Schwab Charles Corp

SCHW

交易所: NYSE
產業: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000316709

SEC 申報列表（在新分頁開啟）

近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、28 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。

其他股別SCHW.PD SCHW.PJ

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。

跟 2023 年第 2 季比較：新進、清倉與尚未申報的機構

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。

持有機構家數2023 年第 3 季：1,740 家

持有市值2023 年第 3 季：$804.7 億

每季持有 SCHW 的機構家數與市值
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	2,173	$1,392 億
2025 年第 2 季	2,145	$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。

2023 年第 3 季持有 SCHW 的機構
機構	股數	市值	佔組合 %	股數變化	動作
Worldquant Millennium Advisors LLC	0	$0	0.00%	−12,950−100.0%	清倉
National Wealth Management Group, LLC	0	$0	0.00%	−10,754−100.0%	清倉
Transform Wealth, LLC	0	$0	0.00%	−12,223−100.0%	清倉
Retirement Guys Formula LLC	0	$0	0.00%	−12,049−100.0%	清倉
Delphia (USA) Inc.	0	$0	0.00%	−11,810−100.0%	清倉
Sciencast Management LP	0	$0	0.00%	−11,011−100.0%	清倉
Manhattan West Asset Management, LLC	0	$0	0.00%	−10,842−100.0%	清倉
Seelaus Asset Management LLC	0	$0	0.00%	−10,743−100.0%	清倉
Valmark Advisers, Inc.	0	$0	0.00%	−10,135−100.0%	清倉
Texas Capital Bank Wealth Management Services Inc	0	$0	0.00%	−10,015−100.0%	清倉
Fox Run Management, L.L.C.	0	$0	0.00%	−8,982−100.0%	清倉
Private Asset Management Inc	0	$0	0.00%	−8,973−100.0%	清倉
Dark Forest Capital Management LP	0	$0	0.00%	−8,972−100.0%	清倉
Glaxis Capital Management, LLC	0	$0	0.00%	−8,692−100.0%	清倉
Meeder Asset Management Inc	0	$0	0.00%	−8,468−100.0%	清倉
Eqis Capital Management, Inc.	0	$0	0.00%	−7,608−100.0%	清倉
Black Maple Capital Management LP	0	$0	0.00%	−7,500−100.0%	清倉
Stevens Capital Management LP	0	$0	0.00%	−7,465−100.0%	清倉
Truadvice, LLC	0	$0	0.00%	−6,501−100.0%	清倉
Fiera Capital Corp	0	$0	0.00%	−6,500−100.0%	清倉
Aft, Forsyth & Company, Inc.	0	$0	0.00%	−6,390−100.0%	清倉
Aveo Capital Partners, LLC	0	$0	0.00%	−6,257−100.0%	清倉
Menard Financial Group LLC	0	$0	0.00%	−5,994−100.0%	清倉
Tempus Wealth Planning, LLC	0	$0	0.00%	−5,980−100.0%	清倉
Atlas Financial Advisors, Inc.	0	$0	0.00%	−5,940−100.0%	清倉
Diametric Capital, LP	0	$0	0.00%	−5,933−100.0%	清倉
V Wealth Advisors LLC	0	$0	0.00%	−5,889−100.0%	清倉
Parisi Gray Wealth Management	0	$0	0.00%	−6,232−100.0%	清倉
Echo Street Capital Management LLC	0	$0	0.00%	−5,440−100.0%	清倉
Alps Advisors Inc	0	$0	0.00%	−5,409−100.0%	清倉
Accuvest Global Advisors	0	$0	0.00%	−5,282−100.0%	清倉
Brave Asset Management Inc	0	$0	0.00%	−5,200−100.0%	清倉
Mirabella Financial Services LLP	0	$0	0.00%	−5,037−100.0%	清倉
Beta Wealth Group, Inc.	0	$0	0.00%	−4,900−100.0%	清倉
First Financial Bank - Trust Division	0	$0	0.00%	−4,845−100.0%	清倉
Willis Johnson & Associates, Inc.	0	$0	0.00%	−4,738−100.0%	清倉
Alpha Cubed Investments, LLC	0	$0	0.00%	−4,606−100.0%	清倉
Gryphon Financial Partners LLC	0	$0	0.00%	−4,545−100.0%	清倉
CTC Alternative Strategies, Ltd.	0	$0	0.00%	−4,500−100.0%	清倉
Barnett & Company, Inc.	0	$0	0.00%	−4,487−100.0%	清倉
Edgestream Partners, L.P.	0	$0	0.00%	−4,477−100.0%	清倉
Kovack Advisors, Inc.	0	$0	0.00%	−4,405−100.0%	清倉
Almanack Investment Partners, LLC.	0	$0	0.00%	−4,348−100.0%	清倉
Miramar Capital, LLC	0	$0	0.00%	−4,332−100.0%	清倉
Capital Square, LLC	0	$0	0.00%	−4,311−100.0%	清倉
Marshall Financial Group LLC	0	$0	0.00%	−4,279−100.0%	清倉
Collective Family Office LLC	0	$0	0.00%	−4,264−100.0%	清倉
Claro Advisors LLC	0	$0	0.00%	−4,145−100.0%	清倉
KG&L Capital Management,LLC	0	$0	0.00%	−4,045−100.0%	清倉
GSB Wealth Management, LLC	0	$0	0.00%	−3,925−100.0%	清倉
Capital Asset Advisory Services LLC	0	$0	0.00%	−3,800−100.0%	清倉
Harel Insurance Investments & Financial Services Ltd.	0	$0	0.00%	−3,880−100.0%	清倉
Grandfield & Dodd, LLC	0	$0	0.00%	−3,885−100.0%	清倉
Sigma Investment Counselors Inc	0	$0	0.00%	−3,774−100.0%	清倉
Callan Family Office, LLC	0	$0	0.00%	−3,710−100.0%	清倉
Chiron Capital Management, LLC	0	$0	0.00%	−3,700−100.0%	清倉
Beacon Investment Advisory Services, Inc.	0	$0	0.00%	−3,671−100.0%	清倉
Fidelis Capital Partners, LLC	0	$0	0.00%	−3,665−100.0%	清倉
Cassaday & Co Wealth Management LLC	0	$0	0.00%	−3,665−100.0%	清倉
Clear Creek Financial Management, LLC	0	$0	0.00%	−3,620−100.0%	清倉
BCJ Capital Management, LLC	0	$0	0.00%	−3,618−100.0%	清倉
Landaas & Co	0	$0	0.00%	−3,600−100.0%	清倉
Acas, LLC	0	$0	0.00%	−3,584−100.0%	清倉
Telos Capital Management, Inc.	0	$0	0.00%	−3,553−100.0%	清倉
O'Dell Group, LLC	0	$0	0.00%	−3,295−100.0%	清倉
Seaport Global Advisors, LLC	0	$0	0.00%	−2,297−100.0%	清倉
Tilia Fiduciary Partners, Inc.	0	$0	0.00%	−1,955−100.0%	清倉
Options Solutions, LLC	0	$0	0.00%	−1,791−100.0%	清倉
Fiduciary Alliance LLC	0	$0	0.00%	−1,632−100.0%	清倉
Strengthening Families & Communities, LLC	0	$0	0.00%	−1,564−100.0%	清倉
MRP Capital Investments, LLC	0	$0	0.00%	−1,376−100.0%	清倉
CGC Financial Services, LLC	0	$0	0.00%	−1,346−100.0%	清倉
Belvedere Trading LLC	0	$0	0.00%	−1,248−100.0%	清倉
Hillsdale Investment Management Inc.	0	$0	0.00%	−610−100.0%	清倉
CVA Family Office, LLC	0	$0	0.00%	−563−100.0%	清倉
Financial Connections Group, Inc.	0	$0	0.00%	−447−100.0%	清倉
Worth Asset Management, LLC	0	$0	0.00%	−384−100.0%	清倉
Safeguard Financial, LLC	0	$0	0.00%	−354−100.0%	清倉
Industrial Alliance Investment Management Inc.	0	$0	0.00%	−343−100.0%	清倉
Knott David M Jr	0	$0	0.00%	−284−100.0%	清倉
CarsonAllaria Wealth Management, Ltd.	0	$0	0.00%	−251−100.0%	清倉
Register Financial Advisors LLC	0	$0	0.00%	−251−100.0%	清倉
ICA Group Wealth Management, LLC	0	$0	0.00%	−185−100.0%	清倉
PCA Investment Advisory Services Inc.	0	$0	0.00%	−180−100.0%	清倉
Stephens Consulting, LLC	0	$0	0.00%	−177−100.0%	清倉
Impact Partnership Wealth, LLC	0	$0	0.00%	−158−100.0%	清倉
Adirondack Retirement Specialists, Inc.	0	$0	0.00%	−124−100.0%	清倉
Old Point Trust & Financial Services N A	0	$0	0.00%	−116−100.0%	清倉
Sit Investment Associates Inc	0	$0	0.00%	−110−100.0%	清倉
Crewe Advisors LLC	0	$0	0.00%	−90−100.0%	清倉
Disciplined Investments, LLC	0	$0	0.00%	−61−100.0%	清倉
Tucker Asset Management LLC	0	$0	0.00%	−38−100.0%	清倉
25 LLC	0	$0	0.00%	−10−100.0%	清倉
Fairfield, Bush & Co.	0	$0	0.00%	−10−100.0%	清倉
Paloma Partners Management Co	0	$0	0.00%	−2−100.0%	清倉
Pictet Asset Management SA	–	–	–	–	本季未申報
Bradley Mark J.	–	–	–	–	本季未申報
Tiaa, FSB	–	–	–	–	本季未申報
Linker Capital Management Inc.	–	–	–	–	本季未申報
Signature Wealth Management Group	–	–	–	–	本季未申報