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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 3,825 | $28.2 萬 | 0.22% | 00.0% | 不變 |
| Sara-Bay Financial | 3,854 | $28.4 萬 | 0.12% | +3,854 | 新進 |
| Westshore Wealth, LLC | 3,863 | $28.5 萬 | 0.12% | −28−0.7% | 減碼 |
| Sivia Capital Partners, LLC | 3,887 | $28.6 萬 | 0.19% | +398+11.4% | 加碼 |
| Kovack Advisors, Inc. | 3,889 | $28.7 萬 | 0.03% | +3,889 | 新進 |
| Klingenstein Fields & Co LP | 3,890 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Onefund, LLC | 3,890 | $28.7 萬 | 0.31% | +60+1.6% | 加碼 |
| Oak Thistle LLC | 3,900 | $28.7 萬 | 0.21% | +3,900 | 新進 |
| Journey Strategic Wealth LLC | 3,903 | $28.8 萬 | 0.01% | +3,903 | 新進 |
| Cassaday & Co Wealth Management LLC | 3,919 | $28.9 萬 | 0.01% | +217+5.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,930 | $29.0 萬 | 0.01% | −1,310−25.0% | 減碼 |
| LongView Wealth Management | 3,931 | $29.0 萬 | 0.11% | +7+0.2% | 加碼 |
| Doheny Asset Management | 3,932 | $29.0 萬 | 0.21% | −150−3.7% | 減碼 |
| Berger Financial Group, Inc | 3,940 | $29.0 萬 | 0.02% | −673−14.6% | 減碼 |
| Capital Asset Advisory Services LLC | 3,896 | $29.0 萬 | 0.02% | +626+19.1% | 加碼 |
| Boyar Asset Management Inc. | 3,950 | $29.1 萬 | 0.20% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 3,950 | $29.1 萬 | 0.11% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 3,962 | $29.2 萬 | 0.06% | +3,758+1,842.2% | 加碼 |
| Studio Investment Management LLC | 3,983 | $29.4 萬 | 0.07% | +143+3.7% | 加碼 |
| Sanders Morris Harris LLC | 4,000 | $29.5 萬 | 0.05% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,000 | $29.5 萬 | 0.14% | 00.0% | 不變 |
| Romano Brothers and Company | 4,015 | $29.6 萬 | 0.04% | +150+3.9% | 加碼 |
| ZWJ Investment Counsel Inc | 4,021 | $29.6 萬 | 0.01% | −3,000−42.7% | 減碼 |
| Laffer Tengler Investments | 4,025 | $29.7 萬 | 0.06% | 00.0% | 不變 |
| Klingman & Associates, LLC | 4,032 | $29.7 萬 | 0.02% | +198+5.2% | 加碼 |
| SFG Wealth Management, LLC. | 4,050 | $29.8 萬 | 0.17% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,079 | $30.1 萬 | 0.03% | −844−17.1% | 減碼 |
| Family Wealth Group, LLC | 4,090 | $30.1 萬 | 0.30% | +41+1.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,106 | $30.3 萬 | 0.01% | −1,264−23.5% | 減碼 |
| Waddell & Associates, LLC | 4,107 | $30.3 萬 | 0.04% | +79+2.0% | 加碼 |
| Blueprint Investment Partners LLC | 4,108 | $30.3 萬 | 0.07% | +920+28.9% | 加碼 |
| FWL Investment Management, LLC | 4,111 | $30.3 萬 | 0.15% | +804+24.3% | 加碼 |
| W.H. Cornerstone Investments Inc. | 4,107 | $30.3 萬 | 0.21% | +14+0.3% | 加碼 |
| West Family Investments, Inc. | 4,113 | $30.3 萬 | 0.09% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 4,113 | $30.3 萬 | 0.06% | +4,113 | 新進 |
| Souders Financial Advisors | 4,118 | $30.3 萬 | 0.05% | −30−0.7% | 減碼 |
| Norway Savings Bank | 4,145 | $30.5 萬 | 0.17% | −50−1.2% | 減碼 |
| Verity Asset Management, Inc. | 4,158 | $30.6 萬 | 0.12% | −228−5.2% | 減碼 |
| Sweet Financial Partners, LLC | 4,170 | $30.7 萬 | 0.07% | −260−5.9% | 減碼 |
| Purus Wealth Management, LLC | 4,176 | $30.8 萬 | 0.14% | +7+0.2% | 加碼 |
| TFG Advisers LLC | 4,210 | $31.0 萬 | 0.12% | +718+20.6% | 加碼 |
| New Wave Wealth Advisors LLC | 4,210 | $31.0 萬 | 0.17% | +4,210 | 新進 |
| Ibex Wealth Advisors | 4,215 | $31.1 萬 | 0.05% | −19,736−82.4% | 減碼 |
| Optas, LLC | 4,215 | $31.1 萬 | 0.08% | +208+5.2% | 加碼 |
| Silver Coast Investments LLC | 4,221 | $31.1 萬 | 0.13% | −116−2.7% | 減碼 |
| Spears Abacus Advisors LLC | 4,225 | $31.1 萬 | 0.01% | −3,581−45.9% | 減碼 |
| Chilton Capital Management LLC | 4,225 | $31.1 萬 | 0.01% | +900+27.1% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,234 | $31.2 萬 | 0.10% | +10.0% | 加碼 |
| Exchange Capital Management, Inc. | 4,243 | $31.3 萬 | 0.05% | +4,243 | 新進 |
| Welch Group, LLC | 4,275 | $31.5 萬 | 0.02% | +9+0.2% | 加碼 |
| Western Pacific Wealth Management, LP | 4,285 | $31.6 萬 | 0.24% | 00.0% | 不變 |
| Court Place Advisors, LLC | 4,300 | $31.7 萬 | 0.10% | −150−3.4% | 減碼 |
| Ledyard National Bank | 4,306 | $31.7 萬 | 0.03% | +6+0.1% | 加碼 |
| Wesbanco Bank Inc | 4,316 | $31.8 萬 | 0.01% | +64+1.5% | 加碼 |
| Benin Management CORP | 4,322 | $31.8 萬 | 0.10% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 4,302 | $31.9 萬 | 0.05% | +4,302 | 新進 |
| Boston Financial Mangement LLC | 4,338 | $32.0 萬 | 0.01% | +24+0.6% | 加碼 |
| Trust Co of Toledo NA | 4,352 | $32.1 萬 | 0.05% | +1,075+32.8% | 加碼 |
| Tompkins Financial Corp | 4,353 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 4,375 | $32.2 萬 | 0.13% | −6,678−60.4% | 減碼 |
| LBMC Investment Advisors, LLC | 4,388 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 4,408 | $32.5 萬 | 0.16% | −47−1.1% | 減碼 |
| Essex LLC | 4,420 | $32.6 萬 | 0.07% | −150−3.3% | 減碼 |
| Delta Financial Advisors LLC | 4,423 | $32.6 萬 | 0.13% | +10.0% | 加碼 |
| Welch & Forbes LLC | 4,423 | $32.7 萬 | 0.00% | −1,318−23.0% | 減碼 |
| KLCM Advisors, Inc. | 4,458 | $32.9 萬 | 0.04% | −80−1.8% | 減碼 |
| Catalyst Private Wealth, LLC | 4,468 | $32.9 萬 | 0.17% | +4,468 | 新進 |
| Keel Point, LLC | 5,277 | $33.0 萬 | 0.03% | −590−10.1% | 減碼 |
| Aviso Financial Inc. | 4,479 | $33.0 萬 | 0.02% | +4,479 | 新進 |
| Beaumont Financial Advisors, LLC | 4,479 | $33.0 萬 | 0.03% | +137+3.2% | 加碼 |
| Affinity Capital Advisors, LLC | 4,496 | $33.1 萬 | 0.07% | 00.0% | 不變 |
| BSW Wealth Partners | 4,503 | $33.2 萬 | 0.05% | −6−0.1% | 減碼 |
| CFO4Life Group, LLC | 4,504 | $33.2 萬 | 0.06% | +72+1.6% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $33.2 萬 | 0.11% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 4,511 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 4,521 | $33.3 萬 | 0.12% | −96−2.1% | 減碼 |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $33.4 萬 | 0.18% | 00.0% | 不變 |
| Apexium Financial, LP | 4,541 | $33.5 萬 | 0.02% | +96+2.2% | 加碼 |
| Eqis Capital Management, Inc. | 4,542 | $33.5 萬 | 0.03% | −841−15.6% | 減碼 |
| Clearview Wealth Advisors LLC | 4,544 | $33.5 萬 | 0.29% | −208−4.4% | 減碼 |
| ZRC Wealth Management, LLC | 4,554 | $33.6 萬 | 0.16% | −2,091−31.5% | 減碼 |
| Allstate Corp | 4,557 | $33.6 萬 | 0.03% | +36+0.8% | 加碼 |
| N.E.W. Advisory Services LLC | 4,563 | $33.6 萬 | 0.04% | −245−5.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,566 | $33.6 萬 | 0.03% | −39−0.8% | 減碼 |
| Rosenbaum Jay D. | 4,567 | $33.7 萬 | 1.91% | +505+12.4% | 加碼 |
| CKW Financial Group | 4,600 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 5,148 | $33.8 萬 | 0.06% | −40−0.8% | 減碼 |
| Hyman Charles D | 4,595 | $33.9 萬 | 0.02% | −335−6.8% | 減碼 |
| Baron Wealth Management LLC | 4,619 | $34.0 萬 | 0.18% | −2,012−30.3% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,631 | $34.1 萬 | 0.14% | +3+0.1% | 加碼 |
| Horan Securities, Inc. | 4,656 | $34.3 萬 | 0.15% | −20.0% | 減碼 |
| Icon Wealth Advisors, LLC | 5,292 | $34.5 萬 | 0.03% | −1,189−18.3% | 減碼 |
| Proficio Capital Partners LLC | 4,723 | $34.8 萬 | 0.04% | +226+5.0% | 加碼 |
| Gryphon Financial Partners LLC | 4,725 | $34.8 萬 | 0.05% | −160−3.3% | 減碼 |
| Client 1st Advisory Group, LLC | 4,731 | $34.9 萬 | 0.15% | +648+15.9% | 加碼 |
| Cromwell Holdings LLC | 4,739 | $34.9 萬 | 0.21% | +4,739 | 新進 |
| Noesis Capital Mangement Corp | 4,753 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 4,771 | $35.2 萬 | 0.04% | −801−14.4% | 減碼 |
| Islay Capital Management, LLC | 4,781 | $35.2 萬 | 0.25% | +130+2.8% | 加碼 |
| Old Mission Investment Co LLC | 4,805 | $35.4 萬 | 0.11% | 00.0% | 不變 |