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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 10,452 | $77.0 萬 | 0.08% | +10.0% | 加碼 |
| Sigma Planning Corp | 10,466 | $77.1 萬 | 0.02% | −150−1.4% | 減碼 |
| Gemmer Asset Management LLC | 10,574 | $77.9 萬 | 0.08% | −2,927−21.7% | 減碼 |
| Thor Investment Management Inc | 10,597 | $78.1 萬 | 0.61% | +36+0.3% | 加碼 |
| Western Wealth Management, LLC | 10,632 | $78.3 萬 | 0.06% | +430+4.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,633 | $78.4 萬 | 0.02% | +610+6.1% | 加碼 |
| Intact Investment Management Inc. | 10,640 | $78.4 萬 | 0.03% | +40+0.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 10,704 | $78.9 萬 | 0.03% | +7,564+240.9% | 加碼 |
| Belpointe Asset Management LLC | 10,740 | $79.1 萬 | 0.06% | −4,287−28.5% | 減碼 |
| Power Wealth Management LLC | 10,815 | $79.7 萬 | 0.38% | +922+9.3% | 加碼 |
| Morton Community Bank | 10,867 | $80.1 萬 | 0.23% | −33,083−75.3% | 減碼 |
| Independence Bank of Kentucky | 10,875 | $80.1 萬 | 0.21% | −690−6.0% | 減碼 |
| Vima LLC | 10,921 | $80.5 萬 | 1.78% | −581−5.1% | 減碼 |
| H&H Retirement Design & Management INC | 12,435 | $80.5 萬 | 0.50% | +341+2.8% | 加碼 |
| Fullcircle Wealth LLC | 12,573 | $80.6 萬 | 0.39% | +12,573 | 新進 |
| Cynosure Management, LLC | 10,964 | $80.8 萬 | 0.13% | −51−0.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,965 | $80.8 萬 | 0.05% | +10,965 | 新進 |
| Shira Ridge Wealth Management | 10,972 | $80.9 萬 | 0.45% | +101+0.9% | 加碼 |
| Integral Investment Advisors, Inc. | 11,033 | $81.2 萬 | 0.30% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 11,052 | $81.4 萬 | 0.02% | +10,304+1,377.5% | 加碼 |
| Nabity-Jensen Investment Management Inc | 11,102 | $81.8 萬 | 0.67% | −382−3.3% | 減碼 |
| Essex Financial Services, Inc. | 13,052 | $81.9 萬 | 0.06% | +3,336+34.3% | 加碼 |
| Ambassador Advisors, LLC | 11,168 | $82.3 萬 | 0.15% | −765−6.4% | 減碼 |
| Vivid Wealth Management, LLC | 11,287 | $83.2 萬 | 0.47% | −41,122−78.5% | 減碼 |
| TD Private Client Wealth LLC | 11,327 | $83.5 萬 | 0.03% | −639−5.3% | 減碼 |
| Navellier & Associates Inc | 11,355 | $83.7 萬 | 0.10% | −200−1.7% | 減碼 |
| Northcape Wealth Management, LLC | 11,497 | $84.7 萬 | 0.31% | 00.0% | 不變 |
| Navalign, LLC | 11,521 | $84.9 萬 | 0.27% | +381+3.4% | 加碼 |
| Novare Capital Management LLC | 11,538 | $85.0 萬 | 0.08% | −248−2.1% | 減碼 |
| Lodestone Wealth Management LLC | 11,593 | $85.4 萬 | 0.45% | +40+0.3% | 加碼 |
| International Assets Investment Management, LLC | 11,616 | $85.6 萬 | 0.08% | −519−4.3% | 減碼 |
| Dynasty Wealth Management, LLC | 11,654 | $85.9 萬 | 0.03% | −48−0.4% | 減碼 |
| Axxcess Wealth Management, LLC | 11,713 | $86.3 萬 | 0.02% | +23+0.2% | 加碼 |
| Personal Cfo Solutions, LLC | 11,897 | $87.7 萬 | 0.13% | −368−3.0% | 減碼 |
| Hennessy Advisors Inc | 12,000 | $88.4 萬 | 0.03% | +1,000+9.1% | 加碼 |
| Lummis Asset Management, LP | 12,052 | $88.8 萬 | 1.17% | +116+1.0% | 加碼 |
| Citizens National Bank Trust Department | 12,065 | $88.9 萬 | 0.20% | −175−1.4% | 減碼 |
| LGT Group Foundation | 12,075 | $89.0 萬 | 0.01% | −286−2.3% | 減碼 |
| Lindbrook Capital, LLC | 12,094 | $89.1 萬 | 0.08% | −2,685−18.2% | 減碼 |
| LexAurum Advisors, LLC | 12,142 | $89.5 萬 | 0.22% | +1,891+18.4% | 加碼 |
| Matisse Capital | 12,150 | $89.5 萬 | 0.44% | −400−3.2% | 減碼 |
| Oder Investment Management, LLC | 12,160 | $89.6 萬 | 0.81% | −2,245−15.6% | 減碼 |
| First Commonwealth Financial Corp | 12,190 | $89.8 萬 | 0.23% | +132+1.1% | 加碼 |
| Peak Planning Group, LLC | 12,203 | $89.9 萬 | 0.44% | −37−0.3% | 減碼 |
| Pitcairn Co | 12,220 | $90.0 萬 | 0.05% | +1,148+10.4% | 加碼 |
| StoneX Group Inc. | 12,272 | $90.4 萬 | 0.07% | +2,434+24.7% | 加碼 |
| Guidance Capital, Inc | 13,882 | $90.5 萬 | 0.30% | +859+6.6% | 加碼 |
| Donald L. Hagan, LLC | 12,330 | $90.9 萬 | 0.48% | −8,738−41.5% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 12,527 | $91.6 萬 | 0.74% | +925+8.0% | 加碼 |
| Opinicus Capital, Inc. | 12,474 | $91.9 萬 | 0.77% | +270+2.2% | 加碼 |
| IMS Capital Management | 14,206 | $92.1 萬 | 0.43% | −399−2.7% | 減碼 |
| Proffitt & Goodson Inc | 12,509 | $92.2 萬 | 0.16% | −188−1.5% | 減碼 |
| Equitable Trust Co | 12,558 | $92.5 萬 | 0.06% | +6,939+123.5% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $92.8 萬 | 0.19% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 12,627 | $93.0 萬 | 0.20% | −20−0.2% | 減碼 |
| HCR Wealth Advisors | 12,720 | $93.7 萬 | 0.13% | −1,663−11.6% | 減碼 |
| Eagle Strategies LLC | 12,791 | $94.3 萬 | 0.18% | +12,791 | 新進 |
| Knollwood Investment Advisory, LLC | 12,810 | $94.4 萬 | 0.10% | +3,810+42.3% | 加碼 |
| TCI Wealth Advisors, Inc. | 12,810 | $94.4 萬 | 0.09% | +2,024+18.8% | 加碼 |
| O'Rourke & Company, Inc | 12,857 | $94.7 萬 | 0.53% | −386−2.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 12,863 | $94.8 萬 | 0.05% | +7,136+124.6% | 加碼 |
| Sentry Investment Management LLC | 12,966 | $95.5 萬 | 0.42% | −2,656−17.0% | 減碼 |
| Lake Street Advisors Group, LLC | 13,059 | $96.2 萬 | 0.05% | −128−1.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 13,073 | $96.3 萬 | 0.03% | −54−0.4% | 減碼 |
| Atomi Financial Group, Inc. | 13,118 | $96.7 萬 | 0.07% | +2,528+23.9% | 加碼 |
| Hardy Reed LLC | 13,178 | $97.1 萬 | 0.10% | +33+0.3% | 加碼 |
| Engineers Gate Manager LP | 13,182 | $97.1 萬 | 0.02% | +13,182 | 新進 |
| Sage Rhino Capital LLC | 13,228 | $97.5 萬 | 0.23% | +137+1.0% | 加碼 |
| Paloma Partners Management Co | 13,231 | $97.5 萬 | 0.08% | +9,717+276.5% | 加碼 |
| First Financial Corp | 13,245 | $97.6 萬 | 0.50% | −334−2.5% | 減碼 |
| Operose Advisors LLC | 13,290 | $97.9 萬 | 0.35% | +10+0.1% | 加碼 |
| Balboa Wealth Partners | 13,322 | $98.2 萬 | 0.26% | −5,295−28.4% | 減碼 |
| Hamel Associates, Inc. | 13,395 | $98.7 萬 | 0.31% | 00.0% | 不變 |
| Brown Financial Advisors | 13,441 | $99.0 萬 | 0.44% | +13,441 | 新進 |
| Ronald Blue Trust, Inc. | 13,704 | $99.1 萬 | 0.01% | +3,608+35.7% | 加碼 |
| Citizens & Northern Corp | 13,480 | $99.3 萬 | 0.31% | −179−1.3% | 減碼 |
| Summit Asset Management, LLC | 13,514 | $99.6 萬 | 0.21% | +250+1.9% | 加碼 |
| First National Bank of Omaha | 13,601 | $100.2 萬 | 0.07% | +8,051+145.1% | 加碼 |
| Smith, Moore & Co. | 13,607 | $100.3 萬 | 0.10% | +1,145+9.2% | 加碼 |
| Merit Financial Group, LLC | 13,651 | $100.6 萬 | 0.02% | +7+0.1% | 加碼 |
| Trustmark National Bank Trust Department | 13,679 | $100.8 萬 | 0.08% | +46+0.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 13,750 | $101.0 萬 | 0.56% | +12+0.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,764 | $101.4 萬 | 0.53% | −126−0.9% | 減碼 |
| Checchi Capital Advisers, LLC | 13,796 | $101.7 萬 | 0.08% | +299+2.2% | 加碼 |
| Wolf Group Capital Advisors | 13,886 | $102.3 萬 | 0.40% | +13,886 | 新進 |
| Walter & Keenan Financial Consulting Co | 13,914 | $102.5 萬 | 0.33% | +24+0.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 13,917 | $102.6 萬 | 0.26% | −10,857−43.8% | 減碼 |
| Davis R M Inc | 13,927 | $102.6 萬 | 0.02% | −452−3.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 13,928 | $102.6 萬 | 0.29% | +4,914+54.5% | 加碼 |
| GeoWealth Management, LLC | 13,951 | $102.8 萬 | 0.04% | +1,966+16.4% | 加碼 |
| Skylands Capital, LLC | 14,000 | $103.2 萬 | 0.15% | −19,350−58.0% | 減碼 |
| Avalon Trust Co | 14,000 | $103.2 萬 | 0.08% | 00.0% | 不變 |
| Sowell Financial Services LLC | 14,004 | $103.2 萬 | 0.05% | −2,064−12.8% | 減碼 |
| Thomasville National Bank | 14,006 | $103.2 萬 | 0.08% | +430+3.2% | 加碼 |
| Howard Financial Services, Ltd. | 14,109 | $104.0 萬 | 0.17% | −976−6.5% | 減碼 |
| Sumitomo Life Insurance Co | 14,270 | $105.2 萬 | 0.02% | −1,789−11.1% | 減碼 |
| Koshinski Asset Management, Inc. | 14,115 | $105.2 萬 | 0.10% | +3,789+36.7% | 加碼 |
| Burns Matteson Capital Management, LLC | 14,295 | $105.3 萬 | 0.66% | −1,089−7.1% | 減碼 |
| NBC Securities, Inc. | 14,350 | $105.7 萬 | 0.10% | +726+5.3% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,411 | $105.8 萬 | 0.71% | −319−2.2% | 減碼 |