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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 40,100 | $290.1 萬 | 0.16% | −7,100−15.0% | 減碼 |
| Valeo Financial Advisors, LLC | 38,678 | $290.8 萬 | 0.10% | −10,322−21.1% | 減碼 |
| Patten & Patten Inc | 40,270 | $291.3 萬 | 0.21% | +3,610+9.8% | 加碼 |
| Ancora Advisors, LLC | 40,998 | $296.6 萬 | 0.07% | −39−0.1% | 減碼 |
| Stephens Inc | 41,032 | $296.8 萬 | 0.05% | −2,692−6.2% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 41,034 | $296.8 萬 | 2.68% | +10,566+34.7% | 加碼 |
| Red Spruce Capital, LLC | 41,113 | $297.4 萬 | 1.38% | −742−1.8% | 減碼 |
| Central Bank & Trust Co | 41,603 | $300.9 萬 | 0.43% | −3,964−8.7% | 減碼 |
| Caliber Wealth Management, LLC | 41,818 | $302.5 萬 | 1.61% | +377+0.9% | 加碼 |
| Vinva Investment Management Ltd | 41,882 | $303.0 萬 | 0.17% | −8,732−17.3% | 減碼 |
| Siemens Fonds Invest GmbH | 41,983 | $303.7 萬 | 0.23% | −874−2.0% | 減碼 |
| Radnor Capital Management, LLC | 42,000 | $303.8 萬 | 0.52% | +1,475+3.6% | 加碼 |
| Modus Advisors, LLC | 42,015 | $303.9 萬 | 1.13% | +1,277+3.1% | 加碼 |
| SpiderRock Advisors, LLC | 45,143 | $304.3 萬 | 0.10% | +45,143 | 新進 |
| Webster Bank, N. A. | 42,099 | $304.5 萬 | 0.34% | −563−1.3% | 減碼 |
| Compass Wealth Management LLC | 42,288 | $305.9 萬 | 0.77% | −1,702−3.9% | 減碼 |
| Pine Haven Investment Counsel, Inc | 42,512 | $307.5 萬 | 2.71% | −50−0.1% | 減碼 |
| Horan Capital Advisors, LLC. | 42,883 | $310.2 萬 | 1.10% | −254−0.6% | 減碼 |
| Sculati Wealth Management, LLC | 42,988 | $311.0 萬 | 1.34% | +170.0% | 加碼 |
| Hodges Capital Management Inc. | 43,042 | $311.3 萬 | 0.20% | −20,788−32.6% | 減碼 |
| Dakota Wealth Management | 43,404 | $314.0 萬 | 0.08% | +22,870+111.4% | 加碼 |
| Chatham Capital Group, Inc. | 43,580 | $315.3 萬 | 0.58% | −185−0.4% | 減碼 |
| Buttonwood Financial Advisors Inc. | 43,787 | $316.8 萬 | 1.49% | +7,357+20.2% | 加碼 |
| Illinois Municipal Retirement Fund | 43,850 | $317.2 萬 | 0.05% | 00.0% | 不變 |
| Trajan Wealth LLC | 43,900 | $317.6 萬 | 0.21% | +43,900 | 新進 |
| Coastline Trust Co | 43,941 | $317.9 萬 | 0.38% | +1,421+3.3% | 加碼 |
| Morton Community Bank | 43,950 | $317.9 萬 | 0.91% | +885+2.1% | 加碼 |
| Parallel Advisors, LLC | 44,054 | $318.7 萬 | 0.09% | −7,658−14.8% | 減碼 |
| Conscious Wealth Investments, LLC | 43,653 | $318.9 萬 | 2.42% | +2,417+5.9% | 加碼 |
| Bryn Mawr Trust Co | 44,114 | $319.1 萬 | 0.12% | +44,114 | 新進 |
| United Services Automobile Association | 44,162 | $319.5 萬 | 0.08% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 44,205 | $319.8 萬 | 2.25% | +299+0.7% | 加碼 |
| Meridian Management Co | 44,238 | $320.0 萬 | 0.87% | +988+2.3% | 加碼 |
| HighPoint Advisor Group LLC | 43,217 | $322.8 萬 | 0.23% | −1,631−3.6% | 減碼 |
| Apollon Wealth Management, LLC | 44,655 | $323.0 萬 | 0.10% | +1,231+2.8% | 加碼 |
| Pettee Investors, Inc. | 44,687 | $323.3 萬 | 1.37% | 00.0% | 不變 |
| Coombe, Bender & Co LLC | 44,847 | $324.4 萬 | 1.97% | +1,224+2.8% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 44,858 | $324.5 萬 | 0.18% | −353−0.8% | 減碼 |
| World Equity Group, Inc. | 45,096 | $326.2 萬 | 0.67% | −50−0.1% | 減碼 |
| Courier Capital LLC | 45,484 | $329.0 萬 | 0.24% | −55−0.1% | 減碼 |
| Harfst & Associates, Inc. | 45,542 | $329.5 萬 | 0.78% | −490−1.1% | 減碼 |
| Connable Office Inc | 46,038 | $333.0 萬 | 0.38% | −212−0.5% | 減碼 |
| Synovus Financial Corp | 46,485 | $336.4 萬 | 0.04% | +1,252+2.8% | 加碼 |
| Gill Capital Partners, LLC | 45,690 | $337.9 萬 | 1.36% | −2,000−4.2% | 減碼 |
| Lecap Asset Management Ltd | 46,840 | $338.8 萬 | 0.71% | +46,840 | 新進 |
| Goelzer Investment Management, Inc. | 46,862 | $339.0 萬 | 0.19% | −5,276−10.1% | 減碼 |
| Brasada Capital Management, LP | 47,059 | $340.4 萬 | 0.61% | +18,920+67.2% | 加碼 |
| Buckingham Capital Management, Inc. | 47,134 | $341.0 萬 | 0.42% | −2,285−4.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,224 | $341.6 萬 | 0.09% | +117+0.2% | 加碼 |
| D L Carlson Investment Group Inc | 47,272 | $342.0 萬 | 0.67% | −1,026−2.1% | 減碼 |
| Baxter Bros Inc | 47,303 | $342.2 萬 | 0.44% | +175+0.4% | 加碼 |
| United Capital Financial Advisers, LLC | 47,786 | $345.7 萬 | 0.03% | −427−0.9% | 減碼 |
| Stonebridge Capital Advisors LLC | 48,005 | $347.3 萬 | 0.31% | +104+0.2% | 加碼 |
| CAPROCK Group, Inc. | 48,107 | $348.0 萬 | 0.20% | −282−0.6% | 減碼 |
| Voya Financial Advisors, Inc. | 48,328 | $349.8 萬 | 0.40% | +6,000+14.2% | 加碼 |
| Sterling Investment Advisors, Ltd. | 48,400 | $350.1 萬 | 0.98% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 48,482 | $350.7 萬 | 0.82% | +56+0.1% | 加碼 |
| Advisory Services Network, LLC | 48,633 | $351.8 萬 | 0.08% | −6,507−11.8% | 減碼 |
| Malaga Cove Capital, LLC | 48,731 | $352.5 萬 | 1.44% | −36−0.1% | 減碼 |
| Cabot Wealth Management Inc | 48,951 | $354.1 萬 | 0.46% | +238+0.5% | 加碼 |
| Tandem Capital Management Corp | 49,065 | $354.9 萬 | 2.01% | +3,974+8.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 49,112 | $355.3 萬 | 0.24% | −3,907−7.4% | 減碼 |
| Marietta Wealth Management, LLC | 49,391 | $357.3 萬 | 0.59% | +248+0.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 49,913 | $361.1 萬 | 0.04% | −57,011−53.3% | 減碼 |
| North Reef Capital Management LP | 50,000 | $361.7 萬 | 0.19% | +50,000 | 新進 |
| William Allan, LLC | 50,534 | $365.6 萬 | 2.43% | +1,009+2.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 50,540 | $365.6 萬 | 0.06% | −1,552−3.0% | 減碼 |
| AE Wealth Management LLC | 50,605 | $366.1 萬 | 0.04% | −133,610−72.5% | 減碼 |
| Principle Wealth Partners LLC | 50,942 | $368.5 萬 | 0.29% | −202−0.4% | 減碼 |
| American Trust Investment Advisors, LLC | 51,357 | $371.5 萬 | 1.77% | +1,615+3.2% | 加碼 |
| Vontobel Holding Ltd. | 51,763 | $374.5 萬 | 0.03% | −771−1.5% | 減碼 |
| Stanley-Laman Group, Ltd. | 51,820 | $374.9 萬 | 0.53% | +26+0.1% | 加碼 |
| HRT Financial LP | 51,833 | $374.9 萬 | 0.02% | −94,792−64.6% | 減碼 |
| East Coast Asset Management, LLC. | 51,938 | $375.7 萬 | 1.37% | −317−0.6% | 減碼 |
| Semmax Financial Advisors Inc. | 50,276 | $376.8 萬 | 1.24% | +6,429+14.7% | 加碼 |
| Empirical Finance, LLC | 52,120 | $377.0 萬 | 0.23% | +1,796+3.6% | 加碼 |
| Norinchukin Bank, The | 52,241 | $377.9 萬 | 0.11% | −733−1.4% | 減碼 |
| Gabelli Funds LLC | 52,350 | $378.7 萬 | 0.03% | +2,850+5.8% | 加碼 |
| Vivid Wealth Management, LLC | 52,409 | $379.1 萬 | 2.37% | −442−0.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 52,487 | $379.7 萬 | 0.09% | −185,283−77.9% | 減碼 |
| Integrated Advisors Network LLC | 52,752 | $381.6 萬 | 0.20% | +17,445+49.4% | 加碼 |
| Motley Fool Asset Management LLC | 53,841 | $389.5 萬 | 0.25% | +3,634+7.2% | 加碼 |
| Banque Cantonale Vaudoise | 53,851 | $389.5 萬 | 0.15% | −8,607−13.8% | 減碼 |
| Fiduciary Group LLC | 53,925 | $390.1 萬 | 0.42% | −2,142−3.8% | 減碼 |
| Greenup Street Wealth Management LLC | 54,011 | $390.7 萬 | 0.99% | −14,533−21.2% | 減碼 |
| Americana Partners, LLC | 54,096 | $391.3 萬 | 0.33% | −3,096−5.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,429 | $393.7 萬 | 0.07% | +231+0.4% | 加碼 |
| Left Brain Wealth Management, LLC | 54,541 | $394.5 萬 | 1.91% | −226−0.4% | 減碼 |
| Delta Capital Management LLC | 54,700 | $395.7 萬 | 2.62% | 00.0% | 不變 |
| SOL Capital Management CO | 54,821 | $396.6 萬 | 0.50% | −150−0.3% | 減碼 |
| Hixon Zuercher, LLC | 55,338 | $400.3 萬 | 1.69% | +1,257+2.3% | 加碼 |
| Chapman Investment Management, LLC | 55,506 | $401.5 萬 | 2.96% | −1,533−2.7% | 減碼 |
| Harrington Investments, INC | 55,707 | $403.0 萬 | 2.31% | +1,979+3.7% | 加碼 |
| Univest Financial Corp | 55,871 | $404.2 萬 | 1.14% | +55,871 | 新進 |
| SFMG, LLC | 56,156 | $406.2 萬 | 0.35% | +1,243+2.3% | 加碼 |
| Fagan Associates, Inc. | 56,193 | $406.5 萬 | 0.76% | +8,225+17.1% | 加碼 |
| Intrinsic Value Partners, LLC | 56,226 | $406.7 萬 | 4.33% | −510−0.9% | 減碼 |
| K.J. Harrison & Partners Inc | 56,443 | $408.3 萬 | 0.63% | +6,000+11.9% | 加碼 |
| Sepio Capital, LP | 57,046 | $412.7 萬 | 0.35% | −984−1.7% | 減碼 |
| Crystal Rock Capital Management | 57,200 | $413.8 萬 | 2.41% | 00.0% | 不變 |