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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 28,409 | $156.0 萬 | 0.04% | −138−0.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 28,386 | $155.8 萬 | 0.65% | +6,639+30.5% | 加碼 |
| Cetera Advisors LLC | 28,320 | $155.5 萬 | 0.02% | −1,321−4.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 27,956 | $153.5 萬 | 0.06% | −775−2.7% | 減碼 |
| WealthShield Partners, LLC | 27,945 | $153.4 萬 | 0.23% | +27,945 | 新進 |
| EP Wealth Advisors, LLC | 27,921 | $153.3 萬 | 0.02% | +3,787+15.7% | 加碼 |
| Riverpark Capital Management LLC | 27,830 | $152.8 萬 | 2.77% | 00.0% | 不變 |
| Baader Bank INC | 27,784 | $152.5 萬 | 0.14% | −5,112−15.5% | 減碼 |
| MidWestOne Financial Group, Inc. | 27,768 | $152.4 萬 | 0.35% | +4,403+18.8% | 加碼 |
| Quantinno Capital Management LP | 27,703 | $152.1 萬 | 0.07% | +6,128+28.4% | 加碼 |
| Bard Financial Services, Inc. | 27,500 | $151.0 萬 | 0.19% | +3,025+12.4% | 加碼 |
| Delta Investment Management, LLC | 27,404 | $150.4 萬 | 0.42% | −3,020−9.9% | 減碼 |
| Retireful, LLC | 27,390 | $150.4 萬 | 0.72% | +27,390 | 新進 |
| WealthPLAN Partners, LLC | 26,553 | $145.8 萬 | 0.17% | +7,678+40.7% | 加碼 |
| Mizuho Markets Cayman LP | 26,536 | $145.7 萬 | 0.65% | +3,425+14.8% | 加碼 |
| HBK Sorce Advisory LLC | 26,386 | $144.9 萬 | 0.06% | +796+3.1% | 加碼 |
| Verition Fund Management LLC | 26,362 | $144.7 萬 | 0.02% | +5,375+25.6% | 加碼 |
| Johnson Financial Group, Inc. | 26,293 | $144.3 萬 | 0.10% | −256−1.0% | 減碼 |
| Signaturefd, LLC | 26,263 | $144.2 萬 | 0.04% | +1,474+5.9% | 加碼 |
| Titleist Asset Management, LLC | 26,191 | $143.8 萬 | 0.30% | −11,605−30.7% | 減碼 |
| Palisade Asset Management, LLC | 26,088 | $143.2 萬 | 0.17% | +163+0.6% | 加碼 |
| Gotham Asset Management, LLC | 26,020 | $142.8 萬 | 0.03% | −172−0.7% | 減碼 |
| Panagora Asset Management Inc | 26,010 | $142.8 萬 | 0.01% | +16+0.1% | 加碼 |
| Aspiriant, LLC | 26,005 | $142.8 萬 | 0.07% | +294+1.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 25,696 | $141.1 萬 | 1.02% | +1,108+4.5% | 加碼 |
| Regions Financial Corp | 25,665 | $140.9 萬 | 0.01% | +1,884+7.9% | 加碼 |
| Bollard Group LLC | 25,626 | $140.7 萬 | 0.05% | +10.0% | 加碼 |
| Kinneret Advisory, LLC | 25,614 | $140.6 萬 | 0.17% | −15−0.1% | 減碼 |
| Salem Investment Counselors Inc | 25,559 | $140.3 萬 | 0.05% | −20−0.1% | 減碼 |
| Altfest L J & Co Inc | 25,446 | $139.7 萬 | 0.22% | −466−1.8% | 減碼 |
| Diversified Investment Strategies, LLC | 25,312 | $139.0 萬 | 1.05% | +425+1.7% | 加碼 |
| Baker Avenue Asset Management, LP | 25,082 | $137.7 萬 | 0.07% | +20,749+478.9% | 加碼 |
| Waycross Partners, LLC | 25,000 | $137.3 萬 | 0.30% | −1,800−6.7% | 減碼 |
| Platinum Investment Management Ltd | 25,000 | $137.3 萬 | 0.05% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 25,000 | $137.3 萬 | 0.21% | 00.0% | 不變 |
| Iat Reinsurance Co Ltd. | 25,000 | $137.3 萬 | 0.27% | 00.0% | 不變 |
| HF Advisory Group, LLC | 24,257 | $136.8 萬 | 1.01% | +5,303+28.0% | 加碼 |
| Veriti Management LLC | 24,839 | $136.4 萬 | 0.16% | +1,823+7.9% | 加碼 |
| Park Avenue Securities LLC | 24,621 | $135.2 萬 | 0.02% | +565+2.3% | 加碼 |
| Armstrong Henry H Associates Inc | 24,591 | $135.0 萬 | 0.15% | 00.0% | 不變 |
| Empowered Funds, LLC | 24,563 | $134.9 萬 | 0.04% | +12,765+108.2% | 加碼 |
| WT Wealth Management | 24,543 | $134.7 萬 | 0.58% | −28,184−53.5% | 減碼 |
| Kampmann Melissa S. | 24,530 | $134.7 萬 | 1.30% | +24,530 | 新進 |
| Capital Investment Advisory Services, LLC | 24,500 | $134.5 萬 | 0.13% | +1,844+8.1% | 加碼 |
| Magnetar Financial LLC | 24,453 | $134.2 萬 | 0.03% | −2,189−8.2% | 減碼 |
| Continuum Advisory, LLC | 24,392 | $133.9 萬 | 0.21% | −710−2.8% | 減碼 |
| Carmel Capital Partners, LLC | 24,346 | $133.7 萬 | 0.60% | −1,337−5.2% | 減碼 |
| Coastline Trust Co | 24,300 | $133.4 萬 | 0.20% | +9,825+67.9% | 加碼 |
| Cape Investment Advisory, Inc. | 24,239 | $133.1 萬 | 0.75% | +693+2.9% | 加碼 |
| HAP Trading, LLC | 24,102 | $132.3 萬 | 0.33% | +24,102 | 新進 |
| Buckingham Strategic Wealth, LLC | 24,068 | $132.1 萬 | 0.02% | −100.0% | 減碼 |
| 1st Source Bank | 24,027 | $131.9 萬 | 0.09% | +361+1.5% | 加碼 |
| CWM Advisors, LLC | 23,991 | $131.7 萬 | 0.17% | +6,831+39.8% | 加碼 |
| Archford Capital Strategies, LLC | 23,943 | $131.4 萬 | 0.26% | +27+0.1% | 加碼 |
| Rossmore Private Capital | 23,894 | $131.2 萬 | 0.20% | −497−2.0% | 減碼 |
| Independent Advisor Alliance | 23,889 | $131.1 萬 | 0.06% | −31,379−56.8% | 減碼 |
| James Investment Research Inc | 23,691 | $130.1 萬 | 0.17% | +5,706+31.7% | 加碼 |
| Tiaa Trust, National Association | 23,617 | $129.7 萬 | 0.00% | +23,617 | 新進 |
| Tealwood Asset Management Inc | 23,516 | $129.1 萬 | 0.66% | +6,706+39.9% | 加碼 |
| Covey Capital Advisors, LLC | 23,426 | $128.6 萬 | 1.82% | −2,000−7.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,372 | $128.3 萬 | 0.09% | −139−0.6% | 減碼 |
| Chesley Taft & Associates LLC | 23,363 | $128.3 萬 | 0.08% | −245−1.0% | 減碼 |
| HB Wealth Management, LLC | 23,300 | $127.9 萬 | 0.02% | +823+3.7% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $127.2 萬 | 0.38% | 00.0% | 不變 |
| Bank of Hawaii | 23,081 | $126.7 萬 | 0.07% | +200+0.9% | 加碼 |
| FDx Advisors, Inc. | 22,969 | $126.1 萬 | 0.10% | −11,411−33.2% | 減碼 |
| DoubleLine ETF Adviser LP | 22,904 | $125.7 萬 | 0.45% | +1,409+6.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 22,900 | $125.7 萬 | 1.19% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 22,887 | $125.6 萬 | 0.27% | 00.0% | 不變 |
| EPG Wealth Management LLC | 22,848 | $125.4 萬 | 0.38% | +2,796+13.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 22,595 | $124.0 萬 | 0.04% | −1,052−4.4% | 減碼 |
| Granite Investment Partners, LLC | 22,541 | $123.8 萬 | 0.05% | −1,000−4.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 22,536 | $123.7 萬 | 0.26% | +7,597+50.9% | 加碼 |
| RBF Capital, LLC | 22,500 | $123.5 萬 | 0.08% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 22,199 | $121.9 萬 | 0.13% | −321−1.4% | 減碼 |
| HM Payson & Co | 21,929 | $120.4 萬 | 0.03% | +851+4.0% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $119.9 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 21,793 | $119.6 萬 | 0.04% | +13,329+157.5% | 加碼 |
| Farther Finance Advisors, LLC | 21,572 | $118.4 萬 | 0.19% | +8,338+63.0% | 加碼 |
| Belpointe Asset Management LLC | 21,516 | $118.1 萬 | 0.12% | −963−4.3% | 減碼 |
| Integrated Wealth Concepts LLC | 21,498 | $118.0 萬 | 0.02% | −2,542−10.6% | 減碼 |
| Donald L. Hagan, LLC | 21,487 | $118.0 萬 | 0.71% | +27+0.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 21,453 | $117.8 萬 | 0.09% | −565−2.6% | 減碼 |
| Birmingham Capital Management Co Inc | 21,425 | $117.6 萬 | 0.49% | +1,325+6.6% | 加碼 |
| Everence Capital Management Inc | 21,350 | $117.2 萬 | 0.09% | −2,240−9.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 21,270 | $116.8 萬 | 0.18% | +1,925+10.0% | 加碼 |
| Avantax Advisory Services, Inc. | 21,236 | $116.6 萬 | 0.01% | −5,829−21.5% | 減碼 |
| Integrated Investment Consultants, LLC | 21,201 | $116.4 萬 | 0.42% | +8,925+72.7% | 加碼 |
| AXS Investments LLC | 21,064 | $115.6 萬 | 0.30% | −1,525−6.8% | 減碼 |
| Pettyjohn, Wood & White, Inc | 21,032 | $115.5 萬 | 0.27% | +439+2.1% | 加碼 |
| Hedges Asset Management LLC | 21,000 | $115.3 萬 | 1.01% | +3,000+16.7% | 加碼 |
| C2C Wealth Management, LLC | 21,380 | $114.4 萬 | 0.16% | +1,100+5.4% | 加碼 |
| Monetta Financial Services Inc | 20,800 | $114.2 萬 | 1.24% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,745 | $113.9 萬 | 0.11% | +5,181+33.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,680 | $113.5 萬 | 0.05% | −190−0.9% | 減碼 |
| Tranquility Partners, LLC | 20,642 | $113.3 萬 | 0.49% | +1,756+9.3% | 加碼 |
| Essex Savings Bank | 20,633 | $113.3 萬 | 0.38% | +404+2.0% | 加碼 |
| Lincoln National Corp | 20,483 | $112.5 萬 | 0.02% | −2,492−10.8% | 減碼 |
| Anchor Investment Management, LLC | 20,371 | $111.8 萬 | 0.15% | +883+4.5% | 加碼 |
| Leavell Investment Management, Inc. | 20,333 | $111.6 萬 | 0.08% | 00.0% | 不變 |