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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 4,251 | $22.8 萬 | 0.13% | +10.0% | 加碼 |
| Verity & Verity, LLC | 4,160 | $22.8 萬 | 0.03% | +75+1.8% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,176 | $22.9 萬 | 0.02% | +12+0.3% | 加碼 |
| Souders Financial Advisors | 4,177 | $22.9 萬 | 0.04% | −51−1.2% | 減碼 |
| Studio Investment Management LLC | 4,187 | $23.0 萬 | 0.06% | +4,174+32,107.7% | 加碼 |
| Haverford Trust Co | 4,197 | $23.0 萬 | 0.00% | −825−16.4% | 減碼 |
| RMB Capital Management, LLC | 4,222 | $23.2 萬 | 0.01% | +381+9.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,228 | $23.2 萬 | 0.08% | +20.0% | 加碼 |
| Oak Thistle LLC | 4,236 | $23.3 萬 | 0.07% | +4,236 | 新進 |
| Cypress Capital Group | 4,247 | $23.3 萬 | 0.03% | +163+4.0% | 加碼 |
| BSW Wealth Partners | 4,250 | $23.3 萬 | 0.05% | −797−15.8% | 減碼 |
| Quantamental Technologies LLC | 4,253 | $23.3 萬 | 0.22% | +4,253 | 新進 |
| Verus Capital Partners, LLC | 4,254 | $23.4 萬 | 0.03% | −440−9.4% | 減碼 |
| Cable Hill Partners, LLC | 4,257 | $23.4 萬 | 0.03% | +4,257 | 新進 |
| Verdence Capital Advisors LLC | 4,272 | $23.5 萬 | 0.03% | +4,272 | 新進 |
| Gray Wealth Management Inc. | 4,274 | $23.5 萬 | 0.12% | +394+10.2% | 加碼 |
| Sweet Financial Partners, LLC | 4,280 | $23.5 萬 | 0.06% | 00.0% | 不變 |
| Reitz Capital Advisors LLC | 4,581 | $23.5 萬 | 0.45% | +485+11.8% | 加碼 |
| Ledyard National Bank | 4,300 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 4,328 | $23.8 萬 | 0.02% | −11,143−72.0% | 減碼 |
| Wesbanco Bank Inc | 4,340 | $23.8 萬 | 0.01% | +4,340 | 新進 |
| SageView Advisory Group, LLC | 4,348 | $23.9 萬 | 0.01% | +44+1.0% | 加碼 |
| Affinity Capital Advisors, LLC | 4,351 | $23.9 萬 | 0.07% | −10−0.2% | 減碼 |
| Tompkins Financial Corp | 4,353 | $23.9 萬 | 0.04% | −582−11.8% | 減碼 |
| Integral Investment Advisors, Inc. | 4,381 | $24.1 萬 | 0.17% | +57+1.3% | 加碼 |
| Avestar Capital, LLC | 4,389 | $24.1 萬 | 0.04% | +168+4.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,689 | $24.1 萬 | 0.12% | −278−5.6% | 減碼 |
| Keystone Wealth Services, LLC | 4,401 | $24.2 萬 | 0.09% | +4,401 | 新進 |
| Welch Group, LLC | 4,415 | $24.2 萬 | 0.01% | +11+0.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,419 | $24.3 萬 | 0.02% | −105−2.3% | 減碼 |
| Delta Financial Advisors LLC | 4,422 | $24.3 萬 | 0.11% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 4,522 | $24.3 萬 | 0.08% | +234+5.5% | 加碼 |
| Peterson Wealth Management | 4,463 | $24.5 萬 | 0.20% | −4,540−50.4% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Berger Financial Group, Inc | 4,509 | $24.8 萬 | 0.03% | −418−8.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 4,529 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 4,530 | $24.9 萬 | 0.04% | −6,550−59.1% | 減碼 |
| Horan Securities, Inc. | 4,563 | $25.1 萬 | 0.13% | +89+2.0% | 加碼 |
| Mystic Asset Management, Inc. | 4,567 | $25.1 萬 | 0.14% | +150+3.4% | 加碼 |
| Israel Discount Bank of New York | 4,580 | $25.1 萬 | 0.21% | −52−1.1% | 減碼 |
| RNC Capital Management LLC | 4,591 | $25.2 萬 | 0.02% | −927−16.8% | 減碼 |
| Essex LLC | 4,601 | $25.3 萬 | 0.07% | −13−0.3% | 減碼 |
| Wealthsource Partners, LLC | 4,604 | $25.3 萬 | 0.02% | −971−17.4% | 減碼 |
| Simon Quick Advisors, LLC | 4,614 | $25.3 萬 | 0.02% | +404+9.6% | 加碼 |
| Prosperitas Financial LLC | 4,619 | $25.4 萬 | 0.20% | +4,619 | 新進 |
| Manchester Financial Inc | 4,630 | $25.4 萬 | 0.07% | +4,630 | 新進 |
| Ferguson Wellman Capital Management, Inc | 4,641 | $25.5 萬 | 0.01% | −246−5.0% | 減碼 |
| Norway Savings Bank | 4,645 | $25.5 萬 | 0.13% | −250−5.1% | 減碼 |
| Court Place Advisors, LLC | 4,650 | $25.5 萬 | 0.09% | −150−3.1% | 減碼 |
| Massachusetts Wealth Management | 4,650 | $25.5 萬 | 0.23% | +4,650 | 新進 |
| Alpha Family Trust | 4,660 | $25.6 萬 | 0.19% | +4,660 | 新進 |
| Transcend Wealth Collective, LLC | 4,666 | $25.6 萬 | 0.02% | +236+5.3% | 加碼 |
| Steel Peak Wealth Management LLC | 4,674 | $25.7 萬 | 0.02% | −41,455−89.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,704 | $25.8 萬 | 0.03% | +34+0.7% | 加碼 |
| Enterprise Financial Services Corp | 4,704 | $25.8 萬 | 0.18% | −116−2.4% | 減碼 |
| Qtron Investments LLC | 4,705 | $25.8 萬 | 0.05% | −7,085−60.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 4,753 | $26.1 萬 | 0.07% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 4,774 | $26.2 萬 | 0.17% | −48−1.0% | 減碼 |
| Waters Parkerson & Co., LLC | 4,793 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Concord Wealth Partners | 4,796 | $26.3 萬 | 0.06% | +2,960+161.2% | 加碼 |
| Old Mission Investment Co LLC | 4,800 | $26.4 萬 | 0.10% | +150+3.2% | 加碼 |
| N.E.W. Advisory Services LLC | 4,807 | $26.4 萬 | 0.04% | +46+1.0% | 加碼 |
| Narus Financial Partners, LLC | 4,808 | $26.4 萬 | 0.14% | −330−6.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,816 | $26.4 萬 | 0.06% | +217+4.7% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,946 | $26.5 萬 | 0.11% | −19−0.4% | 減碼 |
| Peterson Wealth Services | 4,862 | $26.5 萬 | 0.20% | +449+10.2% | 加碼 |
| L2 Asset Management, LLC | 154 | $26.6 萬 | 0.13% | −4,193−96.5% | 減碼 |
| Golden Green, Inc. | 4,847 | $26.6 萬 | 0.28% | −27−0.6% | 減碼 |
| Allstate Corp | 4,854 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Enzi Wealth | 5,193 | $26.7 萬 | 0.14% | 00.0% | 不變 |
| Private Trust Co NA | 4,856 | $26.7 萬 | 0.04% | +15+0.3% | 加碼 |
| Everhart Financial Group, Inc. | 4,879 | $26.8 萬 | 0.11% | +4,879 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 4,891 | $26.9 萬 | 0.04% | −3,260−40.0% | 減碼 |
| Camden Capital, LLC | 4,897 | $26.9 萬 | 0.03% | +4,897 | 新進 |
| Fulton Bank, N.A. | 4,916 | $27.0 萬 | 0.01% | −266−5.1% | 減碼 |
| Brighton Jones LLC | 4,930 | $27.1 萬 | 0.01% | +542+12.4% | 加碼 |
| Hyman Charles D | 4,930 | $27.1 萬 | 0.02% | −228−4.4% | 減碼 |
| Keel Point, LLC | 4,938 | $27.1 萬 | 0.04% | −662−11.8% | 減碼 |
| Arlington Partners LLC | 4,941 | $27.1 萬 | 0.11% | +914+22.7% | 加碼 |
| Arlington Trust Co LLC | 4,941 | $27.1 萬 | 0.11% | +4,941 | 新進 |
| Joel Isaacson & Co., LLC | 4,951 | $27.2 萬 | 0.02% | +20.0% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,963 | $27.3 萬 | 0.06% | +11+0.2% | 加碼 |
| Viewpoint Capital Management LLC | 5,000 | $27.4 萬 | 0.22% | 00.0% | 不變 |
| Bank of Stockton | 5,370 | $27.6 萬 | 0.10% | +5,370 | 新進 |
| Chilton Capital Management LLC | 5,056 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,081 | $27.9 萬 | 0.02% | +20+0.4% | 加碼 |
| River Wealth Advisors LLC | 5,082 | $27.9 萬 | 0.05% | −75−1.5% | 減碼 |
| Trillium Asset Management, LLC | 5,111 | $28.1 萬 | 0.01% | +5,111 | 新進 |
| Balentine LLC | 5,140 | $28.2 萬 | 0.01% | +549+12.0% | 加碼 |
| Morris Retirement Advisors, LLC | 5,158 | $28.3 萬 | 0.20% | −230−4.3% | 減碼 |
| Financial Advisory Corp | 5,165 | $28.4 萬 | 0.13% | +5,165 | 新進 |
| Ausdal Financial Partners, Inc. | 5,180 | $28.4 萬 | 0.04% | −813−13.6% | 減碼 |
| Benin Management CORP | 5,200 | $28.5 萬 | 0.11% | −100−1.9% | 減碼 |
| Hamilton Capital Partners Inc. | 5,200 | $28.5 萬 | 0.10% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 5,203 | $28.6 萬 | 0.06% | −134−2.5% | 減碼 |
| Capital Investment Advisors, LLC | 5,239 | $28.8 萬 | 0.01% | +256+5.1% | 加碼 |
| Legacy Advisors, LLC | 5,256 | $28.9 萬 | 0.05% | +421+8.7% | 加碼 |
| Marks Group Wealth Management, Inc | 5,265 | $28.9 萬 | 0.04% | −807−13.3% | 減碼 |
| NorthRock Partners, LLC | 5,265 | $28.9 萬 | 0.03% | +5,265 | 新進 |