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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 1,341 | $9.70 萬 | 0.03% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,344 | $9.72 萬 | 0.01% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,359 | $9.83 萬 | 0.04% | −138−9.2% | 減碼 |
| Northwest Capital Management Inc | 1,376 | $9.95 萬 | 0.03% | +5+0.4% | 加碼 |
| Manchester Capital Management LLC | 1,383 | $10.0 萬 | 0.01% | +193+16.2% | 加碼 |
| Optiver Holding B.V. | 1,390 | $10.1 萬 | 0.00% | +1,390 | 新進 |
| Core Alternative Capital | 1,392 | $10.1 萬 | 0.02% | −620−30.8% | 減碼 |
| Trust Co of Vermont | 1,437 | $10.4 萬 | 0.01% | +717+99.6% | 加碼 |
| Horizon Bancorp Inc | 1,436 | $10.4 萬 | 0.05% | +43+3.1% | 加碼 |
| WR Wealth Planners, LLC | 1,445 | $10.5 萬 | 0.03% | +1,445 | 新進 |
| MV Capital Management, Inc. | 1,454 | $10.5 萬 | 0.01% | −5−0.3% | 減碼 |
| State of Wyoming | 1,458 | $10.5 萬 | 0.02% | −174−10.7% | 減碼 |
| Cutler Group LP | 1,510 | $10.9 萬 | 0.06% | −2,950−66.1% | 減碼 |
| Formidable Asset Management, LLC | 1,526 | $11.0 萬 | 0.02% | +1,526 | 新進 |
| Optimum Investment Advisors | 1,527 | $11.0 萬 | 0.05% | +1+0.1% | 加碼 |
| Atlantic Trust, LLC | 1,535 | $11.1 萬 | 0.03% | −3,984−72.2% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,559 | $11.3 萬 | 0.07% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,588 | $11.5 萬 | 0.05% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,639 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Vestor Capital, LLC | 1,654 | $12.0 萬 | 0.01% | −224−11.9% | 減碼 |
| Marathon Trading Investment Management LLC | 1,723 | $12.5 萬 | 0.05% | −21,819−92.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,758 | $12.7 萬 | 0.02% | −75−4.1% | 減碼 |
| Hartford Financial Management Inc. | 1,800 | $13.0 萬 | 0.03% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,816 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 1,826 | $13.2 萬 | 0.07% | +806+79.0% | 加碼 |
| Disciplina Capital Management LLC | 1,843 | $13.3 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 1,855 | $13.4 萬 | 0.05% | +1,855 | 新進 |
| Estabrook Capital Management | 1,895 | $13.7 萬 | 0.02% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 1,917 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,925 | $13.9 萬 | 0.00% | −22,595−92.1% | 減碼 |
| Heritage Wealth Advisors | 1,924 | $13.9 萬 | 0.01% | −120−5.9% | 減碼 |
| J.Safra Asset Management Corp | 1,925 | $13.9 萬 | 0.02% | −46−2.3% | 減碼 |
| Pflug Koory, LLC | 1,954 | $14.1 萬 | 0.07% | +27+1.4% | 加碼 |
| Dynamic Wealth Strategies, LLC | 2,019 | $14.6 萬 | 0.12% | −54−2.6% | 減碼 |
| Hollencrest Capital Management | 2,058 | $14.9 萬 | 0.01% | −2,419−54.0% | 減碼 |
| Quest Partners LLC | 2,110 | $15.3 萬 | 0.03% | +2,110 | 新進 |
| City State Bank | 2,210 | $16.0 萬 | 0.07% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2,236 | $16.2 萬 | 0.03% | +17+0.8% | 加碼 |
| JJJ Advisors Inc. | 2,237 | $16.2 萬 | 0.03% | +10+0.4% | 加碼 |
| Grove Bank & Trust | 2,312 | $16.7 萬 | 0.03% | −240−9.4% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 2,337 | $16.9 萬 | 0.01% | −748−24.2% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,378 | $17.2 萬 | 0.01% | +1,183+99.0% | 加碼 |
| Rowland & Co Investment Counsel | 2,385 | $17.3 萬 | 0.04% | −100−4.0% | 減碼 |
| Paradigm Asset Management Co LLC | 2,450 | $17.7 萬 | 0.05% | −850−25.8% | 減碼 |
| Magellan Asset Management Ltd | 2,513 | $18.2 萬 | 0.00% | −330−11.6% | 減碼 |
| Harbor Investment Advisory, LLC | 8,684 | $18.4 萬 | 0.02% | +1,331+18.1% | 加碼 |
| Riverview Trust Co | 2,555 | $18.5 萬 | 0.14% | +2,555 | 新進 |
| Rakuten Securities, Inc. | 2,590 | $18.7 萬 | 0.08% | +118+4.8% | 加碼 |
| Larson Financial Group LLC | 2,603 | $18.8 萬 | 0.01% | +619+31.2% | 加碼 |
| Mendota Financial Group, LLC | 2,662 | $19.3 萬 | 0.11% | −635−19.3% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,676 | $19.4 萬 | 0.16% | +200+8.1% | 加碼 |
| Quent Capital, LLC | 2,761 | $20.0 萬 | 0.02% | −57−2.0% | 減碼 |
| Vise Technologies, Inc. | 2,773 | $20.1 萬 | 0.04% | −142−4.9% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,761 | $20.1 萬 | 0.04% | +2,761 | 新進 |
| Bernardo Wealth Planning LLC | 2,801 | $20.3 萬 | 0.06% | +2,801 | 新進 |
| Prospect Financial Services LLC | 2,820 | $20.4 萬 | 0.17% | +2,820 | 新進 |
| Fiduciary Family Office, LLC | 2,825 | $20.4 萬 | 0.08% | +2,825 | 新進 |
| Savvy Advisors, Inc. | 2,832 | $20.5 萬 | 0.12% | +2,832 | 新進 |
| Silvia McColl Wealth Management, LLC | 2,886 | $20.5 萬 | 0.18% | +2,886 | 新進 |
| New Potomac Partners, LLC | 2,844 | $20.6 萬 | 0.11% | +2,844 | 新進 |
| Aspire Capital Advisors LLC | 2,844 | $20.6 萬 | 0.07% | +2,844 | 新進 |
| Aprio Wealth Management, LLC | 2,846 | $20.6 萬 | 0.04% | +2,846 | 新進 |
| Commerzbank Aktiengesellschaft | 2,840 | $20.6 萬 | 0.01% | +2,840 | 新進 |
| CAP Partners, LLC | 2,848 | $20.6 萬 | 0.18% | +2,848 | 新進 |
| Kathleen S. Wright Associates Inc. | 2,850 | $20.6 萬 | 0.10% | −1,312−31.5% | 減碼 |
| Rocky Mountain Advisers, LLC | 2,855 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Crestone Asset Management LLC | 2,868 | $20.7 萬 | 0.04% | +2,868 | 新進 |
| Concord Wealth Partners | 2,883 | $20.9 萬 | 0.04% | −593−17.1% | 減碼 |
| Angeles Wealth Management, LLC | 2,894 | $20.9 萬 | 0.02% | +2,894 | 新進 |
| Bluesphere Advisors, LLC | 2,900 | $21.0 萬 | 0.12% | +2,900 | 新進 |
| Acas, LLC | 2,900 | $21.0 萬 | 0.20% | +2,900 | 新進 |
| Three Bridge Wealth Advisors, LLC | 2,919 | $21.1 萬 | 0.08% | −238−7.5% | 減碼 |
| Plancorp, LLC | 2,924 | $21.2 萬 | 0.01% | +2,924 | 新進 |
| Linden Thomas Advisory Services, LLC | 2,937 | $21.2 萬 | 0.03% | +2,937 | 新進 |
| Steele Capital Management, Inc. | 2,939 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Fermata Advisors, LLC | 2,941 | $21.3 萬 | 0.05% | −1,210−29.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,941 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 2,942 | $21.3 萬 | 0.20% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2,946 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| New Republic Capital, LLC | 2,948 | $21.3 萬 | 0.14% | −1,270−30.1% | 減碼 |
| Eastern Bank | 2,950 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 2,954 | $21.4 萬 | 0.02% | −315−9.6% | 減碼 |
| Wedge Capital Management L L P | 2,983 | $21.6 萬 | 0.00% | +32+1.1% | 加碼 |
| Brave Asset Management Inc | 2,988 | $21.6 萬 | 0.06% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,997 | $21.7 萬 | 0.02% | +705+30.8% | 加碼 |
| Sierra Summit Advisors LLC | 3,000 | $21.7 萬 | 0.06% | −300−9.1% | 減碼 |
| Villere St Denis J & Co LLC | 3,000 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 3,009 | $21.8 萬 | 0.11% | −357−10.6% | 減碼 |
| GTS Securities LLC | 3,024 | $21.9 萬 | 0.01% | −27,094−90.0% | 減碼 |
| Garde Capital, Inc. | 3,038 | $21.9 萬 | 0.02% | +1,373+82.5% | 加碼 |
| First Trust Investment Solutions L.P. | 3,038 | $22.0 萬 | 0.04% | +3,038 | 新進 |
| BCJ Capital Management, LLC | 3,046 | $22.0 萬 | 0.02% | −80−2.6% | 減碼 |
| Buckingham Strategic Partners | 3,046 | $22.0 萬 | 0.01% | +3,046 | 新進 |
| Triumph Capital Management | 3,048 | $22.1 萬 | 0.09% | −451−12.9% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 3,053 | $22.1 萬 | 0.36% | −66−2.1% | 減碼 |
| Holderness Investments Co | 3,060 | $22.1 萬 | 0.05% | +50+1.7% | 加碼 |
| HTLF Bank | 3,071 | $22.2 萬 | 0.03% | +3,071 | 新進 |
| Red Door Wealth Management, LLC | 3,074 | $22.2 萬 | 0.04% | −676−18.0% | 減碼 |