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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 12,264 | $84.4 萬 | 0.07% | −524−4.1% | 減碼 |
| Aaron Wealth Advisors | 12,294 | $84.6 萬 | 0.14% | −127,857−91.2% | 減碼 |
| Viawealth, LLC | 12,355 | $85.0 萬 | 0.58% | −199−1.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 12,398 | $85.3 萬 | 0.02% | +2,006+19.3% | 加碼 |
| Centaurus Financial, Inc. | 12,428 | $85.5 萬 | 0.06% | −7,337−37.1% | 減碼 |
| Matisse Capital | 12,550 | $86.3 萬 | 0.46% | +1,470+13.3% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $86.7 萬 | 0.20% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 12,666 | $87.1 萬 | 0.11% | −52−0.4% | 減碼 |
| Catalyst Financial Partners LLC | 12,693 | $87.3 萬 | 0.25% | −2,060−14.0% | 減碼 |
| Tranquilli Financial Advisor LLC | 12,702 | $87.4 萬 | 0.62% | −2,450−16.2% | 減碼 |
| Hamel Associates, Inc. | 12,795 | $88.0 萬 | 0.31% | 00.0% | 不變 |
| HCR Wealth Advisors | 12,822 | $88.2 萬 | 0.14% | +2,974+30.2% | 加碼 |
| Oder Investment Management, LLC | 12,846 | $88.4 萬 | 0.87% | −50.0% | 減碼 |
| Lake Street Advisors Group, LLC | 12,916 | $88.9 萬 | 0.04% | +282+2.2% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 12,952 | $89.1 萬 | 0.07% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 13,958 | $89.2 萬 | 0.33% | +1,100+8.6% | 加碼 |
| Pearl River Capital, LLC | 12,978 | $89.3 萬 | 0.14% | −62,216−82.7% | 減碼 |
| Mitchell Sinkler & Starr | 12,986 | $89.3 萬 | 0.16% | +1,380+11.9% | 加碼 |
| Burns Matteson Capital Management, LLC | 13,014 | $89.7 萬 | 0.63% | −2,527−16.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,036 | $89.7 萬 | 0.04% | −5,039−27.9% | 減碼 |
| Eagle Strategies LLC | 13,117 | $90.2 萬 | 0.19% | +13,117 | 新進 |
| United Community Bank | 13,180 | $90.7 萬 | 0.38% | −460−3.4% | 減碼 |
| Summit Asset Management, LLC | 13,264 | $91.3 萬 | 0.22% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 13,346 | $91.8 萬 | 0.17% | −7−0.1% | 減碼 |
| Operose Advisors LLC | 13,356 | $91.9 萬 | 0.37% | −621−4.4% | 減碼 |
| Ulland Investment Advisors, LLC | 13,377 | $92.0 萬 | 0.93% | −6,930−34.1% | 減碼 |
| Checchi Capital Advisers, LLC | 13,470 | $92.7 萬 | 0.08% | +92+0.7% | 加碼 |
| Smith, Moore & Co. | 13,471 | $92.7 萬 | 0.11% | −592−4.2% | 減碼 |
| JT Stratford LLC | 13,481 | $92.7 萬 | 0.21% | +4,759+54.6% | 加碼 |
| Intrust Bank NA | 13,534 | $93.1 萬 | 0.11% | 00.0% | 不變 |
| Thomasville National Bank | 13,576 | $93.4 萬 | 0.08% | −123−0.9% | 減碼 |
| Eschler Asset Management LLP | 15,024 | $93.5 萬 | 0.74% | +15,024 | 新進 |
| Trustmark National Bank Trust Department | 13,633 | $93.8 萬 | 0.09% | +684+5.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 13,670 | $94.0 萬 | 0.08% | −309−2.2% | 減碼 |
| Providence Wealth Advisors, LLC | 1,309 | $94.4 萬 | 1.12% | −13,754−91.3% | 減碼 |
| Meeder Advisory Services, Inc. | 13,772 | $94.8 萬 | 0.11% | +220+1.6% | 加碼 |
| TD Private Client Wealth LLC | 13,840 | $95.2 萬 | 0.03% | +4,454+47.5% | 加碼 |
| Prospera Financial Services Inc | 13,858 | $95.3 萬 | 0.03% | +631+4.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 13,858 | $95.3 萬 | 0.34% | +60.0% | 加碼 |
| IMS Capital Management | 13,880 | $95.5 萬 | 0.47% | 00.0% | 不變 |
| Garner Asset Management Corp | 15,421 | $95.6 萬 | 0.49% | −3,768−19.6% | 減碼 |
| Panoramic Investment Advisors, LLC | 13,918 | $95.8 萬 | 0.83% | +30.0% | 加碼 |
| Citizens & Northern Corp | 13,959 | $96.0 萬 | 0.34% | −560−3.9% | 減碼 |
| Avalon Trust Co | 14,000 | $96.3 萬 | 0.09% | 00.0% | 不變 |
| Hennessy Advisors Inc | 14,000 | $96.3 萬 | 0.05% | +5,000+55.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 14,000 | $96.3 萬 | 0.57% | +1,000+7.7% | 加碼 |
| First Financial Corp | 14,050 | $96.6 萬 | 0.49% | −340−2.4% | 減碼 |
| Hardy Reed LLC | 14,096 | $97.0 萬 | 0.13% | +786+5.9% | 加碼 |
| Finer Wealth Management, Inc. | 14,255 | $98.1 萬 | 0.73% | +5,431+61.5% | 加碼 |
| Phoenix Holdings Ltd. | 13,214 | $98.6 萬 | 0.02% | +13,214 | 新進 |
| Lebenthal Global Advisors, LLC | 14,367 | $98.8 萬 | 0.23% | +1,635+12.8% | 加碼 |
| CMG Global Holdings, LLC | 15,297 | $98.9 萬 | 0.72% | +7,486+95.8% | 加碼 |
| David Loasby | 14,755 | $99.2 萬 | 0.11% | +623+4.4% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 14,654 | $100.8 萬 | 0.71% | −1,848−11.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 14,706 | $101.2 萬 | 0.04% | −13,250−47.4% | 減碼 |
| Consolidated Portfolio Review Corp | 14,790 | $101.8 萬 | 0.23% | −5,124−25.7% | 減碼 |
| Neumann Capital Management, LLC | 14,850 | $102.2 萬 | 0.41% | +15+0.1% | 加碼 |
| Uncommon Cents Investing LLC | 14,872 | $102.3 萬 | 0.34% | +175+1.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 14,875 | $102.3 萬 | 0.06% | +4,622+45.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 14,967 | $103.0 萬 | 0.11% | −1,057−6.6% | 減碼 |
| Bokf, NA | 14,991 | $103.1 萬 | 0.02% | +362+2.5% | 加碼 |
| Nicolet Bankshares Inc | 14,993 | $103.2 萬 | 0.28% | +494+3.4% | 加碼 |
| Parkside Investments, LLC | 15,000 | $103.2 萬 | 0.17% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 15,066 | $103.7 萬 | 0.20% | +74+0.5% | 加碼 |
| Fruth Investment Management | 15,129 | $104.0 萬 | 0.29% | −200−1.3% | 減碼 |
| Caldwell Trust Co | 15,126 | $104.1 萬 | 0.13% | −1,872−11.0% | 減碼 |
| King Luther Capital Management Corp | 15,143 | $104.2 萬 | 0.01% | +15,143 | 新進 |
| NBC Securities, Inc. | 15,270 | $105.0 萬 | 0.11% | −1,289−7.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 15,657 | $105.3 萬 | 0.13% | −873−5.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 15,321 | $105.4 萬 | 0.24% | +1,746+12.9% | 加碼 |
| Nilsine Partners, LLC | 15,334 | $105.5 萬 | 0.16% | −585−3.7% | 減碼 |
| JNBA Financial Advisors | 15,345 | $105.6 萬 | 0.12% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 15,375 | $105.8 萬 | 0.39% | −150−1.0% | 減碼 |
| Ostrum Asset Management | 15,386 | $105.9 萬 | 0.09% | +6,417+71.5% | 加碼 |
| Integrated Wealth Concepts LLC | 15,458 | $106.4 萬 | 0.02% | −6,040−28.1% | 減碼 |
| Waldron Private Wealth LLC | 15,573 | $107.1 萬 | 0.05% | +3,866+33.0% | 加碼 |
| Stableford Capital II LLC | 16,446 | $107.3 萬 | 0.46% | +181+1.1% | 加碼 |
| Sentry Investment Management LLC | 15,622 | $107.5 萬 | 0.46% | +6,977+80.7% | 加碼 |
| Ritholtz Wealth Management | 15,642 | $107.6 萬 | 0.04% | +2,046+15.0% | 加碼 |
| Sowell Financial Services LLC | 15,813 | $108.8 萬 | 0.06% | +5,211+49.2% | 加碼 |
| Diversified Trust Co | 15,854 | $109.1 萬 | 0.04% | +3,076+24.1% | 加碼 |
| Cigna Investments Inc | 15,895 | $109.3 萬 | 0.23% | −32−0.2% | 減碼 |
| Lindbrook Capital, LLC | 15,940 | $109.7 萬 | 0.11% | −1,708−9.7% | 減碼 |
| Atom Investors LP | 16,056 | $110.5 萬 | 0.20% | +6,722+72.0% | 加碼 |
| Axxcess Wealth Management, LLC | 16,167 | $111.2 萬 | 0.03% | −5,626−25.8% | 減碼 |
| Davis R M Inc | 16,233 | $111.7 萬 | 0.03% | 00.0% | 不變 |
| Avondale Wealth Management | 16,300 | $112.1 萬 | 0.90% | −200−1.2% | 減碼 |
| Forum Financial Management, LP | 16,357 | $112.5 萬 | 0.02% | +3,002+22.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 16,361 | $112.6 萬 | 0.79% | +216+1.3% | 加碼 |
| Duff & Phelps Investment Management Co | 16,424 | $113.0 萬 | 0.01% | 00.0% | 不變 |
| St Germain D J Co Inc | 16,433 | $113.1 萬 | 0.06% | −48,512−74.7% | 減碼 |
| BayBridge Capital Group, LLC | 17,369 | $113.3 萬 | 1.05% | +17,369 | 新進 |
| Ameritas Investment Partners, Inc. | 16,537 | $113.8 萬 | 0.04% | −624−3.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,937 | $113.9 萬 | 0.04% | +2,896+20.6% | 加碼 |
| Embree Financial Group | 16,618 | $114.3 萬 | 0.24% | +16,618 | 新進 |
| TLWM | 16,636 | $114.5 萬 | 0.27% | +105+0.6% | 加碼 |
| DRW Securities, LLC | 16,646 | $114.5 萬 | 0.03% | +12,318+284.6% | 加碼 |
| Professional Financial Advisors, LLC | 16,654 | $114.6 萬 | 0.38% | +2,965+21.7% | 加碼 |
| Nikulski Financial, Inc. | 16,735 | $115.1 萬 | 0.42% | −80−0.5% | 減碼 |
| Sumitomo Life Insurance Co | 16,765 | $115.3 萬 | 0.04% | −829−4.7% | 減碼 |