42% | +800+1.6% | 加碼 |
| First American Bank | 49,477 | $271.6 萬 | 0.25% | −1,597−3.1% | 減碼 |
| Gill Capital Partners, LLC | 49,709 | $272.9 萬 | 1.21% | +190.0% | 加碼 |
| American Trust Investment Advisors, LLC | 49,744 | $273.1 萬 | 1.51% | +2,104+4.4% | 加碼 |
| William Allan, LLC | 49,922 | $274.1 萬 | 2.17% | −2,454−4.7% | 減碼 |
| Long Focus Capital Management, LLC | 50,000 | $274.5 萬 | 0.39% | +25,000+100.0% | 加碼 |
| Empirical Finance, LLC | 50,095 | $275.0 萬 | 0.20% | +5,245+11.7% | 加碼 |