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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| PFG Advisors | 19,541 | $141.4 萬 | 0.10% | −2,956−13.1% | 減碼 |
| Wealth Alliance | 19,539 | $141.3 萬 | 0.19% | −564−2.8% | 減碼 |
| Lincoln National Corp | 19,323 | $139.8 萬 | 0.02% | +1,099+6.0% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 19,283 | $139.5 萬 | 0.15% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 19,229 | $139.1 萬 | 0.65% | +249+1.3% | 加碼 |
| Guardian Asset Advisors, LLC | 19,116 | $138.3 萬 | 1.15% | +376+2.0% | 加碼 |
| Spire Wealth Management | 18,994 | $137.4 萬 | 0.04% | −607−3.1% | 減碼 |
| Birmingham Capital Management Co Inc | 18,925 | $136.9 萬 | 0.50% | −1,500−7.3% | 減碼 |
| Morningstar Investment Management LLC | 18,910 | $136.8 萬 | 0.15% | 00.0% | 不變 |
| Riverwater Partners LLC | 18,868 | $136.5 萬 | 1.00% | −691−3.5% | 減碼 |
| Integrated Wealth Concepts LLC | 18,812 | $136.1 萬 | 0.02% | +3,354+21.7% | 加碼 |
| Insigneo Advisory Services, LLC | 18,783 | $135.9 萬 | 0.16% | −826−4.2% | 減碼 |
| Crescent Grove Advisors, LLC | 18,774 | $135.8 萬 | 0.14% | −800−4.1% | 減碼 |
| Professional Financial Advisors, LLC | 18,700 | $135.3 萬 | 0.39% | +2,046+12.3% | 加碼 |
| FineMark National Bank & Trust | 18,671 | $135.1 萬 | 0.05% | −12,413−39.9% | 減碼 |
| Empowered Funds, LLC | 18,658 | $135.0 萬 | 0.02% | −6,684−26.4% | 減碼 |
| Inspire Advisors, LLC | 18,647 | $134.9 萬 | 0.19% | +1,316+7.6% | 加碼 |
| BayBridge Capital Group, LLC | 18,148 | $134.8 萬 | 1.17% | +779+4.5% | 加碼 |
| Balboa Wealth Partners | 18,617 | $134.7 萬 | 0.43% | +66+0.4% | 加碼 |
| AXS Investments LLC | 18,487 | $133.7 萬 | 0.32% | −1,884−9.2% | 減碼 |
| Trust Asset Management LLC | 18,455 | $133.5 萬 | 0.12% | −149−0.8% | 減碼 |
| Tranquility Partners, LLC | 18,329 | $132.6 萬 | 0.51% | −1,165−6.0% | 減碼 |
| Telos Capital Management, Inc. | 18,240 | $132.0 萬 | 0.15% | −956−5.0% | 減碼 |
| Krilogy Financial LLC | 18,191 | $131.6 萬 | 0.10% | +670+3.8% | 加碼 |
| BIP Wealth, LLC | 18,061 | $130.7 萬 | 0.10% | 00.0% | 不變 |
| Cidel Asset Management Inc | 18,051 | $130.6 萬 | 0.10% | +393+2.2% | 加碼 |
| Alpha DNA Investment Management LLC | 18,015 | $130.3 萬 | 0.72% | −18,270−50.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 17,970 | $130.0 萬 | 0.02% | −127−0.7% | 減碼 |
| Schechter Investment Advisors, LLC | 17,935 | $129.7 萬 | 0.10% | +6,285+53.9% | 加碼 |
| Garner Asset Management Corp | 17,862 | $129.2 萬 | 0.66% | +2,441+15.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 17,826 | $129.0 萬 | 0.04% | +889+5.2% | 加碼 |
| Montecito Bank & Trust | 17,738 | $128.3 萬 | 0.26% | −14−0.1% | 減碼 |
| Brown Brothers Harriman & Co | 17,736 | $128.3 萬 | 0.01% | −13,567−43.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 17,508 | $126.7 萬 | 0.14% | −5,883−25.2% | 減碼 |
| Centaurus Financial, Inc. | 17,364 | $125.6 萬 | 0.09% | +4,936+39.7% | 加碼 |
| Hills Bank & Trust Co | 17,336 | $125.4 萬 | 0.11% | +523+3.1% | 加碼 |
| Coldstream Capital Management Inc | 17,272 | $124.9 萬 | 0.03% | −40−0.2% | 減碼 |
| Forum Financial Management, LP | 17,191 | $124.4 萬 | 0.02% | +834+5.1% | 加碼 |
| Duff & Phelps Investment Management Co | 17,170 | $124.2 萬 | 0.01% | +746+4.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,043 | $123.3 萬 | 0.28% | 00.0% | 不變 |
| Delphi Management Inc | 17,017 | $123.1 萬 | 0.95% | +43+0.3% | 加碼 |
| Parsons Capital Management Inc | 16,995 | $122.9 萬 | 0.08% | +16,995 | 新進 |
| Aviso Wealth Management | 16,949 | $122.6 萬 | 0.77% | 00.0% | 不變 |
| Leisure Capital Management | 16,946 | $122.6 萬 | 0.61% | −109−0.6% | 減碼 |
| Frisch Financial Group, Inc. | 16,776 | $121.4 萬 | 0.40% | −8,366−33.3% | 減碼 |
| Embree Financial Group | 16,717 | $120.9 萬 | 0.24% | +99+0.6% | 加碼 |
| Columbia Asset Management | 17,551 | $120.8 萬 | 0.25% | +125+0.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 16,653 | $120.5 萬 | 0.43% | +9,261+125.3% | 加碼 |
| Quadrant Capital Group LLC | 16,614 | $120.2 萬 | 0.09% | −285−1.7% | 減碼 |
| RiverPark Advisors, LLC | 16,541 | $119.7 萬 | 0.98% | −2,089−11.2% | 減碼 |
| Stableford Capital II LLC | 16,463 | $119.1 萬 | 0.48% | +17+0.1% | 加碼 |
| TLWM | 16,351 | $118.3 萬 | 0.26% | −285−1.7% | 減碼 |
| Avondale Wealth Management | 16,300 | $117.9 萬 | 0.83% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 16,132 | $116.7 萬 | 0.80% | +835+5.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 16,097 | $116.4 萬 | 0.04% | −440−2.7% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 16,075 | $116.3 萬 | 0.39% | +700+4.6% | 加碼 |
| Wedbush Securities Inc | 16,065 | $116.2 萬 | 0.04% | −1,108−6.5% | 減碼 |
| Sowell Financial Services LLC | 16,068 | $116.2 萬 | 0.05% | +255+1.6% | 加碼 |
| Sumitomo Life Insurance Co | 16,059 | $116.2 萬 | 0.03% | −706−4.2% | 減碼 |
| St Germain D J Co Inc | 16,039 | $116.0 萬 | 0.06% | −394−2.4% | 減碼 |
| MBM Wealth Consultants, LLC | 15,909 | $115.1 萬 | 0.40% | +1,951+14.0% | 加碼 |
| Meeder Advisory Services, Inc. | 15,880 | $114.9 萬 | 0.12% | +2,108+15.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,855 | $114.7 萬 | 0.14% | +198+1.3% | 加碼 |
| Herold Advisors, Inc. | 15,830 | $114.5 萬 | 0.28% | +15,830 | 新進 |
| Cigna Investments Inc | 15,698 | $113.5 萬 | 0.22% | −197−1.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 15,665 | $113.3 萬 | 0.23% | +344+2.2% | 加碼 |
| Man Group plc | 15,648 | $113.2 萬 | 0.00% | −53,737−77.4% | 減碼 |
| Providence Wealth Advisors, LLC | 15,916 | $113.2 萬 | 0.97% | +14,607+1,115.9% | 加碼 |
| Sentry Investment Management LLC | 15,622 | $113.0 萬 | 0.44% | 00.0% | 不變 |
| Keystone Financial Services | 15,615 | $113.0 萬 | 0.49% | +4,332+38.4% | 加碼 |
| Ostrum Asset Management | 15,485 | $112.0 萬 | 0.09% | +99+0.6% | 加碼 |
| Signet Investment Advisory Group, Inc. | 15,430 | $111.6 萬 | 0.61% | −1,358−8.1% | 減碼 |
| Nilsine Partners, LLC | 15,428 | $111.6 萬 | 0.15% | +94+0.6% | 加碼 |
| Burns Matteson Capital Management, LLC | 15,384 | $111.3 萬 | 0.72% | +2,370+18.2% | 加碼 |
| Waldron Private Wealth LLC | 15,349 | $111.0 萬 | 0.05% | −224−1.4% | 減碼 |
| JNBA Financial Advisors | 15,345 | $111.0 萬 | 0.12% | 00.0% | 不變 |
| Ritholtz Wealth Management | 15,329 | $110.9 萬 | 0.04% | −313−2.0% | 減碼 |
| Nicolet Bankshares Inc | 15,206 | $110.0 萬 | 0.27% | +213+1.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 15,114 | $109.3 萬 | 0.04% | +408+2.8% | 加碼 |
| Granite Investment Partners, LLC | 15,091 | $109.2 萬 | 0.04% | −6,950−31.5% | 減碼 |
| Howard Financial Services, Ltd. | 15,085 | $109.1 萬 | 0.19% | +19+0.1% | 加碼 |
| Fruth Investment Management | 15,072 | $109.0 萬 | 0.28% | −57−0.4% | 減碼 |
| Belpointe Asset Management LLC | 15,027 | $108.7 萬 | 0.08% | −3,674−19.6% | 減碼 |
| 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 |
| Neumann Capital Management, LLC | 14,943 | $108.1 萬 | 0.39% | +93+0.6% | 加碼 |
| Consolidated Portfolio Review Corp | 14,919 | $107.9 萬 | 0.28% | +129+0.9% | 加碼 |
| Elmwood Wealth Management, Inc. | 14,917 | $107.9 萬 | 0.46% | −1,444−8.8% | 減碼 |
| Altfest L J & Co Inc | 14,918 | $107.9 萬 | 0.16% | −12,851−46.3% | 減碼 |
| Uncommon Cents Investing LLC | 14,872 | $107.6 萬 | 0.33% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 14,779 | $106.9 萬 | 0.10% | −1,161−7.3% | 減碼 |
| King Luther Capital Management Corp | 14,771 | $106.9 萬 | 0.00% | −372−2.5% | 減碼 |
| Tranquilli Financial Advisor LLC | 14,730 | $106.6 萬 | 0.71% | +2,028+16.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 14,638 | $105.9 萬 | 0.24% | +271+1.9% | 加碼 |
| IMS Capital Management | 14,605 | $105.7 萬 | 0.49% | +725+5.2% | 加碼 |
| Prospera Financial Services Inc | 14,572 | $105.5 萬 | 0.03% | +714+5.2% | 加碼 |
| Oder Investment Management, LLC | 14,405 | $104.2 萬 | 0.97% | +1,559+12.1% | 加碼 |
| HCR Wealth Advisors | 14,383 | $104.0 萬 | 0.16% | +1,561+12.2% | 加碼 |
| Davis R M Inc | 14,379 | $104.0 萬 | 0.02% | −1,854−11.4% | 減碼 |
| Merit Financial Group, LLC | 13,644 | $103.8 萬 | 0.02% | −28,898−67.9% | 減碼 |