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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 3,901 | $28.2 萬 | 0.02% | +48+1.2% | 加碼 |
| LongView Wealth Management | 3,924 | $28.4 萬 | 0.11% | +8+0.2% | 加碼 |
| Private Client Services, LLC | 3,928 | $28.4 萬 | 0.19% | −153−3.7% | 減碼 |
| Boyar Asset Management Inc. | 3,950 | $28.6 萬 | 0.19% | −1,598−28.8% | 減碼 |
| Van Strum & Towne Inc. | 3,950 | $28.6 萬 | 0.10% | 00.0% | 不變 |
| Financial Advocates Investment Management | 3,960 | $28.6 萬 | 0.02% | −340−7.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,982 | $28.8 萬 | 0.05% | +3,982 | 新進 |
| Alta Advisers Ltd | 4,000 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 4,000 | $28.9 萬 | 0.05% | 00.0% | 不變 |
| Optas, LLC | 4,007 | $29.0 萬 | 0.08% | +120+3.1% | 加碼 |
| Laffer Tengler Investments | 4,025 | $29.1 萬 | 0.08% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 4,027 | $29.1 萬 | 0.12% | +4,027 | 新進 |
| Waddell & Associates, LLC | 4,028 | $29.1 萬 | 0.04% | +130+3.3% | 加碼 |
| First Business Financial Services, Inc. | 4,041 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Family Wealth Group, LLC | 4,049 | $29.3 萬 | 0.32% | +244+6.4% | 加碼 |
| Triangle Securities Wealth Management | 4,050 | $29.3 萬 | 0.08% | −921−18.5% | 減碼 |
| SFG Wealth Management, LLC. | 4,050 | $29.3 萬 | 0.17% | 00.0% | 不變 |
| Rosenbaum Jay D. | 4,062 | $29.4 萬 | 1.67% | 00.0% | 不變 |
| Collective Family Office LLC | 4,069 | $29.4 萬 | 0.10% | +923+29.3% | 加碼 |
| Doheny Asset Management | 4,082 | $29.5 萬 | 0.24% | −1,283−23.9% | 減碼 |
| Client 1st Advisory Group, LLC | 4,083 | $29.5 萬 | 0.13% | +1,052+34.7% | 加碼 |
| W.H. Cornerstone Investments Inc. | 4,093 | $29.6 萬 | 0.21% | −77−1.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,101 | $29.7 萬 | 0.02% | −784−16.0% | 減碼 |
| West Family Investments, Inc. | 4,113 | $29.8 萬 | 0.09% | +295+7.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,131 | $29.9 萬 | 0.00% | −169,827−97.6% | 減碼 |
| Souders Financial Advisors | 4,148 | $30.0 萬 | 0.05% | −43−1.0% | 減碼 |
| Purus Wealth Management, LLC | 4,169 | $30.2 萬 | 0.15% | +7+0.2% | 加碼 |
| Capstone Investment Advisors, LLC | 4,171 | $30.2 萬 | 0.01% | +3,426+459.9% | 加碼 |
| Quotient Wealth Partners, LLC | 4,184 | $30.3 萬 | 0.01% | +870+26.3% | 加碼 |
| Norway Savings Bank | 4,195 | $30.3 萬 | 0.13% | −50−1.2% | 減碼 |
| Olistico Wealth, LLC | 4,207 | $30.4 萬 | 0.22% | +4,207 | 新進 |
| Oak Harbor Wealth Partners, LLC | 4,233 | $30.6 萬 | 0.10% | +20.0% | 加碼 |
| Reitz Capital Advisors LLC | 4,461 | $30.7 萬 | 0.55% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,252 | $30.8 萬 | 0.01% | +517+13.8% | 加碼 |
| Transcend Wealth Collective, LLC | 4,256 | $30.8 萬 | 0.02% | −1,590−27.2% | 減碼 |
| Welch Group, LLC | 4,266 | $30.9 萬 | 0.02% | +11+0.3% | 加碼 |
| Western Pacific Wealth Management, LP | 4,285 | $31.0 萬 | 0.22% | +60+1.4% | 加碼 |
| LM Advisors LLC | 4,280 | $31.0 萬 | 0.05% | 00.0% | 不變 |
| Calton & Associates, Inc. | 4,289 | $31.0 萬 | 0.15% | +4,289 | 新進 |
| Ledyard National Bank | 4,300 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,314 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Benin Management CORP | 4,322 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Envoi LLC | 4,325 | $31.3 萬 | 0.74% | +4,325 | 新進 |
| Silver Coast Investments LLC | 4,337 | $31.4 萬 | 0.13% | +23+0.5% | 加碼 |
| Virtu Financial LLC | 4,337 | $31.4 萬 | 0.02% | −28,567−86.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,342 | $31.4 萬 | 0.03% | +54+1.3% | 加碼 |
| Tompkins Financial Corp | 4,353 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 4,386 | $31.7 萬 | 0.18% | +70+1.6% | 加碼 |
| LBMC Investment Advisors, LLC | 4,388 | $31.7 萬 | 0.03% | +4,388 | 新進 |
| Delta Financial Advisors LLC | 4,422 | $32.0 萬 | 0.13% | 00.0% | 不變 |
| Private Trust Co NA | 4,423 | $32.0 萬 | 0.03% | +59+1.4% | 加碼 |
| Sweet Financial Partners, LLC | 4,430 | $32.0 萬 | 0.07% | +150+3.5% | 加碼 |
| CFO4Life Group, LLC | 4,432 | $32.1 萬 | 0.06% | +4,432 | 新進 |
| Apexium Financial, LP | 4,445 | $32.2 萬 | 0.02% | −1,640−27.0% | 減碼 |
| Court Place Advisors, LLC | 4,450 | $32.2 萬 | 0.10% | −200−4.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,455 | $32.2 萬 | 0.15% | +4+0.1% | 加碼 |
| Steel Peak Wealth Management LLC | 4,458 | $32.3 萬 | 0.02% | −795−15.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,478 | $32.4 萬 | 0.00% | −1,920−30.0% | 減碼 |
| Ethos Financial Group, LLC | 4,482 | $32.5 萬 | 0.06% | −502−10.1% | 減碼 |
| Affinity Capital Advisors, LLC | 4,496 | $32.5 萬 | 0.07% | −2,320−34.0% | 減碼 |
| Proficio Capital Partners LLC | 4,497 | $32.5 萬 | 0.04% | +268+6.3% | 加碼 |
| Delap Wealth Advisory, LLC | 4,498 | $32.5 萬 | 0.13% | +4,498 | 新進 |
| Trillium Asset Management, LLC | 4,511 | $32.6 萬 | 0.01% | −600−11.7% | 減碼 |
| BSW Wealth Partners | 4,509 | $32.6 萬 | 0.06% | −204−4.3% | 減碼 |
| Pallas Capital Advisors LLC | 4,510 | $32.6 萬 | 0.01% | −2,486−35.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| Allstate Corp | 4,521 | $32.7 萬 | 0.02% | +214+5.0% | 加碼 |
| KLCM Advisors, Inc. | 4,538 | $32.8 萬 | 0.04% | +1,333+41.6% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,617 | $32.9 萬 | 0.13% | +23+0.5% | 加碼 |
| River Wealth Advisors LLC | 4,559 | $33.0 萬 | 0.05% | −1,172−20.5% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,628 | $33.0 萬 | 0.13% | −354−7.1% | 減碼 |
| Essex LLC | 4,570 | $33.1 萬 | 0.08% | 00.0% | 不變 |
| Mizuho Markets Cayman LP | 4,818 | $33.1 萬 | 0.20% | 00.0% | 不變 |
| Sky Investment Group LLC | 4,585 | $33.2 萬 | 0.06% | +1,240+37.1% | 加碼 |
| Gries Financial LLC | 4,586 | $33.2 萬 | 0.06% | +4,586 | 新進 |
| CKW Financial Group | 4,600 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,605 | $33.3 萬 | 0.04% | −145−3.1% | 減碼 |
| Milestone Asset Management, LLC | 4,609 | $33.3 萬 | 0.10% | +4,609 | 新進 |
| Berger Financial Group, Inc | 4,613 | $33.4 萬 | 0.03% | −303−6.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,614 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,621 | $33.4 萬 | 0.01% | +716+18.3% | 加碼 |
| Islay Capital Management, LLC | 4,651 | $33.6 萬 | 0.25% | +4,651 | 新進 |
| Horan Securities, Inc. | 4,658 | $33.7 萬 | 0.16% | +101+2.2% | 加碼 |
| Tempus Wealth Planning, LLC | 4,703 | $34.0 萬 | 0.15% | +1,231+35.5% | 加碼 |
| Future Fund LLC | 4,704 | $34.0 萬 | 2.76% | +188+4.2% | 加碼 |
| Modern Wealth Management, LLC | 4,716 | $34.1 萬 | 0.03% | +4,716 | 新進 |
| Aigen Investment Management, LP | 4,719 | $34.1 萬 | 0.07% | +4,719 | 新進 |
| Kaizen Financial Strategies | 4,741 | $34.3 萬 | 0.23% | −82−1.7% | 減碼 |
| Clearview Wealth Advisors LLC | 4,752 | $34.4 萬 | 0.35% | +4,752 | 新進 |
| Noesis Capital Mangement Corp | 4,753 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Coulter & Justus Financial Services, LLC | 4,753 | $34.4 萬 | 0.08% | +4,753 | 新進 |
| Camden Capital, LLC | 4,760 | $34.4 萬 | 0.03% | −15−0.3% | 減碼 |
| Nova R Wealth, Inc. | 4,794 | $34.7 萬 | 0.18% | +4,794 | 新進 |
| Waters Parkerson & Co., LLC | 4,793 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 4,803 | $34.7 萬 | 0.02% | +1,604+50.1% | 加碼 |
| Old Mission Investment Co LLC | 4,805 | $34.8 萬 | 0.12% | +5+0.1% | 加碼 |
| N.E.W. Advisory Services LLC | 4,808 | $34.8 萬 | 0.04% | +10.0% | 加碼 |
| Hall Capital Management Co Inc | 4,815 | $34.8 萬 | 0.17% | −16,306−77.2% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,836 | $35.0 萬 | 0.04% | +4,836 | 新進 |
| Birchbrook, Inc. | 4,845 | $35.0 萬 | 0.21% | −4,219−46.5% | 減碼 |