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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 37,758 | $278.2 萬 | 0.14% | +2,450+6.9% | 加碼 |
| LS Investment Advisors, LLC | 37,961 | $279.7 萬 | 0.44% | +726+1.9% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 38,351 | $282.6 萬 | 1.64% | +99+0.3% | 加碼 |
| Ci Investments Inc. | 38,637 | $284.7 萬 | 0.01% | −445−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 38,668 | $284.9 萬 | 0.09% | −100.0% | 減碼 |
| Conscious Wealth Investments, LLC | 43,748 | $285.0 萬 | 2.05% | +95+0.2% | 加碼 |
| Cullinan Associates Inc | 38,800 | $285.9 萬 | 0.16% | −1,300−3.2% | 減碼 |
| Veriti Management LLC | 39,019 | $287.5 萬 | 0.18% | +5,225+15.5% | 加碼 |
| Wealthspire Advisors, LLC | 39,172 | $288.7 萬 | 0.04% | −101−0.3% | 減碼 |
| Martingale Asset Management L P | 39,203 | $288.9 萬 | 0.06% | +39,203 | 新進 |
| Drucker Wealth 3.0, LLC | 39,375 | $290.2 萬 | 0.77% | +39,375 | 新進 |
| Two Sigma Securities, LLC | 39,614 | $291.9 萬 | 0.14% | +39,614 | 新進 |
| United Capital Financial Advisers, LLC | 39,790 | $293.2 萬 | 0.03% | −7,996−16.7% | 減碼 |
| Colonial Trust Co | 40,113 | $295.6 萬 | 0.52% | +5,814+17.0% | 加碼 |
| Acadian Asset Management LLC | 40,185 | $296.0 萬 | 0.01% | +38,260+1,987.5% | 加碼 |
| Marvin & Palmer Associates Inc | 40,210 | $296.3 萬 | 3.03% | +40,210 | 新進 |
| Lantern Wealth Advisors, LLC | 43,905 | $296.9 萬 | 2.15% | −300−0.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 40,362 | $297.4 萬 | 0.14% | +2,083+5.4% | 加碼 |
| 180 Wealth Advisors, LLC | 39,145 | $297.8 萬 | 0.49% | +3,452+9.7% | 加碼 |
| Stephens Inc | 40,439 | $298.0 萬 | 0.05% | −593−1.4% | 減碼 |
| Red Spruce Capital, LLC | 40,486 | $298.3 萬 | 1.39% | −627−1.5% | 減碼 |
| Resources Investment Advisors, LLC. | 40,547 | $298.8 萬 | 0.04% | +10,990+37.2% | 加碼 |
| Buckingham Capital Management, Inc. | 40,557 | $298.9 萬 | 0.36% | −6,577−14.0% | 減碼 |
| Patten & Patten Inc | 40,705 | $300.0 萬 | 0.21% | +435+1.1% | 加碼 |
| XTX Topco Ltd | 40,713 | $300.0 萬 | 0.26% | +40,713 | 新進 |
| Warren Averett Asset Management, LLC | 40,800 | $300.7 萬 | 0.06% | +15,919+64.0% | 加碼 |
| Greenup Street Wealth Management LLC | 40,885 | $301.3 萬 | 0.71% | −13,126−24.3% | 減碼 |
| Webster Bank, N. A. | 40,994 | $302.1 萬 | 0.33% | −1,105−2.6% | 減碼 |
| Apollon Wealth Management, LLC | 41,501 | $305.8 萬 | 0.09% | −3,154−7.1% | 減碼 |
| Capital Analysts, LLC | 41,640 | $306.8 萬 | 0.14% | +2,945+7.6% | 加碼 |
| Compass Wealth Management LLC | 41,709 | $307.4 萬 | 0.76% | −579−1.4% | 減碼 |
| Central Bank & Trust Co | 41,969 | $309.3 萬 | 0.43% | +366+0.9% | 加碼 |
| United Services Automobile Association | 42,304 | $311.7 萬 | 0.08% | −1,858−4.2% | 減碼 |
| Siemens Fonds Invest GmbH | 42,471 | $313.0 萬 | 0.23% | +488+1.2% | 加碼 |
| JB Capital LLC | 42,523 | $313.4 萬 | 0.20% | +7,197+20.4% | 加碼 |
| Horan Capital Advisors, LLC. | 42,623 | $314.1 萬 | 1.10% | −260−0.6% | 減碼 |
| Pine Haven Investment Counsel, Inc | 42,626 | $314.1 萬 | 2.70% | +114+0.3% | 加碼 |
| Sculati Wealth Management, LLC | 42,673 | $314.5 萬 | 1.34% | −315−0.7% | 減碼 |
| Modus Advisors, LLC | 42,736 | $314.9 萬 | 1.11% | +721+1.7% | 加碼 |
| Kampmann Melissa S. | 42,825 | $315.6 萬 | 2.30% | +4,160+10.8% | 加碼 |
| Parallel Advisors, LLC | 42,927 | $316.3 萬 | 0.08% | −1,127−2.6% | 減碼 |
| Buttonwood Financial Advisors Inc. | 43,044 | $317.2 萬 | 1.50% | −743−1.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 43,266 | $318.8 萬 | 0.47% | +10,157+30.7% | 加碼 |
| Bailard, Inc. | 43,417 | $319.9 萬 | 0.09% | −32,512−42.8% | 減碼 |
| Coastline Trust Co | 43,541 | $320.9 萬 | 0.38% | −400−0.9% | 減碼 |
| Stonebridge Capital Advisors LLC | 43,616 | $321.4 萬 | 0.28% | −4,389−9.1% | 減碼 |
| Dakota Wealth Management | 43,662 | $321.7 萬 | 0.08% | +258+0.6% | 加碼 |
| Meridian Management Co | 43,756 | $322.4 萬 | 0.89% | −482−1.1% | 減碼 |
| Bryn Mawr Trust Co | 43,836 | $323.0 萬 | 0.12% | −278−0.6% | 減碼 |
| Illinois Municipal Retirement Fund | 43,850 | $323.1 萬 | 0.05% | 00.0% | 不變 |
| Baxter Bros Inc | 44,265 | $326.2 萬 | 0.43% | −3,038−6.4% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 44,325 | $326.6 萬 | 2.90% | +3,291+8.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 44,383 | $327.1 萬 | 0.05% | −10,046−18.5% | 減碼 |
| Chapman Investment Management, LLC | 44,442 | $327.5 萬 | 2.49% | −11,064−19.9% | 減碼 |
| Cabot Wealth Management Inc | 44,461 | $327.6 萬 | 0.43% | −4,490−9.2% | 減碼 |
| Hodges Capital Management Inc. | 44,543 | $328.2 萬 | 0.22% | +1,501+3.5% | 加碼 |
| Pettee Investors, Inc. | 44,687 | $329.3 萬 | 1.59% | 00.0% | 不變 |
| Harfst & Associates, Inc. | 44,728 | $329.6 萬 | 0.77% | −814−1.8% | 減碼 |
| Chatham Capital Group, Inc. | 44,778 | $330.0 萬 | 0.58% | +1,198+2.7% | 加碼 |
| Connable Office Inc | 44,808 | $330.2 萬 | 0.36% | −1,230−2.7% | 減碼 |
| Gill Capital Partners, LLC | 44,892 | $330.8 萬 | 1.28% | −798−1.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 45,700 | $336.8 萬 | 0.91% | −2,700−5.6% | 減碼 |
| Courier Capital LLC | 45,810 | $337.6 萬 | 0.27% | +326+0.7% | 加碼 |
| Goelzer Investment Management, Inc. | 45,913 | $338.3 萬 | 0.19% | −949−2.0% | 減碼 |
| GPM Growth Investors, Inc. | 45,946 | $338.6 萬 | 1.44% | +45,946 | 新進 |
| Camden Capital, LLC | 46,203 | $340.5 萬 | 0.27% | +41,443+870.7% | 加碼 |
| Synovus Financial Corp | 46,512 | $342.8 萬 | 0.05% | +27+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 46,922 | $345.7 萬 | 0.14% | −6,929−12.9% | 減碼 |
| Act Two Investors LLC | 46,958 | $346.0 萬 | 0.68% | −218,704−82.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 46,984 | $346.2 萬 | 0.50% | −4,836−9.3% | 減碼 |
| D L Carlson Investment Group Inc | 47,429 | $349.5 萬 | 0.67% | +157+0.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,511 | $350.1 萬 | 0.09% | +287+0.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 48,153 | $354.8 萬 | 0.24% | −959−2.0% | 減碼 |
| Malaga Cove Capital, LLC | 48,414 | $356.8 萬 | 1.45% | −317−0.7% | 減碼 |
| Entropy Technologies, LP | 48,461 | $357.1 萬 | 0.39% | +15,372+46.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 48,629 | $358.3 萬 | 0.04% | −1,284−2.6% | 減碼 |
| William Allan, LLC | 48,673 | $358.7 萬 | 2.40% | −1,861−3.7% | 減碼 |
| Hixon Zuercher, LLC | 48,808 | $359.7 萬 | 1.52% | −6,530−11.8% | 減碼 |
| Empirical Finance, LLC | 48,883 | $360.2 萬 | 0.23% | −3,237−6.2% | 減碼 |
| Semmax Financial Advisors Inc. | 57,468 | $360.5 萬 | 1.08% | +7,192+14.3% | 加碼 |
| Principle Wealth Partners LLC | 49,047 | $361.4 萬 | 0.28% | −1,895−3.7% | 減碼 |
| Tandem Capital Management Corp | 49,387 | $361.5 萬 | 1.98% | +322+0.7% | 加碼 |
| Vinva Investment Management Ltd | 49,593 | $364.8 萬 | 0.19% | +7,711+18.4% | 加碼 |
| Vontobel Holding Ltd. | 49,714 | $366.3 萬 | 0.01% | −2,049−4.0% | 減碼 |
| Sepio Capital, LP | 49,786 | $366.9 萬 | 0.34% | −7,260−12.7% | 減碼 |
| Fiduciary Financial Group, LLC | 54,823 | $369.7 萬 | 0.89% | +54,823 | 新進 |
| Sequoia Financial Advisors, LLC | 50,576 | $372.7 萬 | 0.04% | −209,873−80.6% | 減碼 |
| Trajan Wealth LLC | 50,642 | $373.2 萬 | 0.24% | +6,742+15.4% | 加碼 |
| Daymark Wealth Partners, LLC | 50,953 | $375.5 萬 | 0.17% | +50,953 | 新進 |
| East Coast Asset Management, LLC. | 51,304 | $378.1 萬 | 1.37% | −634−1.2% | 減碼 |
| Pinebridge Investments, L.P. | 51,381 | $378.6 萬 | 0.03% | +51,381 | 新進 |
| Stratos Wealth Partners, LTD. | 51,576 | $380.1 萬 | 0.06% | +1,036+2.0% | 加碼 |
| Fiduciary Group LLC | 51,739 | $381.3 萬 | 0.41% | −2,186−4.1% | 減碼 |
| Omers Administration Corp | 52,253 | $385.1 萬 | 0.04% | +52,253 | 新進 |
| Gabelli Funds LLC | 52,340 | $385.7 萬 | 0.03% | −100.0% | 減碼 |
| American Trust Investment Advisors, LLC | 52,347 | $385.7 萬 | 1.87% | +990+1.9% | 加碼 |
| Norinchukin Bank, The | 52,879 | $389.7 萬 | 0.11% | +638+1.2% | 加碼 |
| Univest Financial Corp | 53,508 | $394.3 萬 | 1.10% | −2,363−4.2% | 減碼 |
| NEOS Investment Management LLC | 53,620 | $395.1 萬 | 0.16% | +16,932+46.2% | 加碼 |
| We Are One Seven, LLC | 53,623 | $395.1 萬 | 0.19% | −8,960−14.3% | 減碼 |