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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 82,139 | $605.3 萬 | 0.10% | −7,196−8.1% | 減碼 |
| American Money Management, LLC | 81,794 | $602.7 萬 | 1.29% | −2,080−2.5% | 減碼 |
| Mezzasalma Advisors, LLC | 81,794 | $602.7 萬 | 2.58% | +6,820+9.1% | 加碼 |
| Guggenheim Capital LLC | 81,342 | $599.4 萬 | 0.04% | −9,307−10.3% | 減碼 |
| Kinsale Capital Group, Inc. | 80,825 | $595.6 萬 | 2.06% | +15,612+23.9% | 加碼 |
| Ascent Group, LLC | 80,579 | $593.8 萬 | 0.48% | +8,838+12.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 79,947 | $589.1 萬 | 0.10% | +27,460+52.3% | 加碼 |
| Mengis Capital Management, Inc. | 79,634 | $586.8 萬 | 1.19% | −3,224−3.9% | 減碼 |
| Stony Point Wealth Management Inc. | 79,584 | $586.5 萬 | 2.54% | −5,305−6.2% | 減碼 |
| Schwerin Boyle Capital Management Inc | 79,525 | $586.0 萬 | 0.61% | −300−0.4% | 減碼 |
| WCG Wealth Advisors LLC | 79,483 | $585.7 萬 | 0.43% | +4,734+6.3% | 加碼 |
| Private Advisory Group LLC | 79,303 | $584.4 萬 | 0.77% | +238+0.3% | 加碼 |
| Abn Amro Investment Solutions | 78,767 | $580.4 萬 | 0.11% | −6,187−7.3% | 減碼 |
| Shelton Capital Management | 77,613 | $571.9 萬 | 0.16% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 77,473 | $570.9 萬 | 0.15% | +40,461+109.3% | 加碼 |
| Marco Investment Management LLC | 77,255 | $569.3 萬 | 0.53% | −90.0% | 減碼 |
| Marshall & Sullivan Inc | 77,068 | $567.9 萬 | 2.84% | −1,205−1.5% | 減碼 |
| Walleye Trading LLC | 76,275 | $562.1 萬 | 0.11% | −102,893−57.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 75,859 | $559.0 萬 | 0.23% | +3,388+4.7% | 加碼 |
| Steel Peak Wealth Management LLC | 75,759 | $558.3 萬 | 0.26% | +71,301+1,599.4% | 加碼 |
| New Mexico Educational Retirement Board | 74,987 | $552.6 萬 | 0.19% | 00.0% | 不變 |
| NWK Group, Inc. | 74,516 | $549.1 萬 | 2.31% | +74,516 | 新進 |
| Parkwood LLC | 74,520 | $549.1 萬 | 0.69% | +74,520 | 新進 |
| Salvus Wealth Management, LLC | 74,299 | $547.5 萬 | 3.76% | −1,135−1.5% | 減碼 |
| Achmea Investment Management B.V. | 73,725 | $543.3 萬 | 0.10% | −8,600−10.4% | 減碼 |
| Birch Capital Management, LLC | 73,698 | $543.1 萬 | 2.82% | −866−1.2% | 減碼 |
| Hoylecohen, LLC | 73,493 | $541.6 萬 | 0.41% | −3,070−4.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 73,349 | $540.5 萬 | 0.56% | +55,841+318.9% | 加碼 |
| Metis Global Partners, LLC | 73,078 | $538.5 萬 | 0.18% | +823+1.1% | 加碼 |
| Girard Partners Ltd. | 72,700 | $535.7 萬 | 0.51% | +5,565+8.3% | 加碼 |
| UniSuper Management Pty Ltd | 72,476 | $534.1 萬 | 0.04% | −366,963−83.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 72,420 | $533.7 萬 | 1.16% | +3,325+4.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 71,353 | $525.8 萬 | 0.95% | +790+1.1% | 加碼 |
| Twin Lakes Capital Management, LLC | 70,874 | $522.3 萬 | 3.57% | −6,457−8.3% | 減碼 |
| Motley Fool Asset Management LLC | 71,034 | $521.5 萬 | 0.35% | +17,193+31.9% | 加碼 |
| Westover Capital Advisors, LLC | 70,562 | $520.0 萬 | 1.34% | −3,534−4.8% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 70,490 | $519.4 萬 | 0.62% | −48,818−40.9% | 減碼 |
| Pring Turner Capital Group Inc | 70,104 | $516.6 萬 | 3.61% | −250−0.4% | 減碼 |
| HST Ventures, LLC | 69,963 | $515.6 萬 | 2.33% | +3,314+5.0% | 加碼 |
| Community Financial Services Group, LLC | 69,103 | $509.2 萬 | 1.10% | −6,376−8.4% | 減碼 |
| SpiderRock Advisors, LLC | 68,502 | $504.8 萬 | 0.13% | +23,359+51.7% | 加碼 |
| Allen Capital Group, LLC | 68,438 | $504.3 萬 | 0.71% | −2,475−3.5% | 減碼 |
| Scotia Capital Inc. | 68,062 | $501.5 萬 | 0.03% | −965−1.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 67,707 | $498.9 萬 | 0.90% | +2,984+4.6% | 加碼 |
| Valley National Advisers Inc | 67,665 | $498.6 萬 | 0.74% | −4,689−6.5% | 減碼 |
| Conning Inc. | 67,593 | $498.1 萬 | 0.18% | −9,736−12.6% | 減碼 |
| Patton Fund Management, Inc. | 67,379 | $496.5 萬 | 1.05% | +67,379 | 新進 |
| Perkins Coie Trust Co | 67,297 | $495.9 萬 | 1.15% | −4,448−6.2% | 減碼 |
| Vaughan David Investments LLC | 66,749 | $491.9 萬 | 0.12% | −492,351−88.1% | 減碼 |
| Naples Global Advisors, LLC | 66,344 | $488.9 萬 | 0.49% | −107−0.2% | 減碼 |
| Next Capital Management LLC | 66,160 | $487.5 萬 | 2.06% | +1,112+1.7% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 65,596 | $483.4 萬 | 2.24% | −10,543−13.8% | 減碼 |
| Citizens Business Bank | 65,471 | $482.5 萬 | 1.02% | +26,595+68.4% | 加碼 |
| Lincoln Capital LLC | 65,236 | $480.7 萬 | 1.07% | −651−1.0% | 減碼 |
| Colonial Trust Advisors | 65,197 | $480.4 萬 | 0.46% | +536+0.8% | 加碼 |
| Lincoln Capital Corp | 64,740 | $477.1 萬 | 2.04% | +326+0.5% | 加碼 |
| Ieq Capital, LLC | 64,726 | $477.0 萬 | 0.06% | −26,640−29.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 64,721 | $476.9 萬 | 0.20% | +2,305+3.7% | 加碼 |
| Marietta Wealth Management, LLC | 64,396 | $474.5 萬 | 0.74% | +15,005+30.4% | 加碼 |
| TownSquare Capital, LLC | 64,305 | $473.9 萬 | 0.06% | −174,038−73.0% | 減碼 |
| Jump Financial, LLC | 63,999 | $471.6 萬 | 0.09% | +38,704+153.0% | 加碼 |
| Keybank National Association | 63,071 | $464.8 萬 | 0.02% | −327−0.5% | 減碼 |
| AustralianSuper Pty Ltd | 62,840 | $463.1 萬 | 0.03% | +4,105+7.0% | 加碼 |
| Condor Capital Management | 62,770 | $462.6 萬 | 0.44% | −2,940−4.5% | 減碼 |
| Avantax Advisory Services, Inc. | 62,764 | $462.5 萬 | 0.03% | +35,747+132.3% | 加碼 |
| Crystal Rock Capital Management | 62,650 | $461.7 萬 | 2.76% | +5,450+9.5% | 加碼 |
| Northwest Investment Counselors, LLC | 62,606 | $461.3 萬 | 1.15% | +1,202+2.0% | 加碼 |
| Phoenix Holdings Ltd. | 62,580 | $461.0 萬 | 0.07% | +57,275+1,079.6% | 加碼 |
| Pittenger & Anderson Inc | 62,544 | $460.9 萬 | 0.19% | +1,045+1.7% | 加碼 |
| Investment Research & Advisory Group, Inc. | 61,951 | $456.5 萬 | 2.05% | −299−0.5% | 減碼 |
| Watchman Group, Inc. | 61,868 | $455.9 萬 | 1.46% | +418+0.7% | 加碼 |
| Legal Advantage Investments, Inc. | 61,800 | $455.4 萬 | 2.62% | −2,800−4.3% | 減碼 |
| GHP Investment Advisors, Inc. | 61,675 | $454.5 萬 | 0.23% | +1,324+2.2% | 加碼 |
| Fagan Associates, Inc. | 61,588 | $453.8 萬 | 0.79% | +5,395+9.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,110 | $450.5 萬 | 0.05% | +1,369+2.3% | 加碼 |
| Nomura Holdings Inc | 60,698 | $447.3 萬 | 0.03% | +60,698 | 新進 |
| First Interstate Bank | 60,561 | $446.3 萬 | 0.30% | −243−0.4% | 減碼 |
| First American Bank | 60,270 | $444.1 萬 | 0.33% | +86+0.1% | 加碼 |
| Annandale Capital, LLC | 59,743 | $440.2 萬 | 0.92% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 59,661 | $439.6 萬 | 0.53% | +1,303+2.2% | 加碼 |
| Hunter Perkins Capital Management, LLC | 58,490 | $431.0 萬 | 0.91% | −22,250−27.6% | 減碼 |
| Johnson Financial Group, Inc. | 58,094 | $428.1 萬 | 0.21% | +34,069+141.8% | 加碼 |
| Prudential PLC | 57,604 | $424.5 萬 | 0.03% | +18,112+45.9% | 加碼 |
| Gs Investments, Inc. | 57,288 | $422.2 萬 | 1.99% | −165−0.3% | 減碼 |
| Integrated Advisors Network LLC | 57,266 | $422.0 萬 | 0.22% | +4,514+8.6% | 加碼 |
| DLK Investment Management, LLC | 57,186 | $421.4 萬 | 1.74% | −1,192−2.0% | 減碼 |
| Prentiss Smith & Co Inc | 57,147 | $421.1 萬 | 2.94% | −716−1.2% | 減碼 |
| SFMG, LLC | 57,098 | $420.8 萬 | 0.37% | +942+1.7% | 加碼 |
| Qube Research & Technologies Ltd | 56,916 | $419.4 萬 | 0.01% | −124,228−68.6% | 減碼 |
| American Trust | 56,130 | $413.6 萬 | 0.34% | −2,598−4.4% | 減碼 |
| CAPROCK Group, Inc. | 55,955 | $412.3 萬 | 0.17% | +7,848+16.3% | 加碼 |
| Left Brain Wealth Management, LLC | 55,512 | $409.1 萬 | 1.91% | +971+1.8% | 加碼 |
| Intrinsic Value Partners, LLC | 55,478 | $408.8 萬 | 4.26% | −748−1.3% | 減碼 |
| SOL Capital Management CO | 54,761 | $403.5 萬 | 0.48% | −60−0.1% | 減碼 |
| AE Wealth Management LLC | 54,686 | $403.0 萬 | 0.04% | +4,081+8.1% | 加碼 |
| Delta Capital Management LLC | 54,590 | $402.3 萬 | 2.43% | −110−0.2% | 減碼 |
| Harrington Investments, INC | 54,587 | $402.3 萬 | 2.28% | −1,120−2.0% | 減碼 |
| CenterBook Partners LP | 54,571 | $402.1 萬 | 0.25% | −15,056−21.6% | 減碼 |
| Voya Financial Advisors, Inc. | 54,008 | $397.3 萬 | 0.45% | +5,680+11.8% | 加碼 |
| We Are One Seven, LLC | 53,623 | $395.1 萬 | 0.19% | −8,960−14.3% | 減碼 |