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 |
|---|---|---|---|---|---|
| TAGStone Capital, Inc. | 6,449 | $46.7 萬 | 0.27% | +24+0.4% | 加碼 |
| Arkadios Wealth Advisors | 6,479 | $46.9 萬 | 0.04% | +69+1.1% | 加碼 |
| Icon Wealth Advisors, LLC | 6,481 | $46.9 萬 | 0.04% | +516+8.7% | 加碼 |
| Cedar Brook Financial Partners, LLC | 6,511 | $47.1 萬 | 0.09% | −24−0.4% | 減碼 |
| Legacy Advisors, LLC | 6,513 | $47.1 萬 | 0.06% | +346+5.6% | 加碼 |
| Arcataur Capital Management LLC | 6,518 | $47.2 萬 | 0.17% | 00.0% | 不變 |
| Tobam | 6,539 | $47.3 萬 | 0.04% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 6,544 | $47.3 萬 | 0.06% | +940+16.8% | 加碼 |
| Defined Wealth Management, LLC | 6,573 | $47.5 萬 | 0.34% | −4−0.1% | 減碼 |
| Haverford Trust Co | 6,580 | $47.6 萬 | 0.00% | +1,484+29.1% | 加碼 |
| Atlas Private Wealth Management | 6,625 | $47.9 萬 | 0.20% | +626+10.4% | 加碼 |
| Baron Wealth Management LLC | 6,631 | $48.0 萬 | 0.25% | −12−0.2% | 減碼 |
| ZRC Wealth Management, LLC | 6,645 | $48.1 萬 | 0.24% | −1,181−15.1% | 減碼 |
| Boston Trust Walden Corp | 6,655 | $48.1 萬 | 0.00% | 00.0% | 不變 |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,683 | $48.3 萬 | 0.12% | +1,040+18.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,721 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 6,756 | $48.9 萬 | 0.04% | +6,756 | 新進 |
| Geller Advisors LLC | 6,783 | $49.1 萬 | 0.04% | −99−1.4% | 減碼 |
| Bragg Financial Advisors, Inc | 6,836 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 6,875 | $49.7 萬 | 0.10% | +1,013+17.3% | 加碼 |
| Qsemble Capital Management, LP | 6,876 | $49.7 萬 | 0.11% | +6,876 | 新進 |
| Fidelis Capital Partners, LLC | 6,890 | $49.8 萬 | 0.08% | +980+16.6% | 加碼 |
| Driehaus Capital Management LLC | 6,901 | $49.9 萬 | 0.00% | −1,199−14.8% | 減碼 |
| Private Ocean, LLC | 6,937 | $50.2 萬 | 0.05% | −2,206−24.1% | 減碼 |
| LCNB Corp | 6,944 | $50.2 萬 | 0.18% | +6,944 | 新進 |
| Cornerstone Advisory, LLC | 6,974 | $50.4 萬 | 0.07% | −2,786−28.5% | 減碼 |
| Bahl & Gaynor Inc | 6,976 | $50.5 萬 | 0.00% | −59−0.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,019 | $50.8 萬 | 0.01% | +113+1.6% | 加碼 |
| ZWJ Investment Counsel Inc | 7,021 | $50.8 萬 | 0.02% | +7,021 | 新進 |
| Plante Moran Financial Advisors, LLC | 7,024 | $50.8 萬 | 0.05% | +166+2.4% | 加碼 |
| Connectus Wealth, LLC | 7,034 | $50.9 萬 | 0.01% | −99−1.4% | 減碼 |
| Stamos Capital Partners, L.P. | 7,040 | $50.9 萬 | 0.12% | −140−1.9% | 減碼 |
| Garrison Point Advisors, LLC | 7,055 | $51.0 萬 | 0.33% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 7,098 | $51.3 萬 | 0.15% | +541+8.3% | 加碼 |
| Green Square Capital Advisors LLC | 7,100 | $51.4 萬 | 0.07% | +1,200+20.3% | 加碼 |
| Beach Investment Counsel Inc | 7,478 | $51.4 萬 | 0.06% | 00.0% | 不變 |
| Banco Santander, S.A. | 7,107 | $51.4 萬 | 0.01% | −20,010−73.8% | 減碼 |
| Hara Capital LLC | 7,132 | $51.6 萬 | 0.31% | +400+5.9% | 加碼 |
| Venturi Wealth Management, LLC | 7,170 | $51.9 萬 | 0.03% | −3,729−34.2% | 減碼 |
| Grey Street Capital, LLC | 7,180 | $51.9 萬 | 0.07% | +7,180 | 新進 |
| Old Port Advisors | 7,188 | $52.0 萬 | 0.16% | −948−11.7% | 減碼 |
| MCF Advisors LLC | 7,188 | $52.0 萬 | 0.04% | −798−10.0% | 減碼 |
| Mission Wealth Management, LP | 7,197 | $52.1 萬 | 0.01% | +7,197 | 新進 |
| Clare Market Investments LLC | 7,226 | $52.3 萬 | 0.16% | +1,326+22.5% | 加碼 |
| Csenge Advisory Group | 7,226 | $52.3 萬 | 0.03% | −271−3.6% | 減碼 |
| Private Capital Management LLC | 7,226 | $52.3 萬 | 0.12% | +3,188+78.9% | 加碼 |
| Natixis | 7,236 | $52.3 萬 | 0.00% | +7,236 | 新進 |
| Independent Financial Group, LLC | 7,251 | $52.5 萬 | 0.02% | +1,713+30.9% | 加碼 |
| Ulland Investment Advisors, LLC | 7,267 | $52.6 萬 | 0.42% | −6,110−45.7% | 減碼 |
| Cozad Asset Management Inc | 7,285 | $52.7 萬 | 0.05% | +20.0% | 加碼 |
| Trust Point Inc. | 7,313 | $52.9 萬 | 0.04% | +426+6.2% | 加碼 |
| NorthRock Partners, LLC | 7,344 | $53.1 萬 | 0.02% | +695+10.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 7,347 | $53.2 萬 | 0.06% | −1,547−17.4% | 減碼 |
| RMR Wealth Builders | 7,348 | $53.2 萬 | 0.06% | −11,995−62.0% | 減碼 |
| Main Street Financial Solutions, LLC | 7,359 | $53.2 萬 | 0.06% | +110+1.5% | 加碼 |
| Level Four Advisory Services, LLC | 7,743 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,370 | $53.3 萬 | 0.02% | −782−9.6% | 減碼 |
| Hilltop Holdings Inc. | 7,393 | $53.5 萬 | 0.06% | +285+4.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 7,416 | $53.6 萬 | 0.09% | +726+10.9% | 加碼 |
| WealthPLAN Partners, LLC | 7,448 | $53.9 萬 | 0.06% | −20,520−73.4% | 減碼 |
| Voisard Asset Management Group, Inc. | 7,450 | $53.9 萬 | 0.30% | −250−3.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 7,456 | $53.9 萬 | 0.04% | +877+13.3% | 加碼 |
| Avantax Planning Partners, Inc. | 7,459 | $54.0 萬 | 0.02% | +2,336+45.6% | 加碼 |
| Inscription Capital, LLC | 7,496 | $54.2 萬 | 0.09% | +7,496 | 新進 |
| Cipher Capital LP | 7,511 | $54.3 萬 | 0.25% | +7,511 | 新進 |
| RW Investment Management LLC | 7,560 | $54.7 萬 | 0.08% | +45+0.6% | 加碼 |
| PDS Planning, Inc | 7,591 | $54.9 萬 | 0.06% | +338+4.7% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,634 | $55.2 萬 | 0.20% | +405+5.6% | 加碼 |
| Bullock Wealth Management Group | 7,633 | $55.2 萬 | 0.37% | +7,633 | 新進 |
| Bradley Foster & Sargent Inc | 7,659 | $55.4 萬 | 0.01% | +3,375+78.8% | 加碼 |
| RSM US Wealth Management LLC | 7,679 | $55.6 萬 | 0.01% | −333−4.2% | 減碼 |
| Athena Investment Management | 7,708 | $55.8 萬 | 0.33% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 7,713 | $55.8 萬 | 0.06% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 7,778 | $56.3 萬 | 0.03% | −247−3.1% | 減碼 |
| Spears Abacus Advisors LLC | 7,806 | $56.5 萬 | 0.01% | +7,806 | 新進 |
| Cypress Wealth Services, LLC | 7,817 | $56.6 萬 | 0.13% | +669+9.4% | 加碼 |
| Sutton Place Investors LLC | 7,919 | $57.3 萬 | 0.28% | +356+4.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 7,942 | $57.5 萬 | 0.11% | +540+7.3% | 加碼 |
| Albion Financial Group | 7,951 | $57.5 萬 | 0.04% | +41+0.5% | 加碼 |
| iA Global Asset Management Inc. | 8,007 | $57.9 萬 | 0.01% | −117,113−93.6% | 減碼 |
| Lountzis Asset Management, LLC | 8,019 | $58.0 萬 | 0.27% | 00.0% | 不變 |
| Maven Securities LTD | 8,028 | $58.1 萬 | 0.03% | +8,028 | 新進 |
| Fiduciary Trust Co | 8,053 | $58.3 萬 | 0.01% | −915−10.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 8,063 | $58.3 萬 | 0.19% | −64−0.8% | 減碼 |
| Concentric Wealth Management, LLC | 8,088 | $58.5 萬 | 0.16% | −197−2.4% | 減碼 |
| InTrack Investment Management Inc | 8,118 | $58.7 萬 | 0.44% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 8,142 | $58.9 萬 | 0.15% | −4,844−37.3% | 減碼 |
| Apriem Advisors | 8,161 | $59.0 萬 | 0.07% | +130+1.6% | 加碼 |
| Little House Capital LLC | 8,162 | $59.0 萬 | 0.20% | −44,256−84.4% | 減碼 |
| Bank of Stockton | 8,163 | $59.1 萬 | 0.18% | +376+4.8% | 加碼 |
| Ellevest, Inc. | 8,169 | $59.1 萬 | 0.04% | +565+7.4% | 加碼 |
| Emerald Advisers, LLC | 8,176 | $59.1 萬 | 0.02% | −3,123−27.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 8,176 | $59.1 萬 | 0.11% | +235+3.0% | 加碼 |
| Boltwood Capital Management | 8,182 | $59.2 萬 | 0.18% | −125−1.5% | 減碼 |
| Angeles Investment Advisors, LLC | 8,192 | $59.3 萬 | 0.03% | +308+3.9% | 加碼 |
| Graypoint LLC | 8,195 | $59.3 萬 | 0.04% | −51−0.6% | 減碼 |
| RFG Advisory, LLC | 8,196 | $59.3 萬 | 0.02% | −29−0.4% | 減碼 |
| Continuum Advisory, LLC | 7,886 | $59.5 萬 | 0.09% | −14,639−65.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,260 | $59.8 萬 | 0.05% | −860−9.4% | 減碼 |
| Kirtland Hills Capital Management, LLC | 7,829 | $59.9 萬 | 0.52% | +7,829 | 新進 |