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 |
|---|---|---|---|---|---|
| Gray Wealth Management Inc. | 4,862 | $35.2 萬 | 0.16% | +310+6.8% | 加碼 |
| Pure Financial Advisors, Inc. | 4,883 | $35.3 萬 | 0.01% | −1,630−25.0% | 減碼 |
| Gryphon Financial Partners LLC | 4,885 | $35.3 萬 | 0.06% | −1,642−25.2% | 減碼 |
| Traphagen Investment Advisors LLC | 4,887 | $35.4 萬 | 0.04% | +4,887 | 新進 |
| Ausdal Financial Partners, Inc. | 4,923 | $35.6 萬 | 0.04% | −354−6.7% | 減碼 |
| Hyman Charles D | 4,930 | $35.7 萬 | 0.02% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 4,940 | $35.7 萬 | 0.11% | +4,940 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 4,972 | $36.0 萬 | 0.02% | +224+4.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,983 | $36.0 萬 | 0.05% | +211+4.4% | 加碼 |
| Joel Isaacson & Co., LLC | 4,997 | $36.1 萬 | 0.02% | +18+0.4% | 加碼 |
| Sweeney & Michel, LLC | 4,691 | $36.2 萬 | 0.16% | +4,691 | 新進 |
| Viewpoint Capital Management LLC | 5,000 | $36.2 萬 | 0.23% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 5,188 | $36.3 萬 | 0.07% | −130−2.4% | 減碼 |
| KRS Capital Management, LLC | 5,082 | $36.8 萬 | 0.30% | −188−3.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,093 | $36.8 萬 | 0.06% | +214+4.4% | 加碼 |
| Coordinated Financial Services, Inc. | 5,103 | $36.9 萬 | 0.32% | +5,103 | 新進 |
| Enzi Wealth | 5,193 | $37.0 萬 | 0.17% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 5,115 | $37.0 萬 | 0.07% | +5,115 | 新進 |
| Advisory Alpha, LLC | 5,120 | $37.0 萬 | 0.02% | +1,308+34.3% | 加碼 |
| Oxinas Partners Wealth Management LLC | 5,148 | $37.2 萬 | 0.24% | −182−3.4% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 5,153 | $37.3 萬 | 0.21% | −18,020−77.8% | 減碼 |
| James Investment Research Inc | 5,154 | $37.3 萬 | 0.04% | −39,812−88.5% | 減碼 |
| Evermay Wealth Management LLC | 5,158 | $37.3 萬 | 0.06% | −13−0.3% | 減碼 |
| Smithfield Trust Co | 5,210 | $37.6 萬 | 0.02% | −120−2.3% | 減碼 |
| Sage Mountain Advisors LLC | 5,200 | $37.6 萬 | 0.04% | +368+7.6% | 加碼 |
| Mather Group, LLC. | 5,473 | $37.7 萬 | 0.01% | +66+1.2% | 加碼 |
| Everhart Financial Group, Inc. | 5,207 | $37.7 萬 | 0.11% | +1,217+30.5% | 加碼 |
| Alpha Cubed Investments, LLC | 5,223 | $37.8 萬 | 0.02% | +5,223 | 新進 |
| Peoples Bank | 5,235 | $37.9 萬 | 0.30% | −200−3.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,240 | $37.9 萬 | 0.02% | +771+17.3% | 加碼 |
| Hexagon Capital Partners LLC | 5,260 | $38.1 萬 | 0.08% | +100+1.9% | 加碼 |
| Phoenix Holdings Ltd. | 5,305 | $38.3 萬 | 0.01% | −7,909−59.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $38.3 萬 | 0.29% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 5,317 | $38.5 萬 | 0.22% | −148−2.7% | 減碼 |
| CNB Bank | 5,333 | $38.6 萬 | 0.19% | −303−5.4% | 減碼 |
| Claro Advisors LLC | 5,345 | $38.7 萬 | 0.07% | +5,345 | 新進 |
| Lodestar Private Asset Management LLC | 5,362 | $38.8 萬 | 0.06% | +34+0.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,370 | $38.8 萬 | 0.01% | +5,370 | 新進 |
| Keating Wealth Management LLC | 5,370 | $38.8 萬 | 0.23% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 5,376 | $38.9 萬 | 0.03% | −105−1.9% | 減碼 |
| Eqis Capital Management, Inc. | 5,383 | $38.9 萬 | 0.03% | −107−1.9% | 減碼 |
| Cooper Financial Group | 5,414 | $39.2 萬 | 0.06% | −1,003−15.6% | 減碼 |
| Rosenberg Matthew Hamilton | 5,428 | $39.3 萬 | 0.11% | −255−4.5% | 減碼 |
| Yarbrough Capital, LLC | 5,454 | $39.5 萬 | 0.02% | +5,454 | 新進 |
| Quadrant Private Wealth Management, LLC | 5,486 | $39.7 萬 | 0.10% | −893−14.0% | 減碼 |
| Addison Advisors LLC | 5,515 | $39.9 萬 | 0.14% | −30−0.5% | 減碼 |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $40.2 萬 | 0.23% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 5,566 | $40.3 萬 | 0.03% | +5,566 | 新進 |
| Marks Group Wealth Management, Inc | 5,572 | $40.3 萬 | 0.04% | +265+5.0% | 加碼 |
| Equitable Trust Co | 5,619 | $40.6 萬 | 0.03% | +1,506+36.6% | 加碼 |
| Relative Value Partners Group, LLC | 6,522 | $41.0 萬 | 0.03% | +256+4.1% | 加碼 |
| MBB Public Markets I LLC | 5,673 | $41.0 萬 | 0.03% | +5,673 | 新進 |
| Clear Harbor Asset Management, LLC | 5,711 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 5,723 | $41.4 萬 | 0.26% | −130−2.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,727 | $41.4 萬 | 0.02% | +1,236+27.5% | 加碼 |
| Michael B. Yongue | 5,734 | $41.5 萬 | 0.36% | +1,071+23.0% | 加碼 |
| Welch & Forbes LLC | 5,741 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 5,741 | $41.5 萬 | 0.25% | +63+1.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Diligent Investors, LLC | 5,758 | $41.7 萬 | 0.10% | −201−3.4% | 減碼 |
| Abbrea Capital, LLC | 5,777 | $41.8 萬 | 0.06% | +142+2.5% | 加碼 |
| L2 Asset Management, LLC | 5,782 | $41.8 萬 | 0.14% | +366+6.8% | 加碼 |
| Brighton Jones LLC | 5,784 | $41.8 萬 | 0.02% | +901+18.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $42.0 萬 | 0.11% | 00.0% | 不變 |
| New Hampshire Trust | 5,812 | $42.0 萬 | 0.10% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 5,818 | $42.1 萬 | 0.06% | −75−1.3% | 減碼 |
| Massachusetts Wealth Management | 5,825 | $42.1 萬 | 0.30% | +275+5.0% | 加碼 |
| Proequities, Inc. | 5,835 | $42.2 萬 | 0.03% | +190+3.4% | 加碼 |
| Keel Point, LLC | 5,867 | $42.4 萬 | 0.04% | +417+7.7% | 加碼 |
| Orca Investment Management, LLC | 5,876 | $42.5 萬 | 0.40% | −824−12.3% | 減碼 |
| Ameritas Advisory Services, LLC | 5,747 | $42.5 萬 | 0.02% | +1,015+21.4% | 加碼 |
| Evoke Wealth, LLC | 5,881 | $42.5 萬 | 0.01% | +5,881 | 新進 |
| Capital Investment Advisors, LLC | 5,894 | $42.6 萬 | 0.01% | −1,106−15.8% | 減碼 |
| Moser Wealth Advisors, LLC | 5,925 | $42.9 萬 | 0.24% | +1,150+24.1% | 加碼 |
| Annex Advisory Services, LLC | 5,943 | $43.0 萬 | 0.02% | +1,011+20.5% | 加碼 |
| Tactive Advisors, LLC | 5,951 | $43.0 萬 | 0.23% | +5,951 | 新進 |
| Michael S. Ryan, Inc. | 5,955 | $43.1 萬 | 0.34% | −63−1.0% | 減碼 |
| Financial Advisory Service, Inc. | 5,972 | $43.2 萬 | 0.04% | −2,810−32.0% | 減碼 |
| Ariston Services Group | 5,994 | $43.4 萬 | 0.42% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 5,998 | $43.4 萬 | 0.01% | −137,476−95.8% | 減碼 |
| First National Bank of Omaha | 5,550 | $43.4 萬 | 0.03% | −25,036−81.9% | 減碼 |
| Mason & Associates Inc | 6,009 | $43.5 萬 | 0.12% | 00.0% | 不變 |
| Alpha Family Trust | 6,070 | $43.9 萬 | 0.27% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 6,100 | $44.1 萬 | 0.07% | +122+2.0% | 加碼 |
| FLC Capital Advisors | 6,131 | $44.4 萬 | 0.11% | −2,265−27.0% | 減碼 |
| Diversified Trust Co | 6,142 | $44.4 萬 | 0.01% | −9,712−61.3% | 減碼 |
| Centurion Wealth Management LLC | 6,171 | $44.6 萬 | 0.18% | −791−11.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 6,200 | $44.9 萬 | 0.12% | 00.0% | 不變 |
| Beta Wealth Group, Inc. | 6,200 | $44.9 萬 | 0.22% | +6,200 | 新進 |
| CoreCap Advisors, LLC | 6,205 | $44.9 萬 | 0.02% | +408+7.0% | 加碼 |
| Perpetual Ltd | 6,239 | $45.1 萬 | 0.00% | −72−1.1% | 減碼 |
| Kingsview Wealth Management, LLC | 6,245 | $45.2 萬 | 0.01% | +1,302+26.3% | 加碼 |
| DAGCO, Inc. | 6,250 | $45.2 萬 | 0.21% | +4,177+201.5% | 加碼 |
| Arden Trust Co | 6,308 | $45.6 萬 | 0.06% | −374−5.6% | 減碼 |
| Family Legacy, Inc. | 6,310 | $45.6 萬 | 0.16% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 6,311 | $45.7 萬 | 0.09% | +2,316+58.0% | 加碼 |
| Coastwise Capital Group, LLC | 6,339 | $45.9 萬 | 0.43% | +1,612+34.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,400 | $46.3 萬 | 0.03% | −8,475−57.0% | 減碼 |
| Leavell Investment Management, Inc. | 6,400 | $46.3 萬 | 0.03% | −200−3.0% | 減碼 |
| Avestar Capital, LLC | 6,451 | $46.7 萬 | 0.05% | +1,236+23.7% | 加碼 |