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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 3,702 | $26.8 萬 | 0.01% | +14+0.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 3,691 | $26.7 萬 | 0.19% | −509−12.1% | 減碼 |
| Quantum Financial Advisors, LLC | 3,689 | $26.7 萬 | 0.05% | −12−0.3% | 減碼 |
| Founders Capital Management | 3,680 | $26.6 萬 | 0.18% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 3,664 | $26.5 萬 | 0.05% | +204+5.9% | 加碼 |
| Stockman Wealth Management, Inc. | 3,661 | $26.5 萬 | 0.05% | +15+0.4% | 加碼 |
| Cohen Klingenstein LLC | 3,660 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Fiducient Advisors LLC | 3,654 | $26.4 萬 | 0.05% | +3,654 | 新進 |
| Castleview Partners, LLC | 3,639 | $26.3 萬 | 0.15% | +614+20.3% | 加碼 |
| Landaas & Co | 3,621 | $26.2 萬 | 0.09% | +21+0.6% | 加碼 |
| Wayfinding Financial, LLC | 3,440 | $26.2 萬 | 0.15% | +3,440 | 新進 |
| Thrive Wealth Management, LLC | 3,621 | $26.2 萬 | 0.05% | +317+9.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 3,619 | $26.2 萬 | 0.01% | −96−2.6% | 減碼 |
| CRA Financial Services, LLC | 3,603 | $26.1 萬 | 0.06% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,600 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,596 | $26.0 萬 | 0.01% | −78−2.1% | 減碼 |
| Childress Capital Advisors, LLC | 3,591 | $26.0 萬 | 0.08% | −1,865−34.2% | 減碼 |
| Source Financial Advisors LLC | 3,587 | $25.9 萬 | 0.08% | +21+0.6% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,577 | $25.9 萬 | 0.05% | +366+11.4% | 加碼 |
| Intrepid Financial Planning Group LLC | 3,567 | $25.8 萬 | 0.11% | 00.0% | 不變 |
| McDaniel Terry & Co | 3,558 | $25.7 萬 | 0.02% | +3,558 | 新進 |
| Sentinus, LLC | 3,551 | $25.7 萬 | 0.09% | +3,551 | 新進 |
| Vantage Consulting Group Inc | 3,538 | $25.6 萬 | 0.16% | −118−3.2% | 減碼 |
| Verdence Capital Advisors LLC | 3,534 | $25.6 萬 | 0.02% | −137−3.7% | 減碼 |
| Leonteq Securities AG | 3,533 | $25.6 萬 | 0.03% | +647+22.4% | 加碼 |
| Balentine LLC | 3,515 | $25.4 萬 | 0.01% | +3,515 | 新進 |
| Paloma Partners Management Co | 3,514 | $25.4 萬 | 0.04% | +3,514 | 新進 |
| First Affirmative Financial Network | 3,504 | $25.3 萬 | 0.19% | −138−3.8% | 減碼 |
| Edgewood Management LLC | 3,500 | $25.3 萬 | 0.00% | −800−18.6% | 減碼 |
| Wisconsin Capital Management LLC | 3,500 | $25.3 萬 | 0.13% | 00.0% | 不變 |
| TFG Advisers LLC | 3,492 | $25.3 萬 | 0.10% | +324+10.2% | 加碼 |
| Sivia Capital Partners, LLC | 3,489 | $25.2 萬 | 0.17% | +15+0.4% | 加碼 |
| Forte Capital LLC | 3,477 | $25.2 萬 | 0.03% | +10.0% | 加碼 |
| LCM Capital Management Inc | 3,465 | $25.1 萬 | 0.16% | 00.0% | 不變 |
| Capital Management Associates, Inc | 3,448 | $24.9 萬 | 0.18% | +33+1.0% | 加碼 |
| Jackson Hole Capital Partners, LLC | 3,446 | $24.9 萬 | 0.06% | −4,612−57.2% | 減碼 |
| Financial Management Professionals, Inc. | 3,446 | $24.9 萬 | 0.04% | +585+20.4% | 加碼 |
| Keystone Wealth Services, LLC | 3,434 | $24.8 萬 | 0.08% | +8+0.2% | 加碼 |
| O'Dell Group, LLC | 3,414 | $24.7 萬 | 0.06% | 00.0% | 不變 |
| Legacy Private Trust Co. | 3,398 | $24.6 萬 | 0.02% | −132−3.7% | 減碼 |
| SNS Financial Group, LLC | 3,387 | $24.5 萬 | 0.03% | +14+0.4% | 加碼 |
| Semus Wealth Partners LLC | 3,383 | $24.5 萬 | 0.21% | +11+0.3% | 加碼 |
| 1858 Wealth Management, LLC | 3,554 | $24.5 萬 | 0.23% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 3,374 | $24.4 萬 | 0.04% | −667−16.5% | 減碼 |
| Clear Creek Financial Management, LLC | 3,363 | $24.3 萬 | 0.03% | +3,363 | 新進 |
| Advisor OS, LLC | 3,362 | $24.3 萬 | 0.03% | −107−3.1% | 減碼 |
| Cypress Capital Group | 3,359 | $24.3 萬 | 0.03% | −725−17.8% | 減碼 |
| CWS Financial Advisors, LLC | 3,351 | $24.2 萬 | 0.10% | −50−1.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,336 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| Chilton Capital Management LLC | 3,325 | $24.1 萬 | 0.01% | −1,786−34.9% | 減碼 |
| Perennial Investment Advisors, LLC | 3,311 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| FWL Investment Management, LLC | 3,307 | $23.9 萬 | 0.13% | +1,996+152.3% | 加碼 |
| West Coast Financial LLC | 3,286 | $23.8 萬 | 0.03% | +135+4.3% | 加碼 |
| Trust Co of Toledo NA | 3,277 | $23.7 萬 | 0.04% | +3,277 | 新進 |
| Verus Capital Partners, LLC | 3,258 | $23.6 萬 | 0.03% | +4+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 3,270 | $23.5 萬 | 0.01% | −443−11.9% | 減碼 |
| Cottonwood Capital Advisors, LLC | 3,283 | $23.4 萬 | 0.19% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 3,230 | $23.4 萬 | 0.14% | +3,230 | 新進 |
| MONECO Advisors, LLC | 3,226 | $23.3 萬 | 0.04% | −87−2.6% | 減碼 |
| BOS Asset Management, LLC | 3,225 | $23.3 萬 | 0.12% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 3,203 | $23.2 萬 | 0.05% | +158+5.2% | 加碼 |
| Capula Management Ltd | 3,189 | $23.1 萬 | 0.01% | +2,781+681.6% | 加碼 |
| Blueprint Investment Partners LLC | 3,188 | $23.1 萬 | 0.05% | +3,188 | 新進 |
| Raffa Wealth Management, LLC | 3,174 | $23.0 萬 | 0.07% | +2,853+888.8% | 加碼 |
| Kolinsky Wealth Management, LLC | 3,167 | $22.9 萬 | 0.18% | −663−17.3% | 減碼 |
| Whalerock Point Partners, LLC | 3,166 | $22.9 萬 | 0.06% | −231−6.8% | 減碼 |
| GYL Financial Synergies, LLC | 3,166 | $22.9 萬 | 0.02% | +177+5.9% | 加碼 |
| Blodgett Wealth Advisors, LLC | 3,163 | $22.9 萬 | 0.21% | +3,163 | 新進 |
| Trinity Financial Advisors LLC | 3,163 | $22.9 萬 | 0.10% | −4,652−59.5% | 減碼 |
| Fielder Capital Group LLC | 3,162 | $22.9 萬 | 0.10% | +34+1.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,140 | $22.7 萬 | 0.01% | −2,575−45.1% | 減碼 |
| Accurate Wealth Management, LLC | 3,089 | $22.7 萬 | 0.07% | −1,255−28.9% | 減碼 |
| HHM Wealth Advisors, LLC | 3,133 | $22.7 萬 | 0.04% | +200+6.8% | 加碼 |
| Trust Co of Virginia | 3,112 | $22.5 萬 | 0.02% | 00.0% | 不變 |
| Bremer Bank National Association | 3,106 | $22.5 萬 | 0.04% | +3,106 | 新進 |
| LJI Wealth Management, LLC | 3,102 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 3,088 | $22.3 萬 | 0.03% | +55+1.8% | 加碼 |
| Towerpoint Wealth, LLC | 3,082 | $22.3 萬 | 0.11% | −10−0.3% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,931 | $22.3 萬 | 0.10% | +2,931 | 新進 |
| Red Door Wealth Management, LLC | 3,074 | $22.2 萬 | 0.04% | −676−18.0% | 減碼 |
| HTLF Bank | 3,071 | $22.2 萬 | 0.03% | +3,071 | 新進 |
| Holderness Investments Co | 3,060 | $22.1 萬 | 0.05% | +50+1.7% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 3,053 | $22.1 萬 | 0.36% | −66−2.1% | 減碼 |
| Triumph Capital Management | 3,048 | $22.1 萬 | 0.09% | −451−12.9% | 減碼 |
| Buckingham Strategic Partners | 3,046 | $22.0 萬 | 0.01% | +3,046 | 新進 |
| BCJ Capital Management, LLC | 3,046 | $22.0 萬 | 0.02% | −80−2.6% | 減碼 |
| First Trust Investment Solutions L.P. | 3,038 | $22.0 萬 | 0.04% | +3,038 | 新進 |
| Garde Capital, Inc. | 3,038 | $21.9 萬 | 0.02% | +1,373+82.5% | 加碼 |
| GTS Securities LLC | 3,024 | $21.9 萬 | 0.01% | −27,094−90.0% | 減碼 |
| Wimmer Associates 1, LLC | 3,009 | $21.8 萬 | 0.11% | −357−10.6% | 減碼 |
| Sierra Summit Advisors LLC | 3,000 | $21.7 萬 | 0.06% | −300−9.1% | 減碼 |
| Villere St Denis J & Co LLC | 3,000 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,997 | $21.7 萬 | 0.02% | +705+30.8% | 加碼 |
| Brave Asset Management Inc | 2,988 | $21.6 萬 | 0.06% | 00.0% | 不變 |
| Wedge Capital Management L L P | 2,983 | $21.6 萬 | 0.00% | +32+1.1% | 加碼 |
| Confluence Wealth Services, Inc. | 2,954 | $21.4 萬 | 0.02% | −315−9.6% | 減碼 |
| Eastern Bank | 2,950 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| New Republic Capital, LLC | 2,948 | $21.3 萬 | 0.14% | −1,270−30.1% | 減碼 |
| Highline Wealth Partners LLC | 2,946 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 2,942 | $21.3 萬 | 0.20% | 00.0% | 不變 |