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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 1,895 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,896 | $10.4 萬 | 0.00% | −220−10.4% | 減碼 |
| Acropolis Investment Management, LLC | 1,915 | $10.5 萬 | 0.01% | −314−14.1% | 減碼 |
| Pflug Koory, LLC | 1,927 | $10.6 萬 | 0.06% | +1+0.1% | 加碼 |
| Riverview Trust Co | 1,931 | $10.6 萬 | 0.09% | +1,224+173.1% | 加碼 |
| Tradition Wealth Management, LLC | 2,019 | $11.1 萬 | 0.01% | −981−32.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 2,046 | $11.2 萬 | 0.01% | −1,003−32.9% | 減碼 |
| Resurgent Financial Advisors LLC | 2,074 | $11.4 萬 | 0.08% | −21−1.0% | 減碼 |
| Vestor Capital, LLC | 2,118 | $11.6 萬 | 0.01% | −333−13.6% | 減碼 |
| City State Bank | 2,210 | $12.1 萬 | 0.07% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2,223 | $12.2 萬 | 0.03% | +78+3.6% | 加碼 |
| Larson Financial Group LLC | 2,234 | $12.3 萬 | 0.01% | +1,875+522.3% | 加碼 |
| Creative Financial Designs Inc | 2,239 | $12.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Castleview Partners, LLC | 2,299 | $12.6 萬 | 0.12% | −12,706−84.7% | 減碼 |
| Rocky Mountain Advisers, LLC | 2,455 | $13.5 萬 | 0.07% | +1,884+329.9% | 加碼 |
| Rowland & Co Investment Counsel | 2,485 | $13.6 萬 | 0.03% | +2,485 | 新進 |
| Financial Management Professionals, Inc. | 2,570 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Lee Financial Co | 2,614 | $14.4 萬 | 0.03% | +4+0.2% | 加碼 |
| State of Wyoming | 2,657 | $14.6 萬 | 0.03% | +2,033+325.8% | 加碼 |
| Mendota Financial Group, LLC | 2,772 | $15.2 萬 | 0.16% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 2,815 | $15.5 萬 | 0.13% | +220+8.5% | 加碼 |
| Magellan Asset Management Ltd | 2,843 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,882 | $15.8 萬 | 0.06% | +50+1.8% | 加碼 |
| Glassman Wealth Services | 2,883 | $15.8 萬 | 0.03% | +446+18.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 2,907 | $16.0 萬 | 0.07% | −7,199−71.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 2,910 | $16.0 萬 | 0.06% | +2,910 | 新進 |
| HHM Wealth Advisors, LLC | 2,933 | $16.1 萬 | 0.03% | +33+1.1% | 加碼 |
| Highline Wealth Partners LLC | 2,946 | $16.2 萬 | 0.10% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 2,950 | $16.2 萬 | 0.04% | +62+2.1% | 加碼 |
| JJJ Advisors Inc. | 2,967 | $16.3 萬 | 0.04% | +2,964+98,800.0% | 加碼 |
| First Horizon Advisors, Inc. | 2,969 | $16.3 萬 | 0.01% | −870−22.7% | 減碼 |
| Carolinas Wealth Consulting LLC | 3,190 | $16.6 萬 | 0.04% | −237−6.9% | 減碼 |
| Garde Capital, Inc. | 3,163 | $17.4 萬 | 0.01% | −5,195−62.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 3,190 | $17.5 萬 | 0.01% | +1,514+90.3% | 加碼 |
| Moser Wealth Advisors, LLC | 3,275 | $18.0 萬 | 0.13% | +1,025+45.6% | 加碼 |
| Paradigm Asset Management Co LLC | 3,300 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,494 | $19.2 萬 | 0.02% | −291−7.7% | 減碼 |
| Grove Bank & Trust | 3,552 | $19.5 萬 | 0.04% | −3,205−47.4% | 減碼 |
| Cohen Klingenstein LLC | 3,660 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| New Republic Capital, LLC | 3,665 | $20.1 萬 | 0.16% | +3,665 | 新進 |
| Klingenstein Fields & Co LP | 3,667 | $20.1 萬 | 0.01% | −40−1.1% | 減碼 |
| Mondrian Investment Partners LTD | 3,670 | $20.1 萬 | 0.00% | +3,670 | 新進 |
| Founders Capital Management | 3,680 | $20.2 萬 | 0.15% | +80+2.2% | 加碼 |
| Source Financial Advisors LLC | 3,691 | $20.3 萬 | 0.07% | +61+1.7% | 加碼 |
| Stockman Wealth Management, Inc. | 3,695 | $20.3 萬 | 0.04% | −2,077−36.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,700 | $20.3 萬 | 0.19% | +3,700 | 新進 |
| Quantum Financial Advisors, LLC | 3,700 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| Centric Wealth Management | 3,700 | $20.3 萬 | 0.08% | +15+0.4% | 加碼 |
| Red Door Wealth Management, LLC | 3,710 | $20.4 萬 | 0.05% | −1,138−23.5% | 減碼 |
| Sage Mountain Advisors LLC | 3,714 | $20.4 萬 | 0.03% | +3,714 | 新進 |
| Opus Capital Group, LLC | 3,723 | $20.4 萬 | 0.04% | +15+0.4% | 加碼 |
| Proficio Capital Partners LLC | 3,724 | $20.4 萬 | 0.03% | +64+1.7% | 加碼 |
| Klingman & Associates, LLC | 3,738 | $20.5 萬 | 0.02% | +77+2.1% | 加碼 |
| Intrepid Financial Planning Group LLC | 3,750 | $20.6 萬 | 0.11% | +3,750 | 新進 |
| Ibex Wealth Advisors | 3,775 | $20.7 萬 | 0.05% | +3,775 | 新進 |
| Meyer Handelman Co | 3,771 | $20.7 萬 | 0.01% | +3,771 | 新進 |
| Atticus Wealth Management, LLC | 3,782 | $20.8 萬 | 0.08% | −2,252−37.3% | 減碼 |
| Wealth Management Associates, Inc. | 3,783 | $20.8 萬 | 0.12% | +3,783 | 新進 |
| Fortem Financial Group, LLC | 3,800 | $20.9 萬 | 0.12% | −42−1.1% | 減碼 |
| Regent Peak Wealth Advisors LLC | 3,814 | $20.9 萬 | 0.06% | +3,814 | 新進 |
| Warren Averett Asset Management, LLC | 3,824 | $21.0 萬 | 0.01% | −333−8.0% | 減碼 |
| Ycg, LLC | 3,835 | $21.1 萬 | 0.02% | −137,096−97.3% | 減碼 |
| Legacy Private Trust Co. | 3,835 | $21.1 萬 | 0.02% | +3,835 | 新進 |
| Trellis Advisors, LLC | 3,851 | $21.1 萬 | 0.10% | +20+0.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 3,862 | $21.2 萬 | 0.21% | +3,862 | 新進 |
| Michael B. Yongue | 3,867 | $21.2 萬 | 0.21% | +3,867 | 新進 |
| MQS Management LLC | 3,891 | $21.4 萬 | 0.13% | +3,891 | 新進 |
| Sanders Morris Harris LLC | 4,000 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Westshore Wealth, LLC | 3,921 | $21.5 萬 | 0.12% | 00.0% | 不變 |
| Private Capital Management LLC | 3,927 | $21.6 萬 | 0.06% | −122−3.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,928 | $21.6 萬 | 0.01% | +3,928 | 新進 |
| Apexium Financial, LP | 3,939 | $21.6 萬 | 0.02% | +228+6.1% | 加碼 |
| Rosenbaum Jay D. | 3,957 | $21.7 萬 | 0.36% | −193−4.7% | 減碼 |
| Purus Wealth Management, LLC | 3,973 | $21.8 萬 | 0.15% | +108+2.8% | 加碼 |
| Alta Advisers Ltd | 4,000 | $22.0 萬 | 0.13% | 00.0% | 不變 |
| Triad Investment Management | 4,001 | $22.0 萬 | 0.32% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 4,354 | $22.1 萬 | 0.20% | −48−1.1% | 減碼 |
| Laffer Tengler Investments | 4,025 | $22.1 萬 | 0.06% | −14,326−78.1% | 減碼 |
| Jacobi Capital Management LLC | 4,029 | $22.1 萬 | 0.03% | −133−3.2% | 減碼 |
| SFG Wealth Management, LLC. | 4,050 | $22.2 萬 | 0.18% | +200+5.2% | 加碼 |
| Kathleen S. Wright Associates Inc. | 4,162 | $22.3 萬 | 0.12% | +1,462+54.1% | 加碼 |
| Forte Capital LLC | 4,073 | $22.4 萬 | 0.03% | −193−4.5% | 減碼 |
| Whitener Capital Management, Inc. | 4,078 | $22.4 萬 | 0.09% | +4,078 | 新進 |
| Dynamic Technology Lab Private Ltd | 4,078 | $22.4 萬 | 0.02% | +4,078 | 新進 |
| CoreCap Advisors, LLC | 4,083 | $22.4 萬 | 0.02% | −29,694−87.9% | 減碼 |
| Prestige Wealth Management Group LLC | 4,084 | $22.4 萬 | 0.06% | +3,905+2,181.6% | 加碼 |
| Arete Wealth Advisors, LLC | 4,088 | $22.4 萬 | 0.04% | −12,308−75.1% | 減碼 |
| CKW Financial Group | 4,100 | $22.5 萬 | 0.03% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 4,099 | $22.5 萬 | 0.01% | −17−0.4% | 減碼 |
| Van Strum & Towne Inc. | 4,100 | $22.5 萬 | 0.09% | 00.0% | 不變 |
| Equitable Trust Co | 4,113 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Future Fund LLC | 4,116 | $22.6 萬 | 0.63% | −747−15.4% | 減碼 |
| Prosperity Wealth Management, Inc. | 4,125 | $22.6 萬 | 0.15% | +211+5.4% | 加碼 |
| Cedar Brook Financial Partners, LLC | 4,128 | $22.7 萬 | 0.06% | +403+10.8% | 加碼 |
| West Family Investments, Inc. | 4,135 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,144 | $22.8 萬 | 0.01% | +617+17.5% | 加碼 |
| Vantage Consulting Group Inc | 4,151 | $22.8 萬 | 0.15% | −298−6.7% | 減碼 |
| Syntax Advisors, LLC | 4,151 | $22.8 萬 | 0.20% | −298−6.7% | 減碼 |
| First Business Financial Services, Inc. | 4,151 | $22.8 萬 | 0.03% | +157+3.9% | 加碼 |
| GFG Capital, LLC | 4,153 | $22.8 萬 | 0.07% | −12,587−75.2% | 減碼 |