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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 26,229 | $193.3 萬 | 0.06% | +200+0.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,234 | $193.3 萬 | 0.08% | −1,058−3.9% | 減碼 |
| Brasada Capital Management, LP | 25,420 | $193.4 萬 | 0.34% | −21,639−46.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 26,250 | $193.4 萬 | 0.02% | −4,000−13.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 26,355 | $194.2 萬 | 0.03% | −1,462−5.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 26,366 | $194.3 萬 | 0.01% | −1,266,970−98.0% | 減碼 |
| King Luther Capital Management Corp | 26,492 | $195.2 萬 | 0.01% | +11,721+79.4% | 加碼 |
| Farther Finance Advisors, LLC | 26,599 | $195.3 萬 | 0.09% | −1,243−4.5% | 減碼 |
| Bleakley Financial Group, LLC | 26,524 | $195.5 萬 | 0.06% | +413+1.6% | 加碼 |
| Investment Advisory Services Inc | 26,690 | $196.7 萬 | 0.72% | −2,100−7.3% | 減碼 |
| WealthShield Partners, LLC | 26,728 | $197.0 萬 | 0.30% | +1,359+5.4% | 加碼 |
| Riverpark Capital Management LLC | 26,735 | $197.0 萬 | 2.61% | −3,456−11.4% | 減碼 |
| Venture Visionary Partners LLC | 26,824 | $197.7 萬 | 0.09% | +740+2.8% | 加碼 |
| HBK Sorce Advisory LLC | 26,989 | $198.9 萬 | 0.07% | +298+1.1% | 加碼 |
| Buckhead Capital Management LLC | 27,031 | $199.2 萬 | 0.67% | +7,490+38.3% | 加碼 |
| GTS Securities LLC | 27,172 | $200.2 萬 | 0.04% | +24,148+798.5% | 加碼 |
| Global Retirement Partners, LLC | 27,179 | $200.3 萬 | 0.06% | +5,063+22.9% | 加碼 |
| EPG Wealth Management LLC | 0 | $201.0 萬 | 0.47% | −25,364−100.0% | 減碼 |
| Summit Financial, LLC | 27,457 | $202.3 萬 | 0.09% | +4,473+19.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 27,462 | $202.4 萬 | 0.21% | +593+2.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 27,516 | $202.8 萬 | 0.08% | −1,542−5.3% | 減碼 |
| Horizon Investments, LLC | 27,628 | $202.8 萬 | 0.06% | +2,256+8.9% | 加碼 |
| Raymond James Trust N.A. | 27,547 | $203.0 萬 | 0.05% | −674−2.4% | 減碼 |
| Rossmore Private Capital | 27,569 | $203.2 萬 | 0.27% | −150−0.5% | 減碼 |
| EP Wealth Advisors, LLC | 27,596 | $203.4 萬 | 0.02% | +92+0.3% | 加碼 |
| Integrated Investment Consultants, LLC | 28,321 | $204.9 萬 | 0.56% | 00.0% | 不變 |
| Advisory Services Network, LLC | 27,808 | $204.9 萬 | 0.04% | −20,825−42.8% | 減碼 |
| Aurora Investment Counsel | 27,933 | $205.8 萬 | 1.21% | −11,852−29.8% | 減碼 |
| Hudson Canyon Capital Management | 27,936 | $205.9 萬 | 1.39% | −2,386−7.9% | 減碼 |
| Moody National Bank Trust Division | 27,955 | $206.0 萬 | 0.16% | −1,078−3.7% | 減碼 |
| AllGen Financial Advisors, Inc. | 27,984 | $206.2 萬 | 0.78% | −195−0.7% | 減碼 |
| Park Avenue Securities LLC | 27,998 | $206.3 萬 | 0.03% | −892−3.1% | 減碼 |
| Chaney Capital Management, Inc. | 28,078 | $206.9 萬 | 1.37% | +7,155+34.2% | 加碼 |
| Martin Capital Advisors, LLP | 28,300 | $208.5 萬 | 1.56% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 28,437 | $209.6 萬 | 0.01% | +1,415+5.2% | 加碼 |
| Diversify Advisory Services, LLC | 28,300 | $210.9 萬 | 0.12% | −174,905−86.1% | 減碼 |
| Stableford Capital II LLC | 33,120 | $211.3 萬 | 0.83% | +16,657+101.2% | 加碼 |
| Chicago Partners Investment Group LLC | 32,849 | $213.2 萬 | 0.08% | −252−0.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 28,965 | $213.4 萬 | 0.33% | −926−3.1% | 減碼 |
| Correct Capital Wealth Management | 29,133 | $214.7 萬 | 0.50% | +3,134+12.1% | 加碼 |
| Mount Vernon Associates Inc | 29,150 | $214.8 萬 | 1.90% | −750−2.5% | 減碼 |
| Xcel Wealth Management, LLC | 29,195 | $215.1 萬 | 0.67% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 29,317 | $216.0 萬 | 0.01% | −74,497−71.8% | 減碼 |
| Vestcor Inc | 29,449 | $217.0 萬 | 0.07% | +1,491+5.3% | 加碼 |
| Hamilton Capital Partners Inc. | 29,663 | $218.6 萬 | 0.23% | +2,106+7.6% | 加碼 |
| Cove Street Capital, LLC | 29,824 | $219.8 萬 | 1.58% | −276−0.9% | 減碼 |
| Capital Advisors Inc | 30,001 | $221.1 萬 | 0.05% | +1,443+5.1% | 加碼 |
| HF Advisory Group, LLC | 30,029 | $221.3 萬 | 1.14% | −7,261−19.5% | 減碼 |
| City Holding Co | 30,111 | $221.9 萬 | 0.33% | +1,686+5.9% | 加碼 |
| Miracle Mile Advisors, LLC | 30,116 | $221.9 萬 | 0.05% | −227−0.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 30,312 | $223.4 萬 | 1.37% | +3,377+12.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 30,390 | $223.9 萬 | 0.18% | −1,407−4.4% | 減碼 |
| Simplicity Wealth,LLC | 30,431 | $224.2 萬 | 0.05% | +4,364+16.7% | 加碼 |
| Private Wealth Partners, LLC | 30,454 | $224.4 萬 | 0.17% | −3,442−10.2% | 減碼 |
| Twin City Private Wealth, LLC | 30,615 | $225.6 萬 | 2.13% | +3,848+14.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 30,794 | $226.9 萬 | 0.25% | −1,506−4.7% | 減碼 |
| River & Mercantile Asset Management LLP | 30,901 | $227.7 萬 | 0.63% | −2,594−7.7% | 減碼 |
| West Oak Capital, LLC | 30,965 | $228.2 萬 | 0.92% | +1,330+4.5% | 加碼 |
| Alpha DNA Investment Management LLC | 30,988 | $228.3 萬 | 1.30% | +12,973+72.0% | 加碼 |
| Maven Securities LTD | 31,161 | $229.6 萬 | 0.36% | +23,133+288.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 31,345 | $231.0 萬 | 0.14% | −13,513−30.1% | 減碼 |
| Jefferies Financial Group Inc. | 31,434 | $231.6 萬 | 0.05% | +25,436+424.1% | 加碼 |
| Cascade Investment Advisors, Inc. | 31,525 | $232.3 萬 | 1.57% | −185−0.6% | 減碼 |
| WoodTrust Financial Corp | 31,617 | $233.0 萬 | 0.36% | −200−0.6% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 31,781 | $234.2 萬 | 2.22% | −527−1.6% | 減碼 |
| K.J. Harrison & Partners Inc | 31,943 | $235.4 萬 | 0.39% | −24,500−43.4% | 減碼 |
| Johnson Investment Counsel Inc | 32,026 | $236.0 萬 | 0.02% | −139−0.4% | 減碼 |
| Cetera Trust Company, N.A | 32,255 | $237.7 萬 | 1.49% | −2,820−8.0% | 減碼 |
| Anchor Investment Management, LLC | 32,592 | $240.2 萬 | 0.25% | +2,146+7.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 32,741 | $241.3 萬 | 0.25% | −1,598−4.7% | 減碼 |
| 3Chopt Investment Partners, LLC | 32,811 | $241.8 萬 | 0.74% | −440−1.3% | 減碼 |
| Independent Advisor Alliance | 32,909 | $242.5 萬 | 0.08% | +5,053+18.1% | 加碼 |
| Resonant Capital Advisors, LLC | 32,919 | $242.6 萬 | 0.20% | +677+2.1% | 加碼 |
| Scott & Selber, Inc. | 32,926 | $242.6 萬 | 0.77% | +563+1.7% | 加碼 |
| Beacon Financial Group | 33,034 | $243.4 萬 | 0.28% | −642−1.9% | 減碼 |
| Chemistry Wealth Management LLC | 33,036 | $243.4 萬 | 0.63% | +721+2.2% | 加碼 |
| Strata Wealth Advisors, LLC | 33,057 | $243.6 萬 | 0.84% | −533−1.6% | 減碼 |
| HB Wealth Management, LLC | 33,060 | $243.6 萬 | 0.03% | +6,968+26.7% | 加碼 |
| HighPoint Advisor Group LLC | 37,609 | $244.1 萬 | 0.15% | −5,608−13.0% | 減碼 |
| Bard Financial Services, Inc. | 33,275 | $245.2 萬 | 0.25% | 00.0% | 不變 |
| Ancora Advisors, LLC | 33,499 | $246.9 萬 | 0.06% | −7,499−18.3% | 減碼 |
| Investment Management Corp of Ontario | 33,652 | $248.0 萬 | 0.07% | +9,300+38.2% | 加碼 |
| IFG Advisory, LLC | 33,676 | $248.2 萬 | 0.16% | −135−0.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $249.1 萬 | 0.31% | 00.0% | 不變 |
| Greenleaf Trust | 33,912 | $249.9 萬 | 0.02% | +563+1.7% | 加碼 |
| Kinneret Advisory, LLC | 33,930 | $250.0 萬 | 0.24% | +33,930 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 34,188 | $251.9 萬 | 0.13% | +3,873+12.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 34,545 | $254.6 萬 | 0.05% | −494−1.4% | 減碼 |
| Herbst Group, LLC | 34,740 | $256.0 萬 | 1.56% | −1,360−3.8% | 減碼 |
| Maia Wealth LLC | 34,124 | $256.2 萬 | 0.77% | +34,124 | 新進 |
| Capital Investment Counsel, Inc | 35,425 | $261.0 萬 | 0.39% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 35,632 | $262.6 萬 | 0.03% | −61,044−63.1% | 減碼 |
| Oliver Luxxe Assets LLC | 36,036 | $265.5 萬 | 0.56% | −96−0.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 36,063 | $265.7 萬 | 0.55% | −1,465−3.9% | 減碼 |
| Fundamentun, LLC | 36,317 | $267.6 萬 | 0.22% | +36,317 | 新進 |
| Wunderlich Capital Managemnt | 36,543 | $269.3 萬 | 1.20% | +162+0.4% | 加碼 |
| Nelson Capital Management, LLC | 36,967 | $272.4 萬 | 0.48% | −759−2.0% | 減碼 |
| GFG Capital, LLC | 37,076 | $273.2 萬 | 0.74% | −1,029−2.7% | 減碼 |
| Employees Retirement System of Texas | 37,255 | $274.5 萬 | 0.03% | 00.0% | 不變 |
| Everence Capital Management Inc | 37,470 | $277.1 萬 | 0.19% | 00.0% | 不變 |