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 4 季 13F 持有人
Schwab Charles Corp 在 2023/12/31 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
- 1,877
- 較 2023 年第 3 季 +165 家
- 持有股數
- 15.0 億
- 較 2023 年第 3 季 +3,329 萬 (+2.3%)
- 總市值
- $1,030 億
- 較 2023 年第 3 季 +$226.4 億 (+28.2%)
- 新進機構
- 287
- 另有 763 家加碼
- 清倉機構
- 122
- 另有 639 家減碼
另有 28 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 25,021 | $155.8 萬 | 0.04% | −44,229−63.9% | 減碼 |
| EPG Wealth Management LLC | 24,846 | $155.8 萬 | 0.41% | +1,998+8.7% | 加碼 |
| Intech Investment Management LLC | 22,675 | $156.0 萬 | 0.02% | −11,069−32.8% | 減碼 |
| HM Payson & Co | 22,695 | $156.1 萬 | 0.03% | +766+3.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,788 | $156.8 萬 | 0.10% | −584−2.5% | 減碼 |
| HB Wealth Management, LLC | 22,868 | $157.3 萬 | 0.02% | −432−1.9% | 減碼 |
| Greenline Partners, LLC | 22,974 | $158.1 萬 | 0.27% | +9,952+76.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 23,003 | $158.3 萬 | 0.31% | +116+0.5% | 加碼 |
| Kapitalo Investimentos Ltda | 23,087 | $158.8 萬 | 0.33% | +23,087 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 23,173 | $159.4 萬 | 0.40% | 00.0% | 不變 |
| Summit Financial, LLC | 23,224 | $159.8 萬 | 0.10% | +5,408+30.4% | 加碼 |
| Regions Financial Corp | 23,322 | $160.5 萬 | 0.01% | −2,343−9.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 23,391 | $160.9 萬 | 0.20% | +3,798+19.4% | 加碼 |
| Covey Capital Advisors, LLC | 23,426 | $161.2 萬 | 2.05% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 23,542 | $162.0 萬 | 0.31% | −30,892−56.8% | 減碼 |
| Titleist Asset Management, LLC | 23,609 | $162.4 萬 | 0.30% | −2,582−9.9% | 減碼 |
| Carmel Capital Partners, LLC | 23,646 | $162.7 萬 | 0.83% | −700−2.9% | 減碼 |
| CWM Advisors, LLC | 23,666 | $162.8 萬 | 0.18% | −325−1.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 23,729 | $163.3 萬 | 0.02% | −339−1.4% | 減碼 |
| Essex Savings Bank | 23,953 | $164.8 萬 | 0.48% | +3,320+16.1% | 加碼 |
| MYDA Advisors LLC | 24,000 | $165.1 萬 | 0.73% | +24,000 | 新進 |
| Johnson Financial Group, Inc. | 24,135 | $166.0 萬 | 0.09% | −2,158−8.2% | 減碼 |
| 1st Source Bank | 24,277 | $167.0 萬 | 0.10% | +250+1.0% | 加碼 |
| Acadian Asset Management LLC | 24,520 | $168.4 萬 | 0.01% | +5,514+29.0% | 加碼 |
| Garrison Bradford & Associates Inc | 24,668 | $169.7 萬 | 1.87% | −11,345−31.5% | 減碼 |
| GeoWealth Management, LLC | 24,728 | $170.2 萬 | 0.14% | +24,308+5,787.6% | 加碼 |
| Diversified Investment Strategies, LLC | 24,762 | $170.4 萬 | 1.25% | −550−2.2% | 減碼 |
| Independent Advisor Alliance | 24,905 | $171.3 萬 | 0.06% | +1,016+4.3% | 加碼 |
| DoubleLine ETF Adviser LP | 24,937 | $171.6 萬 | 0.50% | +2,033+8.9% | 加碼 |
| Cape Investment Advisory, Inc. | 24,944 | $171.6 萬 | 0.84% | +705+2.9% | 加碼 |
| Venture Visionary Partners LLC | 24,981 | $171.9 萬 | 0.09% | −16,826−40.2% | 減碼 |
| Iat Reinsurance Co Ltd. | 25,000 | $172.0 萬 | 0.32% | 00.0% | 不變 |
| Waycross Partners, LLC | 25,000 | $172.0 萬 | 0.32% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 25,142 | $173.0 萬 | 0.65% | −9,048−26.5% | 減碼 |
| Horizon Investments, LLC | 25,269 | $173.1 萬 | 0.05% | +15,053+147.3% | 加碼 |
| Chesley Taft & Associates LLC | 25,333 | $174.3 萬 | 0.10% | +1,970+8.4% | 加碼 |
| Empowered Funds, LLC | 25,342 | $174.4 萬 | 0.04% | +779+3.2% | 加碼 |
| Resources Investment Advisors, LLC. | 25,351 | $174.4 萬 | 0.03% | +11,471+82.6% | 加碼 |
| Gotham Asset Management, LLC | 25,415 | $174.9 萬 | 0.03% | −605−2.3% | 減碼 |
| Tealwood Asset Management Inc | 25,480 | $175.3 萬 | 0.84% | +1,964+8.4% | 加碼 |
| Bollard Group LLC | 25,500 | $175.4 萬 | 0.06% | −126−0.5% | 減碼 |
| Wynn Capital, LLC | 25,653 | $176.5 萬 | 1.44% | +25,653 | 新進 |
| Warren Averett Asset Management, LLC | 25,697 | $176.8 萬 | 0.07% | +21,873+572.0% | 加碼 |
| Nuance Investments, LLC | 25,829 | $177.7 萬 | 0.04% | −36,517−58.6% | 減碼 |
| Allworth Financial LP | 26,009 | $178.9 萬 | 0.01% | +7,550+40.9% | 加碼 |
| Signaturefd, LLC | 26,037 | $179.1 萬 | 0.04% | −226−0.9% | 減碼 |
| Panagora Asset Management Inc | 26,056 | $179.3 萬 | 0.01% | +46+0.2% | 加碼 |
| Huntington National Bank | 26,078 | $179.4 萬 | 0.02% | −5,896−18.4% | 減碼 |
| Palisade Asset Management, LLC | 26,085 | $179.5 萬 | 0.20% | −30.0% | 減碼 |
| HBK Sorce Advisory LLC | 26,219 | $180.4 萬 | 0.07% | −167−0.6% | 減碼 |
| Integrated Investment Consultants, LLC | 26,318 | $181.1 萬 | 0.57% | +5,117+24.1% | 加碼 |
| Park Avenue Securities LLC | 26,371 | $181.4 萬 | 0.03% | +1,750+7.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 26,495 | $182.3 萬 | 0.17% | +1,995+8.1% | 加碼 |
| Salem Investment Counselors Inc | 26,504 | $182.3 萬 | 0.06% | +945+3.7% | 加碼 |
| Aspiriant, LLC | 26,542 | $182.6 萬 | 0.08% | +537+2.1% | 加碼 |
| First Dallas Securities Inc. | 26,711 | $183.8 萬 | 0.95% | −36,187−57.5% | 減碼 |
| Argus Investors' Counsel, Inc. | 26,731 | $183.9 萬 | 1.18% | +1,035+4.0% | 加碼 |
| Rossmore Private Capital | 26,819 | $184.5 萬 | 0.26% | +2,925+12.2% | 加碼 |
| Epoch Investment Partners, Inc. | 27,004 | $185.8 萬 | 0.01% | −2,102−7.2% | 減碼 |
| Banco Santander, S.A. | 27,117 | $186.6 萬 | 0.02% | −8,628−24.1% | 減碼 |
| Farther Finance Advisors, LLC | 27,184 | $187.0 萬 | 0.13% | +5,612+26.0% | 加碼 |
| SageView Advisory Group, LLC | 29,148 | $187.7 萬 | 0.08% | +24,800+570.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 27,408 | $188.6 萬 | 0.29% | −7,659−21.8% | 減碼 |
| Chemistry Wealth Management LLC | 27,681 | $190.4 萬 | 0.57% | −2,197−7.4% | 減碼 |
| Altfest L J & Co Inc | 27,769 | $191.0 萬 | 0.28% | +2,323+9.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,765 | $191.0 萬 | 0.36% | +5,229+23.2% | 加碼 |
| West Oak Capital, LLC | 29,310 | $191.2 萬 | 0.89% | +310+1.1% | 加碼 |
| Baader Bank INC | 27,834 | $191.3 萬 | 0.16% | +50+0.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 27,921 | $192.1 萬 | 0.36% | +153+0.6% | 加碼 |
| WealthPLAN Partners, LLC | 27,968 | $192.4 萬 | 0.20% | +1,415+5.3% | 加碼 |
| RMR Capital Management, LLC | 28,002 | $192.7 萬 | 2.21% | +28,002 | 新進 |
| Brasada Capital Management, LP | 28,139 | $193.6 萬 | 0.38% | +28,139 | 新進 |
| Ashton Thomas Private Wealth, LLC | 28,144 | $193.6 萬 | 0.12% | −3,400−10.8% | 減碼 |
| Two Sigma Investments, LP | 28,200 | $194.0 萬 | 0.00% | +20,600+271.1% | 加碼 |
| IFP Advisors, Inc | 28,259 | $194.4 萬 | 0.09% | −20,454−42.0% | 減碼 |
| Nations Financial Group Inc, | 28,294 | $194.7 萬 | 0.18% | +7,549+36.4% | 加碼 |
| Martin Capital Advisors, LLP | 28,300 | $194.7 萬 | 1.64% | −168−0.6% | 減碼 |
| Capital Advisors Inc | 28,371 | $195.2 萬 | 0.04% | −38−0.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 30,373 | $198.1 萬 | 0.72% | −4,452−12.8% | 減碼 |
| City Holding Co | 29,135 | $200.4 萬 | 0.32% | +28,260+3,229.7% | 加碼 |
| Cetera Advisors LLC | 29,194 | $200.9 萬 | 0.03% | +874+3.1% | 加碼 |
| Advisors Asset Management, Inc. | 29,194 | $200.9 萬 | 0.04% | −782−2.6% | 減碼 |
| Avantax Advisory Services, Inc. | 29,258 | $201.3 萬 | 0.02% | +8,022+37.8% | 加碼 |
| Investment Advisory Services Inc | 29,279 | $201.4 萬 | 0.79% | −1,121−3.7% | 減碼 |
| Raymond James Trust N.A. | 29,289 | $201.5 萬 | 0.05% | +759+2.7% | 加碼 |
| Aptus Capital Advisors, LLC | 29,312 | $201.7 萬 | 0.06% | −9,790−25.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 29,408 | $202.3 萬 | 0.19% | +7,209+32.5% | 加碼 |
| Mount Vernon Associates Inc | 29,650 | $204.0 萬 | 2.00% | −250−0.8% | 減碼 |
| Chicago Partners Investment Group LLC | 32,246 | $204.7 萬 | 0.09% | −172−0.5% | 減碼 |
| Xcel Wealth Management, LLC | 29,795 | $205.0 萬 | 0.72% | −1,875−5.9% | 減碼 |
| Miracle Mile Advisors, LLC | 29,942 | $206.0 萬 | 0.06% | −59,549−66.5% | 減碼 |
| Crown Advisors Management, Inc. | 30,000 | $206.4 萬 | 1.41% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 30,051 | $206.7 萬 | 0.03% | +2,130+7.6% | 加碼 |
| GTS Securities LLC | 30,118 | $207.2 萬 | 0.04% | +10,179+51.1% | 加碼 |
| Bartlett & Co. LLC | 29,854 | $207.6 萬 | 0.03% | +557+1.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 29,854 | $207.6 萬 | 0.03% | +557+1.9% | 加碼 |
| Veriti Management LLC | 30,180 | $207.6 萬 | 0.19% | +5,341+21.5% | 加碼 |
| Riverpark Capital Management LLC | 30,191 | $207.7 萬 | 3.17% | +2,361+8.5% | 加碼 |
| AllGen Financial Advisors, Inc. | 30,245 | $208.1 萬 | 1.08% | −91−0.3% | 減碼 |
| Hudson Canyon Capital Management | 30,322 | $208.6 萬 | 1.52% | 00.0% | 不變 |