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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 8,238 | $60.7 萬 | 0.09% | +352+4.5% | 加碼 |
| Bullock Wealth Management Group | 8,306 | $61.0 萬 | 0.40% | +673+8.8% | 加碼 |
| Ellevest, Inc. | 8,324 | $61.3 萬 | 0.04% | +155+1.9% | 加碼 |
| Compass Advisory Group LLC | 8,375 | $61.7 萬 | 0.27% | 00.0% | 不變 |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,384 | $61.8 萬 | 0.15% | +1,701+25.5% | 加碼 |
| WealthPLAN Partners, LLC | 8,401 | $61.9 萬 | 0.07% | +953+12.8% | 加碼 |
| Lecap Asset Management Ltd | 8,439 | $62.2 萬 | 0.13% | −38,401−82.0% | 減碼 |
| Stokes Family Office, LLC | 8,445 | $62.2 萬 | 0.07% | +93+1.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 8,449 | $62.3 萬 | 0.03% | +108+1.3% | 加碼 |
| Fulton Bank, N.A. | 8,465 | $62.4 萬 | 0.03% | −468−5.2% | 減碼 |
| Quadcap Wealth Management, LLC | 8,477 | $62.5 萬 | 0.11% | −99−1.2% | 減碼 |
| Circle Wealth Management, LLC | 8,479 | $62.5 萬 | 0.01% | −840−9.0% | 減碼 |
| Parkside Financial Bank & Trust | 8,481 | $62.5 萬 | 0.10% | −334−3.8% | 減碼 |
| Northwest Bank & Trust Co | 8,506 | $62.7 萬 | 0.52% | +17+0.2% | 加碼 |
| Greystone Financial Group, LLC | 8,573 | $63.2 萬 | 0.12% | +1,698+24.7% | 加碼 |
| Good Life Advisors, LLC | 8,604 | $63.4 萬 | 0.05% | −193−2.2% | 減碼 |
| Whitener Capital Management, Inc. | 8,632 | $63.6 萬 | 0.19% | −65−0.7% | 減碼 |
| Driehaus Capital Management LLC | 8,638 | $63.7 萬 | 0.01% | +1,737+25.2% | 加碼 |
| Wealth Quarterback LLC | 8,644 | $63.7 萬 | 0.36% | +154+1.8% | 加碼 |
| Powell Investment Advisors, LLC | 8,645 | $63.7 萬 | 0.33% | −2,504−22.5% | 減碼 |
| Institute for Wealth Management, LLC. | 8,660 | $63.8 萬 | 0.09% | +121+1.4% | 加碼 |
| Redmont Wealth Advisors LLC | 8,694 | $64.1 萬 | 1.01% | −1,901−17.9% | 減碼 |
| Fusion Capital, LLC | 8,701 | $64.1 萬 | 0.29% | −361−4.0% | 減碼 |
| Index Fund Advisors, Inc. | 8,704 | $64.1 萬 | 0.04% | 00.0% | 不變 |
| Keene & Associates, Inc. | 8,711 | $64.2 萬 | 0.52% | +81+0.9% | 加碼 |
| Napatree Capital LLC | 8,725 | $64.3 萬 | 0.52% | −2,718−23.8% | 減碼 |
| Veracity Capital LLC | 8,738 | $64.4 萬 | 0.27% | −714−7.6% | 減碼 |
| Altfest L J & Co Inc | 8,741 | $64.4 萬 | 0.09% | −6,177−41.4% | 減碼 |
| Private Ocean, LLC | 8,746 | $64.4 萬 | 0.06% | +1,809+26.1% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 8,752 | $64.5 萬 | 0.12% | +810+10.2% | 加碼 |
| Keebeck Wealth Management, LLC | 8,768 | $64.6 萬 | 0.09% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 8,776 | $64.7 萬 | 0.03% | +1,940+28.4% | 加碼 |
| RFG Advisory, LLC | 8,806 | $64.9 萬 | 0.02% | +610+7.4% | 加碼 |
| Aptus Capital Advisors, LLC | 8,887 | $65.5 萬 | 0.01% | −20,694−70.0% | 減碼 |
| Arkadios Wealth Advisors | 8,929 | $65.8 萬 | 0.04% | +2,450+37.8% | 加碼 |
| Skopos Labs, Inc. | 9,112 | $65.9 萬 | 0.28% | 00.0% | 不變 |
| NBT Bank N A | 8,954 | $66.0 萬 | 0.05% | +28+0.3% | 加碼 |
| Insigneo Advisory Services, LLC | 10,640 | $66.3 萬 | 0.07% | −8,143−43.4% | 減碼 |
| Edge Capital Group, LLC | 8,994 | $66.3 萬 | 0.03% | −10−0.1% | 減碼 |
| Kearns & Associates LLC | 9,000 | $66.3 萬 | 0.50% | 00.0% | 不變 |
| Eisler Capital (US) LLC | 9,000 | $66.3 萬 | 0.13% | +9,000 | 新進 |
| Osborne Partners Capital Management, LLC | 9,019 | $66.5 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 9,027 | $66.5 萬 | 0.19% | −1,564−14.8% | 減碼 |
| Heartland Bank & Trust Co | 9,035 | $66.6 萬 | 0.38% | +80+0.9% | 加碼 |
| One Capital Management, LLC | 9,053 | $66.7 萬 | 0.02% | +9,053 | 新進 |
| Titleist Asset Management, LLC | 9,151 | $67.4 萬 | 0.10% | −674−6.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 9,164 | $67.5 萬 | 0.01% | −3,497−27.6% | 減碼 |
| CX Institutional | 9,172 | $67.6 萬 | 0.03% | +33+0.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,191 | $67.7 萬 | 0.04% | −29,882−76.5% | 減碼 |
| Crumly & Associates Inc. | 9,195 | $67.8 萬 | 0.20% | −22−0.2% | 減碼 |
| Lazari Capital Management, Inc. | 9,201 | $67.8 萬 | 0.31% | −330−3.5% | 減碼 |
| Cavalier Investments, LLC | 9,202 | $67.8 萬 | 0.21% | +248+2.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,238 | $68.1 萬 | 0.12% | +1,062+13.0% | 加碼 |
| Omega Financial Group, LLC | 9,243 | $68.1 萬 | 0.28% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 9,317 | $68.7 萬 | 0.04% | +2,147+29.9% | 加碼 |
| Drive Wealth Management, LLC | 9,338 | $68.8 萬 | 0.19% | +48+0.5% | 加碼 |
| Castleark Management LLC | 9,360 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Retirement Planning Group | 9,414 | $69.4 萬 | 0.04% | +9,414 | 新進 |
| Demars Financial Group, LLC | 9,450 | $69.6 萬 | 0.33% | −30.0% | 減碼 |
| NorthRock Partners, LLC | 9,460 | $69.7 萬 | 0.03% | +2,116+28.8% | 加碼 |
| Viawealth, LLC | 9,516 | $70.1 萬 | 0.43% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 9,546 | $70.3 萬 | 0.15% | +58+0.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 10,861 | $70.5 萬 | 0.22% | −15,219−58.4% | 減碼 |
| Manchester Financial Inc | 9,586 | $70.6 萬 | 0.17% | +1,249+15.0% | 加碼 |
| Marcum Wealth, LLC | 9,595 | $70.7 萬 | 0.07% | +423+4.6% | 加碼 |
| Canopy Partners, LLC | 9,692 | $71.4 萬 | 0.33% | 00.0% | 不變 |
| Logan Capital Management Inc | 9,729 | $71.7 萬 | 0.03% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 9,759 | $71.9 萬 | 0.29% | −58−0.6% | 減碼 |
| Haverford Trust Co | 9,808 | $72.3 萬 | 0.01% | +3,228+49.1% | 加碼 |
| Clean Yield Group | 9,840 | $72.5 萬 | 0.27% | 00.0% | 不變 |
| Bank of Stockton | 9,860 | $72.7 萬 | 0.23% | +1,697+20.8% | 加碼 |
| Westmount Partners, LLC | 9,904 | $72.7 萬 | 0.24% | −14−0.1% | 減碼 |
| Mutual Advisors, LLC | 11,147 | $72.8 萬 | 0.02% | −479−4.1% | 減碼 |
| First Western Trust Bank | 9,880 | $72.8 萬 | 0.03% | −72,034−87.9% | 減碼 |
| Avondale Wealth Management | 9,900 | $73.0 萬 | 0.50% | −6,400−39.3% | 減碼 |
| Allianz SE | 9,922 | $73.1 萬 | 0.02% | −605−5.7% | 減碼 |
| Clarius Group, LLC | 9,932 | $73.2 萬 | 0.05% | −417−4.0% | 減碼 |
| Strategic Blueprint, LLC | 9,979 | $73.5 萬 | 0.05% | −1,729−14.8% | 減碼 |
| United Community Bank | 9,990 | $73.6 萬 | 0.30% | −780−7.2% | 減碼 |
| BigSur Wealth Management LLC | 10,000 | $73.7 萬 | 0.23% | 00.0% | 不變 |
| Emfo, LLC | 10,000 | $73.7 萬 | 0.66% | 00.0% | 不變 |
| Ulysses Management LLC | 10,000 | $73.7 萬 | 0.18% | +10,000 | 新進 |
| Invictus Private Wealth, LLC | 10,015 | $73.8 萬 | 0.06% | 00.0% | 不變 |
| United Bank | 10,043 | $74.0 萬 | 0.37% | +322+3.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,090 | $74.4 萬 | 0.08% | +13+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 10,100 | $74.4 萬 | 0.02% | +5,929+142.1% | 加碼 |
| Ridgewood Investments LLC | 10,105 | $74.5 萬 | 0.37% | −403−3.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 10,131 | $74.7 萬 | 0.07% | −85−0.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 10,132 | $74.7 萬 | 0.01% | −1,823−15.2% | 減碼 |
| Enterprise Bank & Trust Co | 10,140 | $74.7 萬 | 0.26% | +1,013+11.1% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 10,152 | $74.8 萬 | 0.05% | −1,300−11.4% | 減碼 |
| Financial Advisory Corp | 10,185 | $75.1 萬 | 0.31% | +92+0.9% | 加碼 |
| Ironwood Financial, llc | 10,233 | $75.4 萬 | 0.17% | +47+0.5% | 加碼 |
| Royce & Associates LP | 10,270 | $75.7 萬 | 0.01% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 10,312 | $76.0 萬 | 0.30% | +10,312 | 新進 |
| Eschler Asset Management LLP | 10,345 | $76.2 萬 | 0.60% | +10,345 | 新進 |
| Stablepoint Partners, LLC | 11,721 | $76.5 萬 | 0.15% | +822+7.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 10,391 | $76.6 萬 | 0.14% | +127+1.2% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $76.9 萬 | 0.36% | +100+1.0% | 加碼 |
| Wintrust Investments LLC | 10,444 | $77.0 萬 | 0.06% | +850+8.9% | 加碼 |