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 |
|---|---|---|---|---|---|
| Integral Investment Advisors, Inc. | 11,033 | $79.9 萬 | 0.33% | +6,709+155.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,053 | $80.0 萬 | 0.14% | +277+2.6% | 加碼 |
| Pitcairn Co | 11,072 | $80.1 萬 | 0.05% | +1,015+10.1% | 加碼 |
| Navalign, LLC | 11,140 | $80.6 萬 | 0.27% | +483+4.5% | 加碼 |
| Powell Investment Advisors, LLC | 11,149 | $80.7 萬 | 0.43% | −589−5.0% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 11,214 | $81.1 萬 | 0.29% | +89+0.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,324 | $81.9 萬 | 0.24% | +255+2.3% | 加碼 |
| FSB Premier Wealth Management, Inc. | 11,389 | $82.4 萬 | 0.38% | +2,880+33.8% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 11,452 | $82.8 萬 | 0.06% | −1,500−11.6% | 減碼 |
| Nabity-Jensen Investment Management Inc | 11,484 | $83.1 萬 | 0.68% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 11,497 | $83.2 萬 | 0.30% | +15+0.1% | 加碼 |
| Lodestone Wealth Management LLC | 11,553 | $83.6 萬 | 0.44% | +44+0.4% | 加碼 |
| Navellier & Associates Inc | 11,555 | $83.6 萬 | 0.10% | +11,555 | 新進 |
| Independence Bank of Kentucky | 11,565 | $83.7 萬 | 0.25% | −175−1.5% | 減碼 |
| Wilsey Asset Management Inc | 11,592 | $83.9 萬 | 0.17% | −357,832−96.9% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 11,602 | $83.9 萬 | 0.69% | +221+1.9% | 加碼 |
| Mutual Advisors, LLC | 11,626 | $84.1 萬 | 0.03% | +507+4.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,670 | $84.4 萬 | 0.00% | +11,670 | 新進 |
| Axxcess Wealth Management, LLC | 11,690 | $84.6 萬 | 0.02% | −4,477−27.7% | 減碼 |
| Napatree Capital LLC | 11,443 | $84.6 萬 | 0.82% | −344−2.9% | 減碼 |
| Dynasty Wealth Management, LLC | 11,702 | $84.7 萬 | 0.03% | +11,702 | 新進 |
| Strategic Blueprint, LLC | 11,708 | $84.7 萬 | 0.06% | +1,536+15.1% | 加碼 |
| Novare Capital Management LLC | 11,786 | $85.3 萬 | 0.08% | +482+4.3% | 加碼 |
| Sheets Smith Wealth Management | 11,830 | $85.6 萬 | 0.10% | +4,144+53.9% | 加碼 |
| Savant Capital, LLC | 11,836 | $85.6 萬 | 0.01% | −6,549−35.6% | 減碼 |
| Ambassador Advisors, LLC | 11,933 | $86.3 萬 | 0.16% | +852+7.7% | 加碼 |
| Lummis Asset Management, LP | 11,936 | $86.3 萬 | 1.16% | −8,281−41.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,955 | $86.5 萬 | 0.01% | +594+5.2% | 加碼 |
| TD Private Client Wealth LLC | 11,966 | $86.6 萬 | 0.03% | −1,874−13.5% | 減碼 |
| GeoWealth Management, LLC | 11,985 | $86.7 萬 | 0.03% | −12,743−51.5% | 減碼 |
| Simon Quick Advisors, LLC | 11,988 | $86.7 萬 | 0.06% | +7,294+155.4% | 加碼 |
| Cim Investment Mangement Inc | 11,992 | $86.8 萬 | 0.26% | +11,992 | 新進 |
| Parkside Investments, LLC | 12,000 | $86.8 萬 | 0.14% | −3,000−20.0% | 減碼 |
| Worm Capital, LLC | 12,022 | $87.0 萬 | 1.19% | −5,018−29.4% | 減碼 |
| First Commonwealth Financial Corp | 12,058 | $87.2 萬 | 0.23% | +7+0.1% | 加碼 |
| International Assets Investment Management, LLC | 12,135 | $87.8 萬 | 0.09% | +1,141+10.4% | 加碼 |
| Opinicus Capital, Inc. | 12,204 | $88.3 萬 | 0.78% | +675+5.9% | 加碼 |
| Peak Planning Group, LLC | 12,240 | $88.5 萬 | 0.55% | +16+0.1% | 加碼 |
| Citizens National Bank Trust Department | 12,240 | $88.5 萬 | 0.21% | +320+2.7% | 加碼 |
| Personal Cfo Solutions, LLC | 12,265 | $88.7 萬 | 0.14% | +580+5.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 12,345 | $89.3 萬 | 0.00% | −247,932−95.3% | 減碼 |
| LGT Group Foundation | 12,361 | $89.4 萬 | 0.02% | +545+4.6% | 加碼 |
| H&H Retirement Design & Management INC | 12,094 | $89.8 萬 | 0.59% | +12,094 | 新進 |
| Smith, Moore & Co. | 12,462 | $90.1 萬 | 0.10% | −1,009−7.5% | 減碼 |
| Matisse Capital | 12,550 | $90.8 萬 | 0.44% | 00.0% | 不變 |
| West Financial Advisors, LLC | 12,600 | $91.1 萬 | 0.20% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 12,661 | $91.5 萬 | 0.02% | +6,574+108.0% | 加碼 |
| Catalyst Financial Partners LLC | 12,647 | $91.7 萬 | 0.24% | −46−0.4% | 減碼 |
| Proffitt & Goodson Inc | 12,697 | $91.9 萬 | 0.16% | −649−4.9% | 減碼 |
| Guidance Capital, Inc | 13,023 | $92.8 萬 | 0.34% | +13,023 | 新進 |
| Intrust Bank NA | 12,974 | $93.9 萬 | 0.10% | −560−4.1% | 減碼 |
| Sage Rhino Capital LLC | 13,091 | $94.7 萬 | 0.22% | +1,006+8.3% | 加碼 |
| Wedmont Private Capital | 13,130 | $94.9 萬 | 0.07% | +1,430+12.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 13,127 | $95.0 萬 | 0.03% | +91+0.7% | 加碼 |
| Hardy Reed LLC | 13,145 | $95.1 萬 | 0.12% | −951−6.7% | 減碼 |
| Portfolio Strategies, Inc. | 13,145 | $95.1 萬 | 0.06% | +13,145 | 新進 |
| Lake Street Advisors Group, LLC | 13,187 | $95.4 萬 | 0.04% | +271+2.1% | 加碼 |
| O'Rourke & Company, Inc | 13,243 | $95.8 萬 | 0.56% | +1,018+8.3% | 加碼 |
| Summit Asset Management, LLC | 13,264 | $96.0 萬 | 0.21% | 00.0% | 不變 |
| Operose Advisors LLC | 13,280 | $96.1 萬 | 0.32% | −76−0.6% | 減碼 |
| Waterloo Capital, L.P. | 13,289 | $96.1 萬 | 0.12% | +3,521+36.0% | 加碼 |
| Hamel Associates, Inc. | 13,395 | $96.9 萬 | 0.31% | +600+4.7% | 加碼 |
| Aaron Wealth Advisors | 13,426 | $97.1 萬 | 0.14% | +1,132+9.2% | 加碼 |
| Checchi Capital Advisers, LLC | 13,497 | $97.6 萬 | 0.08% | +27+0.2% | 加碼 |
| Gemmer Asset Management LLC | 13,501 | $97.7 萬 | 0.11% | +835+6.6% | 加碼 |
| Thomasville National Bank | 13,576 | $98.2 萬 | 0.08% | 00.0% | 不變 |
| First Financial Corp | 13,579 | $98.2 萬 | 0.50% | −471−3.4% | 減碼 |
| Panoramic Investment Advisors, LLC | 13,593 | $98.3 萬 | 0.72% | −325−2.3% | 減碼 |
| NBC Securities, Inc. | 13,624 | $98.5 萬 | 0.09% | −1,646−10.8% | 減碼 |
| Trustmark National Bank Trust Department | 13,633 | $98.6 萬 | 0.08% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 13,890 | $98.8 萬 | 0.54% | −110−0.8% | 減碼 |
| Citizens & Northern Corp | 13,659 | $98.8 萬 | 0.33% | −300−2.1% | 減碼 |
| GAMMA Investing LLC | 13,684 | $99.0 萬 | 0.20% | +2,161+18.8% | 加碼 |
| ASB Consultores, LLC | 13,698 | $99.1 萬 | 0.26% | +13,698 | 新進 |
| JT Stratford LLC | 13,721 | $99.3 萬 | 0.20% | +240+1.8% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 13,738 | $99.4 萬 | 0.59% | −916−6.3% | 減碼 |
| David Loasby | 13,832 | $100.0 萬 | 0.10% | −923−6.3% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,890 | $100.5 萬 | 0.33% | +32+0.2% | 加碼 |
| Avalon Trust Co | 14,000 | $101.3 萬 | 0.08% | 00.0% | 不變 |
| Merit Financial Group, LLC | 13,644 | $103.8 萬 | 0.02% | −28,898−67.9% | 減碼 |
| Davis R M Inc | 14,379 | $104.0 萬 | 0.02% | −1,854−11.4% | 減碼 |
| HCR Wealth Advisors | 14,383 | $104.0 萬 | 0.16% | +1,561+12.2% | 加碼 |
| Oder Investment Management, LLC | 14,405 | $104.2 萬 | 0.97% | +1,559+12.1% | 加碼 |
| Prospera Financial Services Inc | 14,572 | $105.5 萬 | 0.03% | +714+5.2% | 加碼 |
| IMS Capital Management | 14,605 | $105.7 萬 | 0.49% | +725+5.2% | 加碼 |
| Lebenthal Global Advisors, LLC | 14,638 | $105.9 萬 | 0.24% | +271+1.9% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,730 | $106.6 萬 | 0.71% | +2,028+16.0% | 加碼 |
| King Luther Capital Management Corp | 14,771 | $106.9 萬 | 0.00% | −372−2.5% | 減碼 |
| Lindbrook Capital, LLC | 14,779 | $106.9 萬 | 0.10% | −1,161−7.3% | 減碼 |
| Uncommon Cents Investing LLC | 14,872 | $107.6 萬 | 0.33% | 00.0% | 不變 |
| Altfest L J & Co Inc | 14,918 | $107.9 萬 | 0.16% | −12,851−46.3% | 減碼 |
| Elmwood Wealth Management, Inc. | 14,917 | $107.9 萬 | 0.46% | −1,444−8.8% | 減碼 |
| Consolidated Portfolio Review Corp | 14,919 | $107.9 萬 | 0.28% | +129+0.9% | 加碼 |
| Neumann Capital Management, LLC | 14,943 | $108.1 萬 | 0.39% | +93+0.6% | 加碼 |
| Ally Financial Inc. | 15,000 | $108.5 萬 | 0.15% | +15,000 | 新進 |
| Caption Management, LLC | 15,000 | $108.5 萬 | 0.12% | +15,000 | 新進 |
| Belpointe Asset Management LLC | 15,027 | $108.7 萬 | 0.08% | −3,674−19.6% | 減碼 |
| Fruth Investment Management | 15,072 | $109.0 萬 | 0.28% | −57−0.4% | 減碼 |
| Howard Financial Services, Ltd. | 15,085 | $109.1 萬 | 0.19% | +19+0.1% | 加碼 |
| Granite Investment Partners, LLC | 15,091 | $109.2 萬 | 0.04% | −6,950−31.5% | 減碼 |