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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 57,268 | $314.4 萬 | 1.79% | +260+0.5% | 加碼 |
| Permanens Capital L.P. | 56,938 | $312.6 萬 | 0.53% | +2,270+4.2% | 加碼 |
| Intrinsic Value Partners, LLC | 56,606 | $310.8 萬 | 3.99% | +300+0.5% | 加碼 |
| Means Investment Co., Inc. | 56,558 | $310.5 萬 | 0.51% | +10,282+22.2% | 加碼 |
| Watchman Group, Inc. | 56,437 | $309.8 萬 | 1.32% | +18,941+50.5% | 加碼 |
| Montag A & Associates Inc | 56,255 | $308.8 萬 | 0.19% | +2,968+5.6% | 加碼 |
| Bridgecreek Investment Management, LLC | 55,775 | $306.2 萬 | 0.63% | −4,700−7.8% | 減碼 |
| Left Brain Wealth Management, LLC | 55,052 | $302.2 萬 | 1.88% | +31,011+129.0% | 加碼 |
| Moody National Bank Trust Division | 54,948 | $301.7 萬 | 0.19% | +16,865+44.3% | 加碼 |
| Prudential PLC | 54,855 | $301.2 萬 | 0.04% | −26,981−33.0% | 減碼 |
| Readystate Asset Management LP | 54,758 | $300.6 萬 | 0.25% | +54,758 | 新進 |
| Delta Capital Management LLC | 54,760 | $300.6 萬 | 2.25% | −1,050−1.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 54,526 | $299.3 萬 | 0.17% | +8,787+19.2% | 加碼 |
| Ascent Group, LLC | 55,268 | $299.3 萬 | 0.33% | +19,944+56.5% | 加碼 |
| Advisor Partners II, LLC | 54,453 | $298.9 萬 | 0.12% | +6,105+12.6% | 加碼 |
| Marathon Trading Investment Management LLC | 54,434 | $298.8 萬 | 2.29% | +46,884+621.0% | 加碼 |
| TCG Advisory Services, LLC | 54,430 | $298.8 萬 | 0.46% | +5,729+11.8% | 加碼 |
| Goelzer Investment Management, Inc. | 54,315 | $298.2 萬 | 0.21% | −1,314−2.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 54,100 | $297.0 萬 | 0.03% | −5,300−8.9% | 減碼 |
| Riverview Capital Advisers, LLC | 53,948 | $296.2 萬 | 1.31% | −53,934−50.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 53,822 | $295.5 萬 | 0.06% | +7,117+15.2% | 加碼 |
| Merit Financial Group, LLC | 53,544 | $294.0 萬 | 0.10% | +2,658+5.2% | 加碼 |
| Synovus Financial Corp | 53,529 | $293.9 萬 | 0.03% | +4,641+9.5% | 加碼 |
| SFMG, LLC | 53,468 | $293.5 萬 | 0.30% | +3,633+7.3% | 加碼 |
| Cullinan Associates Inc | 53,400 | $293.2 萬 | 0.17% | −500−0.9% | 減碼 |
| Caas Capital Management LP | 53,306 | $292.6 萬 | 0.65% | +53,306 | 新進 |
| Stanley-Laman Group, Ltd. | 52,988 | $290.9 萬 | 0.50% | −2,194−4.0% | 減碼 |
| Harrington Investments, INC | 52,967 | $290.8 萬 | 2.00% | +690+1.3% | 加碼 |
| Hixon Zuercher, LLC | 52,852 | $290.2 萬 | 1.52% | +876+1.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 52,344 | $287.4 萬 | 0.22% | −1,002−1.9% | 減碼 |
| JB Capital LLC | 52,268 | $287.0 萬 | 0.24% | −16,882−24.4% | 減碼 |
| East Coast Asset Management, LLC. | 52,267 | $286.9 萬 | 1.30% | −79−0.2% | 減碼 |
| Little House Capital LLC | 51,769 | $284.2 萬 | 1.17% | +12,479+31.8% | 加碼 |
| Vontobel Holding Ltd. | 51,627 | $283.4 萬 | 0.03% | −220.0% | 減碼 |
| Principle Wealth Partners LLC | 51,612 | $283.3 萬 | 0.28% | +146+0.3% | 加碼 |
| Buckingham Capital Management, Inc. | 51,119 | $280.6 萬 | 0.43% | −2,738−5.1% | 減碼 |
| Colonial Trust Advisors | 50,831 | $279.1 萬 | 0.32% | +4,066+8.7% | 加碼 |
| Malaga Cove Capital, LLC | 50,706 | $278.4 萬 | 1.29% | +1,737+3.5% | 加碼 |
| Compass Wealth Management LLC | 50,191 | $275.5 萬 | 0.87% | −3,860−7.1% | 減碼 |
| Empirical Finance, LLC | 50,095 | $275.0 萬 | 0.20% | +5,245+11.7% | 加碼 |
| Long Focus Capital Management, LLC | 50,000 | $274.5 萬 | 0.39% | +25,000+100.0% | 加碼 |
| William Allan, LLC | 49,922 | $274.1 萬 | 2.17% | −2,454−4.7% | 減碼 |
| American Trust Investment Advisors, LLC | 49,744 | $273.1 萬 | 1.51% | +2,104+4.4% | 加碼 |
| Gill Capital Partners, LLC | 49,709 | $272.9 萬 | 1.21% | +190.0% | 加碼 |
| First American Bank | 49,477 | $271.6 萬 | 0.25% | −1,597−3.1% | 減碼 |
| SOL Capital Management CO | 49,316 | $270.7 萬 | 0.42% | +800+1.6% | 加碼 |
| Parallel Advisors, LLC | 48,730 | $267.5 萬 | 0.09% | −8,511−14.9% | 減碼 |
| IFP Advisors, Inc | 48,713 | $267.4 萬 | 0.12% | +20,745+74.2% | 加碼 |
| Hohimer Wealth Management, LLC | 48,504 | $266.3 萬 | 0.76% | −706−1.4% | 減碼 |
| Marietta Wealth Management, LLC | 48,348 | $265.4 萬 | 0.53% | −3,425−6.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 48,000 | $263.5 萬 | 0.92% | +48,000 | 新進 |
| Brown Brothers Harriman & Co | 47,855 | $262.7 萬 | 0.02% | +29,263+157.4% | 加碼 |
| Graham Capital Management, L.P. | 47,653 | $261.6 萬 | 0.08% | −126,050−72.6% | 減碼 |
| Herbst Group, LLC | 47,350 | $260.0 萬 | 1.86% | +1,300+2.8% | 加碼 |
| Stonebridge Capital Advisors LLC | 47,278 | $259.6 萬 | 0.29% | −1,305−2.7% | 減碼 |
| Southeast Asset Advisors Inc. | 47,258 | $259.4 萬 | 0.36% | +1,250+2.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 47,161 | $258.9 萬 | 0.04% | +12,197+34.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 46,935 | $257.7 萬 | 0.07% | +58+0.1% | 加碼 |
| Motley Fool Asset Management LLC | 46,929 | $257.6 萬 | 0.21% | +3,493+8.0% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 46,921 | $257.6 萬 | 0.58% | 00.0% | 不變 |
| GPM Growth Investors, Inc. | 46,730 | $256.5 萬 | 1.34% | −928−1.9% | 減碼 |
| Skylands Capital, LLC | 46,600 | $255.8 萬 | 0.39% | +20,850+81.0% | 加碼 |
| Connable Office Inc | 46,525 | $255.4 萬 | 0.35% | +79+0.2% | 加碼 |
| PFG Advisors | 46,034 | $252.7 萬 | 0.23% | −2,503−5.2% | 減碼 |
| Sterling Investment Management, Inc. | 45,883 | $251.9 萬 | 2.24% | −1,044−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 45,768 | $251.3 萬 | 0.11% | +781+1.7% | 加碼 |
| Harfst & Associates, Inc. | 45,576 | $250.2 萬 | 0.70% | +861+1.9% | 加碼 |
| World Equity Group, Inc. | 45,546 | $250.1 萬 | 0.52% | +22,673+99.1% | 加碼 |
| Courier Capital LLC | 45,378 | $249.1 萬 | 0.21% | +264+0.6% | 加碼 |
| Americana Partners, LLC | 45,627 | $249.1 萬 | 0.27% | −11,818−20.6% | 減碼 |
| One River Asset Management, LLC | 45,650 | $248.4 萬 | 1.16% | +29,713+186.4% | 加碼 |
| Bleakley Financial Group, LLC | 45,043 | $247.3 萬 | 0.09% | −1,917−4.1% | 減碼 |
| Sawtooth Solutions, LLC | 45,043 | $247.3 萬 | 0.08% | −1,370−3.0% | 減碼 |
| Capital Research Global Investors | 44,766 | $245.8 萬 | 0.00% | 00.0% | 不變 |
| Pettee Investors, Inc. | 44,687 | $245.3 萬 | 1.17% | +140+0.3% | 加碼 |
| Baxter Bros Inc | 44,671 | $245.2 萬 | 0.37% | −2,100−4.5% | 減碼 |
| Horan Capital Advisors, LLC. | 43,977 | $241.4 萬 | 0.97% | −1,090−2.4% | 減碼 |
| Bryn Mawr Trust Co | 43,945 | $241.3 萬 | 0.11% | +570+1.3% | 加碼 |
| Illinois Municipal Retirement Fund | 43,850 | $240.7 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 43,807 | $240.5 萬 | 0.04% | +487+1.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 43,437 | $238.5 萬 | 0.06% | −157,869−78.4% | 減碼 |
| Chatham Capital Group, Inc. | 43,365 | $238.1 萬 | 0.53% | +1,490+3.6% | 加碼 |
| Annandale Capital, LLC | 43,270 | $237.6 萬 | 0.71% | +8,638+24.9% | 加碼 |
| Wright Investors Service Inc | 43,163 | $237.0 萬 | 0.69% | +20,816+93.1% | 加碼 |
| Birch Capital Management, LLC | 43,123 | $236.7 萬 | 1.50% | +725+1.7% | 加碼 |
| Stephens Inc | 43,067 | $236.4 萬 | 0.05% | −13,979−24.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 42,917 | $235.6 萬 | 0.06% | +2,519+6.2% | 加碼 |
| Sculati Wealth Management, LLC | 42,806 | $235.0 萬 | 1.20% | +620+1.5% | 加碼 |
| Vinva Investment Management Ltd | 43,072 | $235.0 萬 | 0.22% | +293+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 42,504 | $233.3 萬 | 0.23% | −8,739−17.1% | 減碼 |
| Two Sigma Securities, LLC | 42,490 | $233.3 萬 | 0.11% | +42,490 | 新進 |
| Pine Haven Investment Counsel, Inc | 42,412 | $232.8 萬 | 2.42% | −242−0.6% | 減碼 |
| Virtu Financial LLC | 42,376 | $232.6 萬 | 0.23% | +20,948+97.8% | 加碼 |
| Webster Bank, N. A. | 42,287 | $232.2 萬 | 0.31% | −1,149−2.6% | 減碼 |
| Venture Visionary Partners LLC | 41,807 | $229.5 萬 | 0.14% | +3,623+9.5% | 加碼 |
| Red Spruce Capital, LLC | 41,683 | $228.8 萬 | 1.30% | −100.0% | 減碼 |
| Coombe, Bender & Co LLC | 41,489 | $227.8 萬 | 1.71% | +1,642+4.1% | 加碼 |
| Colony Group LLC | 41,278 | $226.6 萬 | 0.03% | +1,603+4.0% | 加碼 |
| Voya Financial Advisors, Inc. | 41,267 | $225.1 萬 | 0.28% | +1,805+4.6% | 加碼 |
| Semmax Financial Advisors Inc. | 41,519 | $225.1 萬 | 0.90% | +41,519 | 新進 |