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 |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 63,640 | $412.5 萬 | 0.87% | −1,596−2.4% | 減碼 |
| GHP Investment Advisors, Inc. | 64,077 | $415.3 萬 | 0.19% | +2,402+3.9% | 加碼 |
| Lincoln Capital Corp | 64,142 | $415.7 萬 | 1.70% | −598−0.9% | 減碼 |
| Investment Research & Advisory Group, Inc. | 64,336 | $417.0 萬 | 1.77% | +2,385+3.8% | 加碼 |
| Legal Advantage Investments, Inc. | 64,400 | $417.4 萬 | 2.29% | +2,600+4.2% | 加碼 |
| Northwest Investment Counselors, LLC | 64,421 | $417.5 萬 | 0.94% | +1,815+2.9% | 加碼 |
| Citizens Business Bank | 64,948 | $420.9 萬 | 0.85% | −523−0.8% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 65,167 | $422.3 萬 | 1.79% | −429−0.7% | 減碼 |
| LGT Group Foundation | 66,957 | $424.2 萬 | 0.07% | +54,882+454.5% | 加碼 |
| Community Financial Services Group, LLC | 66,019 | $427.9 萬 | 0.88% | −3,084−4.5% | 減碼 |
| Fagan Associates, Inc. | 66,093 | $428.3 萬 | 0.72% | +4,505+7.3% | 加碼 |
| Perkins Coie Trust Co | 67,195 | $435.5 萬 | 0.97% | −102−0.2% | 減碼 |
| Summit Trail Advisors, LLC | 67,351 | $436.5 萬 | 0.11% | −10,122−13.1% | 減碼 |
| NEOS Investment Management LLC | 67,424 | $437.0 萬 | 0.13% | +13,804+25.7% | 加碼 |
| Synovus Financial Corp | 67,889 | $440.0 萬 | 0.05% | +21,377+46.0% | 加碼 |
| Marietta Wealth Management, LLC | 67,947 | $440.4 萬 | 0.64% | +3,551+5.5% | 加碼 |
| Gilman Hill Asset Management, LLC | 68,837 | $446.1 萬 | 0.75% | +1,130+1.7% | 加碼 |
| Scotia Capital Inc. | 68,946 | $446.8 萬 | 0.02% | +884+1.3% | 加碼 |
| Walleye Capital LLC | 69,464 | $450.2 萬 | 0.05% | −93,384−57.3% | 減碼 |
| Twin Lakes Capital Management, LLC | 69,931 | $453.2 萬 | 2.92% | −943−1.3% | 減碼 |
| Naples Global Advisors, LLC | 70,181 | $454.8 萬 | 0.42% | +3,837+5.8% | 加碼 |
| Schwerin Boyle Capital Management Inc | 70,625 | $457.7 萬 | 0.48% | −8,900−11.2% | 減碼 |
| Kavar Capital Partners Group, LLC | 70,958 | $459.9 萬 | 0.73% | −395−0.6% | 減碼 |
| Allen Capital Group, LLC | 70,968 | $459.9 萬 | 0.58% | +2,530+3.7% | 加碼 |
| Achmea Investment Management B.V. | 71,373 | $462.6 萬 | 0.08% | −2,352−3.2% | 減碼 |
| Motley Fool Asset Management LLC | 73,616 | $470.5 萬 | 0.28% | +2,582+3.6% | 加碼 |
| New Mexico Educational Retirement Board | 72,987 | $473.0 萬 | 0.16% | −2,000−2.7% | 減碼 |
| Eisler Capital (UK) Ltd. | 73,052 | $473.5 萬 | 1.13% | +73,052 | 新進 |
| Colonial Trust Advisors | 73,135 | $474.0 萬 | 0.41% | +7,938+12.2% | 加碼 |
| Bryn Mawr Trust Co | 74,073 | $480.1 萬 | 0.09% | +30,237+69.0% | 加碼 |
| Central Pacific Bank - Trust Division | 74,140 | $480.5 萬 | 0.61% | −13,500−15.4% | 減碼 |
| Salvus Wealth Management, LLC | 74,818 | $484.9 萬 | 2.98% | +519+0.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 75,300 | $488.0 萬 | 0.05% | −101,700−57.5% | 減碼 |
| Pring Turner Capital Group Inc | 75,341 | $488.3 萬 | 3.08% | +5,237+7.5% | 加碼 |
| SpiderRock Advisors, LLC | 75,441 | $488.9 萬 | 0.10% | +6,939+10.1% | 加碼 |
| Steel Peak Wealth Management LLC | 75,761 | $491.0 萬 | 0.22% | +20.0% | 加碼 |
| Marshall & Sullivan Inc | 75,994 | $492.5 萬 | 2.37% | −1,074−1.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 76,009 | $492.6 萬 | 0.19% | +150+0.2% | 加碼 |
| Metis Global Partners, LLC | 76,302 | $494.5 萬 | 0.15% | +3,224+4.4% | 加碼 |
| Birch Capital Management, LLC | 76,459 | $495.5 萬 | 2.42% | +2,761+3.7% | 加碼 |
| Abn Amro Investment Solutions | 77,078 | $499.5 萬 | 0.09% | −1,689−2.1% | 減碼 |
| Marco Investment Management LLC | 77,139 | $499.9 萬 | 0.43% | −116−0.2% | 減碼 |
| Commerce Bank | 77,142 | $500.0 萬 | 0.03% | −75,415−49.4% | 減碼 |
| Shelton Capital Management | 77,417 | $501.7 萬 | 0.13% | −196−0.3% | 減碼 |
| UniSuper Management Pty Ltd | 77,568 | $502.7 萬 | 0.04% | +5,092+7.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 77,677 | $503.4 萬 | 0.07% | −4,462−5.4% | 減碼 |
| Conning Inc. | 78,628 | $509.6 萬 | 0.17% | +11,035+16.3% | 加碼 |
| Guggenheim Capital LLC | 79,042 | $512.3 萬 | 0.04% | −2,300−2.8% | 減碼 |
| Stony Point Wealth Management Inc. | 79,224 | $513.5 萬 | 2.16% | −360−0.5% | 減碼 |
| American Money Management, LLC | 79,249 | $513.6 萬 | 1.03% | −2,545−3.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 79,517 | $515.3 萬 | 1.04% | +7,097+9.8% | 加碼 |
| WCG Wealth Advisors LLC | 79,969 | $518.3 萬 | 0.35% | +486+0.6% | 加碼 |
| Ci Investments Inc. | 80,483 | $521.6 萬 | 0.02% | +41,846+108.3% | 加碼 |
| AMG National Trust Bank | 80,496 | $521.7 萬 | 0.14% | −14,651−15.4% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $525.5 萬 | 0.56% | +10,590+15.0% | 加碼 |
| Semmax Financial Advisors Inc. | 67,307 | $528.0 萬 | 1.45% | +9,839+17.1% | 加碼 |
| NewEdge Wealth, LLC | 81,680 | $529.4 萬 | 0.10% | −25,004−23.4% | 減碼 |
| Private Advisory Group LLC | 82,044 | $531.7 萬 | 0.67% | +2,741+3.5% | 加碼 |
| Securian Asset Management, Inc | 82,624 | $535.5 萬 | 0.15% | −3,219−3.7% | 減碼 |
| Mezzasalma Advisors, LLC | 83,549 | $541.5 萬 | 2.13% | +1,755+2.1% | 加碼 |
| Cloverfields Capital Group, LP | 83,815 | $543.2 萬 | 1.76% | −4,265−4.8% | 減碼 |
| Louisiana State Employees Retirement System | 84,100 | $545.1 萬 | 0.10% | −400−0.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 84,891 | $550.2 萬 | 0.01% | −29,662−25.9% | 減碼 |
| Maryland State Retirement & Pension System | 85,999 | $557.4 萬 | 0.12% | −30,373−26.1% | 減碼 |
| Greenwich Wealth Management LLC | 86,121 | $558.2 萬 | 0.38% | +86,121 | 新進 |
| American Assets Investment Management, LLC | 86,674 | $561.7 萬 | 0.49% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 86,680 | $561.8 萬 | 0.21% | −15,892−15.5% | 減碼 |
| Ascent Group, LLC | 87,276 | $565.6 萬 | 0.43% | +6,697+8.3% | 加碼 |
| Wetherby Asset Management Inc | 87,281 | $565.7 萬 | 0.26% | −3,330−3.7% | 減碼 |
| LaFleur & Godfrey LLC | 87,291 | $565.7 萬 | 0.78% | −8,880−9.2% | 減碼 |
| Spire Wealth Management | 88,295 | $572.2 萬 | 0.19% | −1,846−2.0% | 減碼 |
| Argent Trust Co | 88,335 | $572.5 萬 | 0.24% | −11,116−11.2% | 減碼 |
| Parkwood LLC | 89,073 | $577.3 萬 | 0.70% | +14,553+19.5% | 加碼 |
| AQR Capital Management LLC | 89,715 | $577.5 萬 | 0.01% | −65,844−42.3% | 減碼 |
| Aviance Capital Partners, LLC | 89,477 | $579.9 萬 | 0.77% | +1,026+1.2% | 加碼 |
| Wolverine Trading, LLC | 91,391 | $588.7 萬 | 0.15% | −16,419−15.2% | 減碼 |
| Wealthfront Advisers LLC | 91,623 | $593.8 萬 | 0.02% | −29,501−24.4% | 減碼 |
| Capital Investment Counsel, Inc | 92,541 | $599.8 萬 | 0.86% | +57,116+161.2% | 加碼 |
| GWM Advisors LLC | 92,697 | $600.8 萬 | 0.04% | −147−0.2% | 減碼 |
| Radnor Capital Management, LLC | 93,827 | $608.1 萬 | 0.90% | +93,827 | 新進 |
| Private Advisor Group, LLC | 93,842 | $608.2 萬 | 0.04% | −10,434−10.0% | 減碼 |
| Hartford Investment Management Co | 94,010 | $609.3 萬 | 0.20% | −1,643−1.7% | 減碼 |
| Kinsale Capital Group, Inc. | 94,511 | $612.5 萬 | 1.81% | +13,686+16.9% | 加碼 |
| Entropy Technologies, LP | 95,201 | $617.0 萬 | 0.65% | +46,740+96.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 96,577 | $625.9 萬 | 0.02% | +70,211+266.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 96,698 | $626.7 萬 | 0.05% | −203,265−67.8% | 減碼 |
| Mizuho Securities USA LLC | 96,871 | $627.8 萬 | 0.13% | −18,243−15.8% | 減碼 |
| Phoenix Holdings Ltd. | 97,511 | $632.0 萬 | 0.09% | +34,931+55.8% | 加碼 |
| Lafayette Investments, Inc. | 97,750 | $633.5 萬 | 1.34% | +753+0.8% | 加碼 |
| Pinnacle Associates Ltd | 92,537 | $636.7 萬 | 0.11% | +3,204+3.6% | 加碼 |
| Geneos Wealth Management Inc. | 98,827 | $640.5 萬 | 0.24% | −3,906−3.8% | 減碼 |
| Advisors Capital Management, LLC | 98,853 | $640.7 萬 | 0.10% | +2,494+2.6% | 加碼 |
| First Hawaiian Bank | 99,083 | $642.2 萬 | 0.21% | −6,427−6.1% | 減碼 |
| Roundview Capital LLC | 99,181 | $642.8 萬 | 0.47% | −2,350−2.3% | 減碼 |
| Citizens Financial Group Inc | 99,477 | $644.7 萬 | 0.13% | +131+0.1% | 加碼 |
| Oppenheimer & Co Inc | 100,308 | $650.1 萬 | 0.10% | −32,610−24.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 95,984 | $651.0 萬 | 0.06% | −13,407−12.3% | 減碼 |
| Bayesian Capital Management, LP | 101,100 | $655.2 萬 | 0.77% | −19,000−15.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 101,245 | $656.2 萬 | 0.18% | −1,552−1.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 102,446 | $663.9 萬 | 0.04% | +4,220+4.3% | 加碼 |