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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 9,120 | $62.7 萬 | 0.06% | +29+0.3% | 加碼 |
| Traynor Capital Management, Inc. | 9,140 | $62.9 萬 | 0.07% | +148+1.6% | 加碼 |
| Private Ocean, LLC | 9,143 | $62.9 萬 | 0.06% | +2,397+35.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 9,171 | $63.1 萬 | 0.04% | −379−4.0% | 減碼 |
| Canopy Partners, LLC | 9,197 | $63.3 萬 | 0.39% | +9,197 | 新進 |
| Brown Capital Management LLC | 9,200 | $63.3 萬 | 0.01% | −4,426−32.5% | 減碼 |
| Omega Financial Group, LLC | 9,258 | $63.7 萬 | 0.27% | +35+0.4% | 加碼 |
| Wealth Quarterback LLC | 9,269 | $63.8 萬 | 0.39% | +441+5.0% | 加碼 |
| Wintrust Investments LLC | 9,282 | $63.9 萬 | 0.06% | +1,705+22.5% | 加碼 |
| Essex Financial Services, Inc. | 9,299 | $64.0 萬 | 0.07% | +246+2.7% | 加碼 |
| Regatta Capital Group, LLC | 9,358 | $64.4 萬 | 0.17% | −82−0.9% | 減碼 |
| Castleark Management LLC | 9,360 | $64.4 萬 | 0.03% | 00.0% | 不變 |
| CX Institutional | 9,403 | $64.7 萬 | 0.03% | −550−5.5% | 減碼 |
| Atomi Financial Group, Inc. | 9,419 | $64.8 萬 | 0.09% | +2,229+31.0% | 加碼 |
| Crumly & Associates Inc. | 9,439 | $64.9 萬 | 0.19% | −1,539−14.0% | 減碼 |
| Good Life Advisors, LLC | 9,475 | $65.2 萬 | 0.06% | −484−4.9% | 減碼 |
| Lazari Capital Management, Inc. | 9,527 | $65.5 萬 | 0.38% | +1,014+11.9% | 加碼 |
| Ninety One SA (PTY) Ltd | 9,527 | $65.5 萬 | 0.10% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 9,567 | $65.8 萬 | 0.02% | −38,086−79.9% | 減碼 |
| Mystic Asset Management, Inc. | 9,567 | $65.8 萬 | 0.31% | +5,000+109.5% | 加碼 |
| Edge Capital Group, LLC | 9,595 | $66.0 萬 | 0.04% | −448−4.5% | 減碼 |
| First Trust Advisors LP | 9,612 | $66.1 萬 | 0.00% | −56,276−85.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 9,693 | $66.7 萬 | 0.26% | −8−0.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 9,588 | $66.7 萬 | 0.02% | +1,500+18.5% | 加碼 |
| Logan Capital Management Inc | 9,729 | $66.9 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 9,760 | $67.1 萬 | 0.10% | −433−4.2% | 減碼 |
| Meridian Wealth Management, LLC | 9,762 | $67.2 萬 | 0.04% | −3,708−27.5% | 減碼 |
| Waterloo Capital, L.P. | 9,768 | $67.2 萬 | 0.11% | +9,768 | 新進 |
| Enterprise Bank & Trust Co | 9,782 | $67.3 萬 | 0.24% | +207+2.2% | 加碼 |
| Carson Advisory Inc. | 9,822 | $67.6 萬 | 0.53% | 00.0% | 不變 |
| Bridge Advisory, LLC | 9,935 | $68.4 萬 | 0.34% | −41−0.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,937 | $68.4 萬 | 0.08% | −2,701−21.4% | 減碼 |
| Unique Wealth Strategies, LLC | 9,971 | $68.6 萬 | 0.46% | +9,971 | 新進 |
| Emfo, LLC | 10,000 | $68.8 萬 | 0.64% | −5,000−33.3% | 減碼 |
| Jupiter Wealth Management LLC | 10,000 | $68.8 萬 | 0.40% | 00.0% | 不變 |
| Invictus Private Wealth, LLC | 10,015 | $68.9 萬 | 0.07% | 00.0% | 不變 |
| Ironwood Financial, llc | 10,026 | $69.0 萬 | 0.17% | 00.0% | 不變 |
| Verition Fund Management LLC | 10,030 | $69.0 萬 | 0.01% | −16,332−62.0% | 減碼 |
| Redmont Wealth Advisors LLC | 10,043 | $69.1 萬 | 1.01% | −1,700−14.5% | 減碼 |
| Ambassador Advisors, LLC | 11,081 | $69.1 萬 | 0.15% | −244−2.2% | 減碼 |
| Oak Thistle LLC | 10,052 | $69.2 萬 | 0.20% | +5,816+137.3% | 加碼 |
| Pitcairn Co | 10,057 | $69.2 萬 | 0.05% | −124−1.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 10,165 | $69.9 萬 | 0.32% | +3,034+42.5% | 加碼 |
| Strategic Blueprint, LLC | 10,172 | $70.0 萬 | 0.06% | +749+7.9% | 加碼 |
| Founders Financial Securities LLC | 10,195 | $70.1 萬 | 0.08% | +18+0.2% | 加碼 |
| Clean Yield Group | 10,240 | $70.5 萬 | 0.30% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 10,260 | $70.6 萬 | 0.19% | −131−1.3% | 減碼 |
| Royce & Associates LP | 10,270 | $70.7 萬 | 0.01% | 00.0% | 不變 |
| Westmount Partners, LLC | 10,290 | $70.8 萬 | 0.29% | −420−3.9% | 減碼 |
| Ridgewood Investments LLC | 10,298 | $70.9 萬 | 0.42% | +1,708+19.9% | 加碼 |
| Berkshire Asset Management LLC | 10,325 | $71.0 萬 | 0.04% | −32−0.3% | 減碼 |
| WNY Asset Management, LLC | 10,327 | $71.0 萬 | 0.12% | −302−2.8% | 減碼 |
| Capital Advantage, Inc. | 10,336 | $71.1 萬 | 0.14% | −252−2.4% | 減碼 |
| Moseley Investment Management Inc | 10,339 | $71.1 萬 | 0.40% | −202−1.9% | 減碼 |
| Thor Investment Management Inc | 10,521 | $72.4 萬 | 0.63% | +10,521 | 新進 |
| Sunbelt Securities, Inc. | 10,524 | $72.4 萬 | 0.09% | −131−1.2% | 減碼 |
| GAMMA Investing LLC | 11,523 | $72.5 萬 | 0.20% | +11,523 | 新進 |
| Legacy Wealth Asset Management, LLC | 10,546 | $72.6 萬 | 0.24% | −271−2.5% | 減碼 |
| Drive Wealth Management, LLC | 10,564 | $72.7 萬 | 0.23% | −486−4.4% | 減碼 |
| Platform Technology Partners | 11,305 | $72.9 萬 | 0.28% | −246−2.1% | 減碼 |
| Navalign, LLC | 10,657 | $73.3 萬 | 0.26% | −579−5.2% | 減碼 |
| Unio Capital LLC | 10,675 | $73.4 萬 | 0.38% | −710−6.2% | 減碼 |
| Financial Advisory Corp | 10,739 | $73.9 萬 | 0.33% | +5,574+107.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,776 | $74.1 萬 | 0.12% | −529−4.7% | 減碼 |
| Shira Ridge Wealth Management | 10,845 | $74.6 萬 | 0.45% | +9+0.1% | 加碼 |
| Venturi Wealth Management, LLC | 10,899 | $75.0 萬 | 0.05% | −3,324−23.4% | 減碼 |
| International Assets Investment Management, LLC | 10,994 | $75.6 萬 | 0.10% | +612+5.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 11,019 | $75.8 萬 | 0.09% | +5,570+102.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,069 | $76.2 萬 | 0.24% | −115−1.0% | 減碼 |
| Mutual Advisors, LLC | 11,119 | $76.5 萬 | 0.03% | −670−5.7% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 11,125 | $76.5 萬 | 0.31% | −1,171−9.5% | 減碼 |
| Vima LLC | 11,159 | $76.8 萬 | 1.77% | +11,159 | 新進 |
| Keystone Financial Services | 11,283 | $77.6 萬 | 0.37% | +299+2.7% | 加碼 |
| Emerald Advisers, LLC | 11,299 | $77.7 萬 | 0.03% | +1,358+13.7% | 加碼 |
| Novare Capital Management LLC | 11,304 | $77.8 萬 | 0.08% | −1,800−13.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,361 | $78.2 萬 | 0.01% | +1,229+12.1% | 加碼 |
| Western Wealth Management, LLC | 11,375 | $78.3 萬 | 0.06% | +1,499+15.2% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 11,381 | $78.3 萬 | 0.72% | +11,381 | 新進 |
| Cynosure Management, LLC | 11,393 | $78.4 萬 | 0.14% | −79−0.7% | 減碼 |
| Northcape Wealth Management, LLC | 11,482 | $79.0 萬 | 0.29% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 11,484 | $79.0 萬 | 0.71% | +11,484 | 新進 |
| Lodestone Wealth Management LLC | 11,509 | $79.2 萬 | 0.46% | +50+0.4% | 加碼 |
| Opinicus Capital, Inc. | 11,529 | $79.3 萬 | 0.81% | +11,529 | 新進 |
| Wedmont Private Capital | 11,700 | $79.3 萬 | 0.06% | +632+5.7% | 加碼 |
| Schechter Investment Advisors, LLC | 11,650 | $80.2 萬 | 0.07% | +5,181+80.1% | 加碼 |
| Personal Cfo Solutions, LLC | 11,685 | $80.4 萬 | 0.14% | +2,291+24.4% | 加碼 |
| Stablepoint Partners, LLC | 11,702 | $80.5 萬 | 0.21% | +11,702 | 新進 |
| Powell Investment Advisors, LLC | 11,738 | $80.8 萬 | 0.45% | 00.0% | 不變 |
| Independence Bank of Kentucky | 11,740 | $80.8 萬 | 0.28% | −135−1.1% | 減碼 |
| Napatree Capital LLC | 11,787 | $81.1 萬 | 0.81% | +11,787 | 新進 |
| Citizens National Bank Trust Department | 11,920 | $82.0 萬 | 0.21% | 00.0% | 不變 |
| LGT Group Foundation | 11,816 | $82.2 萬 | 0.02% | −134,860−91.9% | 減碼 |
| Derbend Asset Management | 11,983 | $82.4 萬 | 0.48% | +44+0.4% | 加碼 |
| Intact Investment Management Inc. | 12,000 | $82.6 萬 | 0.03% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 12,019 | $82.7 萬 | 0.11% | +12,019 | 新進 |
| First Commonwealth Financial Corp | 12,051 | $82.9 萬 | 0.26% | +2,299+23.6% | 加碼 |
| Sage Rhino Capital LLC | 12,085 | $83.1 萬 | 0.21% | −25−0.2% | 減碼 |
| Koshinski Asset Management, Inc. | 12,206 | $84.0 萬 | 0.13% | −3,157−20.5% | 減碼 |
| O'Rourke & Company, Inc | 12,225 | $84.1 萬 | 0.54% | +2,596+27.0% | 加碼 |
| Peak Planning Group, LLC | 12,224 | $84.1 萬 | 0.60% | +27+0.2% | 加碼 |