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 |
|---|---|---|---|---|---|
| CX Institutional | 9,953 | $54.6 萬 | 0.03% | +866+9.5% | 加碼 |
| Good Life Advisors, LLC | 9,959 | $54.7 萬 | 0.06% | −1,109−10.0% | 減碼 |
| Symmetry Partners, LLC | 9,966 | $54.7 萬 | 0.03% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 9,970 | $54.7 萬 | 0.05% | +9,970 | 新進 |
| Bridge Advisory, LLC | 9,976 | $54.8 萬 | 0.19% | 00.0% | 不變 |
| Corton Capital Inc. | 9,977 | $54.8 萬 | 0.28% | −12,752−56.1% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 10,000 | $54.9 萬 | 0.17% | +10,000 | 新進 |
| Invictus Private Wealth, LLC | 10,015 | $55.0 萬 | 0.06% | −1,500−13.0% | 減碼 |
| Ironwood Financial, llc | 10,026 | $55.0 萬 | 0.15% | +10.0% | 加碼 |
| Edge Capital Group, LLC | 10,043 | $55.1 萬 | 0.04% | −740−6.9% | 減碼 |
| Nebula Research & Development LLC | 10,097 | $55.4 萬 | 0.29% | +10,097 | 新進 |
| Inspire Advisors, LLC | 10,130 | $55.6 萬 | 0.10% | +1,732+20.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 10,132 | $55.6 萬 | 0.01% | −4,127−28.9% | 減碼 |
| Horizon Investments, LLC | 10,216 | $55.8 萬 | 0.02% | −265−2.5% | 減碼 |
| Founders Financial Securities LLC | 10,177 | $55.9 萬 | 0.07% | −1,895−15.7% | 減碼 |
| Pitcairn Co | 10,181 | $55.9 萬 | 0.05% | +681+7.2% | 加碼 |
| Cornerstone Advisory, LLC | 10,193 | $56.0 萬 | 0.10% | −16,543−61.9% | 減碼 |
| Machina Capital S.A.S. | 10,210 | $56.1 萬 | 0.31% | +10,210 | 新進 |
| Gladstone Institutional Advisory LLC | 10,253 | $56.3 萬 | 0.04% | −39,544−79.4% | 減碼 |
| Royce & Associates LP | 10,270 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 10,382 | $56.5 萬 | 0.08% | +3,412+49.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 10,307 | $56.6 萬 | 0.07% | +10,307 | 新進 |
| Berkshire Asset Management LLC | 10,357 | $56.9 萬 | 0.04% | 00.0% | 不變 |
| Portman Square Capital LLP | 10,374 | $57.0 萬 | 0.08% | +10,374 | 新進 |
| LexAurum Advisors, LLC | 10,391 | $57.0 萬 | 0.17% | +10,391 | 新進 |
| Kestra Private Wealth Services, LLC | 10,392 | $57.1 萬 | 0.02% | −532−4.9% | 減碼 |
| Wedmont Private Capital | 11,068 | $57.3 萬 | 0.06% | +511+4.8% | 加碼 |
| Bridgeworth, LLC | 10,515 | $57.7 萬 | 0.06% | −275−2.5% | 減碼 |
| Moseley Investment Management Inc | 10,541 | $57.9 萬 | 0.35% | 00.0% | 不變 |
| Capital Advantage, Inc. | 10,588 | $58.1 萬 | 0.12% | −310−2.8% | 減碼 |
| Sowell Financial Services LLC | 10,602 | $58.2 萬 | 0.04% | −9,903−48.3% | 減碼 |
| WNY Asset Management, LLC | 10,629 | $58.4 萬 | 0.11% | +1,124+11.8% | 加碼 |
| Sunbelt Securities, Inc. | 10,655 | $58.5 萬 | 0.08% | +9,523+841.3% | 加碼 |
| Westmount Partners, LLC | 10,710 | $58.8 萬 | 0.26% | +685+6.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 10,723 | $58.9 萬 | 0.20% | +75+0.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 10,817 | $59.4 萬 | 0.22% | −48−0.4% | 減碼 |
| Shira Ridge Wealth Management | 10,836 | $59.5 萬 | 0.39% | +21+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 10,836 | $59.5 萬 | 0.01% | −393−3.5% | 減碼 |
| 1832 Asset Management L.P. | 10,837 | $59.5 萬 | 0.00% | 00.0% | 不變 |
| Crumly & Associates Inc. | 10,978 | $60.3 萬 | 0.24% | −285−2.5% | 減碼 |
| Keystone Financial Services | 10,984 | $60.3 萬 | 0.32% | +1,982+22.0% | 加碼 |
| Drive Wealth Management, LLC | 11,050 | $60.7 萬 | 0.22% | +1,488+15.6% | 加碼 |
| Matisse Capital | 11,080 | $60.8 萬 | 0.43% | −65−0.6% | 減碼 |
| Washburn Capital Management, Inc. | 11,114 | $61.0 萬 | 0.52% | +650+6.2% | 加碼 |
| Ambassador Advisors, LLC | 11,325 | $61.1 萬 | 0.15% | −17−0.1% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 11,174 | $61.3 萬 | 0.22% | +744+7.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,184 | $61.4 萬 | 0.21% | +85+0.8% | 加碼 |
| Comerica Securities,inc. | 11,222 | $61.6 萬 | 0.05% | −15,231−57.6% | 減碼 |
| Navalign, LLC | 11,236 | $61.7 萬 | 0.23% | +162+1.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,305 | $62.1 萬 | 0.10% | −424−3.6% | 減碼 |
| FineMark National Bank & Trust | 11,324 | $62.2 萬 | 0.03% | −395−3.4% | 減碼 |
| Unio Capital LLC | 11,385 | $62.5 萬 | 0.34% | −1,980−14.8% | 減碼 |
| Modus Advisors, LLC | 11,452 | $62.9 萬 | 0.27% | +2,208+23.9% | 加碼 |
| Lodestone Wealth Management LLC | 11,459 | $62.9 萬 | 0.44% | +123+1.1% | 加碼 |
| Cynosure Management, LLC | 11,472 | $63.0 萬 | 0.19% | +206+1.8% | 加碼 |
| Northcape Wealth Management, LLC | 11,482 | $63.0 萬 | 0.24% | 00.0% | 不變 |
| Lipe & Dalton | 11,532 | $63.3 萬 | 0.38% | +7,732+203.5% | 加碼 |
| Platform Technology Partners | 11,551 | $63.4 萬 | 0.30% | −299−2.5% | 減碼 |
| Mitchell Sinkler & Starr | 11,606 | $63.7 萬 | 0.20% | +1,425+14.0% | 加碼 |
| Waldron Private Wealth LLC | 11,707 | $64.3 萬 | 0.03% | +428+3.8% | 加碼 |
| Powell Investment Advisors, LLC | 11,738 | $64.4 萬 | 0.39% | 00.0% | 不變 |
| Redmont Wealth Advisors LLC | 11,743 | $64.5 萬 | 1.13% | +2,113+21.9% | 加碼 |
| Mutual Advisors, LLC | 11,789 | $64.7 萬 | 0.03% | −1,422−10.8% | 減碼 |
| Independence Bank of Kentucky | 11,875 | $65.2 萬 | 0.28% | +550+4.9% | 加碼 |
| Integrated Advisors Network LLC | 11,879 | $65.2 萬 | 0.04% | −347−2.8% | 減碼 |
| Citizens National Bank Trust Department | 11,920 | $65.4 萬 | 0.18% | 00.0% | 不變 |
| Derbend Asset Management | 11,939 | $65.5 萬 | 0.45% | +39+0.3% | 加碼 |
| Advisor OS, LLC | 11,969 | $65.7 萬 | 0.10% | +1,668+16.2% | 加碼 |
| Intact Investment Management Inc. | 12,000 | $65.9 萬 | 0.03% | −4,000−25.0% | 減碼 |
| MBM Wealth Consultants, LLC | 12,858 | $66.0 萬 | 0.29% | +3,517+37.7% | 加碼 |
| Qsemble Capital Management, LP | 12,100 | $66.4 萬 | 0.12% | +12,100 | 新進 |
| Sage Rhino Capital LLC | 12,110 | $66.5 萬 | 0.19% | +2,989+32.8% | 加碼 |
| Peak Planning Group, LLC | 12,197 | $67.0 萬 | 0.52% | +1,094+9.9% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 12,296 | $67.5 萬 | 0.32% | +1,160+10.4% | 加碼 |
| Shaolin Capital Management LLC | 12,500 | $68.6 萬 | 0.02% | +12,500 | 新進 |
| Viawealth, LLC | 12,554 | $68.9 萬 | 0.51% | +1,572+14.3% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $69.2 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,638 | $69.4 萬 | 0.09% | −1,000−7.3% | 減碼 |
| Lake Street Advisors Group, LLC | 12,634 | $69.4 萬 | 0.04% | −4,182−24.9% | 減碼 |
| United Capital Financial Advisers, LLC | 12,698 | $69.7 萬 | 0.00% | −3,046−19.3% | 減碼 |
| Gemmer Asset Management LLC | 12,718 | $69.8 萬 | 0.09% | +24+0.2% | 加碼 |
| Golden State Equity Partners | 12,728 | $69.9 萬 | 0.19% | −10,081−44.2% | 減碼 |
| Lebenthal Global Advisors, LLC | 12,732 | $69.9 萬 | 0.21% | +1,613+14.5% | 加碼 |
| Paragon Advisors, LLC | 12,734 | $69.9 萬 | 0.29% | −4,543−26.3% | 減碼 |
| Wolf Group Capital Advisors | 12,744 | $70.0 萬 | 0.33% | +12,744 | 新進 |
| Jefferies Financial Group Inc. | 12,772 | $70.1 萬 | 0.02% | +12,772 | 新進 |
| Diversified Trust Co | 12,778 | $70.2 萬 | 0.03% | +2,149+20.2% | 加碼 |
| Strategic Investment Solutions, Inc. | 11,526 | $70.2 萬 | 0.01% | +11,324+5,605.9% | 加碼 |
| Clarius Group, LLC | 12,788 | $70.2 萬 | 0.07% | −1,348−9.5% | 減碼 |
| Hamel Associates, Inc. | 12,795 | $70.2 萬 | 0.26% | 00.0% | 不變 |
| Stokes Family Office, LLC | 12,821 | $70.4 萬 | 0.08% | −205−1.6% | 減碼 |
| Oder Investment Management, LLC | 12,851 | $70.6 萬 | 0.76% | +213+1.7% | 加碼 |
| Trustmark National Bank Trust Department | 12,949 | $71.1 萬 | 0.07% | −168−1.3% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 12,952 | $71.1 萬 | 0.06% | −1,722−11.7% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $71.4 萬 | 0.47% | −488−3.6% | 減碼 |
| Greenline Partners, LLC | 13,022 | $71.5 萬 | 0.13% | 00.0% | 不變 |
| Novare Capital Management LLC | 13,104 | $71.9 萬 | 0.08% | −715−5.2% | 減碼 |
| David Loasby | 14,132 | $72.7 萬 | 0.08% | +2,144+17.9% | 加碼 |
| Prospera Financial Services Inc | 13,227 | $72.7 萬 | 0.03% | −850−6.0% | 減碼 |
| Monte Financial Group, LLC | 13,253 | $72.8 萬 | 0.37% | −474−3.5% | 減碼 |