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 |
|---|---|---|---|---|---|
| Private Capital Management LLC | 4,038 | $27.8 萬 | 0.07% | +111+2.8% | 加碼 |
| First Business Financial Services, Inc. | 4,041 | $27.8 萬 | 0.03% | −110−2.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,041 | $27.8 萬 | 0.05% | +4,041 | 新進 |
| SFG Wealth Management, LLC. | 4,050 | $27.9 萬 | 0.19% | 00.0% | 不變 |
| Rosenbaum Jay D. | 4,062 | $27.9 萬 | 0.72% | +105+2.7% | 加碼 |
| Private Client Services, LLC | 4,081 | $28.1 萬 | 0.23% | +4,081 | 新進 |
| Cypress Capital Group | 4,084 | $28.1 萬 | 0.04% | −163−3.8% | 減碼 |
| Triad Investment Management | 4,100 | $28.2 萬 | 0.37% | +99+2.5% | 加碼 |
| Equitable Trust Co | 4,113 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 4,344 | $28.3 萬 | 0.09% | −178−3.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 4,594 | $28.4 萬 | 0.12% | −95−2.0% | 減碼 |
| Fermata Advisors, LLC | 4,151 | $28.6 萬 | 0.07% | +4,151 | 新進 |
| Verity & Verity, LLC | 4,160 | $28.6 萬 | 0.03% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 4,162 | $28.6 萬 | 0.17% | +189+4.8% | 加碼 |
| W.H. Cornerstone Investments Inc. | 4,170 | $28.7 萬 | 0.23% | +4,170 | 新進 |
| Souders Financial Advisors | 4,191 | $28.8 萬 | 0.05% | +14+0.3% | 加碼 |
| New Republic Capital, LLC | 4,218 | $29.0 萬 | 0.21% | +553+15.1% | 加碼 |
| Western Pacific Wealth Management, LP | 4,225 | $29.1 萬 | 0.21% | +1,410+50.1% | 加碼 |
| Proficio Capital Partners LLC | 4,229 | $29.1 萬 | 0.04% | +505+13.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,231 | $29.1 萬 | 0.10% | +3+0.1% | 加碼 |
| Norway Savings Bank | 4,245 | $29.2 萬 | 0.13% | −400−8.6% | 減碼 |
| Welch Group, LLC | 4,255 | $29.3 萬 | 0.02% | −160−3.6% | 減碼 |
| Israel Discount Bank of New York | 4,267 | $29.4 萬 | 0.23% | −313−6.8% | 減碼 |
| Sweet Financial Partners, LLC | 4,280 | $29.4 萬 | 0.07% | 00.0% | 不變 |
| LM Advisors LLC | 4,280 | $29.4 萬 | 0.06% | +4,280 | 新進 |
| Bradley Foster & Sargent Inc | 4,284 | $29.5 萬 | 0.01% | −5,003−53.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,288 | $29.5 萬 | 0.03% | +112+2.7% | 加碼 |
| Edgewood Management LLC | 4,300 | $29.6 萬 | 0.00% | −1,060−19.8% | 減碼 |
| Ledyard National Bank | 4,300 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 4,300 | $29.6 萬 | 0.02% | +4,300 | 新進 |
| Allstate Corp | 4,307 | $29.6 萬 | 0.02% | −547−11.3% | 減碼 |
| Boston Financial Mangement LLC | 4,314 | $29.7 萬 | 0.01% | −4,060−48.5% | 減碼 |
| Silver Coast Investments LLC | 4,314 | $29.7 萬 | 0.13% | +4,314 | 新進 |
| Verity Asset Management, Inc. | 4,316 | $29.7 萬 | 0.19% | +4,316 | 新進 |
| Benin Management CORP | 4,322 | $29.7 萬 | 0.10% | −878−16.9% | 減碼 |
| Integral Investment Advisors, Inc. | 4,324 | $29.7 萬 | 0.19% | −57−1.3% | 減碼 |
| Prosperitas Financial LLC | 4,342 | $29.9 萬 | 0.22% | −277−6.0% | 減碼 |
| Tompkins Financial Corp | 4,353 | $29.9 萬 | 0.04% | 00.0% | 不變 |
| Private Trust Co NA | 4,364 | $30.0 萬 | 0.04% | −492−10.1% | 減碼 |
| Enterprise Financial Services Corp | 4,368 | $30.1 萬 | 0.18% | −336−7.1% | 減碼 |
| Delta Financial Advisors LLC | 4,422 | $30.4 萬 | 0.13% | 00.0% | 不變 |
| Cutler Group LP | 4,460 | $30.6 萬 | 0.04% | −11,138−71.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,451 | $30.6 萬 | 0.16% | +200+4.7% | 加碼 |
| Reitz Capital Advisors LLC | 4,461 | $30.7 萬 | 0.55% | −120−2.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,469 | $30.7 萬 | 0.02% | +50+1.1% | 加碼 |
| Hollencrest Capital Management | 4,477 | $30.8 萬 | 0.03% | +983+28.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,491 | $30.9 萬 | 0.02% | +563+14.3% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $31.0 萬 | 0.11% | 00.0% | 不變 |
| Future Fund LLC | 4,516 | $31.1 萬 | 0.86% | +400+9.7% | 加碼 |
| RNC Capital Management LLC | 4,518 | $31.1 萬 | 0.02% | −73−1.6% | 減碼 |
| Gray Wealth Management Inc. | 4,552 | $31.3 萬 | 0.15% | +278+6.5% | 加碼 |
| Horan Securities, Inc. | 4,557 | $31.4 萬 | 0.16% | −6−0.1% | 減碼 |
| Essex LLC | 4,570 | $31.4 萬 | 0.08% | −31−0.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,582 | $31.5 萬 | 0.06% | −381−7.7% | 減碼 |
| CKW Financial Group | 4,600 | $31.6 萬 | 0.04% | +500+12.2% | 加碼 |
| Ameritas Advisory Services, LLC | 4,732 | $31.6 萬 | 0.02% | +4,732 | 新進 |
| Zacks Investment Management | 4,614 | $31.7 萬 | 0.00% | +4,614 | 新進 |
| Ferguson Wellman Capital Management, Inc | 4,614 | $31.7 萬 | 0.01% | −27−0.6% | 減碼 |
| Curated Wealth Partners LLC | 4,643 | $31.9 萬 | 0.05% | −2,611−36.0% | 減碼 |
| Court Place Advisors, LLC | 4,650 | $32.0 萬 | 0.11% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 4,653 | $32.0 萬 | 0.07% | +569+13.9% | 加碼 |
| Michael B. Yongue | 4,663 | $32.1 萬 | 0.29% | +796+20.6% | 加碼 |
| Simon Quick Advisors, LLC | 4,694 | $32.3 萬 | 0.03% | +80+1.7% | 加碼 |
| BSW Wealth Partners | 4,713 | $32.4 萬 | 0.06% | +463+10.9% | 加碼 |
| Harbour Trust & Investment Management Co | 4,727 | $32.5 萬 | 0.05% | +4,727 | 新進 |
| Coastwise Capital Group, LLC | 4,727 | $32.5 萬 | 0.33% | −587−11.0% | 減碼 |
| Enzi Wealth | 5,193 | $32.6 萬 | 0.16% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 4,748 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,750 | $32.7 萬 | 0.04% | +46+1.0% | 加碼 |
| Noesis Capital Mangement Corp | 4,753 | $32.7 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,772 | $32.8 萬 | 0.05% | −119−2.4% | 減碼 |
| Moser Wealth Advisors, LLC | 4,775 | $32.9 萬 | 0.21% | +1,500+45.8% | 加碼 |
| Camden Capital, LLC | 4,775 | $32.9 萬 | 0.03% | −122−2.5% | 減碼 |
| Waters Parkerson & Co., LLC | 4,793 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 4,800 | $33.0 萬 | 0.07% | −400−7.7% | 減碼 |
| Old Mission Investment Co LLC | 4,800 | $33.0 萬 | 0.12% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 4,807 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 4,810 | $33.1 萬 | 0.10% | +4,810 | 新進 |
| Mizuho Markets Cayman LP | 4,818 | $33.1 萬 | 0.29% | −21,718−81.8% | 減碼 |
| Kaizen Financial Strategies | 4,823 | $33.2 萬 | 0.25% | −2,110−30.4% | 減碼 |
| Sage Mountain Advisors LLC | 4,832 | $33.2 萬 | 0.04% | +1,118+30.1% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,982 | $33.4 萬 | 0.18% | +36+0.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 4,879 | $33.6 萬 | 0.07% | +63+1.3% | 加碼 |
| Brighton Jones LLC | 4,883 | $33.6 萬 | 0.01% | −47−1.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,885 | $33.6 萬 | 0.03% | −28,200−85.2% | 減碼 |
| Arete Wealth Advisors, LLC | 4,891 | $33.6 萬 | 0.03% | +803+19.6% | 加碼 |
| Berger Financial Group, Inc | 4,916 | $33.8 萬 | 0.04% | +407+9.0% | 加碼 |
| Hyman Charles D | 4,930 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 4,932 | $33.9 萬 | 0.01% | −1,778−26.5% | 減碼 |
| Kingsview Wealth Management, LLC | 4,943 | $34.0 萬 | 0.01% | −31,762−86.5% | 減碼 |
| Triangle Securities Wealth Management | 4,971 | $34.2 萬 | 0.11% | −1,210−19.6% | 減碼 |
| Joel Isaacson & Co., LLC | 4,979 | $34.3 萬 | 0.02% | +28+0.6% | 加碼 |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $34.3 萬 | 0.20% | +5,326 | 新進 |
| Viewpoint Capital Management LLC | 5,000 | $34.4 萬 | 0.24% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 4,984 | $34.4 萬 | 0.07% | +4,984 | 新進 |
| Napa Wealth Management | 5,020 | $34.5 萬 | 0.19% | +5,020 | 新進 |
| Seeds Investor LLC | 5,038 | $34.7 萬 | 0.39% | +5,038 | 新進 |
| Haverford Trust Co | 5,096 | $35.1 萬 | 0.00% | +899+21.4% | 加碼 |
| Chilton Capital Management LLC | 5,111 | $35.2 萬 | 0.02% | +55+1.1% | 加碼 |
| Trillium Asset Management, LLC | 5,111 | $35.2 萬 | 0.01% | 00.0% | 不變 |