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 |
|---|---|---|---|---|---|
| Neumann Capital Management, LLC | 14,835 | $81.4 萬 | 0.36% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 14,753 | $81.0 萬 | 0.26% | +796+5.7% | 加碼 |
| Uncommon Cents Investing LLC | 14,697 | $80.7 萬 | 0.30% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 15,063 | $80.5 萬 | 0.90% | +150+1.0% | 加碼 |
| Ballentine Partners, LLC | 14,601 | $80.2 萬 | 0.02% | +37+0.3% | 加碼 |
| Citizens & Northern Corp | 14,519 | $79.7 萬 | 0.32% | +253+1.8% | 加碼 |
| Nicolet Bankshares Inc | 14,499 | $79.6 萬 | 0.24% | −3,843−21.0% | 減碼 |
| Insigneo Advisory Services, LLC | 14,393 | $79.0 萬 | 0.16% | −773−5.1% | 減碼 |
| First Financial Corp | 14,390 | $79.0 萬 | 0.46% | +73+0.5% | 加碼 |
| Cidel Asset Management Inc | 14,300 | $78.5 萬 | 0.04% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 14,348 | $78.5 萬 | 0.03% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 14,223 | $78.1 萬 | 0.06% | +1,297+10.0% | 加碼 |
| Smith, Moore & Co. | 14,063 | $77.2 萬 | 0.10% | −609−4.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,041 | $77.1 萬 | 0.04% | +679+5.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 13,575 | $76.9 萬 | 0.18% | −601−4.2% | 減碼 |
| Avalon Trust Co | 14,000 | $76.9 萬 | 0.08% | −3,000−17.6% | 減碼 |
| Operose Advisors LLC | 13,977 | $76.7 萬 | 0.30% | +437+3.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 13,979 | $76.7 萬 | 0.08% | +13,979 | 新進 |
| Panoramic Investment Advisors, LLC | 13,915 | $76.4 萬 | 0.70% | +13,915 | 新進 |
| Resources Investment Advisors, LLC. | 13,880 | $76.2 萬 | 0.02% | +108+0.8% | 加碼 |
| IMS Capital Management | 13,880 | $76.2 萬 | 0.45% | +225+1.6% | 加碼 |
| Bokf, NA | 14,629 | $76.1 萬 | 0.02% | +5,385+58.3% | 加碼 |
| Coldstream Capital Management Inc | 13,865 | $76.1 萬 | 0.02% | +1,268+10.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 13,852 | $76.0 萬 | 0.30% | +228+1.7% | 加碼 |
| Krilogy Financial LLC | 13,705 | $75.2 萬 | 0.07% | −3,566−20.6% | 減碼 |
| Thomasville National Bank | 13,699 | $75.2 萬 | 0.07% | −7,381−35.0% | 減碼 |
| Professional Financial Advisors, LLC | 13,689 | $75.2 萬 | 0.34% | +335+2.5% | 加碼 |
| United Community Bank | 13,640 | $74.9 萬 | 0.37% | +2,850+26.4% | 加碼 |
| Brown Capital Management LLC | 13,626 | $74.8 萬 | 0.01% | −1,490−9.9% | 減碼 |
| Ritholtz Wealth Management | 13,596 | $74.6 萬 | 0.03% | +6,121+81.9% | 加碼 |
| Meeder Advisory Services, Inc. | 13,552 | $74.4 萬 | 0.09% | −2,179−13.9% | 減碼 |
| Intrust Bank NA | 13,534 | $74.3 萬 | 0.09% | −76−0.6% | 減碼 |
| Meridian Wealth Management, LLC | 13,470 | $73.9 萬 | 0.05% | +7,034+109.3% | 加碼 |
| V-Square Quantitative Management LLC | 13,394 | $73.5 萬 | 0.32% | +4,511+50.8% | 加碼 |
| Checchi Capital Advisers, LLC | 13,378 | $73.4 萬 | 0.07% | −327−2.4% | 減碼 |
| Forum Financial Management, LP | 13,355 | $73.3 萬 | 0.02% | +200+1.5% | 加碼 |
| Proffitt & Goodson Inc | 13,353 | $73.3 萬 | 0.15% | +43+0.3% | 加碼 |
| Hardy Reed LLC | 13,310 | $73.1 萬 | 0.13% | −144−1.1% | 減碼 |
| Summit Asset Management, LLC | 13,264 | $72.8 萬 | 0.20% | 00.0% | 不變 |
| Monte Financial Group, LLC | 13,253 | $72.8 萬 | 0.37% | −474−3.5% | 減碼 |
| Prospera Financial Services Inc | 13,227 | $72.7 萬 | 0.03% | −850−6.0% | 減碼 |
| David Loasby | 14,132 | $72.7 萬 | 0.08% | +2,144+17.9% | 加碼 |
| Novare Capital Management LLC | 13,104 | $71.9 萬 | 0.08% | −715−5.2% | 減碼 |
| Greenline Partners, LLC | 13,022 | $71.5 萬 | 0.13% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $71.4 萬 | 0.47% | −488−3.6% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 12,952 | $71.1 萬 | 0.06% | −1,722−11.7% | 減碼 |
| Trustmark National Bank Trust Department | 12,949 | $71.1 萬 | 0.07% | −168−1.3% | 減碼 |
| Oder Investment Management, LLC | 12,851 | $70.6 萬 | 0.76% | +213+1.7% | 加碼 |
| Stokes Family Office, LLC | 12,821 | $70.4 萬 | 0.08% | −205−1.6% | 減碼 |
| Hamel Associates, Inc. | 12,795 | $70.2 萬 | 0.26% | 00.0% | 不變 |
| Clarius Group, LLC | 12,788 | $70.2 萬 | 0.07% | −1,348−9.5% | 減碼 |
| Strategic Investment Solutions, Inc. | 11,526 | $70.2 萬 | 0.01% | +11,324+5,605.9% | 加碼 |
| Diversified Trust Co | 12,778 | $70.2 萬 | 0.03% | +2,149+20.2% | 加碼 |
| Jefferies Financial Group Inc. | 12,772 | $70.1 萬 | 0.02% | +12,772 | 新進 |
| Wolf Group Capital Advisors | 12,744 | $70.0 萬 | 0.33% | +12,744 | 新進 |
| Paragon Advisors, LLC | 12,734 | $69.9 萬 | 0.29% | −4,543−26.3% | 減碼 |
| Lebenthal Global Advisors, LLC | 12,732 | $69.9 萬 | 0.21% | +1,613+14.5% | 加碼 |
| Golden State Equity Partners | 12,728 | $69.9 萬 | 0.19% | −10,081−44.2% | 減碼 |
| Gemmer Asset Management LLC | 12,718 | $69.8 萬 | 0.09% | +24+0.2% | 加碼 |
| United Capital Financial Advisers, LLC | 12,698 | $69.7 萬 | 0.00% | −3,046−19.3% | 減碼 |
| Lake Street Advisors Group, LLC | 12,634 | $69.4 萬 | 0.04% | −4,182−24.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 12,638 | $69.4 萬 | 0.09% | −1,000−7.3% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $69.2 萬 | 0.17% | 00.0% | 不變 |
| Viawealth, LLC | 12,554 | $68.9 萬 | 0.51% | +1,572+14.3% | 加碼 |
| Shaolin Capital Management LLC | 12,500 | $68.6 萬 | 0.02% | +12,500 | 新進 |
| Zimmermann Investment Management & Planning LLC | 12,296 | $67.5 萬 | 0.32% | +1,160+10.4% | 加碼 |
| Peak Planning Group, LLC | 12,197 | $67.0 萬 | 0.52% | +1,094+9.9% | 加碼 |
| Sage Rhino Capital LLC | 12,110 | $66.5 萬 | 0.19% | +2,989+32.8% | 加碼 |
| Qsemble Capital Management, LP | 12,100 | $66.4 萬 | 0.12% | +12,100 | 新進 |
| MBM Wealth Consultants, LLC | 12,858 | $66.0 萬 | 0.29% | +3,517+37.7% | 加碼 |
| Intact Investment Management Inc. | 12,000 | $65.9 萬 | 0.03% | −4,000−25.0% | 減碼 |
| Advisor OS, LLC | 11,969 | $65.7 萬 | 0.10% | +1,668+16.2% | 加碼 |
| Derbend Asset Management | 11,939 | $65.5 萬 | 0.45% | +39+0.3% | 加碼 |
| Citizens National Bank Trust Department | 11,920 | $65.4 萬 | 0.18% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 11,879 | $65.2 萬 | 0.04% | −347−2.8% | 減碼 |
| Independence Bank of Kentucky | 11,875 | $65.2 萬 | 0.28% | +550+4.9% | 加碼 |
| Mutual Advisors, LLC | 11,789 | $64.7 萬 | 0.03% | −1,422−10.8% | 減碼 |
| Redmont Wealth Advisors LLC | 11,743 | $64.5 萬 | 1.13% | +2,113+21.9% | 加碼 |
| Powell Investment Advisors, LLC | 11,738 | $64.4 萬 | 0.39% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 11,707 | $64.3 萬 | 0.03% | +428+3.8% | 加碼 |
| Mitchell Sinkler & Starr | 11,606 | $63.7 萬 | 0.20% | +1,425+14.0% | 加碼 |
| Platform Technology Partners | 11,551 | $63.4 萬 | 0.30% | −299−2.5% | 減碼 |
| Lipe & Dalton | 11,532 | $63.3 萬 | 0.38% | +7,732+203.5% | 加碼 |
| Northcape Wealth Management, LLC | 11,482 | $63.0 萬 | 0.24% | 00.0% | 不變 |
| Cynosure Management, LLC | 11,472 | $63.0 萬 | 0.19% | +206+1.8% | 加碼 |
| Lodestone Wealth Management LLC | 11,459 | $62.9 萬 | 0.44% | +123+1.1% | 加碼 |
| Modus Advisors, LLC | 11,452 | $62.9 萬 | 0.27% | +2,208+23.9% | 加碼 |
| Unio Capital LLC | 11,385 | $62.5 萬 | 0.34% | −1,980−14.8% | 減碼 |
| FineMark National Bank & Trust | 11,324 | $62.2 萬 | 0.03% | −395−3.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 11,305 | $62.1 萬 | 0.10% | −424−3.6% | 減碼 |
| Navalign, LLC | 11,236 | $61.7 萬 | 0.23% | +162+1.5% | 加碼 |
| Comerica Securities,inc. | 11,222 | $61.6 萬 | 0.05% | −15,231−57.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,184 | $61.4 萬 | 0.21% | +85+0.8% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 11,174 | $61.3 萬 | 0.22% | +744+7.1% | 加碼 |
| Ambassador Advisors, LLC | 11,325 | $61.1 萬 | 0.15% | −17−0.1% | 減碼 |
| Washburn Capital Management, Inc. | 11,114 | $61.0 萬 | 0.52% | +650+6.2% | 加碼 |
| Matisse Capital | 11,080 | $60.8 萬 | 0.43% | −65−0.6% | 減碼 |
| Drive Wealth Management, LLC | 11,050 | $60.7 萬 | 0.22% | +1,488+15.6% | 加碼 |
| Keystone Financial Services | 10,984 | $60.3 萬 | 0.32% | +1,982+22.0% | 加碼 |
| Crumly & Associates Inc. | 10,978 | $60.3 萬 | 0.24% | −285−2.5% | 減碼 |