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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 42,328 | $294.4 萬 | 0.35% | +1,061+2.6% | 加碼 |
| Siemens Fonds Invest GmbH | 42,857 | $294.9 萬 | 0.24% | +3,667+9.4% | 加碼 |
| Sculati Wealth Management, LLC | 42,971 | $295.6 萬 | 1.38% | +165+0.4% | 加碼 |
| Morton Community Bank | 43,065 | $296.3 萬 | 0.97% | +43,065 | 新進 |
| Horan Capital Advisors, LLC. | 43,137 | $296.8 萬 | 1.09% | −840−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 43,424 | $298.8 萬 | 0.10% | +5,764+15.3% | 加碼 |
| Groupama Asset Managment | 43,548 | $299.7 萬 | 0.08% | +43,548 | 新進 |
| Coombe, Bender & Co LLC | 43,623 | $300.1 萬 | 1.88% | +2,134+5.1% | 加碼 |
| Stephens Inc | 43,724 | $300.8 萬 | 0.05% | +657+1.5% | 加碼 |
| Chatham Capital Group, Inc. | 43,765 | $301.1 萬 | 0.61% | +400+0.9% | 加碼 |
| Illinois Municipal Retirement Fund | 43,850 | $301.7 萬 | 0.05% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 43,906 | $302.1 萬 | 2.37% | +43,906 | 新進 |
| Compass Wealth Management LLC | 43,990 | $302.7 萬 | 0.85% | −6,201−12.4% | 減碼 |
| United Services Automobile Association | 44,162 | $303.8 萬 | 0.07% | +4,150+10.4% | 加碼 |
| MAI Capital Management | 44,234 | $304.3 萬 | 0.04% | +10,590+31.5% | 加碼 |
| Investment House LLC | 44,625 | $307.0 萬 | 0.22% | +44,625 | 新進 |
| Pettee Investors, Inc. | 44,687 | $307.4 萬 | 1.36% | 00.0% | 不變 |
| James Investment Research Inc | 44,966 | $309.4 萬 | 0.39% | +21,275+89.8% | 加碼 |
| Tandem Capital Management Corp | 45,091 | $310.2 萬 | 1.93% | +6,833+17.9% | 加碼 |
| World Equity Group, Inc. | 45,146 | $310.6 萬 | 0.62% | −400−0.9% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 45,211 | $311.1 萬 | 0.17% | −9,315−17.1% | 減碼 |
| Synovus Financial Corp | 45,233 | $311.3 萬 | 0.04% | −8,296−15.5% | 減碼 |
| Arvin Capital Management LP | 45,269 | $311.5 萬 | 1.67% | +45,269 | 新進 |
| D L Carlson Investment Group Inc | 48,298 | $312.1 萬 | 0.64% | +48,298 | 新進 |
| Courier Capital LLC | 45,539 | $313.3 萬 | 0.24% | +161+0.4% | 加碼 |
| Central Bank & Trust Co | 45,567 | $313.4 萬 | 0.49% | +9,945+27.9% | 加碼 |
| Harfst & Associates, Inc. | 46,032 | $316.7 萬 | 0.84% | +456+1.0% | 加碼 |
| Connable Office Inc | 46,250 | $318.2 萬 | 0.39% | −275−0.6% | 減碼 |
| GPM Growth Investors, Inc. | 46,419 | $319.4 萬 | 1.50% | −311−0.7% | 減碼 |
| HighPoint Advisor Group LLC | 44,848 | $319.9 萬 | 0.23% | +44,848 | 新進 |
| Herbst Group, LLC | 46,750 | $321.6 萬 | 2.06% | −600−1.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,107 | $324.1 萬 | 0.08% | +172+0.4% | 加碼 |
| Baxter Bros Inc | 47,128 | $324.2 萬 | 0.45% | +2,457+5.5% | 加碼 |
| Wright Investors Service Inc | 47,164 | $324.5 萬 | 0.91% | +4,001+9.3% | 加碼 |
| Cullinan Associates Inc | 47,200 | $324.7 萬 | 0.18% | −6,200−11.6% | 減碼 |
| Gill Capital Partners, LLC | 47,690 | $328.1 萬 | 1.38% | −2,019−4.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 47,901 | $329.6 萬 | 0.33% | +623+1.3% | 加碼 |
| Fagan Associates, Inc. | 47,968 | $330.0 萬 | 0.72% | +41,300+619.4% | 加碼 |
| Credit Agricole S A | 48,208 | $331.7 萬 | 0.07% | +19,689+69.0% | 加碼 |
| United Capital Financial Advisers, LLC | 48,213 | $331.7 萬 | 0.03% | +35,515+279.7% | 加碼 |
| Pinebridge Investments, L.P. | 48,239 | $331.9 萬 | 0.03% | −127,628−72.6% | 減碼 |
| CAPROCK Group, Inc. | 48,389 | $332.9 萬 | 0.21% | +7,484+18.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 48,400 | $333.0 萬 | 1.04% | +400+0.8% | 加碼 |
| Hohimer Wealth Management, LLC | 48,426 | $333.2 萬 | 0.84% | −78−0.2% | 減碼 |
| Cabot Wealth Management Inc | 48,713 | $335.1 萬 | 0.47% | +13,653+38.9% | 加碼 |
| Malaga Cove Capital, LLC | 48,767 | $335.5 萬 | 1.42% | −1,939−3.8% | 減碼 |
| Valeo Financial Advisors, LLC | 49,000 | $337.1 萬 | 0.14% | +3,232+7.1% | 加碼 |
| Marietta Wealth Management, LLC | 49,143 | $338.1 萬 | 0.60% | +795+1.6% | 加碼 |
| Buckingham Capital Management, Inc. | 49,419 | $340.0 萬 | 0.46% | −1,700−3.3% | 減碼 |
| Gabelli Funds LLC | 49,500 | $340.6 萬 | 0.03% | +34,500+230.0% | 加碼 |
| William Allan, LLC | 49,525 | $340.7 萬 | 2.44% | −397−0.8% | 減碼 |
| Southeast Asset Advisors Inc. | 49,654 | $341.6 萬 | 0.45% | +2,396+5.1% | 加碼 |
| American Trust Investment Advisors, LLC | 49,742 | $342.2 萬 | 1.78% | −20.0% | 減碼 |
| Long Focus Capital Management, LLC | 50,000 | $344.0 萬 | 0.44% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 50,207 | $345.4 萬 | 0.26% | +3,278+7.0% | 加碼 |
| Empirical Finance, LLC | 50,324 | $346.2 萬 | 0.24% | +229+0.5% | 加碼 |
| K.J. Harrison & Partners Inc | 50,443 | $347.0 萬 | 0.59% | −7,040−12.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 50,497 | $347.4 萬 | 0.10% | +50,497 | 新進 |
| Lincoln Capital Corp | 50,725 | $349.0 萬 | 1.70% | −29,488−36.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 49,969 | $349.8 萬 | 0.18% | +10,933+28.0% | 加碼 |
| RedJay Asset Management Inc. | 51,000 | $350.9 萬 | 3.60% | +51,000 | 新進 |
| Principle Wealth Partners LLC | 51,144 | $351.9 萬 | 0.30% | −468−0.9% | 減碼 |
| Vinva Investment Management Ltd | 50,614 | $352.0 萬 | 0.24% | +7,542+17.5% | 加碼 |
| Parallel Advisors, LLC | 51,712 | $355.8 萬 | 0.11% | +2,982+6.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 51,794 | $356.3 萬 | 0.55% | −1,194−2.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 52,092 | $358.4 萬 | 0.07% | −1,730−3.2% | 減碼 |
| Goelzer Investment Management, Inc. | 52,138 | $358.7 萬 | 0.23% | −2,177−4.0% | 減碼 |
| East Coast Asset Management, LLC. | 52,255 | $359.5 萬 | 1.47% | −120.0% | 減碼 |
| Little House Capital LLC | 52,418 | $360.6 萬 | 1.32% | +649+1.3% | 加碼 |
| Vontobel Holding Ltd. | 52,534 | $361.4 萬 | 0.03% | +907+1.8% | 加碼 |
| Vivid Wealth Management, LLC | 52,851 | $363.6 萬 | 2.47% | +52,851 | 新進 |
| Norinchukin Bank, The | 52,974 | $364.5 萬 | 0.09% | −6,178−10.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 53,019 | $364.8 萬 | 0.26% | +675+1.3% | 加碼 |
| Kinsale Capital Group, Inc. | 53,317 | $366.8 萬 | 1.82% | +12,768+31.5% | 加碼 |
| Colonial Trust Advisors | 53,367 | $367.2 萬 | 0.39% | +2,536+5.0% | 加碼 |
| Harrington Investments, INC | 53,728 | $369.6 萬 | 2.29% | +761+1.4% | 加碼 |
| First American Bank | 54,057 | $371.9 萬 | 0.31% | +4,580+9.3% | 加碼 |
| Hixon Zuercher, LLC | 54,081 | $372.1 萬 | 1.73% | +1,229+2.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,198 | $372.9 萬 | 0.08% | +10,761+24.8% | 加碼 |
| Alberta Investment Management Corp | 54,225 | $373.1 萬 | 0.04% | +20,325+60.0% | 加碼 |
| Delta Capital Management LLC | 54,700 | $376.3 萬 | 2.63% | −60−0.1% | 減碼 |
| Left Brain Wealth Management, LLC | 54,767 | $376.8 萬 | 2.18% | −285−0.5% | 減碼 |
| Prudential PLC | 54,795 | $377.0 萬 | 0.04% | −60−0.1% | 減碼 |
| SFMG, LLC | 54,913 | $377.8 萬 | 0.35% | +1,445+2.7% | 加碼 |
| SOL Capital Management CO | 54,971 | $378.2 萬 | 0.51% | +5,655+11.5% | 加碼 |
| Bridgecreek Investment Management, LLC | 55,025 | $378.6 萬 | 0.73% | −750−1.3% | 減碼 |
| Advisory Services Network, LLC | 55,140 | $379.4 萬 | 0.09% | −15,051−21.4% | 減碼 |
| Delta Global Management LP | 55,559 | $382.2 萬 | 0.59% | +55,559 | 新進 |
| PEAK6 Investments LLC | 56,040 | $385.6 萬 | 0.17% | −131,359−70.1% | 減碼 |
| Fiduciary Group LLC | 56,067 | $385.7 萬 | 0.45% | −4,379−7.2% | 減碼 |
| ExodusPoint Capital Management, LP | 56,508 | $388.8 萬 | 0.05% | +56,508 | 新進 |
| Intrinsic Value Partners, LLC | 56,736 | $390.3 萬 | 4.55% | +130+0.2% | 加碼 |
| Chapman Investment Management, LLC | 57,039 | $392.4 萬 | 2.99% | −3,830−6.3% | 減碼 |
| Gs Investments, Inc. | 57,128 | $393.0 萬 | 2.05% | −140−0.2% | 減碼 |
| Crystal Rock Capital Management | 57,200 | $393.5 萬 | 2.60% | +38,200+201.1% | 加碼 |
| DLK Investment Management, LLC | 57,603 | $396.3 萬 | 1.80% | +57,603 | 新進 |
| Miura Global Management, LLC | 58,000 | $399.0 萬 | 2.23% | +58,000 | 新進 |
| Sepio Capital, LP | 58,030 | $399.2 萬 | 0.34% | −15,566−21.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 20,456 | $400.5 萬 | 0.65% | +220+1.1% | 加碼 |
| Northwest Investment Counselors, LLC | 58,473 | $402.3 萬 | 1.08% | +698+1.2% | 加碼 |