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。
2024 年第 1 季 13F 持有人
Schwab Charles Corp 在 2024/3/31 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
- 1,879
- 較 2023 年第 4 季 +26 家
- 持有股數
- 15.0 億
- 較 2023 年第 4 季 +1,133 萬 (+0.8%)
- 總市值
- $1,082 億
- 較 2023 年第 4 季 +$60.6 億 (+5.9%)
- 新進機構
- 175
- 另有 768 家加碼
- 清倉機構
- 149
- 另有 682 家減碼
另有 24 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chaney Capital Management, Inc. | 20,923 | $151.4 萬 | 1.22% | +1,500+7.7% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 20,965 | $151.7 萬 | 0.12% | −490−2.3% | 減碼 |
| Hedges Asset Management LLC | 21,000 | $151.9 萬 | 1.06% | 00.0% | 不變 |
| Donald L. Hagan, LLC | 21,068 | $152.4 萬 | 0.81% | −267−1.3% | 減碼 |
| Covey Capital Advisors, LLC | 21,096 | $152.6 萬 | 1.84% | −2,330−9.9% | 減碼 |
| Aspen Investment Management Inc | 21,176 | $153.2 萬 | 0.78% | +176+0.8% | 加碼 |
| Roberts Wealth Advisors, LLC | 21,521 | $153.3 萬 | 0.57% | +1,065+5.2% | 加碼 |
| PFG Investments, LLC | 21,425 | $155.0 萬 | 0.09% | +15,792+280.3% | 加碼 |
| Ballentine Partners, LLC | 21,454 | $155.2 萬 | 0.03% | +1,352+6.7% | 加碼 |
| HM Payson & Co | 21,498 | $155.5 萬 | 0.03% | −1,197−5.3% | 減碼 |
| Copperleaf Capital, LLC | 21,697 | $157.0 萬 | 1.36% | +1,881+9.5% | 加碼 |
| BlueMar Capital Management, LLC | 21,832 | $157.9 萬 | 2.66% | −340−1.5% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $158.0 萬 | 0.03% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 21,905 | $158.5 萬 | 1.25% | −395−1.8% | 減碼 |
| IFP Advisors, Inc | 21,909 | $158.5 萬 | 0.07% | −6,350−22.5% | 減碼 |
| Tiaa Trust, National Association | 21,983 | $159.0 萬 | 0.00% | −52−0.2% | 減碼 |
| Second Line Capital, LLC | 21,983 | $159.0 萬 | 0.52% | −22−0.1% | 減碼 |
| Texas Yale Capital Corp. | 22,050 | $159.5 萬 | 0.07% | +2,801+14.6% | 加碼 |
| Finer Wealth Management, Inc. | 22,084 | $159.8 萬 | 1.05% | +7,829+54.9% | 加碼 |
| Global Retirement Partners, LLC | 22,116 | $160.0 萬 | 0.06% | +1,513+7.3% | 加碼 |
| Profund Advisors LLC | 22,157 | $160.3 萬 | 0.06% | +673+3.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 22,173 | $160.4 萬 | 0.32% | +805+3.8% | 加碼 |
| Watts Gwilliam & Co., LLC | 20,918 | $161.2 萬 | 0.50% | +20,918 | 新進 |
| RBF Capital, LLC | 22,500 | $162.8 萬 | 0.09% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 23,197 | $162.8 萬 | 0.24% | +3,420+17.3% | 加碼 |
| AlTi Global, Inc. | 22,510 | $162.8 萬 | 0.05% | +1,085+5.1% | 加碼 |
| Essex Savings Bank | 23,953 | $164.8 萬 | 0.48% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 22,978 | $166.2 萬 | 0.36% | +22,978 | 新進 |
| Summit Financial, LLC | 22,984 | $166.3 萬 | 0.10% | −240−1.0% | 減碼 |
| Vident Advisory, LLC | 23,110 | $167.2 萬 | 0.03% | +1,594+7.4% | 加碼 |
| Greenline Partners, LLC | 23,196 | $167.8 萬 | 0.27% | +222+1.0% | 加碼 |
| First Dallas Securities Inc. | 23,215 | $167.9 萬 | 0.77% | −3,496−13.1% | 減碼 |
| Regions Financial Corp | 23,231 | $168.1 萬 | 0.01% | −91−0.4% | 減碼 |
| Chesley Taft & Associates LLC | 23,273 | $168.4 萬 | 0.09% | −2,060−8.1% | 減碼 |
| Moors & Cabot, Inc. | 23,402 | $169.3 萬 | 0.09% | +2,137+10.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 23,405 | $169.3 萬 | 0.05% | +802+3.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 22,929 | $169.6 萬 | 0.13% | +2,767+13.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 23,590 | $170.7 萬 | 0.02% | −139−0.6% | 減碼 |
| Avitas Wealth Management LLC | 23,641 | $171.0 萬 | 0.26% | −13,375−36.1% | 減碼 |
| Secured Retirement Advisors, LLC | 23,653 | $171.1 萬 | 1.45% | +2,175+10.1% | 加碼 |
| Advisors Asset Management, Inc. | 23,745 | $171.8 萬 | 0.03% | −5,449−18.7% | 減碼 |
| Plato Investment Management Ltd | 23,898 | $172.9 萬 | 0.18% | +21,262+806.6% | 加碼 |
| Diversified Investment Strategies, LLC | 23,962 | $173.3 萬 | 1.17% | −800−3.2% | 減碼 |
| Johnson Financial Group, Inc. | 24,025 | $173.8 萬 | 0.09% | −110−0.5% | 減碼 |
| Carmel Capital Partners, LLC | 24,028 | $173.8 萬 | 0.72% | +382+1.6% | 加碼 |
| Signature Wealth Management Group | 23,836 | $175.0 萬 | 0.80% | +2,242+10.4% | 加碼 |
| Investment Management Corp of Ontario | 24,352 | $176.2 萬 | 0.05% | −10,800−30.7% | 減碼 |
| 1st Source Bank | 24,460 | $176.9 萬 | 0.10% | +183+0.8% | 加碼 |
| Focus Financial Network, Inc. | 24,273 | $177.0 萬 | 0.09% | +24,273 | 新進 |
| Garrison Bradford & Associates Inc | 24,721 | $178.8 萬 | 1.84% | +53+0.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 24,774 | $179.2 萬 | 0.47% | +4,812+24.1% | 加碼 |
| Warren Averett Asset Management, LLC | 24,881 | $180.0 萬 | 0.04% | −816−3.2% | 減碼 |
| Verition Fund Management LLC | 24,952 | $180.5 萬 | 0.02% | +14,922+148.8% | 加碼 |
| Soapstone Management L.P. | 25,000 | $180.8 萬 | 1.01% | −12,500−33.3% | 減碼 |
| Iat Reinsurance Co Ltd. | 25,000 | $180.8 萬 | 0.80% | 00.0% | 不變 |
| Waycross Partners, LLC | 25,000 | $180.8 萬 | 0.31% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 25,242 | $182.6 萬 | 0.85% | +298+1.2% | 加碼 |
| Horizon Investments, LLC | 25,372 | $182.9 萬 | 0.05% | +103+0.4% | 加碼 |
| Jump Financial, LLC | 25,295 | $183.0 萬 | 0.05% | +25,295 | 新進 |
| ISAM Funds (UK) Ltd | 25,355 | $183.4 萬 | 1.05% | +25,355 | 新進 |
| EPG Wealth Management LLC | 25,364 | $183.5 萬 | 0.45% | +518+2.1% | 加碼 |
| WealthShield Partners, LLC | 25,369 | $183.5 萬 | 0.30% | −5,053−16.6% | 減碼 |
| Wynn Capital, LLC | 25,373 | $183.5 萬 | 1.42% | −280−1.1% | 減碼 |
| Tealwood Asset Management Inc | 25,467 | $184.2 萬 | 0.83% | −13−0.1% | 減碼 |
| Bollard Group LLC | 25,500 | $184.5 萬 | 0.06% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 25,816 | $186.8 萬 | 0.05% | +795+3.2% | 加碼 |
| DoubleLine ETF Adviser LP | 25,920 | $187.5 萬 | 0.48% | +983+3.9% | 加碼 |
| Correct Capital Wealth Management | 25,999 | $188.1 萬 | 0.43% | +4,722+22.2% | 加碼 |
| Gotham Asset Management, LLC | 26,001 | $188.1 萬 | 0.03% | +586+2.3% | 加碼 |
| Panagora Asset Management Inc | 26,010 | $188.2 萬 | 0.01% | −46−0.2% | 減碼 |
| Salem Investment Counselors Inc | 26,029 | $188.3 萬 | 0.06% | −475−1.8% | 減碼 |
| Simplicity Wealth,LLC | 26,067 | $188.6 萬 | 0.04% | +26,067 | 新進 |
| Venture Visionary Partners LLC | 26,084 | $188.7 萬 | 0.09% | +1,103+4.4% | 加碼 |
| HB Wealth Management, LLC | 26,092 | $188.8 萬 | 0.02% | +3,224+14.1% | 加碼 |
| Bleakley Financial Group, LLC | 26,111 | $188.9 萬 | 0.05% | −8,931−25.5% | 減碼 |
| Canvas Wealth Advisors, LLC | 26,080 | $189.1 萬 | 0.64% | −4,293−14.1% | 減碼 |
| Bridgewater Associates, LP | 26,150 | $189.2 萬 | 0.01% | −168,189−86.5% | 減碼 |
| Palisade Asset Management, LLC | 26,295 | $190.2 萬 | 0.19% | +210+0.8% | 加碼 |
| Aspiriant, LLC | 26,386 | $190.9 萬 | 0.08% | −156−0.6% | 減碼 |
| Howe & Rusling Inc | 26,557 | $192.1 萬 | 0.18% | −70,031−72.5% | 減碼 |
| Huntington National Bank | 26,644 | $192.7 萬 | 0.02% | +566+2.2% | 加碼 |
| HBK Sorce Advisory LLC | 26,691 | $193.1 萬 | 0.07% | +472+1.8% | 加碼 |
| Twin City Private Wealth, LLC | 26,767 | $193.6 萬 | 1.91% | +26,767 | 新進 |
| Shell Asset Management Co | 26,284 | $193.7 萬 | 0.09% | −52,921−66.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 26,869 | $194.4 萬 | 0.21% | +374+1.4% | 加碼 |
| Argus Investors' Counsel, Inc. | 26,935 | $194.9 萬 | 1.20% | +204+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 27,017 | $195.4 萬 | 0.02% | −2,241−7.7% | 減碼 |
| Epoch Investment Partners, Inc. | 27,022 | $195.5 萬 | 0.01% | +18+0.1% | 加碼 |
| Signaturefd, LLC | 27,090 | $196.0 萬 | 0.04% | +1,053+4.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,292 | $197.4 萬 | 0.09% | +4,504+19.8% | 加碼 |
| Central Trust Co | 27,464 | $198.7 萬 | 0.05% | −6,242−18.5% | 減碼 |
| EP Wealth Advisors, LLC | 27,504 | $199.0 萬 | 0.02% | −2,547−8.5% | 減碼 |
| Hamilton Capital Partners Inc. | 27,557 | $199.3 萬 | 0.24% | +22,757+474.1% | 加碼 |
| Ibex Wealth Advisors | 23,951 | $199.4 萬 | 0.54% | +23,951 | 新進 |
| Baader Bank INC | 27,712 | $200.5 萬 | 0.16% | −122−0.4% | 減碼 |
| Rossmore Private Capital | 27,719 | $200.5 萬 | 0.26% | +900+3.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 27,817 | $201.2 萬 | 0.03% | −2,037−6.8% | 減碼 |
| Farther Finance Advisors, LLC | 27,842 | $201.5 萬 | 0.12% | +658+2.4% | 加碼 |
| Independent Advisor Alliance | 27,856 | $201.5 萬 | 0.07% | +2,951+11.8% | 加碼 |
| Vestcor Inc | 27,958 | $202.2 萬 | 0.07% | −4,286−13.3% | 減碼 |