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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 18,047 | $99.1 萬 | 0.41% | −2,139−10.6% | 減碼 |
| BIP Wealth, LLC | 18,061 | $99.2 萬 | 0.09% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 18,075 | $99.2 萬 | 0.05% | −1,384−7.1% | 減碼 |
| Texas Yale Capital Corp. | 18,300 | $100.5 萬 | 0.05% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 18,324 | $100.6 萬 | 0.04% | +2,746+17.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,400 | $101.0 萬 | 0.01% | −71,526−79.5% | 減碼 |
| Allworth Financial LP | 18,459 | $101.3 萬 | 0.01% | +537+3.0% | 加碼 |
| Trust Asset Management LLC | 18,604 | $102.1 萬 | 0.11% | 00.0% | 不變 |
| Riverwater Partners LLC | 18,736 | $102.9 萬 | 0.93% | +2,234+13.5% | 加碼 |
| Rothschild Investment Corp | 18,901 | $103.8 萬 | 0.09% | +1,271+7.2% | 加碼 |
| Acadian Asset Management LLC | 19,006 | $104.2 萬 | 0.00% | +7,505+65.3% | 加碼 |
| Secure Asset Management, LLC | 18,993 | $104.3 萬 | 0.31% | −661−3.4% | 減碼 |
| Crystal Rock Capital Management | 19,000 | $104.3 萬 | 0.79% | +19,000 | 新進 |
| Ascent Wealth Partners, LLC | 19,169 | $105.2 萬 | 0.19% | −108−0.6% | 減碼 |
| Garner Asset Management Corp | 19,189 | $105.4 萬 | 0.63% | −1,699−8.1% | 減碼 |
| Old National Bancorp | 19,232 | $105.6 萬 | 0.03% | −144−0.7% | 減碼 |
| Copperleaf Capital, LLC | 19,238 | $105.6 萬 | 1.14% | −2,017−9.5% | 減碼 |
| Crescent Grove Advisors, LLC | 19,353 | $106.2 萬 | 0.13% | −1,841−8.7% | 減碼 |
| Franklin Street Advisors Inc | 19,432 | $106.7 萬 | 0.09% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 19,470 | $106.9 萬 | 0.14% | +13,627+233.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 19,504 | $107.1 萬 | 0.11% | −17−0.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 19,593 | $107.6 萬 | 0.14% | −697−3.4% | 減碼 |
| Avitas Wealth Management LLC | 19,682 | $108.1 萬 | 0.21% | −12,550−38.9% | 減碼 |
| Centaurus Financial, Inc. | 19,765 | $108.5 萬 | 0.09% | −2,486−11.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 20,236 | $108.7 萬 | 0.48% | +397+2.0% | 加碼 |
| Aspen Investment Management Inc | 19,921 | $109.3 萬 | 0.66% | −59−0.3% | 減碼 |
| Consolidated Portfolio Review Corp | 19,914 | $109.3 萬 | 0.27% | +339+1.7% | 加碼 |
| Wealth Alliance | 19,927 | $109.4 萬 | 0.17% | +2,453+14.0% | 加碼 |
| GTS Securities LLC | 19,939 | $109.5 萬 | 0.02% | +19,939 | 新進 |
| Hall Capital Management Co Inc | 19,950 | $109.5 萬 | 0.70% | +933+4.9% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $109.8 萬 | 0.01% | 00.0% | 不變 |
| WoodTrust Financial Corp | 20,016 | $109.8 萬 | 0.21% | +616+3.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 20,042 | $110.0 萬 | 0.11% | −661−3.2% | 減碼 |
| South Dakota Investment Council | 20,075 | $110.2 萬 | 0.03% | −1,200−5.6% | 減碼 |
| Moors & Cabot, Inc. | 20,158 | $110.7 萬 | 0.08% | −1,254−5.9% | 減碼 |
| GM Advisory Group, Inc. | 20,211 | $111.0 萬 | 0.09% | +9,700+92.3% | 加碼 |
| Dakota Wealth Management | 20,237 | $111.1 萬 | 0.05% | −3,678−15.4% | 減碼 |
| Ulland Investment Advisors, LLC | 20,307 | $111.5 萬 | 1.23% | +16,615+450.0% | 加碼 |
| Leavell Investment Management, Inc. | 20,333 | $111.6 萬 | 0.08% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 20,324 | $111.6 萬 | 0.03% | +20,324 | 新進 |
| Anchor Investment Management, LLC | 20,371 | $111.8 萬 | 0.15% | +883+4.5% | 加碼 |
| Lincoln National Corp | 20,483 | $112.5 萬 | 0.02% | −2,492−10.8% | 減碼 |
| Essex Savings Bank | 20,633 | $113.3 萬 | 0.38% | +404+2.0% | 加碼 |
| Tranquility Partners, LLC | 20,642 | $113.3 萬 | 0.49% | +1,756+9.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,680 | $113.5 萬 | 0.05% | −190−0.9% | 減碼 |
| Nations Financial Group Inc, | 20,745 | $113.9 萬 | 0.11% | +5,181+33.3% | 加碼 |
| Monetta Financial Services Inc | 20,800 | $114.2 萬 | 1.24% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 21,380 | $114.4 萬 | 0.16% | +1,100+5.4% | 加碼 |
| Hedges Asset Management LLC | 21,000 | $115.3 萬 | 1.01% | +3,000+16.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 21,032 | $115.5 萬 | 0.27% | +439+2.1% | 加碼 |
| AXS Investments LLC | 21,064 | $115.6 萬 | 0.30% | −1,525−6.8% | 減碼 |
| Integrated Investment Consultants, LLC | 21,201 | $116.4 萬 | 0.42% | +8,925+72.7% | 加碼 |
| Avantax Advisory Services, Inc. | 21,236 | $116.6 萬 | 0.01% | −5,829−21.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 21,270 | $116.8 萬 | 0.18% | +1,925+10.0% | 加碼 |
| Everence Capital Management Inc | 21,350 | $117.2 萬 | 0.09% | −2,240−9.5% | 減碼 |
| Birmingham Capital Management Co Inc | 21,425 | $117.6 萬 | 0.49% | +1,325+6.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 21,453 | $117.8 萬 | 0.09% | −565−2.6% | 減碼 |
| Donald L. Hagan, LLC | 21,487 | $118.0 萬 | 0.71% | +27+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 21,498 | $118.0 萬 | 0.02% | −2,542−10.6% | 減碼 |
| Belpointe Asset Management LLC | 21,516 | $118.1 萬 | 0.12% | −963−4.3% | 減碼 |
| Farther Finance Advisors, LLC | 21,572 | $118.4 萬 | 0.19% | +8,338+63.0% | 加碼 |
| Axxcess Wealth Management, LLC | 21,793 | $119.6 萬 | 0.04% | +13,329+157.5% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $119.9 萬 | 0.02% | 00.0% | 不變 |
| HM Payson & Co | 21,929 | $120.4 萬 | 0.03% | +851+4.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 22,199 | $121.9 萬 | 0.13% | −321−1.4% | 減碼 |
| RBF Capital, LLC | 22,500 | $123.5 萬 | 0.08% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 22,536 | $123.7 萬 | 0.26% | +7,597+50.9% | 加碼 |
| Granite Investment Partners, LLC | 22,541 | $123.8 萬 | 0.05% | −1,000−4.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 22,595 | $124.0 萬 | 0.04% | −1,052−4.4% | 減碼 |
| EPG Wealth Management LLC | 22,848 | $125.4 萬 | 0.38% | +2,796+13.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 22,887 | $125.6 萬 | 0.27% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 22,900 | $125.7 萬 | 1.19% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 22,904 | $125.7 萬 | 0.45% | +1,409+6.6% | 加碼 |
| FDx Advisors, Inc. | 22,969 | $126.1 萬 | 0.10% | −11,411−33.2% | 減碼 |
| Bank of Hawaii | 23,081 | $126.7 萬 | 0.07% | +200+0.9% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $127.2 萬 | 0.38% | 00.0% | 不變 |
| HB Wealth Management, LLC | 23,300 | $127.9 萬 | 0.02% | +823+3.7% | 加碼 |
| Chesley Taft & Associates LLC | 23,363 | $128.3 萬 | 0.08% | −245−1.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,372 | $128.3 萬 | 0.09% | −139−0.6% | 減碼 |
| Covey Capital Advisors, LLC | 23,426 | $128.6 萬 | 1.82% | −2,000−7.9% | 減碼 |
| Tealwood Asset Management Inc | 23,516 | $129.1 萬 | 0.66% | +6,706+39.9% | 加碼 |
| Tiaa Trust, National Association | 23,617 | $129.7 萬 | 0.00% | +23,617 | 新進 |
| James Investment Research Inc | 23,691 | $130.1 萬 | 0.17% | +5,706+31.7% | 加碼 |
| Independent Advisor Alliance | 23,889 | $131.1 萬 | 0.06% | −31,379−56.8% | 減碼 |
| Rossmore Private Capital | 23,894 | $131.2 萬 | 0.20% | −497−2.0% | 減碼 |
| Archford Capital Strategies, LLC | 23,943 | $131.4 萬 | 0.26% | +27+0.1% | 加碼 |
| CWM Advisors, LLC | 23,991 | $131.7 萬 | 0.17% | +6,831+39.8% | 加碼 |
| 1st Source Bank | 24,027 | $131.9 萬 | 0.09% | +361+1.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 24,068 | $132.1 萬 | 0.02% | −100.0% | 減碼 |
| HAP Trading, LLC | 24,102 | $132.3 萬 | 0.33% | +24,102 | 新進 |
| Cape Investment Advisory, Inc. | 24,239 | $133.1 萬 | 0.75% | +693+2.9% | 加碼 |
| Coastline Trust Co | 24,300 | $133.4 萬 | 0.20% | +9,825+67.9% | 加碼 |
| Carmel Capital Partners, LLC | 24,346 | $133.7 萬 | 0.60% | −1,337−5.2% | 減碼 |
| Continuum Advisory, LLC | 24,392 | $133.9 萬 | 0.21% | −710−2.8% | 減碼 |
| Magnetar Financial LLC | 24,453 | $134.2 萬 | 0.03% | −2,189−8.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 24,500 | $134.5 萬 | 0.13% | +1,844+8.1% | 加碼 |
| Kampmann Melissa S. | 24,530 | $134.7 萬 | 1.30% | +24,530 | 新進 |
| WT Wealth Management | 24,543 | $134.7 萬 | 0.58% | −28,184−53.5% | 減碼 |
| Empowered Funds, LLC | 24,563 | $134.9 萬 | 0.04% | +12,765+108.2% | 加碼 |
| Armstrong Henry H Associates Inc | 24,591 | $135.0 萬 | 0.15% | 00.0% | 不變 |