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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 5,275 | $29.0 萬 | 0.05% | +1,167+28.4% | 加碼 |
| Smithfield Trust Co | 5,241 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,300 | $29.1 萬 | 0.24% | 00.0% | 不變 |
| Geller Advisors LLC | 5,302 | $29.1 萬 | 0.03% | +5,302 | 新進 |
| Coastwise Capital Group, LLC | 5,314 | $29.2 萬 | 0.33% | −291−5.2% | 減碼 |
| Oxinas Partners Wealth Management LLC | 5,324 | $29.2 萬 | 0.22% | −2,482−31.8% | 減碼 |
| Proequities, Inc. | 5,354 | $29.4 萬 | 0.02% | +614+13.0% | 加碼 |
| Edgewood Management LLC | 5,360 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 5,371 | $29.5 萬 | 0.03% | −156−2.8% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 5,372 | $29.5 萬 | 0.10% | −95,123−94.7% | 減碼 |
| Hexagon Capital Partners LLC | 5,389 | $29.6 萬 | 0.08% | +49+0.9% | 加碼 |
| Evoke Wealth, LLC | 5,445 | $29.9 萬 | 0.01% | +249+4.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,449 | $29.9 萬 | 0.05% | −2,091−27.7% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,451 | $29.9 萬 | 0.10% | +708+14.9% | 加碼 |
| Addison Advisors LLC | 5,455 | $29.9 萬 | 0.14% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 5,464 | $30.0 萬 | 0.23% | +20.0% | 加碼 |
| Avantax Planning Partners, Inc. | 5,524 | $30.3 萬 | 0.01% | −8−0.1% | 減碼 |
| Childress Capital Advisors, LLC | 5,460 | $30.4 萬 | 0.10% | +5,460 | 新進 |
| Institute for Wealth Management, LLC. | 5,546 | $30.4 萬 | 0.06% | −260−4.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,562 | $30.5 萬 | 0.03% | −550−9.0% | 減碼 |
| Veracity Capital LLC | 5,583 | $30.6 萬 | 0.14% | +1,055+23.3% | 加碼 |
| Transatlantique Private Wealth LLC | 5,598 | $30.7 萬 | 0.16% | −29−0.5% | 減碼 |
| Fusion Capital, LLC | 5,603 | $30.8 萬 | 0.17% | −322−5.4% | 減碼 |
| Journey Advisory Group, LLC | 5,604 | $30.8 萬 | 0.05% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 5,610 | $30.8 萬 | 0.04% | +268+5.0% | 加碼 |
| ZRC Wealth Management, LLC | 5,621 | $30.9 萬 | 0.27% | +4+0.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,628 | $30.9 萬 | 0.22% | 00.0% | 不變 |
| CNB Bank | 5,696 | $31.3 萬 | 0.18% | +7+0.1% | 加碼 |
| Octavia Wealth Advisors, LLC | 5,704 | $31.3 萬 | 0.06% | +1,602+39.1% | 加碼 |
| Michael S. Ryan, Inc. | 6,018 | $31.3 萬 | 0.30% | +578+10.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,714 | $31.4 萬 | 0.02% | −462−7.5% | 減碼 |
| Rosenberg Matthew Hamilton | 5,729 | $31.5 萬 | 0.10% | −158−2.7% | 減碼 |
| Welch & Forbes LLC | 5,741 | $31.5 萬 | 0.01% | −56−1.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| StoneX Group Inc. | 5,749 | $31.6 萬 | 0.03% | +378+7.0% | 加碼 |
| PFG Investments, LLC | 5,750 | $31.6 萬 | 0.06% | +1,508+35.5% | 加碼 |
| Icon Wealth Partners, LLC | 5,764 | $31.6 萬 | 0.04% | −460−7.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,765 | $31.7 萬 | 0.03% | +1,040+22.0% | 加碼 |
| Diligent Investors, LLC | 5,783 | $31.8 萬 | 0.10% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 5,791 | $31.8 萬 | 0.18% | +1,151+24.8% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $31.9 萬 | 0.11% | +600+11.5% | 加碼 |
| New Hampshire Trust | 5,811 | $31.9 萬 | 0.09% | +539+10.2% | 加碼 |
| Triumph Capital Management | 5,827 | $32.0 萬 | 0.15% | −7,573−56.5% | 減碼 |
| Atlas Private Wealth Management | 5,887 | $32.3 萬 | 0.17% | +528+9.9% | 加碼 |
| Boyar Asset Management Inc. | 5,935 | $32.6 萬 | 0.26% | 00.0% | 不變 |
| Sigma Planning Corp | 5,945 | $32.6 萬 | 0.01% | −7,225−54.9% | 減碼 |
| Encompass Wealth Advisors, LLC | 6,000 | $32.9 萬 | 0.11% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 6,126 | $33.6 萬 | 0.24% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 6,129 | $33.6 萬 | 0.04% | +141+2.4% | 加碼 |
| United Bank | 6,148 | $33.8 萬 | 0.20% | +1,185+23.9% | 加碼 |
| Triangle Securities Wealth Management | 6,181 | $33.9 萬 | 0.12% | +110+1.8% | 加碼 |
| Abbrea Capital, LLC | 6,185 | $34.0 萬 | 0.05% | −731−10.6% | 減碼 |
| Relative Value Partners Group, LLC | 6,214 | $34.1 萬 | 0.02% | +6,214 | 新進 |
| Baron Wealth Management LLC | 6,242 | $34.3 萬 | 0.22% | +118+1.9% | 加碼 |
| Peoples Bank | 6,245 | $34.3 萬 | 0.29% | +6,245 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 6,262 | $34.4 萬 | 0.18% | +6,262 | 新進 |
| Graypoint LLC | 6,287 | $34.5 萬 | 0.03% | +1,265+25.2% | 加碼 |
| KRS Capital Management, LLC | 6,290 | $34.5 萬 | 0.37% | +88+1.4% | 加碼 |
| Family Legacy, Inc. | 6,310 | $34.6 萬 | 0.14% | +150+2.4% | 加碼 |
| Arkadios Wealth Advisors | 6,337 | $34.8 萬 | 0.03% | −1,462−18.7% | 減碼 |
| Mason & Associates Inc | 6,368 | $35.0 萬 | 0.11% | +630+11.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,379 | $35.0 萬 | 0.12% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 6,381 | $35.0 萬 | 0.17% | +692+12.2% | 加碼 |
| TAGStone Capital, Inc. | 6,397 | $35.1 萬 | 0.26% | +27+0.4% | 加碼 |
| Ronald Blue Trust, Inc. | 6,231 | $35.3 萬 | 0.01% | +3,326+114.5% | 加碼 |
| Schechter Investment Advisors, LLC | 6,469 | $35.5 萬 | 0.03% | +331+5.4% | 加碼 |
| Sweeney & Michel, LLC | 6,548 | $35.9 萬 | 0.19% | −287−4.2% | 減碼 |
| Defined Wealth Management, LLC | 6,554 | $36.0 萬 | 0.31% | +51+0.8% | 加碼 |
| Arcataur Capital Management LLC | 6,558 | $36.0 萬 | 0.15% | −300−4.4% | 減碼 |
| Boston Trust Walden Corp | 6,579 | $36.1 萬 | 0.00% | 00.0% | 不變 |
| Fagan Associates, Inc. | 6,668 | $36.6 萬 | 0.09% | +550+9.0% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,695 | $36.8 萬 | 0.08% | −4,213−38.6% | 減碼 |
| Orca Investment Management, LLC | 6,700 | $36.8 萬 | 0.41% | −196−2.8% | 減碼 |
| Annex Advisory Services, LLC | 6,710 | $36.8 萬 | 0.02% | −4,750−41.4% | 減碼 |
| Ropes Wealth Advisors LLC | 6,725 | $36.9 萬 | 0.07% | +813+13.8% | 加碼 |
| Private Ocean, LLC | 6,746 | $37.0 萬 | 0.05% | −167−2.4% | 減碼 |
| Aspen Grove Capital, LLC | 6,797 | $37.3 萬 | 0.14% | −66−1.0% | 減碼 |
| DAGCO, Inc. | 1,410 | $37.5 萬 | 0.22% | −6,765−82.8% | 減碼 |
| Bragg Financial Advisors, Inc | 6,876 | $37.7 萬 | 0.02% | −462−6.3% | 減碼 |
| Level Four Advisory Services, LLC | 6,921 | $38.0 萬 | 0.02% | +2,963+74.9% | 加碼 |
| Kaizen Financial Strategies | 6,933 | $38.1 萬 | 0.32% | +213+3.2% | 加碼 |
| Parkside Financial Bank & Trust | 6,939 | $38.1 萬 | 0.09% | +192+2.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,968 | $38.3 萬 | 0.05% | −283−3.9% | 減碼 |
| Garrison Point Advisors, LLC | 7,055 | $38.7 萬 | 0.30% | −50−0.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 7,075 | $38.8 萬 | 0.06% | +2,317+48.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 7,131 | $39.1 萬 | 0.22% | +7,131 | 新進 |
| Connectus Wealth, LLC | 7,182 | $39.4 萬 | 0.01% | +80+1.1% | 加碼 |
| Bridgefront Capital, LLC | 7,188 | $39.5 萬 | 0.28% | +7,188 | 新進 |
| Atomi Financial Group, Inc. | 7,190 | $39.5 萬 | 0.13% | +7,190 | 新進 |
| Arden Trust Co | 7,208 | $39.6 萬 | 0.07% | −683−8.7% | 減碼 |
| Index Fund Advisors, Inc. | 7,234 | $39.7 萬 | 0.03% | −50−0.7% | 減碼 |
| Curated Wealth Partners LLC | 7,254 | $39.8 萬 | 0.07% | +2,408+49.7% | 加碼 |
| Cypress Wealth Services, LLC | 7,270 | $39.9 萬 | 0.11% | +26+0.4% | 加碼 |
| Carlson Capital Management | 7,314 | $40.2 萬 | 0.02% | −36−0.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,345 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Tobam | 7,351 | $40.4 萬 | 0.03% | −588−7.4% | 減碼 |
| Mather Group, LLC. | 7,362 | $40.4 萬 | 0.01% | +2,936+66.3% | 加碼 |
| Keene & Associates, Inc. | 7,368 | $40.5 萬 | 0.32% | +535+7.8% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 7,402 | $40.6 萬 | 0.09% | −25,598−77.6% | 減碼 |
| Circle Wealth Management, LLC | 7,429 | $40.8 萬 | 0.01% | +87+1.2% | 加碼 |