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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 8,352 | $57.5 萬 | 0.08% | −4,469−34.9% | 減碼 |
| Keene & Associates, Inc. | 8,336 | $57.4 萬 | 0.48% | +968+13.1% | 加碼 |
| Rehmann Capital Advisory Group | 8,330 | $57.3 萬 | 0.05% | −470−5.3% | 減碼 |
| Boltwood Capital Management | 8,307 | $57.2 萬 | 0.19% | +340+4.3% | 加碼 |
| Concentric Wealth Management, LLC | 8,285 | $57.0 萬 | 0.17% | −150−1.8% | 減碼 |
| Graypoint LLC | 8,246 | $56.7 萬 | 0.05% | +1,959+31.2% | 加碼 |
| RFG Advisory, LLC | 8,225 | $56.6 萬 | 0.02% | +216+2.7% | 加碼 |
| Pointe Capital Management LLC | 8,215 | $56.5 萬 | 0.39% | +565+7.4% | 加碼 |
| Demars Financial Group, LLC | 8,212 | $56.5 萬 | 0.30% | +116+1.4% | 加碼 |
| IHT Wealth Management, LLC | 8,178 | $56.3 萬 | 0.03% | +128+1.6% | 加碼 |
| Parkside Financial Bank & Trust | 8,167 | $56.2 萬 | 0.10% | +1,228+17.7% | 加碼 |
| Harbour Investments, Inc. | 8,152 | $56.1 萬 | 0.02% | +314+4.0% | 加碼 |
| Old Port Advisors | 8,136 | $56.0 萬 | 0.19% | −841−9.4% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,127 | $55.9 萬 | 0.19% | −65−0.8% | 減碼 |
| InTrack Investment Management Inc | 8,118 | $55.9 萬 | 0.42% | −9,569−54.1% | 減碼 |
| Driehaus Capital Management LLC | 8,100 | $55.7 萬 | 0.01% | +8,100 | 新進 |
| Circle Wealth Management, LLC | 8,093 | $55.7 萬 | 0.01% | +664+8.9% | 加碼 |
| Fulton Bank, N.A. | 8,088 | $55.6 萬 | 0.03% | +3,172+64.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,058 | $55.4 萬 | 0.14% | 00.0% | 不變 |
| Apriem Advisors | 8,031 | $55.2 萬 | 0.07% | +147+1.9% | 加碼 |
| Credential Qtrade Securities Inc. | 8,025 | $55.2 萬 | 0.03% | −1,631−16.9% | 減碼 |
| Lountzis Asset Management, LLC | 8,019 | $55.2 萬 | 0.30% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 8,012 | $55.1 萬 | 0.01% | −995−11.0% | 減碼 |
| MCF Advisors LLC | 7,986 | $54.9 萬 | 0.04% | +6,566+462.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 7,941 | $54.6 萬 | 0.12% | +7,941 | 新進 |
| Albion Financial Group | 7,910 | $54.4 萬 | 0.04% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 7,884 | $54.2 萬 | 0.03% | +333+4.4% | 加碼 |
| Cannell Peter B & Co Inc | 7,831 | $53.9 萬 | 0.02% | +400+5.4% | 加碼 |
| Trinity Financial Advisors LLC | 7,815 | $53.8 萬 | 0.26% | −347−4.3% | 減碼 |
| Index Fund Advisors, Inc. | 7,746 | $53.3 萬 | 0.03% | +512+7.1% | 加碼 |
| Level Four Advisory Services, LLC | 7,743 | $53.3 萬 | 0.03% | +822+11.9% | 加碼 |
| Lyell Wealth Management, LP | 7,713 | $53.1 萬 | 0.06% | +7,713 | 新進 |
| Athena Investment Management | 7,708 | $53.0 萬 | 0.34% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 7,700 | $53.0 萬 | 0.32% | +7,700 | 新進 |
| Desjardins Global Asset Management Inc. | 7,695 | $53.0 萬 | 0.06% | −204−2.6% | 減碼 |
| Sheets Smith Wealth Management | 7,686 | $52.9 萬 | 0.08% | +100+1.3% | 加碼 |
| Ellevest, Inc. | 7,604 | $52.3 萬 | 0.04% | −666−8.1% | 減碼 |
| Sutton Place Investors LLC | 7,563 | $52.0 萬 | 0.38% | +64+0.9% | 加碼 |
| RW Investment Management LLC | 7,515 | $51.7 萬 | 0.08% | 00.0% | 不變 |
| Csenge Advisory Group | 7,497 | $51.6 萬 | 0.03% | −14−0.2% | 減碼 |
| Beach Investment Counsel Inc | 7,478 | $51.4 萬 | 0.06% | 00.0% | 不變 |
| Fusion Capital, LLC | 7,429 | $51.1 萬 | 0.26% | +1,826+32.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 7,425 | $51.1 萬 | 0.14% | −370−4.7% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 7,402 | $50.9 萬 | 0.10% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 7,392 | $50.9 萬 | 0.19% | −58−0.8% | 減碼 |
| Cozad Asset Management Inc | 7,283 | $50.1 萬 | 0.06% | −159−2.1% | 減碼 |
| Carlson Capital Management | 7,273 | $50.0 萬 | 0.03% | −41−0.6% | 減碼 |
| PDS Planning, Inc | 7,253 | $49.9 萬 | 0.06% | −235−3.1% | 減碼 |
| Main Street Financial Solutions, LLC | 7,249 | $49.9 萬 | 0.06% | −231−3.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,229 | $49.7 萬 | 0.22% | +967+15.4% | 加碼 |
| Bank of Stockton | 7,787 | $49.7 萬 | 0.16% | +2,417+45.0% | 加碼 |
| Advisor Resource Council | 7,189 | $49.5 萬 | 0.06% | +7,189 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 7,184 | $49.4 萬 | 1.13% | +7,184 | 新進 |
| Stamos Capital Partners, L.P. | 7,180 | $49.4 萬 | 0.13% | +7,180 | 新進 |
| Cypress Wealth Services, LLC | 7,148 | $49.2 萬 | 0.12% | −122−1.7% | 減碼 |
| Connectus Wealth, LLC | 7,133 | $49.1 萬 | 0.01% | −49−0.7% | 減碼 |
| Institute for Wealth Management, LLC. | 7,108 | $48.9 萬 | 0.08% | +1,562+28.2% | 加碼 |
| Hilltop Holdings Inc. | 7,108 | $48.9 萬 | 0.06% | −466−6.2% | 減碼 |
| Garrison Point Advisors, LLC | 7,055 | $48.5 萬 | 0.34% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 7,035 | $48.4 萬 | 0.00% | −437−5.8% | 減碼 |
| Capital Investment Advisors, LLC | 7,000 | $48.2 萬 | 0.01% | +1,761+33.6% | 加碼 |
| Pallas Capital Advisors LLC | 6,996 | $48.1 萬 | 0.03% | −2,353−25.2% | 減碼 |
| Centurion Wealth Management LLC | 6,962 | $47.9 萬 | 0.20% | +581+9.1% | 加碼 |
| Peterson Wealth Services | 6,880 | $47.7 萬 | 0.20% | +2,018+41.5% | 加碼 |
| StoneX Group Inc. | 6,913 | $47.6 萬 | 0.05% | +1,164+20.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 6,906 | $47.5 萬 | 0.01% | +2,377+52.5% | 加碼 |
| Penserra Capital Management LLC | 6,913 | $47.5 萬 | 0.01% | −1,442−17.3% | 減碼 |
| Trust Point Inc. | 6,887 | $47.4 萬 | 0.04% | +6,887 | 新進 |
| Geller Advisors LLC | 6,882 | $47.3 萬 | 0.05% | +1,580+29.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,858 | $47.2 萬 | 0.05% | −110−1.6% | 減碼 |
| Executive Wealth Management, LLC | 6,856 | $47.2 萬 | 0.04% | +6,856 | 新進 |
| Bragg Financial Advisors, Inc | 6,836 | $47.0 萬 | 0.02% | −40−0.6% | 減碼 |
| Affinity Capital Advisors, LLC | 6,816 | $46.9 萬 | 0.11% | +2,465+56.7% | 加碼 |
| Gryphon Financial Partners LLC | 6,527 | $46.6 萬 | 0.08% | +6,527 | 新進 |
| Hara Capital LLC | 6,732 | $46.3 萬 | 0.33% | +6,732 | 新進 |
| Fukoku Mutual Life Insurance Co | 6,721 | $46.2 萬 | 0.04% | −624−8.5% | 減碼 |
| Orca Investment Management, LLC | 6,700 | $46.1 萬 | 0.44% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 6,690 | $46.0 萬 | 0.06% | −385−5.4% | 減碼 |
| Arden Trust Co | 6,682 | $46.0 萬 | 0.07% | −526−7.3% | 減碼 |
| Boston Trust Walden Corp | 6,655 | $45.8 萬 | 0.00% | +76+1.2% | 加碼 |
| NorthRock Partners, LLC | 6,649 | $45.7 萬 | 0.02% | +1,384+26.3% | 加碼 |
| Baron Wealth Management LLC | 6,643 | $45.7 萬 | 0.25% | +401+6.4% | 加碼 |
| Leavell Investment Management, Inc. | 6,600 | $45.4 萬 | 0.03% | −13,733−67.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,579 | $45.3 萬 | 0.04% | +814+14.1% | 加碼 |
| Defined Wealth Management, LLC | 6,577 | $45.2 萬 | 0.35% | +23+0.4% | 加碼 |
| Tobam | 6,539 | $45.0 萬 | 0.04% | −812−11.0% | 減碼 |
| Arcataur Capital Management LLC | 6,518 | $44.8 萬 | 0.17% | −40−0.6% | 減碼 |
| Pure Financial Advisors, Inc. | 6,513 | $44.8 萬 | 0.02% | +6,513 | 新進 |
| Aspen Grove Capital, LLC | 6,557 | $44.6 萬 | 0.14% | −240−3.5% | 減碼 |
| TAGStone Capital, Inc. | 6,425 | $44.2 萬 | 0.29% | +28+0.4% | 加碼 |
| Cooper Financial Group | 6,417 | $44.2 萬 | 0.08% | −1,872−22.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,412 | $44.1 萬 | 0.03% | +698+12.2% | 加碼 |
| Arkadios Wealth Advisors | 6,410 | $44.1 萬 | 0.04% | +73+1.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,398 | $44.0 萬 | 0.01% | −2,066−24.4% | 減碼 |
| Quadrant Private Wealth Management, LLC | 6,379 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 6,314 | $43.4 萬 | 0.33% | −4,800−43.2% | 減碼 |
| Perpetual Ltd | 6,311 | $43.4 萬 | 0.00% | −3,566−36.1% | 減碼 |
| Family Legacy, Inc. | 6,310 | $43.4 萬 | 0.17% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 6,266 | $43.1 萬 | 0.03% | +52+0.8% | 加碼 |
| ZRC Wealth Management, LLC | 7,826 | $43.0 萬 | 0.26% | +2,205+39.2% | 加碼 |