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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,123 | $35.2 萬 | 0.01% | −401−7.3% | 減碼 |
| Mondrian Investment Partners LTD | 5,152 | $35.4 萬 | 0.01% | +1,482+40.4% | 加碼 |
| Hexagon Capital Partners LLC | 5,160 | $35.5 萬 | 0.09% | −229−4.2% | 減碼 |
| Evermay Wealth Management LLC | 5,171 | $35.6 萬 | 0.07% | −32−0.6% | 減碼 |
| Virtue Capital Management, LLC | 5,318 | $35.8 萬 | 0.07% | −2,370−30.8% | 減碼 |
| Avestar Capital, LLC | 5,215 | $35.9 萬 | 0.04% | +826+18.8% | 加碼 |
| RMB Capital Management, LLC | 5,233 | $36.0 萬 | 0.01% | +1,011+23.9% | 加碼 |
| Steel Peak Wealth Management LLC | 5,253 | $36.1 萬 | 0.02% | +579+12.4% | 加碼 |
| KRS Capital Management, LLC | 5,270 | $36.3 萬 | 0.34% | −1,020−16.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,277 | $36.3 萬 | 0.04% | +97+1.9% | 加碼 |
| Custom Index Systems, LLC | 5,278 | $36.3 萬 | 0.23% | +5,278 | 新進 |
| Burke & Herbert Bank & Trust Co | 5,300 | $36.5 萬 | 0.26% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 5,307 | $36.5 萬 | 0.04% | +42+0.8% | 加碼 |
| Lodestar Private Asset Management LLC | 5,328 | $36.7 萬 | 0.06% | +53+1.0% | 加碼 |
| Oxinas Partners Wealth Management LLC | 5,330 | $36.7 萬 | 0.26% | +6+0.1% | 加碼 |
| Smithfield Trust Co | 5,330 | $36.8 萬 | 0.02% | +89+1.7% | 加碼 |
| Doheny Asset Management | 5,365 | $36.9 萬 | 0.36% | −4,200−43.9% | 減碼 |
| Keating Wealth Management LLC | 5,370 | $36.9 萬 | 0.25% | +5,370 | 新進 |
| Mather Group, LLC. | 5,407 | $37.2 萬 | 0.01% | −1,955−26.6% | 減碼 |
| L2 Asset Management, LLC | 5,416 | $37.3 萬 | 0.15% | +5,262+3,416.9% | 加碼 |
| Peoples Bank | 5,435 | $37.4 萬 | 0.30% | −810−13.0% | 減碼 |
| Keel Point, LLC | 5,450 | $37.5 萬 | 0.04% | +512+10.4% | 加碼 |
| Childress Capital Advisors, LLC | 5,456 | $37.5 萬 | 0.11% | −4−0.1% | 減碼 |
| Aberdeen Wealth Management LLC | 5,465 | $37.6 萬 | 0.27% | +10.0% | 加碼 |
| Sonora Investment Management Group, LLC | 5,481 | $37.7 萬 | 0.03% | +110+2.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,490 | $37.8 萬 | 0.03% | +5,490 | 新進 |
| Wealthsource Partners, LLC | 5,516 | $38.0 萬 | 0.02% | +912+19.8% | 加碼 |
| Atlantic Trust, LLC | 5,519 | $38.0 萬 | 0.10% | +4,594+496.6% | 加碼 |
| Ronald Blue Trust, Inc. | 6,920 | $38.0 萬 | 0.01% | +689+11.1% | 加碼 |
| Independent Financial Group, LLC | 5,538 | $38.1 萬 | 0.02% | +457+9.0% | 加碼 |
| Addison Advisors LLC | 5,545 | $38.1 萬 | 0.15% | +90+1.6% | 加碼 |
| Boyar Asset Management Inc. | 5,548 | $38.2 萬 | 0.29% | −387−6.5% | 減碼 |
| Massachusetts Wealth Management | 5,550 | $38.2 萬 | 0.31% | +900+19.4% | 加碼 |
| Journey Advisory Group, LLC | 5,604 | $38.6 萬 | 0.05% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 5,622 | $38.7 萬 | 0.17% | +5,622 | 新進 |
| PFG Investments, LLC | 5,633 | $38.8 萬 | 0.07% | −117−2.0% | 減碼 |
| CNB Bank | 5,636 | $38.8 萬 | 0.21% | −60−1.1% | 減碼 |
| Abbrea Capital, LLC | 5,635 | $38.8 萬 | 0.06% | −550−8.9% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,643 | $38.8 萬 | 0.12% | +192+3.5% | 加碼 |
| Proequities, Inc. | 5,645 | $38.8 萬 | 0.03% | +291+5.4% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 5,678 | $39.1 萬 | 0.26% | +50+0.9% | 加碼 |
| Rosenberg Matthew Hamilton | 5,683 | $39.1 萬 | 0.12% | −46−0.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,711 | $39.3 萬 | 0.04% | +149+2.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,715 | $39.3 萬 | 0.02% | +5,715 | 新進 |
| River Wealth Advisors LLC | 5,731 | $39.4 萬 | 0.06% | +649+12.8% | 加碼 |
| Welch & Forbes LLC | 5,741 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 5,748 | $39.5 萬 | 0.02% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 5,756 | $39.6 萬 | 0.04% | +5,756 | 新進 |
| CoreCap Advisors, LLC | 5,797 | $39.9 萬 | 0.03% | +1,714+42.0% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $39.9 萬 | 0.12% | 00.0% | 不變 |
| New Hampshire Trust | 5,812 | $40.0 萬 | 0.10% | +10.0% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 5,818 | $40.0 萬 | 0.12% | +5,818 | 新進 |
| Transcend Wealth Collective, LLC | 5,846 | $40.2 萬 | 0.04% | +1,180+25.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,853 | $40.3 萬 | 0.27% | −273−4.5% | 減碼 |
| Greystone Financial Group, LLC | 5,862 | $40.3 萬 | 0.09% | −3,995−40.5% | 減碼 |
| Monograph Wealth Advisors, LLC | 5,893 | $40.5 萬 | 0.07% | −1,921−24.6% | 減碼 |
| David R. Rahn & Associates Inc. | 5,895 | $40.6 萬 | 0.17% | +5,895 | 新進 |
| Green Square Capital Advisors LLC | 5,900 | $40.6 萬 | 0.05% | −229−3.7% | 減碼 |
| Clare Market Investments LLC | 5,900 | $40.6 萬 | 0.14% | +5,900 | 新進 |
| Fidelis Capital Partners, LLC | 5,910 | $40.7 萬 | 0.09% | +5,910 | 新進 |
| Whitener Capital Management, Inc. | 5,941 | $40.9 萬 | 0.15% | +1,863+45.7% | 加碼 |
| Meyer Handelman Co | 5,950 | $40.9 萬 | 0.02% | +2,179+57.8% | 加碼 |
| Diligent Investors, LLC | 5,959 | $41.0 萬 | 0.11% | +176+3.0% | 加碼 |
| Icon Wealth Advisors, LLC | 5,965 | $41.0 萬 | 0.04% | +5,965 | 新進 |
| Veracity Capital LLC | 5,968 | $41.1 萬 | 0.17% | +385+6.9% | 加碼 |
| Octavia Wealth Advisors, LLC | 5,978 | $41.1 萬 | 0.07% | +274+4.8% | 加碼 |
| Ariston Services Group | 5,994 | $41.2 萬 | 0.40% | +5,994 | 新進 |
| Atlas Private Wealth Management | 5,999 | $41.3 萬 | 0.19% | +112+1.9% | 加碼 |
| Mason & Associates Inc | 6,009 | $41.3 萬 | 0.12% | −359−5.6% | 減碼 |
| Michael S. Ryan, Inc. | 6,018 | $41.4 萬 | 0.34% | 00.0% | 不變 |
| Alpha Family Trust | 6,070 | $41.8 萬 | 0.28% | +1,410+30.3% | 加碼 |
| Apexium Financial, LP | 6,085 | $41.9 萬 | 0.03% | +2,146+54.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,087 | $41.9 萬 | 0.01% | +2,897+90.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,121 | $42.1 萬 | 0.08% | −574−8.6% | 減碼 |
| Legacy Advisors, LLC | 6,167 | $42.4 萬 | 0.05% | +911+17.3% | 加碼 |
| Cedar Brook Financial Partners, LLC | 6,535 | $42.6 萬 | 0.09% | +2,407+58.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 6,200 | $42.7 萬 | 0.13% | +200+3.3% | 加碼 |
| ZRC Wealth Management, LLC | 7,826 | $43.0 萬 | 0.26% | +2,205+39.2% | 加碼 |
| Relative Value Partners Group, LLC | 6,266 | $43.1 萬 | 0.03% | +52+0.8% | 加碼 |
| Family Legacy, Inc. | 6,310 | $43.4 萬 | 0.17% | 00.0% | 不變 |
| Perpetual Ltd | 6,311 | $43.4 萬 | 0.00% | −3,566−36.1% | 減碼 |
| Washburn Capital Management, Inc. | 6,314 | $43.4 萬 | 0.33% | −4,800−43.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 6,379 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 6,398 | $44.0 萬 | 0.01% | −2,066−24.4% | 減碼 |
| Arkadios Wealth Advisors | 6,410 | $44.1 萬 | 0.04% | +73+1.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,412 | $44.1 萬 | 0.03% | +698+12.2% | 加碼 |
| Cooper Financial Group | 6,417 | $44.2 萬 | 0.08% | −1,872−22.6% | 減碼 |
| TAGStone Capital, Inc. | 6,425 | $44.2 萬 | 0.29% | +28+0.4% | 加碼 |
| Aspen Grove Capital, LLC | 6,557 | $44.6 萬 | 0.14% | −240−3.5% | 減碼 |
| Pure Financial Advisors, Inc. | 6,513 | $44.8 萬 | 0.02% | +6,513 | 新進 |
| Arcataur Capital Management LLC | 6,518 | $44.8 萬 | 0.17% | −40−0.6% | 減碼 |
| Tobam | 6,539 | $45.0 萬 | 0.04% | −812−11.0% | 減碼 |
| Defined Wealth Management, LLC | 6,577 | $45.2 萬 | 0.35% | +23+0.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,579 | $45.3 萬 | 0.04% | +814+14.1% | 加碼 |
| Leavell Investment Management, Inc. | 6,600 | $45.4 萬 | 0.03% | −13,733−67.5% | 減碼 |
| Baron Wealth Management LLC | 6,643 | $45.7 萬 | 0.25% | +401+6.4% | 加碼 |
| NorthRock Partners, LLC | 6,649 | $45.7 萬 | 0.02% | +1,384+26.3% | 加碼 |
| Boston Trust Walden Corp | 6,655 | $45.8 萬 | 0.00% | +76+1.2% | 加碼 |
| Arden Trust Co | 6,682 | $46.0 萬 | 0.07% | −526−7.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 6,690 | $46.0 萬 | 0.06% | −385−5.4% | 減碼 |