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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 19,063 | $140.5 萬 | 0.39% | +363+1.9% | 加碼 |
| Guardian Asset Advisors, LLC | 19,117 | $141.0 萬 | 1.04% | +10.0% | 加碼 |
| Jeppson Wealth Management, LLC | 19,343 | $142.5 萬 | 0.54% | −394−2.0% | 減碼 |
| V-Square Quantitative Management LLC | 19,388 | $142.9 萬 | 0.23% | −1,122−5.5% | 減碼 |
| Advisors Asset Management, Inc. | 19,797 | $145.9 萬 | 0.03% | −3,948−16.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 19,921 | $146.8 萬 | 0.04% | −945−4.5% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $147.4 萬 | 0.02% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 20,096 | $148.1 萬 | 0.07% | −415−2.0% | 減碼 |
| Trexquant Investment LP | 20,172 | $148.6 萬 | 0.02% | −364,491−94.8% | 減碼 |
| Caldwell Trust Co | 20,298 | $149.6 萬 | 0.17% | +631+3.2% | 加碼 |
| GM Advisory Group, Inc. | 20,386 | $150.2 萬 | 0.10% | −346−1.7% | 減碼 |
| Zullo Investment Group, Inc. | 20,585 | $151.7 萬 | 0.67% | +1,356+7.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,624 | $152.0 萬 | 0.06% | 00.0% | 不變 |
| Iowa State Bank | 20,647 | $152.1 萬 | 0.34% | +20,647 | 新進 |
| Monetta Financial Services Inc | 20,800 | $153.3 萬 | 1.33% | 00.0% | 不變 |
| Umb Bank N A | 20,837 | $153.5 萬 | 0.03% | +940+4.7% | 加碼 |
| AlTi Global, Inc. | 20,883 | $153.9 萬 | 0.04% | −1,627−7.2% | 減碼 |
| Hedges Asset Management LLC | 21,000 | $154.7 萬 | 1.11% | 00.0% | 不變 |
| Fosun International Ltd | 21,127 | $155.7 萬 | 0.53% | −16,232−43.4% | 減碼 |
| First Citizens Bank & Trust Co | 21,167 | $156.0 萬 | 0.03% | +852+4.2% | 加碼 |
| Regions Financial Corp | 21,187 | $156.1 萬 | 0.01% | −2,044−8.8% | 減碼 |
| IFP Advisors, Inc | 21,190 | $156.1 萬 | 0.06% | −719−3.3% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 21,205 | $156.3 萬 | 1.20% | −700−3.2% | 減碼 |
| Soapstone Management L.P. | 21,250 | $156.6 萬 | 1.04% | −3,750−15.0% | 減碼 |
| Two Sigma Investments, LP | 21,300 | $157.0 萬 | 0.00% | −6,900−24.5% | 減碼 |
| HM Payson & Co | 21,369 | $157.5 萬 | 0.03% | −129−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 21,468 | $158.2 萬 | 0.09% | −6,566−23.4% | 減碼 |
| Empowered Funds, LLC | 21,499 | $158.4 萬 | 0.03% | +2,841+15.2% | 加碼 |
| Aspen Investment Management Inc | 21,551 | $158.8 萬 | 0.79% | +375+1.8% | 加碼 |
| Ballentine Partners, LLC | 21,666 | $159.7 萬 | 0.03% | +212+1.0% | 加碼 |
| Optiver Holding B.V. | 21,675 | $159.7 萬 | 0.03% | +20,285+1,459.4% | 加碼 |
| Profund Advisors LLC | 21,718 | $160.0 萬 | 0.06% | −439−2.0% | 減碼 |
| Texas Yale Capital Corp. | 21,750 | $160.3 萬 | 0.08% | −300−1.4% | 減碼 |
| Plato Investment Management Ltd | 21,814 | $160.7 萬 | 0.15% | −2,084−8.7% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $161.0 萬 | 0.03% | 00.0% | 不變 |
| Panagora Asset Management Inc | 21,897 | $161.4 萬 | 0.01% | −4,113−15.8% | 減碼 |
| Bridges Investment Management Inc | 22,055 | $162.5 萬 | 0.02% | +22,055 | 新進 |
| Pine Valley Investments Ltd Liability Co | 22,148 | $163.2 萬 | 0.12% | +1,183+5.6% | 加碼 |
| Rothschild Investment LLC | 22,211 | $163.7 萬 | 0.11% | +2,326+11.7% | 加碼 |
| Alpha Cubed Investments, LLC | 22,288 | $164.2 萬 | 0.08% | +17,065+326.7% | 加碼 |
| Meeder Advisory Services, Inc. | 22,291 | $164.3 萬 | 0.12% | +6,411+40.4% | 加碼 |
| Foundations Investment Advisors, LLC | 22,342 | $164.6 萬 | 0.04% | −3,474−13.5% | 減碼 |
| Diversify Wealth Management, LLC | 26,451 | $164.8 萬 | 0.20% | +26,451 | 新進 |
| Roberts Wealth Advisors, LLC | 22,145 | $165.0 萬 | 0.56% | +624+2.9% | 加碼 |
| L & S Advisors Inc | 22,472 | $165.6 萬 | 0.19% | +22,472 | 新進 |
| Copperleaf Capital, LLC | 22,483 | $165.7 萬 | 1.32% | +786+3.6% | 加碼 |
| RBF Capital, LLC | 22,500 | $165.8 萬 | 0.10% | 00.0% | 不變 |
| World Equity Group, Inc. | 22,534 | $166.1 萬 | 0.50% | −22,562−50.0% | 減碼 |
| Pettyjohn, Wood & White, Inc | 22,593 | $166.5 萬 | 0.32% | +420+1.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 22,772 | $167.8 萬 | 0.24% | +11,448+101.1% | 加碼 |
| Allworth Financial LP | 27,194 | $168.8 萬 | 0.01% | −9,035−24.9% | 減碼 |
| Tiaa Trust, National Association | 22,933 | $169.0 萬 | 0.01% | +950+4.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 22,971 | $169.3 萬 | 0.02% | −619−2.6% | 減碼 |
| Moors & Cabot, Inc. | 22,979 | $169.3 萬 | 0.09% | −423−1.8% | 減碼 |
| VELA Investment Management, LLC | 23,344 | $172.0 萬 | 0.61% | −14,146−37.7% | 減碼 |
| Ascent Wealth Partners, LLC | 23,361 | $172.1 萬 | 0.25% | +164+0.7% | 加碼 |
| Essex Savings Bank | 23,408 | $172.5 萬 | 0.46% | −545−2.3% | 減碼 |
| Camarda Financial Advisors, LLC | 23,430 | $172.7 萬 | 0.68% | +23,430 | 新進 |
| Finer Wealth Management, Inc. | 23,512 | $173.3 萬 | 1.12% | +1,428+6.5% | 加碼 |
| Avitas Wealth Management LLC | 23,535 | $173.4 萬 | 0.25% | −106−0.4% | 減碼 |
| Chesley Taft & Associates LLC | 23,573 | $173.7 萬 | 0.09% | +300+1.3% | 加碼 |
| Diversified Investment Strategies, LLC | 23,737 | $174.9 萬 | 1.22% | −225−0.9% | 減碼 |
| Seven Eight Capital, LP | 23,829 | $175.6 萬 | 0.18% | +23,829 | 新進 |
| Covey Capital Advisors, LLC | 23,878 | $176.6 萬 | 2.04% | +2,782+13.2% | 加碼 |
| First Dallas Securities Inc. | 24,001 | $176.9 萬 | 0.78% | +786+3.4% | 加碼 |
| Huntington National Bank | 24,060 | $177.3 萬 | 0.01% | −2,584−9.7% | 減碼 |
| Centaurus Financial, Inc. | 24,103 | $177.6 萬 | 0.12% | +6,739+38.8% | 加碼 |
| Mattson Financial Services, LLC | 24,108 | $177.7 萬 | 0.63% | +24,108 | 新進 |
| Signature Wealth Management Group | 24,180 | $178.2 萬 | 0.78% | +344+1.4% | 加碼 |
| Greenline Partners, LLC | 24,336 | $178.7 萬 | 0.27% | +1,140+4.9% | 加碼 |
| Bollard Group LLC | 24,246 | $178.7 萬 | 0.05% | −1,254−4.9% | 減碼 |
| 1st Source Bank | 24,368 | $179.6 萬 | 0.10% | −92−0.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 24,431 | $180.0 萬 | 0.51% | +16,797+220.0% | 加碼 |
| First National Advisers, LLC | 24,474 | $180.3 萬 | 0.33% | −5,695−18.9% | 減碼 |
| Bokf, NA | 24,721 | $182.2 萬 | 0.03% | +4,652+23.2% | 加碼 |
| SageView Advisory Group, LLC | 24,747 | $182.4 萬 | 0.08% | +24,747 | 新進 |
| Garrison Bradford & Associates Inc | 24,799 | $182.7 萬 | 1.88% | +78+0.3% | 加碼 |
| Carmel Capital Partners, LLC | 24,835 | $183.0 萬 | 0.77% | +807+3.4% | 加碼 |
| MidWestOne Financial Group, Inc. | 24,867 | $183.2 萬 | 0.33% | −5,518−18.2% | 減碼 |
| Columbia Asset Management | 24,929 | $183.7 萬 | 0.35% | +7,378+42.0% | 加碼 |
| National Asset Management, Inc. | 24,959 | $183.9 萬 | 0.05% | −14,997−37.5% | 減碼 |
| DoubleLine ETF Adviser LP | 24,981 | $184.1 萬 | 0.48% | −939−3.6% | 減碼 |
| Iat Reinsurance Co Ltd. | 25,000 | $184.2 萬 | 0.39% | 00.0% | 不變 |
| Waycross Partners, LLC | 25,000 | $184.2 萬 | 0.28% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 25,126 | $185.2 萬 | 0.83% | −116−0.5% | 減碼 |
| RMR Capital Management, LLC | 25,132 | $185.2 萬 | 1.69% | −2,870−10.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 25,163 | $185.4 萬 | 0.05% | +1,758+7.5% | 加碼 |
| Vident Advisory, LLC | 25,174 | $185.5 萬 | 0.05% | +2,064+8.9% | 加碼 |
| Intech Investment Management LLC | 25,194 | $185.7 萬 | 0.02% | +4,395+21.1% | 加碼 |
| Ofi Invest Asset Management | 27,025 | $185.8 萬 | 0.05% | +27,025 | 新進 |
| Commonwealth Retirement Investments LLC | 25,233 | $185.9 萬 | 0.85% | +25,233 | 新進 |
| Silvercrest Asset Management Group LLC | 25,465 | $187.6 萬 | 0.01% | −9,278−26.7% | 減碼 |
| New England Research & Management, Inc. | 25,600 | $188.6 萬 | 0.91% | −7,530−22.7% | 減碼 |
| Financial Partners Group, LLC | 25,623 | $188.8 萬 | 0.73% | −9,122−26.3% | 減碼 |
| Aspiriant, LLC | 25,818 | $190.3 萬 | 0.08% | −568−2.2% | 減碼 |
| Secured Retirement Advisors, LLC | 25,907 | $190.9 萬 | 1.49% | +2,254+9.5% | 加碼 |
| Wynn Capital, LLC | 25,913 | $191.0 萬 | 1.41% | +540+2.1% | 加碼 |
| Palisade Asset Management, LLC | 26,170 | $192.8 萬 | 0.20% | −125−0.5% | 減碼 |
| Gotham Asset Management, LLC | 26,218 | $193.2 萬 | 0.03% | +217+0.8% | 加碼 |
| Signaturefd, LLC | 26,224 | $193.2 萬 | 0.04% | −866−3.2% | 減碼 |