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 2 季 13F 持有人
Schwab Charles Corp 在 2024/6/30 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
- 1,899
- 較 2024 年第 1 季 +46 家
- 持有股數
- 15.0 億
- 較 2024 年第 1 季 +637.1 萬 (+0.4%)
- 總市值
- $1,104 億
- 較 2024 年第 1 季 +$25.0 億 (+2.3%)
- 新進機構
- 157
- 另有 694 家加碼
- 清倉機構
- 111
- 另有 791 家減碼
另有 26 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 14,355 | $105.8 萬 | 0.03% | −217−1.5% | 減碼 |
| Aaron Wealth Advisors | 14,361 | $105.8 萬 | 0.15% | +935+7.0% | 加碼 |
| Wedmont Private Capital | 14,056 | $106.0 萬 | 0.07% | +926+7.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 14,503 | $106.9 萬 | 0.22% | +14,503 | 新進 |
| Uncommon Cents Investing LLC | 14,556 | $107.3 萬 | 0.34% | −316−2.1% | 減碼 |
| Chicago Capital, LLC | 14,557 | $107.3 萬 | 0.03% | +14,557 | 新進 |
| Signet Investment Advisory Group, Inc. | 14,700 | $108.3 萬 | 0.58% | −730−4.7% | 減碼 |
| Nicolet Bankshares Inc | 14,788 | $109.0 萬 | 0.27% | −418−2.7% | 減碼 |
| Central Trust Co | 14,815 | $109.2 萬 | 0.03% | −12,649−46.1% | 減碼 |
| Waldron Private Wealth LLC | 14,849 | $109.4 萬 | 0.05% | −500−3.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,880 | $109.7 萬 | 0.05% | +10,997+283.2% | 加碼 |
| Alberta Investment Management Corp | 14,900 | $109.8 萬 | 0.01% | −19,000−56.0% | 減碼 |
| RiverPark Advisors, LLC | 14,923 | $110.0 萬 | 0.91% | −1,618−9.8% | 減碼 |
| Elmwood Wealth Management, Inc. | 14,941 | $110.1 萬 | 0.49% | +24+0.2% | 加碼 |
| Neumann Capital Management, LLC | 14,943 | $110.1 萬 | 0.38% | 00.0% | 不變 |
| Fruth Investment Management | 14,972 | $110.3 萬 | 0.30% | −100−0.7% | 減碼 |
| Wedbush Securities Inc | 15,001 | $110.5 萬 | 0.04% | −1,064−6.6% | 減碼 |
| Granite Investment Partners, LLC | 15,091 | $111.2 萬 | 0.05% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 15,250 | $112.4 萬 | 0.31% | +12,800+522.4% | 加碼 |
| JNBA Financial Advisors | 15,482 | $114.1 萬 | 0.12% | +137+0.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 15,519 | $114.4 萬 | 0.04% | +405+2.7% | 加碼 |
| Nilsine Partners, LLC | 15,529 | $114.4 萬 | 0.15% | +101+0.7% | 加碼 |
| Ostrum Asset Management | 15,539 | $114.5 萬 | 0.10% | +54+0.3% | 加碼 |
| Cigna Investments Inc | 15,592 | $114.9 萬 | 0.21% | −106−0.7% | 減碼 |
| MBM Wealth Consultants, LLC | 15,445 | $115.1 萬 | 0.39% | −464−2.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 15,639 | $115.2 萬 | 0.25% | +1,001+6.8% | 加碼 |
| Consolidated Portfolio Review Corp | 15,651 | $115.3 萬 | 0.27% | +732+4.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 15,673 | $115.5 萬 | 0.09% | +15,673 | 新進 |
| David Loasby | 15,478 | $115.5 萬 | 0.11% | +1,646+11.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,710 | $115.8 萬 | 0.04% | −387−2.4% | 減碼 |
| Aviso Wealth Management | 15,719 | $115.8 萬 | 0.69% | −1,230−7.3% | 減碼 |
| Waterloo Capital, L.P. | 15,745 | $116.0 萬 | 0.14% | +2,456+18.5% | 加碼 |
| St Germain D J Co Inc | 15,772 | $116.2 萬 | 0.06% | −267−1.7% | 減碼 |
| Morningstar Investment Management LLC | 15,783 | $116.3 萬 | 0.12% | −3,127−16.5% | 減碼 |
| Point72 (DIFC) Ltd | 15,813 | $116.5 萬 | 0.10% | +15,813 | 新進 |
| JT Stratford LLC | 15,858 | $116.9 萬 | 0.22% | +2,137+15.6% | 加碼 |
| Future Fund LLC | 16,004 | $117.5 萬 | 2.95% | +11,300+240.2% | 加碼 |
| Old National Bancorp | 16,010 | $118.0 萬 | 0.03% | −4,352−21.4% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 16,075 | $118.5 萬 | 0.39% | 00.0% | 不變 |
| Savant Capital, LLC | 16,133 | $118.9 萬 | 0.01% | +4,297+36.3% | 加碼 |
| Verition Fund Management LLC | 16,159 | $119.1 萬 | 0.01% | −8,793−35.2% | 減碼 |
| CMG Global Holdings, LLC | 16,179 | $119.2 萬 | 0.79% | +47+0.3% | 加碼 |
| Providence Wealth Advisors, LLC | 16,407 | $120.5 萬 | 0.96% | +491+3.1% | 加碼 |
| Frisch Financial Group, Inc. | 16,358 | $120.5 萬 | 0.37% | −418−2.5% | 減碼 |
| AXS Investments LLC | 16,485 | $121.5 萬 | 0.34% | −2,002−10.8% | 減碼 |
| Black Swift Group, LLC | 16,500 | $121.6 萬 | 0.28% | +16,500 | 新進 |
| TLWM | 16,669 | $122.8 萬 | 0.26% | +318+1.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 16,669 | $122.8 萬 | 0.24% | +1,004+6.4% | 加碼 |
| Montecito Bank & Trust | 16,730 | $123.3 萬 | 0.25% | −1,008−5.7% | 減碼 |
| Embree Financial Group | 16,738 | $123.3 萬 | 0.24% | +21+0.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 16,799 | $123.8 萬 | 0.14% | +944+6.0% | 加碼 |
| Herold Advisors, Inc. | 16,854 | $124.2 萬 | 0.29% | +1,024+6.5% | 加碼 |
| Graham Capital Management, L.P. | 16,897 | $124.5 萬 | 0.04% | −89,427−84.1% | 減碼 |
| Ritholtz Wealth Management | 16,921 | $124.7 萬 | 0.04% | +1,592+10.4% | 加碼 |
| Leisure Capital Management | 16,946 | $124.9 萬 | 0.58% | 00.0% | 不變 |
| Delphi Management Inc | 16,996 | $125.2 萬 | 1.02% | −21−0.1% | 減碼 |
| Kelly Lawrence W & Associates Inc | 17,043 | $125.6 萬 | 0.29% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 17,051 | $125.6 萬 | 0.02% | −1,761−9.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 17,099 | $126.0 萬 | 0.04% | −727−4.1% | 減碼 |
| Keystone Financial Services | 17,100 | $126.0 萬 | 0.52% | +1,485+9.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 17,120 | $126.2 萬 | 0.02% | −850−4.7% | 減碼 |
| Telos Capital Management, Inc. | 17,344 | $127.8 萬 | 0.14% | −896−4.9% | 減碼 |
| Forum Financial Management, LP | 17,448 | $128.6 萬 | 0.02% | +257+1.5% | 加碼 |
| Brown Brothers Harriman & Co | 17,509 | $129.0 萬 | 0.01% | −227−1.3% | 減碼 |
| Armstrong Henry H Associates Inc | 17,591 | $129.6 萬 | 0.13% | −2,000−10.2% | 減碼 |
| Quadrant Capital Group LLC | 17,686 | $130.3 萬 | 0.10% | +1,072+6.5% | 加碼 |
| Parsons Capital Management Inc | 17,723 | $130.6 萬 | 0.09% | +728+4.3% | 加碼 |
| Birmingham Capital Management Co Inc | 17,725 | $130.6 萬 | 0.51% | −1,200−6.3% | 減碼 |
| FineMark National Bank & Trust | 17,775 | $131.0 萬 | 0.05% | −896−4.8% | 減碼 |
| BLB&B Advisors, LLC | 17,807 | $131.2 萬 | 0.07% | −93,726−84.0% | 減碼 |
| Garner Asset Management Corp | 17,863 | $131.6 萬 | 0.64% | +10.0% | 加碼 |
| Virtu Financial LLC | 17,858 | $131.6 萬 | 0.09% | +13,521+311.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 17,860 | $131.6 萬 | 0.47% | +1,207+7.2% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 17,956 | $132.3 萬 | 0.13% | −1,327−6.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 17,990 | $132.6 萬 | 0.09% | +16,232+923.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 20,353 | $132.7 萬 | 0.09% | −2,576−11.2% | 減碼 |
| Cidel Asset Management Inc | 18,051 | $133.0 萬 | 0.10% | 00.0% | 不變 |
| BIP Wealth, LLC | 18,061 | $133.1 萬 | 0.11% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 20,944 | $133.6 萬 | 0.06% | −3,329−13.7% | 減碼 |
| Schechter Investment Advisors, LLC | 18,138 | $133.7 萬 | 0.10% | +203+1.1% | 加碼 |
| Tranquility Partners, LLC | 18,174 | $133.9 萬 | 0.52% | −155−0.8% | 減碼 |
| GAMMA Investing LLC | 18,205 | $134.2 萬 | 0.18% | +4,521+33.0% | 加碼 |
| Balyasny Asset Management LLC | 18,212 | $134.2 萬 | 0.00% | −375,977−95.4% | 減碼 |
| Krilogy Financial LLC | 18,269 | $134.6 萬 | 0.10% | +78+0.4% | 加碼 |
| Riverwater Partners LLC | 18,347 | $135.2 萬 | 1.00% | −521−2.8% | 減碼 |
| Twin Tree Management, LP | 18,357 | $135.3 萬 | 0.04% | +18,357 | 新進 |
| BayBridge Capital Group, LLC | 18,402 | $135.6 萬 | 1.06% | +254+1.4% | 加碼 |
| Trust Asset Management LLC | 18,455 | $136.0 萬 | 0.11% | 00.0% | 不變 |
| Hills Bank & Trust Co | 18,489 | $136.2 萬 | 0.11% | +1,153+6.7% | 加碼 |
| Qtron Investments LLC | 18,492 | $136.3 萬 | 0.20% | +9,728+111.0% | 加碼 |
| Dana Investment Advisors, Inc. | 18,547 | $136.7 萬 | 0.05% | −1,276−6.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 18,595 | $137.0 萬 | 0.62% | +7,206+63.3% | 加碼 |
| Coldstream Capital Management Inc | 18,624 | $137.2 萬 | 0.03% | +1,352+7.8% | 加碼 |
| Wealth Alliance | 18,650 | $137.4 萬 | 0.18% | −889−4.5% | 減碼 |
| Golden State Equity Partners | 18,670 | $137.6 萬 | 0.29% | +18,670 | 新進 |
| Inspire Advisors, LLC | 18,678 | $137.6 萬 | 0.18% | +31+0.2% | 加碼 |
| BlueMar Capital Management, LLC | 18,773 | $138.3 萬 | 2.88% | −3,059−14.0% | 減碼 |
| Secure Asset Management, LLC | 18,950 | $139.6 萬 | 0.26% | −1,236−6.1% | 減碼 |
| Bank of Hawaii | 18,967 | $139.8 萬 | 0.06% | −582−3.0% | 減碼 |
| South Dakota Investment Council | 19,056 | $140.4 萬 | 0.03% | −1,019−5.1% | 減碼 |