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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Hall Capital Management Co Inc | 21,121 | $145.3 萬 | 0.85% | +1,171+5.9% | 加碼 |
| NEOS Investment Management LLC | 21,066 | $144.9 萬 | 0.14% | +5,474+35.1% | 加碼 |
| Aspen Investment Management Inc | 21,000 | $144.5 萬 | 0.81% | +1,079+5.4% | 加碼 |
| Hedges Asset Management LLC | 21,000 | $144.5 萬 | 1.13% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 20,961 | $144.2 萬 | 0.11% | +750+3.7% | 加碼 |
| Monetta Financial Services Inc | 20,800 | $143.1 萬 | 1.36% | 00.0% | 不變 |
| FDx Advisors, Inc. | 20,791 | $143.0 萬 | 0.11% | −2,178−9.5% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 20,710 | $142.5 萬 | 0.09% | −743−3.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 20,675 | $142.2 萬 | 0.06% | −50.0% | 減碼 |
| Dakota Wealth Management | 20,534 | $141.3 萬 | 0.05% | +297+1.5% | 加碼 |
| V-Square Quantitative Management LLC | 20,510 | $141.1 萬 | 0.34% | +7,116+53.1% | 加碼 |
| Birmingham Capital Management Co Inc | 20,425 | $140.5 萬 | 0.56% | −1,000−4.7% | 減碼 |
| AXS Investments LLC | 20,371 | $140.2 萬 | 0.34% | −693−3.3% | 減碼 |
| Banco BTG Pactual S.A. | 20,000 | $139.1 萬 | 0.32% | −70,367−77.9% | 減碼 |
| Lummis Asset Management, LP | 20,217 | $139.1 萬 | 1.06% | +20,217 | 新進 |
| EverSource Wealth Advisors, LLC | 20,162 | $138.7 萬 | 0.13% | +658+3.4% | 加碼 |
| Wealth Alliance | 20,103 | $138.3 萬 | 0.19% | +176+0.9% | 加碼 |
| Ballentine Partners, LLC | 20,102 | $138.3 萬 | 0.03% | +5,501+37.7% | 加碼 |
| South Dakota Investment Council | 20,075 | $138.1 萬 | 0.03% | 00.0% | 不變 |
| Rothschild Investment LLC | 20,035 | $137.8 萬 | 0.12% | +20,035 | 新進 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $137.6 萬 | 0.01% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 19,962 | $137.3 萬 | 0.35% | +1,971+11.0% | 加碼 |
| Umb Bank N A | 19,910 | $137.0 萬 | 0.02% | −17,785−47.2% | 減碼 |
| Jeppson Wealth Management, LLC | 19,838 | $136.5 萬 | 0.57% | +2,177+12.3% | 加碼 |
| Copperleaf Capital, LLC | 19,816 | $136.3 萬 | 1.39% | +578+3.0% | 加碼 |
| Ascent Wealth Partners, LLC | 19,777 | $136.1 萬 | 0.22% | +608+3.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 19,649 | $135.2 萬 | 0.04% | −2,946−13.0% | 減碼 |
| Bank of Hawaii | 19,642 | $135.1 萬 | 0.07% | −3,439−14.9% | 減碼 |
| Insigneo Advisory Services, LLC | 19,609 | $134.9 萬 | 0.19% | +5,216+36.2% | 加碼 |
| Armstrong Henry H Associates Inc | 19,591 | $134.8 萬 | 0.14% | −5,000−20.3% | 減碼 |
| Laurion Capital Management LP | 19,587 | $134.8 萬 | 0.05% | −306,949−94.0% | 減碼 |
| Crescent Grove Advisors, LLC | 19,574 | $134.7 萬 | 0.15% | +221+1.1% | 加碼 |
| Riverwater Partners LLC | 19,559 | $134.6 萬 | 1.06% | +823+4.4% | 加碼 |
| Tranquility Partners, LLC | 19,494 | $134.1 萬 | 0.56% | −1,148−5.6% | 減碼 |
| Chaney Capital Management, Inc. | 19,423 | $133.6 萬 | 1.19% | +19,423 | 新進 |
| Bayesian Capital Management, LP | 19,400 | $133.5 萬 | 0.14% | +19,400 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 19,349 | $133.1 萬 | 0.08% | −9,325−32.5% | 減碼 |
| RMR Wealth Builders | 19,343 | $133.1 萬 | 0.19% | +3,744+24.0% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 19,283 | $132.7 萬 | 0.16% | −187−1.0% | 減碼 |
| Global Retirement Partners, LLC | 20,603 | $132.5 萬 | 0.06% | +1,718+9.1% | 加碼 |
| Texas Yale Capital Corp. | 19,249 | $132.4 萬 | 0.06% | +949+5.2% | 加碼 |
| Telos Capital Management, Inc. | 19,196 | $132.1 萬 | 0.16% | +19,196 | 新進 |
| Golden State Equity Partners | 19,111 | $131.5 萬 | 0.32% | +6,383+50.1% | 加碼 |
| Zullo Investment Group, Inc. | 18,980 | $130.6 萬 | 0.67% | +3,878+25.7% | 加碼 |
| Morningstar Investment Management LLC | 18,910 | $130.1 萬 | 0.15% | +18,910 | 新進 |
| Guardian Asset Advisors, LLC | 18,740 | $128.7 萬 | 1.21% | +18,740 | 新進 |
| Belpointe Asset Management LLC | 18,701 | $128.7 萬 | 0.11% | −2,815−13.1% | 減碼 |
| RiverPark Advisors, LLC | 18,630 | $128.2 萬 | 1.18% | +1,033+5.9% | 加碼 |
| Trust Asset Management LLC | 18,604 | $128.0 萬 | 0.12% | 00.0% | 不變 |
| Balboa Wealth Partners | 18,551 | $127.6 萬 | 0.42% | +2,852+18.2% | 加碼 |
| Dana Investment Advisors, Inc. | 18,528 | $127.5 萬 | 0.06% | +1,733+10.3% | 加碼 |
| Savant Capital, LLC | 18,385 | $126.5 萬 | 0.02% | +9,817+114.6% | 加碼 |
| Maia Wealth LLC | 18,281 | $125.8 萬 | 0.51% | +18,281 | 新進 |
| Lincoln National Corp | 18,224 | $125.4 萬 | 0.02% | −2,259−11.0% | 減碼 |
| Spire Wealth Management | 19,601 | $125.0 萬 | 0.04% | +2,016+11.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,097 | $124.5 萬 | 0.02% | +111+0.6% | 加碼 |
| BIP Wealth, LLC | 18,061 | $124.3 萬 | 0.10% | 00.0% | 不變 |
| Secure Asset Management, LLC | 17,867 | $122.9 萬 | 0.33% | −1,126−5.9% | 減碼 |
| Montecito Bank & Trust | 17,752 | $122.1 萬 | 0.26% | −50−0.3% | 減碼 |
| Cidel Asset Management Inc | 17,658 | $121.5 萬 | 0.05% | +3,358+23.5% | 加碼 |
| Alden Global Capital LLC | 17,650 | $121.4 萬 | 1.55% | +17,650 | 新進 |
| Buckhead Capital Management LLC | 17,547 | $120.7 萬 | 0.45% | −500−2.8% | 減碼 |
| Krilogy Financial LLC | 17,521 | $120.5 萬 | 0.10% | +3,816+27.8% | 加碼 |
| Columbia Asset Management | 17,426 | $119.9 萬 | 0.25% | +1,305+8.1% | 加碼 |
| Inspire Advisors, LLC | 17,331 | $119.2 萬 | 0.18% | +7,201+71.1% | 加碼 |
| Coldstream Capital Management Inc | 17,312 | $119.1 萬 | 0.03% | +3,447+24.9% | 加碼 |
| Wedbush Securities Inc | 17,173 | $118.1 萬 | 0.05% | −514−2.9% | 減碼 |
| Retireful, LLC | 17,075 | $117.5 萬 | 0.51% | −10,315−37.7% | 減碼 |
| Leisure Capital Management | 17,055 | $117.3 萬 | 0.63% | −375−2.2% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,043 | $117.3 萬 | 0.28% | −25−0.1% | 減碼 |
| Worm Capital, LLC | 17,040 | $117.2 萬 | 1.15% | +199+1.2% | 加碼 |
| Centiva Capital, LP | 16,978 | $116.8 萬 | 0.07% | −429−2.5% | 減碼 |
| Delphi Management Inc | 16,974 | $116.8 萬 | 1.07% | +126+0.7% | 加碼 |
| Aviso Wealth Management | 16,949 | $116.6 萬 | 0.85% | +16,949 | 新進 |
| Quadrant Capital Group LLC | 16,899 | $116.3 萬 | 0.10% | +836+5.2% | 加碼 |
| Hills Bank & Trust Co | 16,813 | $115.7 萬 | 0.11% | +1,046+6.6% | 加碼 |
| Signet Investment Advisory Group, Inc. | 16,788 | $115.5 萬 | 0.70% | −466−2.7% | 減碼 |
| Sumitomo Life Insurance Co | 16,765 | $115.3 萬 | 0.04% | −829−4.7% | 減碼 |
| Nikulski Financial, Inc. | 16,735 | $115.1 萬 | 0.42% | −80−0.5% | 減碼 |
| Professional Financial Advisors, LLC | 16,654 | $114.6 萬 | 0.38% | +2,965+21.7% | 加碼 |
| DRW Securities, LLC | 16,646 | $114.5 萬 | 0.03% | +12,318+284.6% | 加碼 |
| TLWM | 16,636 | $114.5 萬 | 0.27% | +105+0.6% | 加碼 |
| Embree Financial Group | 16,618 | $114.3 萬 | 0.24% | +16,618 | 新進 |
| Dynamic Advisor Solutions LLC | 16,937 | $113.9 萬 | 0.04% | +2,896+20.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 16,537 | $113.8 萬 | 0.04% | −624−3.6% | 減碼 |
| BayBridge Capital Group, LLC | 17,369 | $113.3 萬 | 1.05% | +17,369 | 新進 |
| St Germain D J Co Inc | 16,433 | $113.1 萬 | 0.06% | −48,512−74.7% | 減碼 |
| Duff & Phelps Investment Management Co | 16,424 | $113.0 萬 | 0.01% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 16,361 | $112.6 萬 | 0.79% | +216+1.3% | 加碼 |
| Forum Financial Management, LP | 16,357 | $112.5 萬 | 0.02% | +3,002+22.5% | 加碼 |
| Avondale Wealth Management | 16,300 | $112.1 萬 | 0.90% | −200−1.2% | 減碼 |
| Davis R M Inc | 16,233 | $111.7 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 16,167 | $111.2 萬 | 0.03% | −5,626−25.8% | 減碼 |
| Atom Investors LP | 16,056 | $110.5 萬 | 0.20% | +6,722+72.0% | 加碼 |
| Lindbrook Capital, LLC | 15,940 | $109.7 萬 | 0.11% | −1,708−9.7% | 減碼 |
| Cigna Investments Inc | 15,895 | $109.3 萬 | 0.23% | −32−0.2% | 減碼 |
| Diversified Trust Co | 15,854 | $109.1 萬 | 0.04% | +3,076+24.1% | 加碼 |
| Sowell Financial Services LLC | 15,813 | $108.8 萬 | 0.06% | +5,211+49.2% | 加碼 |
| Ritholtz Wealth Management | 15,642 | $107.6 萬 | 0.04% | +2,046+15.0% | 加碼 |
| Sentry Investment Management LLC | 15,622 | $107.5 萬 | 0.46% | +6,977+80.7% | 加碼 |