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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 28,605 | $185.4 萬 | 0.05% | +28,605 | 新進 |
| CWA Asset Management Group, LLC | 28,664 | $185.8 萬 | 0.10% | +28,664 | 新進 |
| Integrated Investment Consultants, LLC | 104,278 | $186.3 萬 | 0.41% | +75,957+268.2% | 加碼 |
| Two Sigma Securities, LLC | 28,941 | $187.6 萬 | 0.15% | −10,673−26.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 29,106 | $188.6 萬 | 0.01% | +3,641+14.3% | 加碼 |
| Xcel Wealth Management, LLC | 29,195 | $189.2 萬 | 0.55% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 29,442 | $190.8 萬 | 0.68% | −3,369−10.3% | 減碼 |
| Vestcor Inc | 29,449 | $190.9 萬 | 0.06% | 00.0% | 不變 |
| Aigen Investment Management, LP | 29,573 | $191.7 萬 | 0.38% | +29,573 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,756 | $192.8 萬 | 0.08% | +3,522+13.4% | 加碼 |
| Argus Investors' Counsel, Inc. | 29,783 | $193.0 萬 | 1.26% | −529−1.7% | 減碼 |
| Cove Street Capital, LLC | 29,824 | $193.3 萬 | 1.51% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 29,895 | $193.7 萬 | 0.02% | +3,677+14.0% | 加碼 |
| Capital Advisors Inc | 29,897 | $193.8 萬 | 0.04% | −104−0.3% | 減碼 |
| Hudson Canyon Capital Management | 30,050 | $194.8 萬 | 1.26% | +2,114+7.6% | 加碼 |
| Mount Vernon Associates Inc | 30,100 | $195.1 萬 | 1.55% | +950+3.3% | 加碼 |
| Valley National Advisers Inc | 30,155 | $195.3 萬 | 0.35% | −37,510−55.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 30,198 | $195.7 萬 | 0.10% | +8,730+40.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 30,228 | $195.9 萬 | 0.05% | +5,065+20.1% | 加碼 |
| Correct Capital Wealth Management | 30,446 | $197.3 萬 | 0.44% | +1,313+4.5% | 加碼 |
| Chicago Partners Investment Group LLC | 27,536 | $197.5 萬 | 0.07% | −5,313−16.2% | 減碼 |
| Financial Partners Group, LLC | 30,477 | $197.5 萬 | 0.74% | +4,854+18.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 30,606 | $198.4 萬 | 0.02% | −18,023−37.1% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 30,609 | $198.4 萬 | 1.79% | −1,172−3.7% | 減碼 |
| Chaney Capital Management, Inc. | 30,723 | $199.1 萬 | 1.12% | +2,645+9.4% | 加碼 |
| Aurora Investment Counsel | 30,786 | $199.5 萬 | 1.08% | +2,853+10.2% | 加碼 |
| Ancora Advisors, LLC | 31,036 | $201.1 萬 | 0.05% | −2,463−7.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 31,084 | $201.5 萬 | 0.19% | +290+0.9% | 加碼 |
| Bard Financial Services, Inc. | 31,275 | $202.7 萬 | 0.24% | −2,000−6.0% | 減碼 |
| Summit Financial, LLC | 31,607 | $204.8 萬 | 0.08% | +4,150+15.1% | 加碼 |
| Advisory Services Network, LLC | 27,808 | $204.9 萬 | 0.04% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 31,657 | $205.2 萬 | 0.37% | −4,406−12.2% | 減碼 |
| Everence Capital Management Inc | 31,780 | $206.0 萬 | 0.13% | −5,690−15.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 31,887 | $206.7 萬 | 0.20% | +4,425+16.1% | 加碼 |
| Resonant Capital Advisors, LLC | 31,891 | $206.7 萬 | 0.15% | −1,028−3.1% | 減碼 |
| LS Investment Advisors, LLC | 32,097 | $208.0 萬 | 0.31% | −5,864−15.4% | 減碼 |
| Teza Capital Management LLC | 32,168 | $208.5 萬 | 0.23% | +32,168 | 新進 |
| Vident Advisory, LLC | 32,207 | $208.7 萬 | 0.05% | +7,033+27.9% | 加碼 |
| Graham Capital Management, L.P. | 32,264 | $209.1 萬 | 0.07% | +15,367+90.9% | 加碼 |
| Jefferies Financial Group Inc. | 32,626 | $211.4 萬 | 0.03% | +1,192+3.8% | 加碼 |
| Strata Wealth Advisors, LLC | 32,784 | $212.5 萬 | 0.68% | −273−0.8% | 減碼 |
| Scott & Selber, Inc. | 32,788 | $212.5 萬 | 0.66% | −138−0.4% | 減碼 |
| River & Mercantile Asset Management LLP | 32,825 | $212.8 萬 | 0.46% | +1,924+6.2% | 加碼 |
| Johnson Investment Counsel Inc | 33,077 | $214.4 萬 | 0.02% | +1,051+3.3% | 加碼 |
| Skylands Capital, LLC | 33,100 | $214.5 萬 | 0.29% | +19,100+136.4% | 加碼 |
| Chemistry Wealth Management LLC | 33,151 | $214.8 萬 | 0.51% | +115+0.3% | 加碼 |
| Beacon Financial Group | 33,208 | $215.2 萬 | 0.23% | +174+0.5% | 加碼 |
| Stephens Inc | 33,298 | $215.8 萬 | 0.03% | −7,141−17.7% | 減碼 |
| Twin City Private Wealth, LLC | 33,312 | $215.9 萬 | 1.87% | +2,697+8.8% | 加碼 |
| IFG Advisory, LLC | 33,373 | $216.3 萬 | 0.14% | −303−0.9% | 減碼 |
| Kinneret Advisory, LLC | 33,491 | $217.1 萬 | 0.20% | −439−1.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $219.1 萬 | 0.26% | 00.0% | 不變 |
| GFG Capital, LLC | 38,310 | $219.7 萬 | 0.89% | +1,234+3.3% | 加碼 |
| Illinois Municipal Retirement Fund | 33,960 | $220.1 萬 | 0.03% | −9,890−22.6% | 減碼 |
| Balyasny Asset Management LLC | 34,220 | $221.8 萬 | 0.01% | +16,008+87.9% | 加碼 |
| West Oak Capital, LLC | 34,572 | $224.1 萬 | 0.42% | +3,607+11.6% | 加碼 |
| United Services Automobile Association | 34,643 | $224.5 萬 | 0.06% | −7,661−18.1% | 減碼 |
| Anson Funds Management LP | 35,000 | $226.8 萬 | 0.33% | +35,000 | 新進 |
| Buckingham Capital Management, Inc. | 35,005 | $226.9 萬 | 0.26% | −5,552−13.7% | 減碼 |
| Epoch Investment Partners, Inc. | 35,642 | $231.0 萬 | 0.01% | +7,205+25.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 35,792 | $232.0 萬 | 0.19% | +3,051+9.3% | 加碼 |
| GPM Growth Investors, Inc. | 35,843 | $232.3 萬 | 0.97% | −10,103−22.0% | 減碼 |
| Webster Bank, N. A. | 36,066 | $233.7 萬 | 0.25% | −4,928−12.0% | 減碼 |
| Anchor Investment Management, LLC | 36,229 | $234.8 萬 | 0.22% | +3,637+11.2% | 加碼 |
| Sciencast Management LP | 36,277 | $235.1 萬 | 0.70% | +36,277 | 新進 |
| Intech Investment Management LLC | 36,281 | $235.1 萬 | 0.03% | +11,087+44.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 36,451 | $236.2 萬 | 0.60% | −9,249−20.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 36,523 | $236.7 萬 | 0.06% | −43,424−54.3% | 減碼 |
| D L Carlson Investment Group Inc | 36,577 | $237.1 萬 | 0.43% | −10,852−22.9% | 減碼 |
| Main Street Research LLC | 36,624 | $237.4 萬 | 0.15% | −365,533−90.9% | 減碼 |
| Cascade Investment Advisors, Inc. | 37,255 | $241.4 萬 | 1.54% | +5,730+18.2% | 加碼 |
| Stableford Capital II LLC | 35,737 | $241.9 萬 | 0.97% | +2,617+7.9% | 加碼 |
| HF Advisory Group, LLC | 37,377 | $242.2 萬 | 1.13% | +7,348+24.5% | 加碼 |
| Oliver Luxxe Assets LLC | 37,468 | $242.8 萬 | 0.43% | +1,432+4.0% | 加碼 |
| Nelson Capital Management, LLC | 37,510 | $243.1 萬 | 0.41% | +543+1.5% | 加碼 |
| Choate Investment Advisors | 37,636 | $243.9 萬 | 0.06% | −74,055−66.3% | 減碼 |
| Warren Averett Asset Management, LLC | 37,736 | $244.6 萬 | 0.05% | −3,064−7.5% | 減碼 |
| Compass Wealth Management LLC | 37,830 | $245.2 萬 | 0.58% | −3,879−9.3% | 減碼 |
| Linscomb & Williams, Inc. | 38,096 | $246.9 萬 | 0.12% | +338+0.9% | 加碼 |
| Apollon Wealth Management, LLC | 38,218 | $247.7 萬 | 0.07% | −3,283−7.9% | 減碼 |
| Valeo Financial Advisors, LLC | 38,262 | $248.0 萬 | 0.07% | −406−1.0% | 減碼 |
| United Capital Financial Advisers, LLC | 38,381 | $248.7 萬 | 0.02% | −1,409−3.5% | 減碼 |
| Grimes & Company, Inc. | 38,452 | $249.2 萬 | 0.07% | −104,401−73.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 38,578 | $250.0 萬 | 0.04% | −5,805−13.1% | 減碼 |
| Colonial Trust Co | 38,762 | $251.2 萬 | 0.39% | −1,351−3.4% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 38,808 | $251.5 萬 | 1.35% | +457+1.2% | 加碼 |
| Fundamentun, LLC | 38,926 | $252.3 萬 | 0.18% | +2,609+7.2% | 加碼 |
| Red Spruce Capital, LLC | 39,203 | $254.1 萬 | 1.16% | −1,283−3.2% | 減碼 |
| Parallel Advisors, LLC | 39,798 | $257.9 萬 | 0.06% | −3,129−7.3% | 減碼 |
| Capstone Investment Advisors, LLC | 39,880 | $258.5 萬 | 0.05% | +29,780+294.9% | 加碼 |
| HighPoint Advisor Group LLC | 36,615 | $259.7 萬 | 0.15% | −994−2.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 40,117 | $260.0 萬 | 0.62% | +742+1.9% | 加碼 |
| Independent Advisor Alliance | 40,210 | $260.6 萬 | 0.09% | +7,301+22.2% | 加碼 |
| 180 Wealth Advisors, LLC | 40,776 | $264.3 萬 | 0.42% | +1,631+4.2% | 加碼 |
| Dakota Wealth Management | 40,785 | $264.3 萬 | 0.06% | −2,877−6.6% | 減碼 |
| Greenup Street Wealth Management LLC | 40,858 | $264.8 萬 | 0.55% | −27−0.1% | 減碼 |
| Resources Investment Advisors, LLC. | 40,955 | $265.4 萬 | 0.03% | +408+1.0% | 加碼 |
| Hamilton Capital Partners Inc. | 41,491 | $268.9 萬 | 0.23% | +11,828+39.9% | 加碼 |
| Siemens Fonds Invest GmbH | 41,816 | $271.0 萬 | 0.22% | −655−1.5% | 減碼 |
| Horan Capital Advisors, LLC. | 42,050 | $272.5 萬 | 0.91% | −573−1.3% | 減碼 |