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、28 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 | 2,173 | $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 |
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 |
|---|---|---|---|---|---|
| RMR Capital Management, LLC | 28,002 | $202.6 萬 | 2.02% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 28,034 | $202.8 萬 | 0.12% | −110−0.4% | 減碼 |
| AllGen Financial Advisors, Inc. | 28,179 | $203.8 萬 | 0.83% | −2,066−6.8% | 減碼 |
| Two Sigma Investments, LP | 28,200 | $204.0 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 28,221 | $204.2 萬 | 0.05% | −1,068−3.6% | 減碼 |
| Martin Capital Advisors, LLP | 28,300 | $204.7 萬 | 1.61% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 28,321 | $204.9 萬 | 0.56% | +2,003+7.6% | 加碼 |
| City Holding Co | 28,425 | $205.6 萬 | 0.31% | −710−2.4% | 減碼 |
| Capital Advisors Inc | 28,558 | $206.6 萬 | 0.04% | +187+0.7% | 加碼 |
| Investment Advisory Services Inc | 28,790 | $208.3 萬 | 0.76% | −489−1.7% | 減碼 |
| Park Avenue Securities LLC | 28,890 | $209.0 萬 | 0.03% | +2,519+9.6% | 加碼 |
| Prelude Capital Management, LLC | 28,899 | $209.1 萬 | 0.14% | +28,899 | 新進 |
| Landscape Capital Management, L.L.C. | 29,028 | $210.0 萬 | 0.18% | −219,062−88.3% | 減碼 |
| Moody National Bank Trust Division | 29,033 | $210.0 萬 | 0.17% | −1,918−6.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,058 | $210.2 萬 | 0.08% | −5,258−15.3% | 減碼 |
| Xcel Wealth Management, LLC | 29,195 | $211.2 萬 | 0.66% | −600−2.0% | 減碼 |
| Resources Investment Advisors, LLC. | 29,557 | $213.8 萬 | 0.03% | +4,206+16.6% | 加碼 |
| Aptus Capital Advisors, LLC | 29,581 | $214.0 萬 | 0.05% | +269+0.9% | 加碼 |
| West Oak Capital, LLC | 29,635 | $214.4 萬 | 0.91% | +325+1.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 29,891 | $216.2 萬 | 0.35% | −891−2.9% | 減碼 |
| Mount Vernon Associates Inc | 29,900 | $216.3 萬 | 1.84% | +250+0.8% | 加碼 |
| Cove Street Capital, LLC | 30,100 | $217.7 萬 | 0.69% | −2,700−8.2% | 減碼 |
| First National Advisers, LLC | 30,169 | $218.2 萬 | 0.49% | −1,500−4.7% | 減碼 |
| Riverpark Capital Management LLC | 30,191 | $218.4 萬 | 3.00% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 30,250 | $218.8 萬 | 0.02% | −3,850−11.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 30,315 | $219.3 萬 | 0.12% | +10,966+56.7% | 加碼 |
| Hudson Canyon Capital Management | 30,322 | $219.3 萬 | 1.41% | 00.0% | 不變 |
| National Asset Management, Inc. | 39,956 | $219.4 萬 | 0.06% | +1,850+4.9% | 加碼 |
| Miracle Mile Advisors, LLC | 30,343 | $219.5 萬 | 0.06% | +401+1.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 30,385 | $219.8 萬 | 0.39% | +2,464+8.8% | 加碼 |
| Anchor Investment Management, LLC | 30,446 | $220.2 萬 | 0.23% | +8,350+37.8% | 加碼 |
| Colony Group, LLC | 30,654 | $221.8 萬 | 0.02% | −10,383−25.3% | 減碼 |
| Concentric Capital Strategies, LP | 30,733 | $222.3 萬 | 0.14% | +30,733 | 新進 |
| Dynamic Technology Lab Private Ltd | 31,697 | $229.3 萬 | 0.24% | +31,697 | 新進 |
| Cascade Investment Advisors, Inc. | 31,710 | $229.4 萬 | 1.49% | +315+1.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 31,797 | $230.0 萬 | 0.18% | +2,389+8.1% | 加碼 |
| WoodTrust Financial Corp | 31,817 | $230.1 萬 | 0.36% | +1,017+3.3% | 加碼 |
| Johnson Investment Counsel Inc | 32,165 | $232.7 萬 | 0.03% | +750+2.4% | 加碼 |
| Money Concepts Capital Corp | 32,193 | $232.9 萬 | 0.21% | −155−0.5% | 減碼 |
| Resonant Capital Advisors, LLC | 32,242 | $233.2 萬 | 0.20% | +583+1.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 32,300 | $233.7 萬 | 0.34% | +4,892+17.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 32,308 | $233.8 萬 | 2.15% | −268−0.8% | 減碼 |
| Chemistry Wealth Management LLC | 32,315 | $233.8 萬 | 0.63% | +4,634+16.7% | 加碼 |
| Scott & Selber, Inc. | 32,363 | $234.1 萬 | 0.80% | +32,363 | 新進 |
| Quantbot Technologies LP | 32,493 | $235.1 萬 | 0.13% | +32,493 | 新進 |
| Entropy Technologies, LP | 33,089 | $239.4 萬 | 0.26% | +33,089 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 33,109 | $239.5 萬 | 0.38% | +5,344+19.2% | 加碼 |
| New England Research & Management, Inc. | 33,130 | $239.7 萬 | 1.18% | −1,375−4.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 33,251 | $240.5 萬 | 0.99% | −586−1.7% | 減碼 |
| Bard Financial Services, Inc. | 33,275 | $240.7 萬 | 0.26% | −125−0.4% | 減碼 |
| Greenleaf Trust | 33,349 | $241.2 萬 | 0.02% | +2,480+8.0% | 加碼 |
| Skylands Capital, LLC | 33,350 | $241.3 萬 | 0.33% | −5,000−13.0% | 減碼 |
| River & Mercantile Asset Management LLP | 33,495 | $242.2 萬 | 0.61% | −25,465−43.2% | 減碼 |
| Strata Wealth Advisors, LLC | 33,590 | $243.0 萬 | 0.85% | −8,684−20.5% | 減碼 |
| Beacon Financial Group | 33,676 | $243.6 萬 | 0.28% | −1,666−4.7% | 減碼 |
| Veriti Management LLC | 33,794 | $244.5 萬 | 0.18% | +3,614+12.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $244.5 萬 | 0.31% | 00.0% | 不變 |
| IFG Advisory, LLC | 33,811 | $244.6 萬 | 0.18% | −68−0.2% | 減碼 |
| Private Wealth Partners, LLC | 33,896 | $245.2 萬 | 0.20% | −2,195−6.1% | 減碼 |
| Alberta Investment Management Corp | 33,900 | $245.2 萬 | 0.02% | −20,325−37.5% | 減碼 |
| Colonial Trust Co | 34,299 | $248.1 萬 | 0.46% | +90+0.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 34,339 | $248.4 萬 | 0.17% | +22,320+185.7% | 加碼 |
| Chicago Partners Investment Group LLC | 33,101 | $249.0 萬 | 0.11% | +855+2.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 34,743 | $251.3 萬 | 0.02% | −2,138−5.8% | 減碼 |
| Financial Partners Group, LLC | 34,745 | $251.3 萬 | 0.97% | −1,347−3.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 35,039 | $253.5 萬 | 0.05% | +821+2.4% | 加碼 |
| Cetera Trust Company, N.A | 35,075 | $253.7 萬 | 1.53% | −150−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 35,308 | $255.4 萬 | 0.13% | −144−0.4% | 減碼 |
| JB Capital LLC | 35,326 | $255.6 萬 | 0.17% | +3,416+10.7% | 加碼 |
| Capital Investment Counsel, Inc | 35,425 | $256.3 萬 | 0.44% | −1,275−3.5% | 減碼 |
| 180 Wealth Advisors, LLC | 35,693 | $258.2 萬 | 0.46% | +3,453+10.7% | 加碼 |
| Herbst Group, LLC | 36,100 | $261.1 萬 | 1.62% | −10,650−22.8% | 減碼 |
| Oliver Luxxe Assets LLC | 36,132 | $261.4 萬 | 0.55% | +652+1.8% | 加碼 |
| Allworth Financial LP | 36,229 | $262.1 萬 | 0.02% | +10,220+39.3% | 加碼 |
| Wunderlich Capital Managemnt | 36,381 | $263.2 萬 | 1.19% | −1,952−5.1% | 減碼 |
| NEOS Investment Management LLC | 36,688 | $265.4 萬 | 0.16% | +15,622+74.2% | 加碼 |
| Summit Trail Advisors, LLC | 37,012 | $267.7 萬 | 0.07% | +5,599+17.8% | 加碼 |
| Investment House LLC | 37,130 | $268.6 萬 | 0.16% | −7,495−16.8% | 減碼 |
| LS Investment Advisors, LLC | 37,235 | $269.4 萬 | 0.43% | +3,156+9.3% | 加碼 |
| Employees Retirement System of Texas | 37,255 | $269.5 萬 | 0.03% | −24,500−39.7% | 減碼 |
| HF Advisory Group, LLC | 37,290 | $269.8 萬 | 1.51% | +6,474+21.0% | 加碼 |
| Fosun International Ltd | 37,359 | $270.3 萬 | 0.84% | 00.0% | 不變 |
| Everence Capital Management Inc | 37,470 | $271.1 萬 | 0.18% | +5,530+17.3% | 加碼 |
| VELA Investment Management, LLC | 37,490 | $271.2 萬 | 1.00% | +817+2.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 37,528 | $271.5 萬 | 0.51% | −2,328−5.8% | 減碼 |
| Nelson Capital Management, LLC | 37,726 | $272.9 萬 | 0.52% | +141+0.4% | 加碼 |
| GFG Capital, LLC | 38,105 | $275.6 萬 | 0.71% | +511+1.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 38,252 | $276.7 萬 | 1.72% | +38,252 | 新進 |
| Tokio Marine Asset Management Co Ltd | 38,279 | $276.9 萬 | 0.14% | +3,285+9.4% | 加碼 |
| Kampmann Melissa S. | 38,665 | $279.7 萬 | 2.01% | +7,360+23.5% | 加碼 |
| Capital Analysts, LLC | 38,695 | $279.9 萬 | 0.13% | +960+2.5% | 加碼 |
| CWA Asset Management Group, LLC | 38,848 | $281.0 萬 | 0.17% | +6,484+20.0% | 加碼 |
| Citizens Business Bank | 38,876 | $281.2 萬 | 0.59% | +3,130+8.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 39,073 | $282.7 萬 | 0.21% | +35,994+1,169.0% | 加碼 |
| Ci Investments Inc. | 39,082 | $282.7 萬 | 0.01% | +4,390+12.7% | 加碼 |
| Clearstead Advisors, LLC | 37,863 | $282.8 萬 | 0.14% | +753+2.0% | 加碼 |
| InterOcean Capital Group, LLC | 39,267 | $284.1 萬 | 0.07% | −77−0.2% | 減碼 |
| Wealthspire Advisors, LLC | 39,273 | $284.1 萬 | 0.04% | +121+0.3% | 加碼 |
| Prudential PLC | 39,492 | $285.7 萬 | 0.02% | −15,303−27.9% | 減碼 |
| Aurora Investment Counsel | 39,785 | $287.8 萬 | 1.65% | +311+0.8% | 加碼 |