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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 1,300 | $9.58 萬 | 0.02% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,310 | $9.65 萬 | 0.04% | −20−1.5% | 減碼 |
| Washington Trust Co | 1,323 | $9.75 萬 | 0.00% | +174+15.1% | 加碼 |
| Atticus Wealth Management, LLC | 1,341 | $9.88 萬 | 0.03% | 00.0% | 不變 |
| Core Alternative Capital | 1,392 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,417 | $10.4 萬 | 0.03% | −118−7.7% | 減碼 |
| Liberty Wealth Management LLC | 69,427 | $11.0 萬 | 0.02% | +69,427 | 新進 |
| Trust Co of Vermont | 1,506 | $11.1 萬 | 0.01% | +69+4.8% | 加碼 |
| State of Wyoming | 1,516 | $11.2 萬 | 0.02% | +58+4.0% | 加碼 |
| WR Wealth Planners, LLC | 1,521 | $11.2 萬 | 0.03% | +76+5.3% | 加碼 |
| Optimum Investment Advisors | 1,527 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,533 | $11.3 萬 | 0.10% | −486−24.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,559 | $11.5 萬 | 0.07% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,559 | $11.5 萬 | 0.01% | +105+7.2% | 加碼 |
| Barrett & Company, Inc. | 1,588 | $11.7 萬 | 0.05% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,590 | $11.7 萬 | 0.01% | −49−3.0% | 減碼 |
| Heritage Wealth Advisors | 1,595 | $11.8 萬 | 0.01% | −329−17.1% | 減碼 |
| WFA of San Diego, LLC | 1,602 | $11.8 萬 | 0.11% | +1,602 | 新進 |
| Horizon Bancorp Inc | 1,626 | $12.0 萬 | 0.06% | +190+13.2% | 加碼 |
| Manchester Capital Management LLC | 1,629 | $12.0 萬 | 0.01% | +246+17.8% | 加碼 |
| Vestor Capital, LLC | 1,654 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 1,670 | $12.3 萬 | 0.05% | +1,122+204.7% | 加碼 |
| City State Bank | 1,710 | $12.6 萬 | 0.05% | −500−22.6% | 減碼 |
| Pinnacle Financial Partners Inc | 1,795 | $13.0 萬 | 0.00% | −92,185−98.1% | 減碼 |
| Acropolis Investment Management, LLC | 1,783 | $13.1 萬 | 0.01% | −134−7.0% | 減碼 |
| Mendota Financial Group, LLC | 1,791 | $13.2 萬 | 0.07% | −871−32.7% | 減碼 |
| Garde Capital, Inc. | 1,788 | $13.2 萬 | 0.01% | −1,250−41.1% | 減碼 |
| Hartford Financial Management Inc. | 1,800 | $13.3 萬 | 0.03% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,811 | $13.3 萬 | 0.00% | −5−0.3% | 減碼 |
| Larson Financial Group LLC | 1,824 | $13.4 萬 | 0.01% | −779−29.9% | 減碼 |
| Rowland & Co Investment Counsel | 1,835 | $13.5 萬 | 0.03% | −550−23.1% | 減碼 |
| Disciplina Capital Management LLC | 1,843 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| SWS Partners | 1,883 | $13.9 萬 | 0.04% | +1,883 | 新進 |
| ORG Partners LLC | 1,891 | $13.9 萬 | 0.02% | +1,877+13,407.1% | 加碼 |
| Coppell Advisory Solutions LLC | 1,890 | $13.9 萬 | 0.02% | +1,890 | 新進 |
| Estabrook Capital Management | 1,895 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Lynx Investment Advisory | 1,987 | $14.6 萬 | 0.11% | +1,987 | 新進 |
| Hollencrest Capital Management | 2,058 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Belmont Capital, LLC | 2,066 | $15.2 萬 | 0.03% | +2,066 | 新進 |
| LRI Investments, LLC | 2,068 | $15.2 萬 | 0.02% | +1,882+1,011.8% | 加碼 |
| Hilltop National Bank | 2,097 | $15.5 萬 | 0.05% | +242+13.0% | 加碼 |
| JJJ Advisors Inc. | 2,237 | $16.5 萬 | 0.03% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2,250 | $16.6 萬 | 0.03% | +14+0.6% | 加碼 |
| Grove Bank & Trust | 2,272 | $16.7 萬 | 0.03% | −40−1.7% | 減碼 |
| Point72 Hong Kong Ltd | 2,282 | $16.8 萬 | 0.01% | +2,282 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 2,378 | $17.5 萬 | 0.01% | +1,034+76.9% | 加碼 |
| Asset Dedication, LLC | 2,383 | $17.6 萬 | 0.01% | +5+0.2% | 加碼 |
| Creative Financial Designs Inc | 2,451 | $18.1 萬 | 0.02% | −546−18.2% | 減碼 |
| Riverview Trust Co | 2,555 | $18.8 萬 | 0.18% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 2,619 | $18.9 萬 | 0.09% | +2,619 | 新進 |
| Harbor Investment Advisory, LLC | 8,742 | $19.1 萬 | 0.02% | +58+0.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,636 | $19.4 萬 | 0.02% | −700−21.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,638 | $19.4 萬 | 0.09% | +812+44.5% | 加碼 |
| Biltmore Family Office, LLC | 2,746 | $20.2 萬 | 0.04% | +2,746 | 新進 |
| Bruce G. Allen Investments, LLC | 2,766 | $20.4 萬 | 0.17% | +90+3.4% | 加碼 |
| Ethos Financial Group, LLC | 2,765 | $20.4 萬 | 0.04% | −1,717−38.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 2,796 | $20.6 萬 | 0.09% | −54−1.9% | 減碼 |
| Bernardo Wealth Planning LLC | 2,801 | $20.6 萬 | 0.06% | 00.0% | 不變 |
| SMART Wealth LLC | 2,802 | $20.6 萬 | 0.08% | +2,802 | 新進 |
| Vise Technologies, Inc. | 2,803 | $20.7 萬 | 0.04% | +30+1.1% | 加碼 |
| Wimmer Associates 1, LLC | 2,804 | $20.7 萬 | 0.11% | −205−6.8% | 減碼 |
| Angeles Wealth Management, LLC | 2,814 | $20.7 萬 | 0.02% | −80−2.8% | 減碼 |
| Collective Family Office LLC | 2,826 | $20.8 萬 | 0.06% | −1,243−30.5% | 減碼 |
| Kathmere Capital Management, LLC | 2,842 | $20.9 萬 | 0.02% | +2,842 | 新進 |
| Rocky Mountain Advisers, LLC | 2,855 | $21.0 萬 | 0.07% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,869 | $21.1 萬 | 0.09% | −62−2.1% | 減碼 |
| Quent Capital, LLC | 2,873 | $21.2 萬 | 0.02% | +112+4.1% | 加碼 |
| Castleview Partners, LLC | 2,881 | $21.2 萬 | 0.12% | −758−20.8% | 減碼 |
| Silvia McColl Wealth Management, LLC | 2,887 | $21.3 萬 | 0.18% | +10.0% | 加碼 |
| HHM Wealth Advisors, LLC | 2,895 | $21.3 萬 | 0.03% | −238−7.6% | 減碼 |
| Everpar Advisors LLC | 2,897 | $21.3 萬 | 0.11% | +2,897 | 新進 |
| Paragon Private Wealth Management, LLC | 2,897 | $21.3 萬 | 0.12% | +2,897 | 新進 |
| Bluesphere Advisors, LLC | 2,900 | $21.4 萬 | 0.11% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,902 | $21.4 萬 | 0.04% | −301−9.4% | 減碼 |
| Tritonpoint Wealth, LLC | 2,908 | $21.4 萬 | 0.02% | +2,908 | 新進 |
| Three Bridge Wealth Advisors, LLC | 2,919 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 2,936 | $21.6 萬 | 0.02% | −3,820−56.5% | 減碼 |
| Steele Capital Management, Inc. | 2,939 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,941 | $21.7 萬 | 0.06% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2,951 | $21.7 萬 | 0.08% | +5+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 2,982 | $22.0 萬 | 0.02% | +28+0.9% | 加碼 |
| Brave Asset Management Inc | 2,988 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| PFG Advisors | 2,991 | $22.0 萬 | 0.01% | −16,550−84.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,998 | $22.1 萬 | 0.03% | +2,998 | 新進 |
| Villere St Denis J & Co LLC | 3,000 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 3,000 | $22.1 萬 | 0.05% | 00.0% | 不變 |
| Advisor OS, LLC | 3,011 | $22.2 萬 | 0.02% | −351−10.4% | 減碼 |
| First Trust Investment Solutions L.P. | 3,018 | $22.2 萬 | 0.03% | −20−0.7% | 減碼 |
| CAP Partners, LLC | 3,022 | $22.3 萬 | 0.18% | +174+6.1% | 加碼 |
| New Republic Capital, LLC | 3,024 | $22.3 萬 | 0.11% | +76+2.6% | 加碼 |
| Chicago Trust Co NA | 3,033 | $22.4 萬 | 0.05% | +3,033 | 新進 |
| Linden Thomas Advisory Services, LLC | 3,045 | $22.4 萬 | 0.03% | +108+3.7% | 加碼 |
| New Century Financial Group, LLC | 3,048 | $22.5 萬 | 0.10% | +3,048 | 新進 |
| Holderness Investments Co | 3,060 | $22.5 萬 | 0.05% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 3,074 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| Trust Co of Virginia | 3,082 | $22.7 萬 | 0.02% | −30−1.0% | 減碼 |
| TRUE Private Wealth Advisors | 3,084 | $22.7 萬 | 0.03% | −4−0.1% | 減碼 |
| LJI Wealth Management, LLC | 3,102 | $22.9 萬 | 0.05% | 00.0% | 不變 |