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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 4,858 | $35.8 萬 | 0.01% | −25−0.5% | 減碼 |
| Modern Wealth Management, LLC | 4,873 | $35.9 萬 | 0.03% | +157+3.3% | 加碼 |
| Nova R Wealth, Inc. | 4,900 | $36.1 萬 | 0.19% | +106+2.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 4,904 | $36.1 萬 | 0.02% | +4,904 | 新進 |
| Quotient Wealth Partners, LLC | 4,940 | $36.4 萬 | 0.01% | +756+18.1% | 加碼 |
| Enzi Wealth | 5,000 | $36.6 萬 | 0.16% | −193−3.7% | 減碼 |
| First Business Financial Services, Inc. | 4,976 | $36.7 萬 | 0.04% | +935+23.1% | 加碼 |
| Transcend Wealth Collective, LLC | 4,981 | $36.7 萬 | 0.03% | +725+17.0% | 加碼 |
| Viewpoint Capital Management LLC | 5,000 | $36.8 萬 | 0.23% | 00.0% | 不變 |
| BBR Partners, LLC | 5,000 | $36.8 萬 | 0.03% | +5,000 | 新進 |
| Coordinated Financial Services, Inc. | 5,008 | $36.9 萬 | 0.32% | −95−1.9% | 減碼 |
| Brighton Jones LLC | 5,039 | $37.1 萬 | 0.01% | −745−12.9% | 減碼 |
| Proequities, Inc. | 5,051 | $37.2 萬 | 0.02% | −784−13.4% | 減碼 |
| Oxinas Partners Wealth Management LLC | 5,052 | $37.2 萬 | 0.25% | −96−1.9% | 減碼 |
| Sky Investment Group LLC | 5,085 | $37.5 萬 | 0.07% | +500+10.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 5,096 | $37.6 萬 | 0.07% | −19−0.4% | 減碼 |
| Lodestar Private Asset Management LLC | 5,098 | $37.6 萬 | 0.05% | −264−4.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $37.7 萬 | 0.02% | +139+2.8% | 加碼 |
| Smithfield Trust Co | 5,143 | $37.8 萬 | 0.02% | −67−1.3% | 減碼 |
| River Wealth Advisors LLC | 5,139 | $37.9 萬 | 0.05% | +580+12.7% | 加碼 |
| Coastwise Capital Group, LLC | 5,143 | $37.9 萬 | 0.36% | −1,196−18.9% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 5,153 | $38.0 萬 | 0.13% | 00.0% | 不變 |
| James Investment Research Inc | 5,154 | $38.0 萬 | 0.05% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 5,158 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,170 | $38.1 萬 | 0.01% | +5,170 | 新進 |
| Claro Advisors LLC | 5,173 | $38.1 萬 | 0.06% | −172−3.2% | 減碼 |
| Paradigm Financial Partners, LLC | 5,175 | $38.1 萬 | 0.06% | +5,175 | 新進 |
| Alliance Wealth Advisors, LLC | 5,216 | $38.4 萬 | 0.24% | −507−8.9% | 減碼 |
| Jones Financial Companies LLLP | 5,216 | $38.4 萬 | 0.00% | +4,385+527.7% | 加碼 |
| Peoples Bank | 5,235 | $38.6 萬 | 0.30% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 5,258 | $38.7 萬 | 0.10% | +649+14.1% | 加碼 |
| Sweeney & Michel, LLC | 5,199 | $38.8 萬 | 0.17% | +508+10.8% | 加碼 |
| Hexagon Capital Partners LLC | 5,274 | $38.9 萬 | 0.08% | +14+0.3% | 加碼 |
| Sonora Investment Management Group, LLC | 5,376 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| LM Advisors LLC | 5,280 | $38.9 萬 | 0.00% | +1,000+23.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $39.1 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,300 | $39.1 萬 | 0.06% | +317+6.4% | 加碼 |
| Twin Capital Management Inc | 5,301 | $39.1 萬 | 0.05% | +5,301 | 新進 |
| Rosenberg Matthew Hamilton | 5,332 | $39.1 萬 | 0.12% | −96−1.8% | 減碼 |
| CNB Bank | 5,333 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| Gray Wealth Management Inc. | 5,337 | $39.3 萬 | 0.17% | +475+9.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 5,350 | $39.4 萬 | 0.01% | +1,600+42.7% | 加碼 |
| Fidelis Capital Partners, LLC | 6,343 | $39.5 萬 | 0.06% | −547−7.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,368 | $39.6 萬 | 0.07% | +275+5.4% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,400 | $39.8 萬 | 0.11% | +5,400 | 新進 |
| Ameritas Advisory Services, LLC | 5,428 | $40.0 萬 | 0.02% | −319−5.6% | 減碼 |
| Yarbrough Capital, LLC | 5,454 | $40.2 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 5,465 | $40.3 萬 | 0.13% | −50−0.9% | 減碼 |
| Callan Capital, LLC | 5,554 | $40.9 萬 | 0.03% | +1,653+42.4% | 加碼 |
| Advisory Alpha, LLC | 5,588 | $41.2 萬 | 0.02% | +468+9.1% | 加碼 |
| Investment House LLC | 5,590 | $41.2 萬 | 0.02% | −31,540−84.9% | 減碼 |
| Annex Advisory Services, LLC | 5,632 | $41.5 萬 | 0.01% | −311−5.2% | 減碼 |
| Diligent Investors, LLC | 5,665 | $41.7 萬 | 0.10% | −93−1.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 5,691 | $41.9 萬 | 0.10% | +205+3.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,711 | $42.1 萬 | 0.04% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 5,718 | $42.1 萬 | 0.02% | −4,921−46.3% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,718 | $42.1 萬 | 0.25% | −23−0.4% | 減碼 |
| Voisard Asset Management Group, Inc. | 5,720 | $42.2 萬 | 0.21% | −1,730−23.2% | 減碼 |
| Hobbs Group Advisors, LLC | 5,721 | $42.2 萬 | 0.16% | +5,721 | 新進 |
| Private Trust Co NA | 5,724 | $42.2 萬 | 0.05% | +1,301+29.4% | 加碼 |
| Tempus Wealth Planning, LLC | 5,744 | $42.3 萬 | 0.18% | +1,041+22.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $42.4 萬 | 0.02% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,760 | $42.4 萬 | 0.32% | +678+13.3% | 加碼 |
| Massmutual Trust Co FSB | 5,790 | $42.7 萬 | 0.01% | +1,169+25.3% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Alpine Global Management, LLC | 5,809 | $42.8 萬 | 0.07% | +5,809 | 新進 |
| Michael B. Yongue | 5,811 | $42.8 萬 | 0.37% | +77+1.3% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $42.9 萬 | 0.06% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,823 | $42.9 萬 | 0.02% | +826+16.5% | 加碼 |
| New Hampshire Trust | 5,828 | $42.9 萬 | 0.10% | +16+0.3% | 加碼 |
| Private Capital Management LLC | 5,848 | $43.1 萬 | 0.09% | −1,378−19.1% | 減碼 |
| Orca Investment Management, LLC | 5,850 | $43.1 萬 | 0.41% | −26−0.4% | 減碼 |
| Little House Capital LLC | 5,866 | $43.2 萬 | 0.14% | −2,296−28.1% | 減碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $43.5 萬 | 0.17% | +5,899 | 新進 |
| Michael S. Ryan, Inc. | 5,914 | $43.6 萬 | 0.33% | −41−0.7% | 減碼 |
| Moser Wealth Advisors, LLC | 5,925 | $43.7 萬 | 0.24% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 5,926 | $43.7 萬 | 0.05% | +5,926 | 新進 |
| Ariston Services Group | 5,939 | $43.8 萬 | 0.42% | −55−0.9% | 減碼 |
| Parkside Investments, LLC | 6,000 | $44.2 萬 | 0.07% | −6,000−50.0% | 減碼 |
| Mason & Associates Inc | 6,009 | $44.3 萬 | 0.12% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 6,061 | $44.7 萬 | 0.05% | +6,061 | 新進 |
| Alpha Family Trust | 6,070 | $44.7 萬 | 0.26% | 00.0% | 不變 |
| Massachusetts Wealth Management | 6,125 | $45.1 萬 | 0.30% | +300+5.2% | 加碼 |
| FLC Capital Advisors | 6,131 | $45.2 萬 | 0.11% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 6,144 | $45.3 萬 | 0.05% | −400−6.1% | 減碼 |
| Perpetual Ltd | 6,146 | $45.3 萬 | 0.00% | −93−1.5% | 減碼 |
| Arden Trust Co | 6,156 | $45.4 萬 | 0.06% | −152−2.4% | 減碼 |
| Fox Run Management, L.L.C. | 6,176 | $45.5 萬 | 0.09% | −16,802−73.1% | 減碼 |
| Strategic Financial Services, Inc, | 6,184 | $45.6 萬 | 0.03% | +6,184 | 新進 |
| Encompass Wealth Advisors, LLC | 6,200 | $45.7 萬 | 0.12% | 00.0% | 不變 |
| DAGCO, Inc. | 6,250 | $46.1 萬 | 0.20% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 6,251 | $46.1 萬 | 0.01% | +6,251 | 新進 |
| Kingsview Wealth Management, LLC | 6,270 | $46.2 萬 | 0.01% | +25+0.4% | 加碼 |
| Mission Wealth Management, LP | 6,271 | $46.2 萬 | 0.01% | −926−12.9% | 減碼 |
| Capital Investment Advisors, LLC | 6,291 | $46.4 萬 | 0.01% | +397+6.7% | 加碼 |
| Arete Wealth Advisors, LLC | 6,298 | $46.4 萬 | 0.04% | +6,298 | 新進 |
| Family Legacy, Inc. | 6,310 | $46.5 萬 | 0.17% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 30,278 | $46.6 萬 | 0.00% | +30,278 | 新進 |
| Sage Mountain Advisors LLC | 6,378 | $47.0 萬 | 0.04% | +1,178+22.7% | 加碼 |
| L2 Asset Management, LLC | 6,381 | $47.0 萬 | 0.14% | +599+10.4% | 加碼 |