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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 6,402 | $47.2 萬 | 0.22% | +202+3.3% | 加碼 |
| Everhart Financial Group, Inc. | 6,408 | $47.2 萬 | 0.12% | +1,201+23.1% | 加碼 |
| Mather Group, LLC. | 6,535 | $47.3 萬 | 0.01% | +1,062+19.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,451 | $47.5 萬 | 0.02% | +51+0.8% | 加碼 |
| TAGStone Capital, Inc. | 6,471 | $47.7 萬 | 0.27% | +22+0.3% | 加碼 |
| Arcataur Capital Management LLC | 6,498 | $47.9 萬 | 0.17% | −20−0.3% | 減碼 |
| Empirical Asset Management, LLC | 6,519 | $48.0 萬 | 0.18% | +6,519 | 新進 |
| Boston Trust Walden Corp | 6,546 | $48.2 萬 | 0.00% | −109−1.6% | 減碼 |
| Defined Wealth Management, LLC | 6,584 | $48.5 萬 | 0.34% | +11+0.2% | 加碼 |
| Avantax Planning Partners, Inc. | 6,624 | $48.8 萬 | 0.02% | −835−11.2% | 減碼 |
| ASB Consultores, LLC | 6,709 | $49.4 萬 | 0.18% | −6,989−51.0% | 減碼 |
| Carson Advisory Inc. | 6,717 | $49.5 萬 | 0.35% | −2,460−26.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 6,721 | $49.5 萬 | 0.04% | 00.0% | 不變 |
| Clare Market Investments LLC | 6,739 | $49.7 萬 | 0.14% | −487−6.7% | 減碼 |
| Trust Point Inc. | 6,746 | $49.7 萬 | 0.04% | −567−7.8% | 減碼 |
| Weaver Capital Management LLC | 6,771 | $49.9 萬 | 0.16% | +6,771 | 新進 |
| Heritage Wealth Management, Inc. | 6,817 | $49.9 萬 | 0.17% | +6,817 | 新進 |
| Octavia Wealth Advisors, LLC | 6,799 | $50.1 萬 | 0.07% | +699+11.5% | 加碼 |
| Platform Technology Partners | 6,827 | $50.3 萬 | 0.17% | +6,827 | 新進 |
| Mitchell Sinkler & Starr | 8,082 | $50.3 萬 | 0.13% | −60−0.7% | 減碼 |
| Sax Wealth Advisors, LLC | 6,831 | $50.3 萬 | 0.05% | +6,831 | 新進 |
| Green Square Capital Advisors LLC | 6,850 | $50.5 萬 | 0.07% | −250−3.5% | 減碼 |
| Rehmann Capital Advisory Group | 6,851 | $50.5 萬 | 0.04% | −1,448−17.4% | 減碼 |
| Brown Capital Management LLC | 6,877 | $50.7 萬 | 0.01% | −1,866−21.3% | 減碼 |
| LCNB Corp | 6,882 | $50.7 萬 | 0.19% | −62−0.9% | 減碼 |
| First Trust Advisors LP | 6,919 | $51.0 萬 | 0.00% | −3,001−30.3% | 減碼 |
| Versor Investments LP | 6,945 | $51.2 萬 | 0.09% | +6,945 | 新進 |
| Simon Quick Advisors, LLC | 6,947 | $51.2 萬 | 0.04% | −5,041−42.1% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,955 | $51.3 萬 | 0.17% | −4,259−38.0% | 減碼 |
| Brookstone Capital Management | 8,046 | $51.3 萬 | 0.01% | −2,882−26.4% | 減碼 |
| Bahl & Gaynor Inc | 6,976 | $51.4 萬 | 0.00% | 00.0% | 不變 |
| Legacy Advisors, LLC | 6,985 | $51.5 萬 | 0.06% | +472+7.2% | 加碼 |
| Leavell Investment Management, Inc. | 6,997 | $51.6 萬 | 0.03% | +597+9.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 7,016 | $51.7 萬 | 0.04% | −440−5.9% | 減碼 |
| Plante Moran Financial Advisors, LLC | 7,024 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 7,055 | $52.0 萬 | 0.34% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 7,102 | $52.3 萬 | 0.12% | +4+0.1% | 加碼 |
| Banco Santander, S.A. | 7,107 | $52.4 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,119 | $52.5 萬 | 0.02% | −251−3.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,119 | $52.5 萬 | 0.01% | +100+1.4% | 加碼 |
| Symmetry Partners, LLC | 7,129 | $52.5 萬 | 0.03% | −1,575−18.1% | 減碼 |
| Hara Capital LLC | 7,132 | $52.6 萬 | 0.34% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 7,142 | $52.6 萬 | 0.37% | −125−1.7% | 減碼 |
| Cooper Financial Group | 7,158 | $52.7 萬 | 0.08% | +1,744+32.2% | 加碼 |
| Angeles Investment Advisors, LLC | 7,230 | $53.3 萬 | 0.03% | −962−11.7% | 減碼 |
| MCF Advisors LLC | 7,273 | $53.6 萬 | 0.04% | +85+1.2% | 加碼 |
| Cozad Asset Management Inc | 7,306 | $53.8 萬 | 0.05% | +21+0.3% | 加碼 |
| PFG Investments, LLC | 7,310 | $53.9 萬 | 0.04% | −14,115−65.9% | 減碼 |
| Fiduciary Trust Co | 7,339 | $54.1 萬 | 0.01% | −714−8.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 7,349 | $54.2 萬 | 0.05% | +20.0% | 加碼 |
| Geller Advisors LLC | 7,353 | $54.2 萬 | 0.04% | +570+8.4% | 加碼 |
| Hilltop Holdings Inc. | 7,380 | $54.4 萬 | 0.06% | −13−0.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,397 | $54.5 萬 | 0.05% | −863−10.4% | 減碼 |
| Howe & Rusling Inc | 7,406 | $54.6 萬 | 0.05% | −19,151−72.1% | 減碼 |
| RMR Wealth Builders | 7,433 | $54.8 萬 | 0.06% | +85+1.2% | 加碼 |
| Main Street Financial Solutions, LLC | 7,434 | $54.8 萬 | 0.05% | +75+1.0% | 加碼 |
| Avestar Capital, LLC | 7,445 | $54.9 萬 | 0.06% | +994+15.4% | 加碼 |
| Old Port Advisors | 7,450 | $54.9 萬 | 0.16% | +262+3.6% | 加碼 |
| RW Investment Management LLC | 7,458 | $55.0 萬 | 0.07% | −102−1.3% | 減碼 |
| Beach Investment Counsel Inc | 7,478 | $55.1 萬 | 0.07% | 00.0% | 不變 |
| Inscription Capital, LLC | 7,496 | $55.2 萬 | 0.09% | 00.0% | 不變 |
| Olistico Wealth, LLC | 7,508 | $55.3 萬 | 0.35% | +3,301+78.5% | 加碼 |
| Bradley Foster & Sargent Inc | 7,509 | $55.3 萬 | 0.01% | −150−2.0% | 減碼 |
| Crescent Grove Advisors, LLC | 7,520 | $55.4 萬 | 0.06% | −11,254−59.9% | 減碼 |
| Federated Hermes, Inc. | 7,521 | $55.4 萬 | 0.00% | −113,286−93.8% | 減碼 |
| Pointe Capital Management LLC | 7,530 | $55.5 萬 | 0.34% | −960−11.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,571 | $55.8 萬 | 0.04% | +6,654+725.6% | 加碼 |
| iA Global Asset Management Inc. | 7,594 | $56.0 萬 | 0.01% | −413−5.2% | 減碼 |
| ING Groep NV | 7,623 | $56.2 萬 | 0.00% | −179,994−95.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 7,634 | $56.3 萬 | 0.09% | +218+2.9% | 加碼 |
| Independent Financial Group, LLC | 7,652 | $56.4 萬 | 0.02% | +401+5.5% | 加碼 |
| Sheets Smith Wealth Management | 7,686 | $56.6 萬 | 0.07% | −4,144−35.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 7,704 | $56.8 萬 | 0.14% | +7,704 | 新進 |
| Athena Investment Management | 7,708 | $56.8 萬 | 0.34% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 7,713 | $56.8 萬 | 0.05% | 00.0% | 不變 |
| Diversified Trust Co | 7,737 | $57.0 萬 | 0.02% | +1,595+26.0% | 加碼 |
| PDS Planning, Inc | 7,760 | $57.2 萬 | 0.06% | +169+2.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 7,810 | $57.6 萬 | 0.01% | +3,196+69.3% | 加碼 |
| Centiva Capital, LP | 7,824 | $57.7 萬 | 0.03% | +7,824 | 新進 |
| David R. Rahn & Associates Inc. | 7,850 | $57.8 萬 | 0.18% | +7,850 | 新進 |
| Kirtland Hills Capital Management, LLC | 7,855 | $57.9 萬 | 0.48% | +26+0.3% | 加碼 |
| Concentric Wealth Management, LLC | 7,890 | $58.1 萬 | 0.15% | −198−2.4% | 減碼 |
| Intrust Bank NA | 7,906 | $58.3 萬 | 0.06% | −5,068−39.1% | 減碼 |
| Bordeaux Wealth Advisors LLC | 7,929 | $58.4 萬 | 0.11% | −134−1.7% | 減碼 |
| IHT Wealth Management, LLC | 8,002 | $58.6 萬 | 0.02% | −382−4.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 7,950 | $58.6 萬 | 0.40% | −850−9.7% | 減碼 |
| Albion Financial Group | 7,951 | $58.6 萬 | 0.04% | 00.0% | 不變 |
| WNY Asset Management, LLC | 7,987 | $58.9 萬 | 0.08% | −2,090−20.7% | 減碼 |
| Apriem Advisors | 8,016 | $59.1 萬 | 0.07% | −145−1.8% | 減碼 |
| Lountzis Asset Management, LLC | 8,019 | $59.1 萬 | 0.28% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 8,061 | $59.3 萬 | 0.10% | +1,750+27.7% | 加碼 |
| Custom Index Systems, LLC | 8,049 | $59.3 萬 | 0.34% | +8,049 | 新進 |
| Traynor Capital Management, Inc. | 8,060 | $59.4 萬 | 0.05% | −442−5.2% | 減碼 |
| Machina Capital S.A.S. | 8,078 | $59.5 萬 | 0.27% | +8,078 | 新進 |
| Csenge Advisory Group | 8,082 | $59.6 萬 | 0.03% | +856+11.8% | 加碼 |
| Sutton Place Investors LLC | 8,086 | $59.6 萬 | 0.40% | +167+2.1% | 加碼 |
| Boltwood Capital Management | 8,097 | $59.7 萬 | 0.19% | −85−1.0% | 減碼 |
| Cypress Wealth Services, LLC | 8,111 | $59.8 萬 | 0.13% | +294+3.8% | 加碼 |
| Graypoint LLC | 8,158 | $60.1 萬 | 0.04% | −37−0.5% | 減碼 |
| Founders Financial Securities LLC | 8,182 | $60.3 萬 | 0.06% | −2,029−19.9% | 減碼 |