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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 20,324 | $111.6 萬 | 0.03% | +20,324 | 新進 |
| Ulland Investment Advisors, LLC | 20,307 | $111.5 萬 | 1.23% | +16,615+450.0% | 加碼 |
| Dakota Wealth Management | 20,237 | $111.1 萬 | 0.05% | −3,678−15.4% | 減碼 |
| GM Advisory Group, Inc. | 20,211 | $111.0 萬 | 0.09% | +9,700+92.3% | 加碼 |
| Moors & Cabot, Inc. | 20,158 | $110.7 萬 | 0.08% | −1,254−5.9% | 減碼 |
| South Dakota Investment Council | 20,075 | $110.2 萬 | 0.03% | −1,200−5.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 20,042 | $110.0 萬 | 0.11% | −661−3.2% | 減碼 |
| 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 |
| Hall Capital Management Co Inc | 19,950 | $109.5 萬 | 0.70% | +933+4.9% | 加碼 |
| GTS Securities LLC | 19,939 | $109.5 萬 | 0.02% | +19,939 | 新進 |
| Wealth Alliance | 19,927 | $109.4 萬 | 0.17% | +2,453+14.0% | 加碼 |
| Consolidated Portfolio Review Corp | 19,914 | $109.3 萬 | 0.27% | +339+1.7% | 加碼 |
| Aspen Investment Management Inc | 19,921 | $109.3 萬 | 0.66% | −59−0.3% | 減碼 |
| Roberts Wealth Advisors, LLC | 20,236 | $108.7 萬 | 0.48% | +397+2.0% | 加碼 |
| Centaurus Financial, Inc. | 19,765 | $108.5 萬 | 0.09% | −2,486−11.2% | 減碼 |
| Avitas Wealth Management LLC | 19,682 | $108.1 萬 | 0.21% | −12,550−38.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 19,593 | $107.6 萬 | 0.14% | −697−3.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 19,504 | $107.1 萬 | 0.11% | −17−0.1% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 19,470 | $106.9 萬 | 0.14% | +13,627+233.2% | 加碼 |
| Franklin Street Advisors Inc | 19,432 | $106.7 萬 | 0.09% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 19,353 | $106.2 萬 | 0.13% | −1,841−8.7% | 減碼 |
| Copperleaf Capital, LLC | 19,238 | $105.6 萬 | 1.14% | −2,017−9.5% | 減碼 |
| Old National Bancorp | 19,232 | $105.6 萬 | 0.03% | −144−0.7% | 減碼 |
| Garner Asset Management Corp | 19,189 | $105.4 萬 | 0.63% | −1,699−8.1% | 減碼 |
| Ascent Wealth Partners, LLC | 19,169 | $105.2 萬 | 0.19% | −108−0.6% | 減碼 |
| Crystal Rock Capital Management | 19,000 | $104.3 萬 | 0.79% | +19,000 | 新進 |
| Secure Asset Management, LLC | 18,993 | $104.3 萬 | 0.31% | −661−3.4% | 減碼 |
| Acadian Asset Management LLC | 19,006 | $104.2 萬 | 0.00% | +7,505+65.3% | 加碼 |
| Rothschild Investment Corp | 18,901 | $103.8 萬 | 0.09% | +1,271+7.2% | 加碼 |
| Riverwater Partners LLC | 18,736 | $102.9 萬 | 0.93% | +2,234+13.5% | 加碼 |
| Trust Asset Management LLC | 18,604 | $102.1 萬 | 0.11% | 00.0% | 不變 |
| Allworth Financial LP | 18,459 | $101.3 萬 | 0.01% | +537+3.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,400 | $101.0 萬 | 0.01% | −71,526−79.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 18,324 | $100.6 萬 | 0.04% | +2,746+17.6% | 加碼 |
| Texas Yale Capital Corp. | 18,300 | $100.5 萬 | 0.05% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 18,075 | $99.2 萬 | 0.05% | −1,384−7.1% | 減碼 |
| BIP Wealth, LLC | 18,061 | $99.2 萬 | 0.09% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 18,047 | $99.1 萬 | 0.41% | −2,139−10.6% | 減碼 |
| Leonteq Securities AG | 18,019 | $98.9 萬 | 0.10% | −4,854−21.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,991 | $98.8 萬 | 0.33% | −735−3.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 17,986 | $98.7 萬 | 0.02% | −514−2.8% | 減碼 |
| Summit Financial, LLC | 17,816 | $97.8 萬 | 0.07% | +11,372+176.5% | 加碼 |
| Montecito Bank & Trust | 17,802 | $97.7 萬 | 0.23% | +1,324+8.0% | 加碼 |
| Vident Advisory, LLC | 17,755 | $97.5 萬 | 0.03% | +17,755 | 新進 |
| InTrack Investment Management Inc | 17,687 | $97.1 萬 | 0.85% | −6,545−27.0% | 減碼 |
| Wedbush Securities Inc | 17,687 | $97.1 萬 | 0.05% | −452−2.5% | 減碼 |
| Global Retirement Partners, LLC | 18,885 | $97.1 萬 | 0.05% | −244−1.3% | 減碼 |
| Jeppson Wealth Management, LLC | 17,661 | $97.0 萬 | 0.44% | +1,393+8.6% | 加碼 |
| Lindbrook Capital, LLC | 17,648 | $96.9 萬 | 0.11% | +659+3.9% | 加碼 |
| RiverPark Advisors, LLC | 17,597 | $96.6 萬 | 0.87% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 17,594 | $96.6 萬 | 0.03% | −243−1.4% | 減碼 |
| Spire Wealth Management | 17,585 | $96.5 萬 | 0.04% | +2,158+14.0% | 加碼 |
| KLK Capital Management LLC | 17,584 | $96.5 萬 | 1.29% | −612−3.4% | 減碼 |
| Leisure Capital Management | 17,430 | $95.7 萬 | 0.55% | −554−3.1% | 減碼 |
| Centiva Capital, LP | 17,407 | $95.6 萬 | 0.05% | +5,532+46.6% | 加碼 |
| Patten & Patten Inc | 17,375 | $95.4 萬 | 0.08% | +7,980+84.9% | 加碼 |
| Signet Investment Advisory Group, Inc. | 17,254 | $94.7 萬 | 0.63% | +939+5.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,161 | $94.2 萬 | 0.04% | −465−2.6% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,068 | $93.7 萬 | 0.25% | 00.0% | 不變 |
| Caldwell Trust Co | 16,998 | $93.3 萬 | 0.13% | +673+4.1% | 加碼 |
| Profund Advisors LLC | 16,988 | $93.3 萬 | 0.05% | −786−4.4% | 減碼 |
| Delphi Management Inc | 16,848 | $92.5 萬 | 0.95% | +1,075+6.8% | 加碼 |
| Worm Capital, LLC | 16,841 | $92.5 萬 | 0.91% | +1,173+7.5% | 加碼 |
| Nikulski Financial, Inc. | 16,815 | $92.3 萬 | 0.38% | +16,815 | 新進 |
| Dana Investment Advisors, Inc. | 16,795 | $92.2 萬 | 0.05% | +12,976+339.8% | 加碼 |
| NBC Securities, Inc. | 16,559 | $90.9 萬 | 0.10% | +16,559 | 新進 |
| TLWM | 16,531 | $90.8 萬 | 0.24% | +554+3.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 16,530 | $90.7 萬 | 0.12% | +1,294+8.5% | 加碼 |
| Avondale Wealth Management | 16,500 | $90.6 萬 | 0.79% | −1,000−5.7% | 減碼 |
| Duff & Phelps Investment Management Co | 16,424 | $90.2 萬 | 0.01% | −156−0.9% | 減碼 |
| Davis R M Inc | 16,233 | $89.1 萬 | 0.02% | −119−0.7% | 減碼 |
| Elmwood Wealth Management, Inc. | 16,145 | $88.6 萬 | 0.43% | +750+4.9% | 加碼 |
| Columbia Asset Management | 16,121 | $88.5 萬 | 0.20% | +4,425+37.8% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 16,502 | $88.4 萬 | 0.70% | −618−3.6% | 減碼 |
| Quadrant Capital Group LLC | 16,063 | $88.2 萬 | 0.09% | +646+4.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 16,024 | $88.0 萬 | 0.11% | −473−2.9% | 減碼 |
| Cigna Investments Inc | 15,927 | $87.4 萬 | 0.20% | −1,954−10.9% | 減碼 |
| Nilsine Partners, LLC | 15,919 | $87.4 萬 | 0.13% | −814−4.9% | 減碼 |
| Numerai GP LLC | 15,863 | $87.1 萬 | 0.29% | 00.0% | 不變 |
| Hills Bank & Trust Co | 15,767 | $86.6 萬 | 0.10% | +1,301+9.0% | 加碼 |
| Balboa Wealth Partners | 15,699 | $86.2 萬 | 0.32% | +5,582+55.2% | 加碼 |
| RMR Wealth Builders | 15,599 | $85.6 萬 | 0.14% | +8,132+108.9% | 加碼 |
| NEOS Investment Management LLC | 15,592 | $85.6 萬 | 0.11% | +15,592 | 新進 |
| Cutler Group LP | 15,598 | $85.6 萬 | 0.14% | +10,171+187.4% | 加碼 |
| Curi Capital | 15,571 | $85.5 萬 | 0.13% | +15,571 | 新進 |
| Burns Matteson Capital Management, LLC | 15,541 | $85.3 萬 | 0.54% | +48+0.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 15,525 | $85.2 萬 | 0.39% | +3,375+27.8% | 加碼 |
| Koshinski Asset Management, Inc. | 15,363 | $84.3 萬 | 0.10% | −1,559−9.2% | 減碼 |
| JNBA Financial Advisors | 15,345 | $84.2 萬 | 0.11% | −60−0.4% | 減碼 |
| Fruth Investment Management | 15,329 | $84.1 萬 | 0.25% | −100−0.6% | 減碼 |
| Stableford Capital II LLC | 16,265 | $83.7 萬 | 0.39% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 15,152 | $83.2 萬 | 0.60% | +1,544+11.3% | 加碼 |
| Zullo Investment Group, Inc. | 15,102 | $82.9 萬 | 0.49% | +3,045+25.3% | 加碼 |
| Anson Funds Management LP | 15,000 | $82.3 萬 | 0.27% | −25,000−62.5% | 減碼 |
| Gabelli Funds LLC | 15,000 | $82.3 萬 | 0.01% | −19,500−56.5% | 減碼 |
| Parkside Investments, LLC | 15,000 | $82.3 萬 | 0.15% | −7,413−33.1% | 減碼 |
| Emfo, LLC | 15,000 | $82.3 萬 | 0.78% | +5,000+50.0% | 加碼 |
| Howard Financial Services, Ltd. | 14,992 | $82.3 萬 | 0.19% | −1,251−7.7% | 減碼 |
| LMR Partners LLP | 14,904 | $81.8 萬 | 0.02% | +14,904 | 新進 |