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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 7,431 | $40.8 萬 | 0.01% | 00.0% | 不變 |
| Cozad Asset Management Inc | 7,442 | $40.9 萬 | 0.05% | −834−10.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 7,450 | $40.9 萬 | 0.18% | +1,067+16.7% | 加碼 |
| Bahl & Gaynor Inc | 7,472 | $41.0 萬 | 0.00% | −301−3.9% | 減碼 |
| H&H Retirement Design & Management INC | 8,000 | $41.1 萬 | 0.28% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 7,480 | $41.1 萬 | 0.06% | +1,005+15.5% | 加碼 |
| Beach Investment Counsel Inc | 7,478 | $41.1 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 7,488 | $41.1 萬 | 0.05% | +262+3.6% | 加碼 |
| Sutton Place Investors LLC | 7,499 | $41.2 萬 | 0.54% | +15+0.2% | 加碼 |
| Csenge Advisory Group | 7,511 | $41.2 萬 | 0.03% | −1,830−19.6% | 減碼 |
| RW Investment Management LLC | 7,515 | $41.3 萬 | 0.07% | −50−0.7% | 減碼 |
| Fiduciary Trust Co | 7,517 | $41.3 萬 | 0.01% | +830+12.4% | 加碼 |
| KCS Wealth Advisory | 7,531 | $41.3 萬 | 0.18% | −127−1.7% | 減碼 |
| Angeles Investment Advisors, LLC | 7,551 | $41.5 萬 | 0.03% | −67−0.9% | 減碼 |
| Hilltop Holdings Inc. | 7,574 | $41.6 萬 | 0.05% | −12,059−61.4% | 減碼 |
| Wintrust Investments LLC | 7,577 | $41.6 萬 | 0.04% | +1,463+23.9% | 加碼 |
| Sheets Smith Wealth Management | 7,586 | $41.6 萬 | 0.06% | +17+0.2% | 加碼 |
| Two Sigma Investments, LP | 7,600 | $41.7 萬 | 0.00% | −1,509,054−99.5% | 減碼 |
| Pointe Capital Management LLC | 7,650 | $42.0 萬 | 0.33% | +33+0.4% | 加碼 |
| Jump Financial, LLC | 7,677 | $42.1 萬 | 0.02% | +7,677 | 新進 |
| NBT Bank N A | 7,700 | $42.3 萬 | 0.04% | +19+0.2% | 加碼 |
| Athena Investment Management | 7,708 | $42.3 萬 | 0.30% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 7,795 | $42.8 萬 | 0.12% | +7,795 | 新進 |
| CMG Global Holdings, LLC | 7,811 | $42.9 萬 | 0.37% | −2,625−25.2% | 減碼 |
| Monograph Wealth Advisors, LLC | 7,814 | $42.9 萬 | 0.08% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,838 | $43.0 萬 | 0.02% | −986−11.2% | 減碼 |
| Apriem Advisors | 7,884 | $43.3 萬 | 0.06% | −440−5.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 7,899 | $43.4 萬 | 0.05% | −659−7.7% | 減碼 |
| Albion Financial Group | 7,910 | $43.4 萬 | 0.04% | +100+1.3% | 加碼 |
| Virtue Capital Management, LLC | 7,688 | $43.6 萬 | 0.07% | 00.0% | 不變 |
| Boltwood Capital Management | 7,967 | $43.7 萬 | 0.16% | −360−4.3% | 減碼 |
| Twin Capital Management Inc | 7,991 | $43.9 萬 | 0.06% | −652−7.5% | 減碼 |
| Compass Advisory Group LLC | 8,000 | $43.9 萬 | 0.23% | −102−1.3% | 減碼 |
| RFG Advisory, LLC | 8,009 | $44.0 萬 | 0.02% | −17−0.2% | 減碼 |
| Lountzis Asset Management, LLC | 8,019 | $44.0 萬 | 0.25% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 8,088 | $44.1 萬 | 0.02% | +500+6.6% | 加碼 |
| IHT Wealth Management, LLC | 8,050 | $44.2 萬 | 0.02% | −4,742−37.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 8,058 | $44.2 萬 | 0.13% | 00.0% | 不變 |
| Demars Financial Group, LLC | 8,096 | $44.4 萬 | 0.25% | +8,096 | 新進 |
| Trinity Financial Advisors LLC | 8,162 | $44.8 萬 | 0.24% | +263+3.3% | 加碼 |
| Bordeaux Wealth Advisors LLC | 8,192 | $45.0 萬 | 0.18% | −35−0.4% | 減碼 |
| Ellevest, Inc. | 8,270 | $45.4 萬 | 0.03% | +811+10.9% | 加碼 |
| Cavalier Investments, LLC | 8,284 | $45.5 萬 | 0.18% | +279+3.5% | 加碼 |
| Cooper Financial Group | 8,289 | $45.5 萬 | 0.11% | +155+1.9% | 加碼 |
| Penserra Capital Management LLC | 8,355 | $45.8 萬 | 0.01% | −1,289−13.4% | 減碼 |
| Boston Financial Mangement LLC | 8,374 | $46.0 萬 | 0.02% | +60+0.7% | 加碼 |
| FLC Capital Advisors | 8,396 | $46.1 萬 | 0.14% | −388−4.4% | 減碼 |
| Concentric Wealth Management, LLC | 8,435 | $46.3 萬 | 0.15% | −146−1.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 8,464 | $46.5 萬 | 0.01% | −783−8.5% | 減碼 |
| Lazari Capital Management, Inc. | 8,513 | $46.7 萬 | 0.28% | +3,429+67.4% | 加碼 |
| Savant Capital, LLC | 8,568 | $47.0 萬 | 0.01% | +31+0.4% | 加碼 |
| Brookstone Capital Management | 9,073 | $47.1 萬 | 0.01% | +545+6.4% | 加碼 |
| Ridgewood Investments LLC | 8,590 | $47.2 萬 | 0.31% | +1,833+27.1% | 加碼 |
| Pallas Capital Advisors LLC | 9,349 | $47.4 萬 | 0.03% | −4,686−33.4% | 減碼 |
| Sentry Investment Management LLC | 8,645 | $47.5 萬 | 0.23% | −2,118−19.7% | 減碼 |
| First Heartland Consultants, Inc. | 8,648 | $47.5 萬 | 0.06% | +151+1.8% | 加碼 |
| JT Stratford LLC | 8,722 | $47.9 萬 | 0.12% | +4,738+118.9% | 加碼 |
| Rehmann Capital Advisory Group | 8,800 | $48.3 萬 | 0.04% | +1,537+21.2% | 加碼 |
| Finer Wealth Management, Inc. | 8,824 | $48.4 萬 | 0.39% | +8,824 | 新進 |
| Wealth Quarterback LLC | 8,828 | $48.5 萬 | 0.42% | −1,457−14.2% | 減碼 |
| Keebeck Wealth Management, LLC | 8,853 | $48.6 萬 | 0.08% | −10.0% | 減碼 |
| Ostrum Asset Management | 8,969 | $49.2 萬 | 0.05% | −12,476−58.2% | 減碼 |
| Financial Advisory Service, Inc. | 8,974 | $49.3 萬 | 0.05% | −292−3.2% | 減碼 |
| Old Port Advisors | 8,977 | $49.3 萬 | 0.18% | +8,977 | 新進 |
| Traynor Capital Management, Inc. | 8,992 | $49.4 萬 | 0.07% | +121+1.4% | 加碼 |
| Hennessy Advisors Inc | 9,000 | $49.4 萬 | 0.03% | −6,000−40.0% | 減碼 |
| Kearns & Associates LLC | 9,000 | $49.4 萬 | 0.47% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 9,007 | $49.5 萬 | 0.02% | +380+4.4% | 加碼 |
| Essex Financial Services, Inc. | 9,053 | $49.7 萬 | 0.06% | +384+4.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,091 | $49.9 萬 | 0.05% | +2,000+28.2% | 加碼 |
| Heartland Bank & Trust Co | 9,130 | $50.1 萬 | 0.40% | +115+1.3% | 加碼 |
| Marcum Wealth, LLC | 9,152 | $50.2 萬 | 0.06% | +3,691+67.6% | 加碼 |
| Omega Financial Group, LLC | 9,223 | $50.6 萬 | 0.25% | −33−0.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 9,229 | $50.7 萬 | 0.07% | +396+4.5% | 加碼 |
| Atom Investors LP | 9,334 | $51.2 萬 | 0.12% | +9,334 | 新進 |
| Castleark Management LLC | 9,360 | $51.4 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 9,386 | $51.5 萬 | 0.02% | +586+6.7% | 加碼 |
| Personal Cfo Solutions, LLC | 9,394 | $51.6 萬 | 0.10% | +1,665+21.5% | 加碼 |
| Strategic Blueprint, LLC | 9,423 | $51.7 萬 | 0.05% | +320+3.5% | 加碼 |
| Regatta Capital Group, LLC | 9,440 | $51.8 萬 | 0.16% | +289+3.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 9,527 | $52.3 萬 | 0.10% | −1,221−11.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 9,550 | $52.4 萬 | 0.04% | −1,123−10.5% | 減碼 |
| Doheny Asset Management | 9,565 | $52.5 萬 | 0.51% | −1,500−13.6% | 減碼 |
| Enterprise Bank & Trust Co | 9,575 | $52.6 萬 | 0.22% | −93−1.0% | 減碼 |
| Bradley Foster & Sargent Inc | 9,287 | $52.6 萬 | 0.01% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 9,629 | $52.9 萬 | 0.39% | +1,364+16.5% | 加碼 |
| Credential Qtrade Securities Inc. | 9,656 | $53.0 萬 | 0.04% | +706+7.9% | 加碼 |
| Clean Yield Group | 10,240 | $53.2 萬 | 0.24% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 9,701 | $53.3 萬 | 0.23% | +886+10.1% | 加碼 |
| Logan Capital Management Inc | 9,729 | $53.4 萬 | 0.03% | −45−0.5% | 減碼 |
| First Commonwealth Financial Corp | 9,752 | $53.5 萬 | 0.18% | +9,752 | 新進 |
| Carson Advisory Inc. | 9,822 | $53.9 萬 | 0.47% | 00.0% | 不變 |
| HCR Wealth Advisors | 9,848 | $54.1 萬 | 0.12% | −5,489−35.8% | 減碼 |
| Greystone Financial Group, LLC | 9,857 | $54.1 萬 | 0.14% | −56,750−85.2% | 減碼 |
| Western Wealth Management, LLC | 9,876 | $54.2 萬 | 0.05% | +504+5.4% | 加碼 |
| Perpetual Ltd | 9,877 | $54.2 萬 | 0.01% | −116−1.2% | 減碼 |
| Garda Capital Partners LP | 9,877 | $54.2 萬 | 0.34% | +9,877 | 新進 |
| Jupiter Wealth Management LLC | 10,000 | $54.4 萬 | 0.35% | 00.0% | 不變 |
| Sonen Capital LLC | 9,937 | $54.6 萬 | 1.07% | 00.0% | 不變 |
| Emerald Advisers, LLC | 9,941 | $54.6 萬 | 0.03% | −4,627−31.8% | 減碼 |