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 3 季 13F 持有人
Schwab Charles Corp 在 2024/9/30 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
- 1,857
- 較 2024 年第 2 季 −20 家
- 持有股數
- 14.9 億
- 較 2024 年第 2 季 +8,774 萬 (+6.3%)
- 總市值
- $963.3 億
- 較 2024 年第 2 季 −$66.1 億 (−6.4%)
- 新進機構
- 147
- 另有 743 家加碼
- 清倉機構
- 167
- 另有 743 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 21,191 | $137.3 萬 | 0.01% | −2,869−11.9% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 21,200 | $137.4 萬 | 0.95% | −50.0% | 減碼 |
| Meeder Advisory Services, Inc. | 21,200 | $137.4 萬 | 0.09% | −1,091−4.9% | 減碼 |
| Soapstone Management L.P. | 21,250 | $137.7 萬 | 1.14% | 00.0% | 不變 |
| Ridgewood Investments LLC | 21,292 | $138.0 萬 | 0.69% | +11,187+110.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 21,352 | $138.4 萬 | 0.06% | +1,256+6.3% | 加碼 |
| Riverpark Capital Management LLC | 21,476 | $139.2 萬 | 2.53% | −5,259−19.7% | 減碼 |
| Savant Capital, LLC | 21,536 | $139.6 萬 | 0.01% | +5,403+33.5% | 加碼 |
| Tiaa Trust, National Association | 21,737 | $140.9 萬 | 0.00% | −1,196−5.2% | 減碼 |
| First Citizens Bank & Trust Co | 21,791 | $141.2 萬 | 0.03% | +624+2.9% | 加碼 |
| RMR Capital Management, LLC | 21,832 | $141.5 萬 | 1.20% | −3,300−13.1% | 減碼 |
| Ballentine Partners, LLC | 21,839 | $141.5 萬 | 0.02% | +173+0.8% | 加碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $141.6 萬 | 0.03% | 00.0% | 不變 |
| Oak Thistle LLC | 21,864 | $141.7 萬 | 0.46% | +17,964+460.6% | 加碼 |
| IFP Advisors, Inc | 21,885 | $141.8 萬 | 0.05% | +695+3.3% | 加碼 |
| Panagora Asset Management Inc | 21,890 | $141.9 萬 | 0.01% | −70.0% | 減碼 |
| Essex Savings Bank | 21,984 | $142.5 萬 | 0.36% | −1,424−6.1% | 減碼 |
| Alpha Cubed Investments, LLC | 22,025 | $142.7 萬 | 0.06% | −263−1.2% | 減碼 |
| Ronald Blue Trust, Inc. | 19,517 | $143.8 萬 | 0.02% | +5,813+42.4% | 加碼 |
| Chapman Investment Management, LLC | 22,324 | $144.7 萬 | 1.06% | −22,118−49.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 22,704 | $147.1 萬 | 0.09% | +2,351+11.6% | 加碼 |
| Secure Asset Management, LLC | 22,767 | $147.6 萬 | 0.25% | +3,817+20.1% | 加碼 |
| VCI Wealth Management LLC | 22,841 | $148.0 萬 | 0.66% | +22,841 | 新進 |
| Empowered Funds, LLC | 22,842 | $148.0 萬 | 0.02% | +1,343+6.2% | 加碼 |
| Riverwater Partners LLC | 23,380 | $148.1 萬 | 0.74% | +5,033+27.4% | 加碼 |
| Copperleaf Capital, LLC | 22,886 | $148.3 萬 | 1.14% | +403+1.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 22,899 | $148.4 萬 | 0.20% | −1,968−7.9% | 減碼 |
| Roberts Wealth Advisors, LLC | 23,050 | $149.6 萬 | 0.48% | +905+4.1% | 加碼 |
| Diversified Investment Strategies, LLC | 23,137 | $150.0 萬 | 0.99% | −600−2.5% | 減碼 |
| Chesley Taft & Associates LLC | 23,148 | $150.0 萬 | 0.07% | −425−1.8% | 減碼 |
| Covey Capital Advisors, LLC | 23,271 | $150.8 萬 | 1.67% | −607−2.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 23,362 | $151.4 萬 | 0.10% | +1,214+5.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 23,466 | $152.1 萬 | 0.15% | −49,883−68.0% | 減碼 |
| Avitas Wealth Management LLC | 23,488 | $152.2 萬 | 0.21% | −47−0.2% | 減碼 |
| DoubleLine ETF Adviser LP | 23,527 | $152.5 萬 | 0.37% | −1,454−5.8% | 減碼 |
| Foundations Investment Advisors, LLC | 23,528 | $152.5 萬 | 0.03% | +1,186+5.3% | 加碼 |
| Ascent Wealth Partners, LLC | 23,579 | $152.8 萬 | 0.21% | +218+0.9% | 加碼 |
| VELA Investment Management, LLC | 23,657 | $153.3 萬 | 0.52% | +313+1.3% | 加碼 |
| RBF Capital, LLC | 22,500 | $153.4 萬 | 0.08% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 23,710 | $153.7 萬 | 0.23% | +4,322+22.3% | 加碼 |
| 1st Source Bank | 23,760 | $154.0 萬 | 0.09% | −608−2.5% | 減碼 |
| Park Avenue Securities LLC | 23,785 | $154.1 萬 | 0.02% | −4,213−15.0% | 減碼 |
| Signaturefd, LLC | 23,936 | $155.1 萬 | 0.03% | −2,288−8.7% | 減碼 |
| Bokf, NA | 24,484 | $155.2 萬 | 0.03% | −237−1.0% | 減碼 |
| Ally Financial Inc. | 24,000 | $155.5 萬 | 0.19% | +24,000 | 新進 |
| Moors & Cabot, Inc. | 24,032 | $155.8 萬 | 0.08% | +1,053+4.6% | 加碼 |
| Pettyjohn, Wood & White, Inc | 24,118 | $156.3 萬 | 0.29% | +1,525+6.7% | 加碼 |
| Bollard Group LLC | 24,246 | $157.1 萬 | 0.04% | 00.0% | 不變 |
| Signature Wealth Management Group | 24,308 | $157.5 萬 | 0.63% | +128+0.5% | 加碼 |
| Greenline Partners, LLC | 24,336 | $157.7 萬 | 0.23% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 24,391 | $158.1 萬 | 0.45% | −40−0.2% | 減碼 |
| First National Advisers, LLC | 24,419 | $158.3 萬 | 0.25% | −55−0.2% | 減碼 |
| FSB Premier Wealth Management, Inc. | 24,436 | $158.4 萬 | 0.65% | +5,841+31.4% | 加碼 |
| City Holding Co | 24,539 | $159.0 萬 | 0.22% | −5,572−18.5% | 減碼 |
| Garrison Bradford & Associates Inc | 24,605 | $159.5 萬 | 1.58% | −194−0.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 24,643 | $159.7 萬 | 0.15% | −5,747−18.9% | 減碼 |
| Profund Advisors LLC | 24,656 | $159.8 萬 | 0.06% | +2,938+13.5% | 加碼 |
| QRG Capital Management, Inc. | 24,745 | $160.4 萬 | 0.02% | −10,887−30.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 24,844 | $161.0 萬 | 0.02% | −1,511−5.7% | 減碼 |
| Iat Reinsurance Co Ltd. | 25,000 | $162.0 萬 | 0.37% | 00.0% | 不變 |
| Raymond James Trust N.A. | 25,029 | $162.2 萬 | 0.04% | −2,518−9.1% | 減碼 |
| JFS Wealth Advisors, LLC | 25,035 | $162.3 萬 | 0.11% | +24,643+6,286.5% | 加碼 |
| Bleakley Financial Group, LLC | 25,116 | $162.8 萬 | 0.05% | −1,408−5.3% | 減碼 |
| Horizon Investments, LLC | 25,206 | $162.8 萬 | 0.04% | −2,422−8.8% | 減碼 |
| Aspiriant, LLC | 25,318 | $164.1 萬 | 0.06% | −500−1.9% | 減碼 |
| Allworth Financial LP | 25,346 | $164.3 萬 | 0.01% | −1,848−6.8% | 減碼 |
| Centaurus Financial, Inc. | 25,396 | $164.6 萬 | 0.10% | +1,293+5.4% | 加碼 |
| Cape Investment Advisory, Inc. | 25,415 | $164.7 萬 | 0.67% | +289+1.2% | 加碼 |
| Columbia Asset Management | 25,509 | $165.3 萬 | 0.29% | +580+2.3% | 加碼 |
| EPG Wealth Management LLC | 25,574 | $165.7 萬 | 0.42% | +25,574 | 加碼 |
| Tealwood Asset Management Inc | 25,746 | $166.9 萬 | 0.73% | +25,746 | 新進 |
| Moody National Bank Trust Division | 26,175 | $169.6 萬 | 0.18% | −1,780−6.4% | 減碼 |
| Salem Investment Counselors Inc | 26,229 | $170.0 萬 | 0.05% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 26,352 | $170.8 萬 | 0.05% | −637−2.4% | 減碼 |
| Investment Advisory Services Inc | 26,404 | $171.1 萬 | 0.60% | −286−1.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 26,625 | $172.6 萬 | 0.02% | +375+1.4% | 加碼 |
| Carmel Capital Partners, LLC | 26,667 | $172.8 萬 | 0.67% | +1,832+7.4% | 加碼 |
| EP Wealth Advisors, LLC | 26,676 | $172.9 萬 | 0.01% | −920−3.3% | 減碼 |
| Miracle Mile Advisors, LLC | 26,698 | $173.0 萬 | 0.04% | −3,418−11.3% | 減碼 |
| Palisade Asset Management, LLC | 26,735 | $173.3 萬 | 0.17% | +565+2.2% | 加碼 |
| Watts Gwilliam & Co., LLC | 26,959 | $175.0 萬 | 0.38% | +26,959 | 新進 |
| King Luther Capital Management Corp | 27,064 | $175.4 萬 | 0.01% | +572+2.2% | 加碼 |
| Bridgewater Associates, LP | 27,064 | $175.4 萬 | 0.01% | +27,064 | 新進 |
| Finer Wealth Management, Inc. | 27,173 | $176.1 萬 | 1.09% | +3,661+15.6% | 加碼 |
| Mattson Financial Services, LLC | 23,956 | $176.5 萬 | 0.63% | −152−0.6% | 減碼 |
| Farther Finance Advisors, LLC | 27,350 | $177.3 萬 | 0.07% | +751+2.8% | 加碼 |
| Wynn Capital, LLC | 27,353 | $177.3 萬 | 1.16% | +1,440+5.6% | 加碼 |
| Rossmore Private Capital | 27,569 | $178.7 萬 | 0.22% | 00.0% | 不變 |
| Secured Retirement Advisors, LLC | 27,576 | $178.7 萬 | 1.29% | +1,669+6.4% | 加碼 |
| Global Retirement Partners, LLC | 27,882 | $180.7 萬 | 0.05% | +703+2.6% | 加碼 |
| Cetera Trust Company, N.A | 27,955 | $181.2 萬 | 1.11% | −4,300−13.3% | 減碼 |
| Centiva Capital, LP | 28,066 | $181.9 萬 | 0.08% | +20,242+258.7% | 加碼 |
| Bridges Investment Management Inc | 28,140 | $182.4 萬 | 0.03% | +6,085+27.6% | 加碼 |
| Martin Capital Advisors, LLP | 28,200 | $182.8 萬 | 1.30% | −100−0.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 28,239 | $183.0 萬 | 0.77% | +3,006+11.9% | 加碼 |
| Next Capital Management LLC | 28,396 | $184.0 萬 | 0.75% | −37,764−57.1% | 減碼 |
| GTS Securities LLC | 28,399 | $184.1 萬 | 0.04% | +1,227+4.5% | 加碼 |
| Iowa State Bank | 28,476 | $184.6 萬 | 0.38% | +7,829+37.9% | 加碼 |
| Highland Capital Management, LLC | 28,519 | $184.8 萬 | 0.11% | −72,005−71.6% | 減碼 |
| Hodges Capital Management Inc. | 28,556 | $185.1 萬 | 0.12% | −15,987−35.9% | 減碼 |