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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 8,299 | $60.0 萬 | 0.04% | −31−0.4% | 減碼 |
| Vima LLC | 11,502 | $60.2 萬 | 0.70% | +343+3.1% | 加碼 |
| Manchester Financial Inc | 8,337 | $60.3 萬 | 0.16% | +4,580+121.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 8,341 | $60.3 萬 | 0.03% | +1,929+30.1% | 加碼 |
| Stokes Family Office, LLC | 8,352 | $60.4 萬 | 0.08% | 00.0% | 不變 |
| Compass Advisory Group LLC | 8,375 | $60.6 萬 | 0.27% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,384 | $60.6 萬 | 0.02% | +206+2.5% | 加碼 |
| Eisler Capital (UK) Ltd. | 8,392 | $60.7 萬 | 0.08% | −183,219−95.6% | 減碼 |
| Pointe Capital Management LLC | 8,490 | $61.4 萬 | 0.38% | +275+3.3% | 加碼 |
| Wealth Quarterback LLC | 8,490 | $61.4 萬 | 0.34% | −779−8.4% | 減碼 |
| Traynor Capital Management, Inc. | 8,502 | $61.5 萬 | 0.06% | −638−7.0% | 減碼 |
| Institute for Wealth Management, LLC. | 8,539 | $61.8 萬 | 0.08% | +1,431+20.1% | 加碼 |
| Quadcap Wealth Management, LLC | 8,576 | $62.0 萬 | 0.14% | +8,576 | 新進 |
| Keene & Associates, Inc. | 8,630 | $62.4 萬 | 0.47% | +294+3.5% | 加碼 |
| Derbend Asset Management | 8,651 | $62.6 萬 | 0.31% | −3,332−27.8% | 減碼 |
| Northwest Bank & Trust Co | 8,489 | $62.8 萬 | 0.58% | −166−1.9% | 減碼 |
| Whitener Capital Management, Inc. | 8,697 | $62.9 萬 | 0.21% | +2,756+46.4% | 加碼 |
| Index Fund Advisors, Inc. | 8,704 | $63.0 萬 | 0.03% | +958+12.4% | 加碼 |
| Symmetry Partners, LLC | 8,704 | $63.0 萬 | 0.05% | 00.0% | 不變 |
| Brown Capital Management LLC | 8,743 | $63.2 萬 | 0.01% | −457−5.0% | 減碼 |
| Qtron Investments LLC | 8,764 | $63.4 萬 | 0.09% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 8,768 | $63.4 萬 | 0.09% | 00.0% | 不變 |
| Good Life Advisors, LLC | 8,797 | $63.6 萬 | 0.06% | −678−7.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 8,800 | $63.7 萬 | 0.45% | −100−1.1% | 減碼 |
| Parkside Financial Bank & Trust | 8,815 | $63.8 萬 | 0.10% | +648+7.9% | 加碼 |
| NBT Bank N A | 8,926 | $64.6 萬 | 0.05% | +270+3.1% | 加碼 |
| Fulton Bank, N.A. | 8,933 | $64.6 萬 | 0.03% | +845+10.4% | 加碼 |
| Cavalier Investments, LLC | 8,954 | $64.8 萬 | 0.24% | +477+5.6% | 加碼 |
| Heartland Bank & Trust Co | 8,955 | $64.8 萬 | 0.38% | −70−0.8% | 減碼 |
| Kearns & Associates LLC | 9,000 | $65.1 萬 | 0.51% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 9,000 | $65.1 萬 | 0.12% | 00.0% | 不變 |
| Edge Capital Group, LLC | 9,004 | $65.1 萬 | 0.03% | −591−6.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 9,014 | $65.2 萬 | 0.23% | −679−7.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 9,019 | $65.2 萬 | 0.04% | −152−1.7% | 減碼 |
| Fusion Capital, LLC | 9,062 | $65.6 萬 | 0.30% | +1,633+22.0% | 加碼 |
| Baillie Gifford & Co | 9,074 | $65.6 萬 | 0.00% | −6,927,621−99.9% | 減碼 |
| Skopos Labs, Inc. | 9,112 | $65.9 萬 | 0.28% | +339+3.9% | 加碼 |
| Enterprise Bank & Trust Co | 9,127 | $66.0 萬 | 0.23% | −655−6.7% | 減碼 |
| CX Institutional | 9,139 | $66.1 萬 | 0.03% | −264−2.8% | 減碼 |
| Marcum Wealth, LLC | 9,172 | $66.3 萬 | 0.07% | +52+0.6% | 加碼 |
| Carson Advisory Inc. | 9,177 | $66.4 萬 | 0.47% | −645−6.6% | 減碼 |
| Steward Partners Investment Solutions, LLC | 9,203 | $66.6 萬 | 0.11% | +9,203 | 新進 |
| Crumly & Associates Inc. | 9,217 | $66.7 萬 | 0.18% | −222−2.4% | 減碼 |
| Omega Financial Group, LLC | 9,243 | $66.9 萬 | 0.27% | −15−0.2% | 減碼 |
| Drive Wealth Management, LLC | 9,290 | $67.2 萬 | 0.19% | −1,274−12.1% | 減碼 |
| Circle Wealth Management, LLC | 9,319 | $67.4 萬 | 0.02% | +1,226+15.1% | 加碼 |
| Castleark Management LLC | 9,360 | $67.7 萬 | 0.03% | 00.0% | 不變 |
| Veracity Capital LLC | 9,452 | $68.4 萬 | 0.27% | +3,484+58.4% | 加碼 |
| Demars Financial Group, LLC | 9,453 | $68.4 萬 | 0.34% | +1,241+15.1% | 加碼 |
| Regatta Capital Group, LLC | 9,488 | $68.6 萬 | 0.15% | +130+1.4% | 加碼 |
| Viawealth, LLC | 9,516 | $68.8 萬 | 0.43% | −2,839−23.0% | 減碼 |
| Lazari Capital Management, Inc. | 9,531 | $68.9 萬 | 0.37% | +40.0% | 加碼 |
| Wintrust Investments LLC | 9,594 | $69.4 萬 | 0.06% | +312+3.4% | 加碼 |
| Canopy Partners, LLC | 9,692 | $70.1 萬 | 0.34% | +495+5.4% | 加碼 |
| Essex Financial Services, Inc. | 9,716 | $70.3 萬 | 0.06% | +417+4.5% | 加碼 |
| United Bank | 9,721 | $70.3 萬 | 0.36% | +703+7.8% | 加碼 |
| Logan Capital Management Inc | 9,729 | $70.4 萬 | 0.03% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 9,817 | $71.0 萬 | 0.29% | +250+2.6% | 加碼 |
| Titleist Asset Management, LLC | 9,825 | $71.1 萬 | 0.12% | −13,784−58.4% | 減碼 |
| StoneX Group Inc. | 9,838 | $71.2 萬 | 0.06% | +2,925+42.3% | 加碼 |
| Clean Yield Group | 9,840 | $71.2 萬 | 0.28% | −400−3.9% | 減碼 |
| Power Wealth Management LLC | 9,893 | $71.6 萬 | 0.45% | +934+10.4% | 加碼 |
| Westmount Partners, LLC | 9,918 | $71.7 萬 | 0.26% | −372−3.6% | 減碼 |
| First Trust Advisors LP | 9,920 | $71.8 萬 | 0.00% | +308+3.2% | 加碼 |
| Emfo, LLC | 10,000 | $72.3 萬 | 0.66% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $72.3 萬 | 0.23% | +10,000 | 新進 |
| Invictus Private Wealth, LLC | 10,015 | $72.5 萬 | 0.06% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 10,023 | $72.5 萬 | 0.02% | −2,375−19.2% | 減碼 |
| WNY Asset Management, LLC | 10,077 | $72.9 萬 | 0.11% | −250−2.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,077 | $72.9 萬 | 0.08% | +140+1.4% | 加碼 |
| Financial Advisory Corp | 10,093 | $73.0 萬 | 0.30% | −646−6.0% | 減碼 |
| Ronald Blue Trust, Inc. | 10,096 | $73.0 萬 | 0.01% | +3,176+45.9% | 加碼 |
| Ironwood Financial, llc | 10,186 | $73.7 萬 | 0.17% | +160+1.6% | 加碼 |
| Western Wealth Management, LLC | 10,202 | $73.8 萬 | 0.06% | −1,173−10.3% | 減碼 |
| Founders Financial Securities LLC | 10,211 | $73.9 萬 | 0.08% | +16+0.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 10,216 | $73.9 萬 | 0.09% | −803−7.3% | 減碼 |
| LexAurum Advisors, LLC | 10,251 | $74.2 萬 | 0.19% | −9−0.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 10,264 | $74.2 萬 | 0.14% | +4,143+67.7% | 加碼 |
| Royce & Associates LP | 10,270 | $74.3 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 10,326 | $74.7 萬 | 0.08% | −1,880−15.4% | 減碼 |
| Moseley Investment Management Inc | 10,339 | $74.8 萬 | 0.37% | 00.0% | 不變 |
| Clarius Group, LLC | 10,349 | $74.9 萬 | 0.05% | −1,915−15.6% | 減碼 |
| Sunbelt Securities, Inc. | 10,451 | $75.6 萬 | 0.08% | −73−0.7% | 減碼 |
| Ridgewood Investments LLC | 10,508 | $76.0 萬 | 0.40% | +210+2.0% | 加碼 |
| Allianz SE | 10,527 | $76.2 萬 | 0.02% | +10,527 | 新進 |
| Thor Investment Management Inc | 10,561 | $76.4 萬 | 0.61% | +40+0.4% | 加碼 |
| Jupiter Wealth Management LLC | 10,000 | $76.4 萬 | 0.40% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 10,590 | $76.6 萬 | 0.07% | +1,171+12.4% | 加碼 |
| Legacy Wealth Asset Management, LLC | 10,591 | $76.6 萬 | 0.21% | +45+0.4% | 加碼 |
| Redmont Wealth Advisors LLC | 10,595 | $76.6 萬 | 1.06% | +552+5.5% | 加碼 |
| Intact Investment Management Inc. | 10,600 | $76.7 萬 | 0.03% | −1,400−11.7% | 減碼 |
| Sigma Planning Corp | 10,616 | $76.8 萬 | 0.02% | +10,616 | 新進 |
| Exencial Wealth Advisors, LLC | 10,639 | $77.0 萬 | 0.03% | −169,263−94.1% | 減碼 |
| United Community Bank | 10,770 | $77.9 萬 | 0.30% | −2,410−18.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 10,786 | $78.0 萬 | 0.08% | −4,181−27.9% | 減碼 |
| Shira Ridge Wealth Management | 10,871 | $78.6 萬 | 0.45% | +26+0.2% | 加碼 |
| Stablepoint Partners, LLC | 10,899 | $78.8 萬 | 0.16% | −803−6.9% | 減碼 |
| Brookstone Capital Management | 10,928 | $79.1 萬 | 0.01% | +2,372+27.7% | 加碼 |
| Hennessy Advisors Inc | 11,000 | $79.6 萬 | 0.03% | −3,000−21.4% | 減碼 |
| Cynosure Management, LLC | 11,015 | $79.7 萬 | 0.14% | −378−3.3% | 減碼 |