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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 30,422 | $209.3 萬 | 0.34% | +2,477+8.9% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 30,468 | $209.6 萬 | 1.95% | +30,468 | 新進 |
| Quantinno Capital Management LP | 30,511 | $209.9 萬 | 0.07% | +2,808+10.1% | 加碼 |
| First National Bank of Omaha | 30,586 | $210.4 萬 | 0.13% | −3,006−8.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 30,782 | $211.8 萬 | 0.41% | +30,782 | 新進 |
| WoodTrust Financial Corp | 30,800 | $211.9 萬 | 0.36% | +10,784+53.9% | 加碼 |
| HF Advisory Group, LLC | 30,816 | $212.0 萬 | 1.35% | +6,559+27.0% | 加碼 |
| Greenleaf Trust | 30,869 | $212.4 萬 | 0.02% | −1,741−5.3% | 減碼 |
| Moody National Bank Trust Division | 30,951 | $212.9 萬 | 0.17% | −23,997−43.7% | 減碼 |
| FineMark National Bank & Trust | 31,084 | $213.9 萬 | 0.09% | +19,760+174.5% | 加碼 |
| Brown Brothers Harriman & Co | 31,303 | $215.4 萬 | 0.02% | −16,552−34.6% | 減碼 |
| Kampmann Melissa S. | 31,305 | $215.4 萬 | 1.84% | +6,775+27.6% | 加碼 |
| Cascade Investment Advisors, Inc. | 31,395 | $216.0 萬 | 1.54% | +180+0.6% | 加碼 |
| Summit Trail Advisors, LLC | 31,413 | $216.1 萬 | 0.07% | −855−2.6% | 減碼 |
| Johnson Investment Counsel Inc | 31,415 | $216.1 萬 | 0.03% | +157+0.5% | 加碼 |
| Sterling Investment Management, Inc. | 31,450 | $216.4 萬 | 1.59% | −14,433−31.5% | 減碼 |
| Occidental Asset Management, LLC | 31,649 | $217.7 萬 | 0.45% | +2,486+8.5% | 加碼 |
| Resonant Capital Advisors, LLC | 31,659 | $217.8 萬 | 0.21% | −914−2.8% | 減碼 |
| First National Advisers, LLC | 31,669 | $217.9 萬 | 0.63% | −7,742−19.6% | 減碼 |
| JB Capital LLC | 31,910 | $219.5 萬 | 0.16% | −20,358−38.9% | 減碼 |
| Everence Capital Management Inc | 31,940 | $219.7 萬 | 0.16% | +10,590+49.6% | 加碼 |
| CenterBook Partners LP | 32,091 | $220.8 萬 | 0.27% | +612+1.9% | 加碼 |
| Vestcor Inc | 32,244 | $221.8 萬 | 0.08% | −342−1.0% | 減碼 |
| Money Concepts Capital Corp | 32,348 | $222.6 萬 | 0.21% | +1,814+5.9% | 加碼 |
| CWA Asset Management Group, LLC | 32,364 | $222.7 萬 | 0.15% | +493+1.5% | 加碼 |
| 180 Wealth Advisors, LLC | 32,240 | $222.8 萬 | 0.45% | +26+0.1% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 32,576 | $224.1 萬 | 2.19% | −6,307−16.2% | 減碼 |
| Cove Street Capital, LLC | 32,800 | $225.7 萬 | 0.69% | −100−0.3% | 減碼 |
| Virtu Financial LLC | 32,904 | $226.4 萬 | 0.18% | −9,472−22.4% | 減碼 |
| Qube Research & Technologies Ltd | 33,154 | $228.1 萬 | 0.01% | −281,249−89.5% | 減碼 |
| Mizuho Markets Americas LLC | 33,256 | $228.8 萬 | 0.07% | +33,256 | 新進 |
| Mach-1 Financial Group, Inc. | 33,358 | $229.5 萬 | 0.87% | +4,972+17.5% | 加碼 |
| Bard Financial Services, Inc. | 33,400 | $229.8 萬 | 0.26% | +5,900+21.5% | 加碼 |
| Central Trust Co | 33,706 | $231.9 萬 | 0.06% | −262−0.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $232.5 萬 | 0.32% | +8,800+35.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 33,837 | $232.8 萬 | 0.86% | −3,667−9.8% | 減碼 |
| IFG Advisory, LLC | 33,879 | $233.1 萬 | 0.17% | +259+0.8% | 加碼 |
| LS Investment Advisors, LLC | 34,079 | $234.5 萬 | 0.41% | +593+1.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 34,100 | $234.6 萬 | 0.03% | −20,000−37.0% | 減碼 |
| Colonial Trust Co | 34,209 | $235.4 萬 | 0.49% | +1,735+5.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 34,218 | $235.4 萬 | 0.05% | −8,699−20.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 34,316 | $236.1 萬 | 0.09% | −285−0.8% | 減碼 |
| New England Research & Management, Inc. | 34,505 | $237.4 萬 | 1.26% | +5,175+17.6% | 加碼 |
| Ci Investments Inc. | 34,692 | $238.7 萬 | 0.01% | −105,661−75.3% | 減碼 |
| Aurora Investment Counsel | 39,474 | $240.1 萬 | 1.56% | +839+2.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 34,994 | $240.8 萬 | 0.13% | +1,393+4.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 35,000 | $240.8 萬 | 0.04% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 35,042 | $241.1 萬 | 0.07% | −10,001−22.2% | 減碼 |
| Bleakley Financial Group, LLC | 35,042 | $241.1 萬 | 0.08% | −10,001−22.2% | 減碼 |
| Investment Management Corp of Ontario | 35,152 | $241.8 萬 | 0.06% | +35,152 | 新進 |
| Cetera Trust Company, N.A | 35,225 | $242.3 萬 | 1.51% | +35,225 | 新進 |
| Integrated Advisors Network LLC | 35,307 | $242.9 萬 | 0.14% | +23,428+197.2% | 加碼 |
| Northeast Financial Consultants Inc | 35,319 | $243.0 萬 | 0.13% | 00.0% | 不變 |
| Beacon Financial Group | 35,342 | $243.1 萬 | 0.30% | +7,162+25.4% | 加碼 |
| Linscomb & Williams, Inc. | 35,452 | $243.9 萬 | 0.13% | +825+2.4% | 加碼 |
| Oliver Luxxe Assets LLC | 35,480 | $244.1 萬 | 0.57% | −119−0.3% | 減碼 |
| Citizens Business Bank | 35,746 | $245.9 萬 | 0.54% | −2,046−5.4% | 減碼 |
| Private Wealth Partners, LLC | 36,091 | $248.3 萬 | 0.21% | +6,134+20.5% | 加碼 |
| Financial Partners Group, LLC | 36,092 | $248.3 萬 | 1.12% | −174−0.5% | 減碼 |
| Alpha DNA Investment Management LLC | 36,285 | $249.6 萬 | 1.48% | +5,475+17.8% | 加碼 |
| Buttonwood Financial Advisors Inc. | 36,430 | $250.6 萬 | 1.37% | +2,297+6.7% | 加碼 |
| Patten & Patten Inc | 36,660 | $252.2 萬 | 0.21% | +19,285+111.0% | 加碼 |
| VELA Investment Management, LLC | 36,673 | $252.3 萬 | 1.02% | +111+0.3% | 加碼 |
| Capital Investment Counsel, Inc | 36,700 | $252.5 萬 | 0.44% | −350−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 36,881 | $253.7 萬 | 0.02% | +850+2.4% | 加碼 |
| Avitas Wealth Management LLC | 37,016 | $254.7 萬 | 0.43% | +17,334+88.1% | 加碼 |
| Clearstead Advisors, LLC | 37,110 | $255.3 萬 | 0.14% | +2,495+7.2% | 加碼 |
| Fosun International Ltd | 37,359 | $257.0 萬 | 0.52% | +3,247+9.5% | 加碼 |
| Soapstone Management L.P. | 37,500 | $258.0 萬 | 1.41% | −112,500−75.0% | 減碼 |
| Nelson Capital Management, LLC | 37,585 | $258.6 萬 | 0.58% | −2,289−5.7% | 減碼 |
| GFG Capital, LLC | 37,594 | $258.6 萬 | 0.70% | +33,441+805.2% | 加碼 |
| Capital Analysts, LLC | 37,735 | $259.6 萬 | 0.13% | +581+1.6% | 加碼 |
| National Asset Management, Inc. | 38,106 | $262.2 萬 | 0.07% | −1,850−4.6% | 減碼 |
| Conscious Wealth Investments, LLC | 41,236 | $262.7 萬 | 2.09% | +41,236 | 新進 |
| Wunderlich Capital Managemnt | 38,333 | $263.7 萬 | 1.19% | −689−1.8% | 減碼 |
| Skylands Capital, LLC | 38,350 | $263.8 萬 | 0.39% | −8,250−17.7% | 減碼 |
| Focus Financial Network Inc | 38,510 | $265.0 萬 | 0.10% | +38,510 | 新進 |
| Zurich Insurance Group Ltd | 38,600 | $265.6 萬 | 0.03% | 00.0% | 不變 |
| FJ Investments, LLC | 38,600 | $265.6 萬 | 0.13% | +38,600 | 新進 |
| Wealthspire Advisors, LLC | 39,152 | $269.4 萬 | 0.04% | +902+2.4% | 加碼 |
| InterOcean Capital Group, LLC | 39,344 | $270.7 萬 | 0.07% | +7,192+22.4% | 加碼 |
| Meridian Management Co | 43,250 | $274.1 萬 | 0.78% | +43,250 | 新進 |
| Mraz, Amerine & Associates, Inc. | 39,856 | $274.2 萬 | 0.57% | −7,065−15.1% | 減碼 |
| Semmax Financial Advisors Inc. | 43,847 | $276.0 萬 | 1.01% | +2,328+5.6% | 加碼 |
| Radnor Capital Management, LLC | 40,525 | $278.8 萬 | 0.52% | +1,218+3.1% | 加碼 |
| Riggs Asset Managment Co. Inc. | 40,525 | $278.8 萬 | 0.89% | −44,320−52.2% | 減碼 |
| Modus Advisors, LLC | 40,738 | $280.3 萬 | 1.14% | +29,286+255.7% | 加碼 |
| Americana Partners, LLC | 57,192 | $281.7 萬 | 0.27% | +11,565+25.3% | 加碼 |
| Colony Group, LLC | 41,037 | $282.3 萬 | 0.04% | +41,037 | 新進 |
| Ancora Advisors, LLC | 41,037 | $282.3 萬 | 0.07% | +1,500+3.8% | 加碼 |
| united american securities inc. (d/b/a uas asset management) | 41,075 | $282.6 萬 | 0.72% | +31,075+310.8% | 加碼 |
| Caliber Wealth Management, LLC | 41,441 | $285.1 萬 | 1.68% | +1,108+2.7% | 加碼 |
| Red Spruce Capital, LLC | 41,855 | $288.0 萬 | 1.48% | +172+0.4% | 加碼 |
| HAP Trading, LLC | 42,095 | $289.6 萬 | 0.85% | +17,993+74.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 42,108 | $289.7 萬 | 0.04% | −1,699−3.9% | 減碼 |
| Strata Wealth Advisors, LLC | 42,274 | $290.8 萬 | 1.15% | +42,274 | 新進 |
| Coastline Trust Co | 42,520 | $292.5 萬 | 0.39% | +18,220+75.0% | 加碼 |
| Merit Financial Group, LLC | 42,542 | $292.7 萬 | 0.09% | −11,002−20.5% | 減碼 |
| Pine Haven Investment Counsel, Inc | 42,562 | $292.8 萬 | 2.74% | +150+0.4% | 加碼 |
| Webster Bank, N. A. | 42,662 | $293.5 萬 | 0.36% | +375+0.9% | 加碼 |