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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 3,235 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 3,245 | $21.0 萬 | 0.03% | +200+6.6% | 加碼 |
| RAM Investment Partners, LLC | 3,246 | $21.0 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 3,269 | $21.2 萬 | 0.07% | −82−2.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,275 | $21.2 萬 | 0.04% | +3+0.1% | 加碼 |
| ICONIQ Capital, LLC | 3,276 | $21.2 萬 | 0.00% | +3,276 | 新進 |
| Sentinus, LLC | 3,291 | $21.3 萬 | 0.08% | −167−4.8% | 減碼 |
| First Trust Investment Solutions L.P. | 3,291 | $21.3 萬 | 0.02% | +273+9.0% | 加碼 |
| TrueWealth Advisors, LLC | 3,291 | $21.3 萬 | 0.07% | +3,291 | 新進 |
| AA Financial Advisors, LLC | 3,298 | $21.4 萬 | 0.06% | −304−8.4% | 減碼 |
| First Long Island Investors, LLC | 3,300 | $21.4 萬 | 0.02% | −268,741−98.8% | 減碼 |
| Waterloo Capital, L.P. | 3,320 | $21.5 萬 | 0.02% | −12,425−78.9% | 減碼 |
| Opal Wealth Advisors, LLC | 3,322 | $21.5 萬 | 0.07% | −70−2.1% | 減碼 |
| Childress Capital Advisors, LLC | 3,323 | $21.5 萬 | 0.06% | −204−5.8% | 減碼 |
| Red Door Wealth Management, LLC | 3,324 | $21.5 萬 | 0.04% | +250+8.1% | 加碼 |
| Corton Capital Inc. | 3,324 | $21.5 萬 | 0.10% | +3,324 | 新進 |
| Westwood Holdings Group Inc. | 3,326 | $21.6 萬 | 0.00% | −1,337,490−99.8% | 減碼 |
| Highline Wealth Partners LLC | 3,330 | $21.6 萬 | 0.07% | +379+12.8% | 加碼 |
| Clear Creek Financial Management, LLC | 3,351 | $21.7 萬 | 0.02% | +73+2.2% | 加碼 |
| CWS Financial Advisors, LLC | 3,352 | $21.7 萬 | 0.08% | 00.0% | 不變 |
| Chicago Trust Co NA | 3,353 | $21.7 萬 | 0.04% | +320+10.6% | 加碼 |
| Legacy Private Trust Co. | 3,355 | $21.7 萬 | 0.01% | −43−1.3% | 減碼 |
| Seed Wealth Management, Inc. | 3,357 | $21.8 萬 | 0.17% | 00.0% | 不變 |
| BOS Asset Management, LLC | 3,357 | $21.8 萬 | 0.08% | +132+4.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,369 | $21.8 萬 | 0.01% | −561−14.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,372 | $21.9 萬 | 0.00% | −267−7.3% | 減碼 |
| SNS Financial Group, LLC | 3,381 | $21.9 萬 | 0.02% | −29−0.9% | 減碼 |
| Castleview Partners, LLC | 3,385 | $21.9 萬 | 0.13% | +504+17.5% | 加碼 |
| O'Dell Group, LLC | 3,416 | $22.1 萬 | 0.05% | +2+0.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,437 | $22.2 萬 | 0.02% | +176+5.4% | 加碼 |
| Cypress Capital Group | 3,433 | $22.2 萬 | 0.03% | +74+2.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 3,446 | $22.3 萬 | 0.05% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,455 | $22.4 萬 | 0.04% | +190+5.8% | 加碼 |
| WorthPointe, LLC | 3,465 | $22.5 萬 | 0.09% | +3,465 | 新進 |
| LCM Capital Management Inc | 3,490 | $22.6 萬 | 0.13% | +25+0.7% | 加碼 |
| Edgewood Management LLC | 3,500 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 3,500 | $22.7 萬 | 0.12% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 3,510 | $22.7 萬 | 0.06% | +68+2.0% | 加碼 |
| LongView Wealth Management | 3,539 | $22.9 萬 | 0.07% | −392−10.0% | 減碼 |
| Sivia Capital Partners, LLC | 3,558 | $23.1 萬 | 0.14% | −329−8.5% | 減碼 |
| Silver Coast Investments LLC | 3,564 | $23.1 萬 | 0.09% | −657−15.6% | 減碼 |
| Harbour Trust & Investment Management Co | 3,564 | $23.1 萬 | 0.03% | −2−0.1% | 減碼 |
| Private Client Services, LLC | 3,593 | $23.3 萬 | 0.13% | +3+0.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,597 | $23.3 萬 | 0.02% | +342+10.5% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 3,605 | $23.4 萬 | 0.26% | +406+12.7% | 加碼 |
| Simplicity Wealth,LLC | 3,607 | $23.4 萬 | 0.02% | −26,824−88.1% | 減碼 |
| Capital Management Associates, Inc | 3,611 | $23.4 萬 | 0.10% | +12+0.3% | 加碼 |
| Source Financial Advisors LLC | 3,612 | $23.4 萬 | 0.07% | +20+0.6% | 加碼 |
| Front Row Advisors LLC | 3,615 | $23.4 萬 | 0.08% | −196−5.1% | 減碼 |
| Hibernia Wealth Partners, LLC | 3,616 | $23.4 萬 | 0.08% | −101−2.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 3,619 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Quilter Plc | 3,626 | $23.5 萬 | 0.00% | +3,626 | 新進 |
| Tobam | 3,652 | $23.7 萬 | 0.04% | +545+17.5% | 加碼 |
| Cohen Klingenstein LLC | 3,660 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Portman Square Capital LLP | 3,663 | $23.7 萬 | 0.08% | +3,663 | 新進 |
| Cable Hill Partners, LLC | 3,663 | $23.7 萬 | 0.02% | −60−1.6% | 減碼 |
| Marshall Financial Group LLC | 3,664 | $23.7 萬 | 0.06% | −78−2.1% | 減碼 |
| Almanack Investment Partners, LLC. | 3,670 | $23.8 萬 | 0.04% | +6+0.2% | 加碼 |
| Founders Capital Management | 3,680 | $23.9 萬 | 0.15% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 3,687 | $23.9 萬 | 0.04% | −2−0.1% | 減碼 |
| Boston Mountain Money Management Inc | 3,689 | $23.9 萬 | 0.14% | −19−0.5% | 減碼 |
| Inceptionr LLC | 3,737 | $24.2 萬 | 0.06% | +3,737 | 新進 |
| Optas, LLC | 3,744 | $24.3 萬 | 0.06% | −471−11.2% | 減碼 |
| Thrive Wealth Management, LLC | 3,748 | $24.3 萬 | 0.04% | +17+0.5% | 加碼 |
| Prosperitas Financial LLC | 3,748 | $24.3 萬 | 0.13% | +337+9.9% | 加碼 |
| Tompkins Financial Corp | 3,753 | $24.3 萬 | 0.02% | −600−13.8% | 減碼 |
| Transcend Wealth Collective, LLC | 3,753 | $24.3 萬 | 0.02% | −1,228−24.7% | 減碼 |
| Peterson Wealth Services | 3,771 | $24.4 萬 | 0.08% | +3,771 | 新進 |
| Westshore Wealth, LLC | 3,782 | $24.5 萬 | 0.10% | −81−2.1% | 減碼 |
| Accurate Wealth Management, LLC | 3,411 | $24.5 萬 | 0.05% | +147+4.5% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,825 | $24.8 萬 | 0.18% | 00.0% | 不變 |
| Norway Savings Bank | 3,835 | $24.9 萬 | 0.13% | −310−7.5% | 減碼 |
| Sara-Bay Financial | 3,854 | $25.0 萬 | 0.10% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 3,868 | $25.1 萬 | 0.09% | +488+14.4% | 加碼 |
| Occudo Quantitative Strategies LP | 3,878 | $25.1 萬 | 0.05% | +3,878 | 新進 |
| Opus Capital Group, LLC | 3,891 | $25.2 萬 | 0.03% | +127+3.4% | 加碼 |
| Klingenstein Fields & Co LP | 3,890 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 3,898 | $25.3 萬 | 0.05% | −855−18.0% | 減碼 |
| Romano Brothers and Company | 3,915 | $25.4 萬 | 0.03% | −100−2.5% | 減碼 |
| Onefund, LLC | 3,924 | $25.4 萬 | 0.26% | +34+0.9% | 加碼 |
| First Business Financial Services, Inc. | 3,931 | $25.5 萬 | 0.03% | −1,045−21.0% | 減碼 |
| Nova R Wealth, Inc. | 3,936 | $25.5 萬 | 0.13% | −964−19.7% | 減碼 |
| Boyar Asset Management Inc. | 3,950 | $25.6 萬 | 0.16% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 3,950 | $25.6 萬 | 0.09% | 00.0% | 不變 |
| Ariston Services Group | 3,958 | $25.7 萬 | 0.22% | −1,981−33.4% | 減碼 |
| Klingman & Associates, LLC | 3,958 | $25.7 萬 | 0.02% | −74−1.8% | 減碼 |
| Berger Financial Group, Inc | 3,959 | $25.7 萬 | 0.02% | +19+0.5% | 加碼 |
| Souders Financial Advisors | 3,964 | $25.7 萬 | 0.04% | −154−3.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,965 | $25.7 萬 | 0.02% | −601−13.2% | 減碼 |
| Freestone Capital Holdings, LLC | 3,970 | $25.7 萬 | 0.01% | +575+16.9% | 加碼 |
| Sanders Morris Harris LLC | 4,000 | $25.9 萬 | 0.04% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,000 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 4,025 | $26.1 萬 | 0.06% | −145−3.5% | 減碼 |
| Laffer Tengler Investments | 4,025 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,030 | $26.1 萬 | 0.01% | −1,688−29.5% | 減碼 |
| Level Four Advisory Services, LLC | 3,705 | $26.2 萬 | 0.01% | +42+1.1% | 加碼 |
| MBB Public Markets I LLC | 4,050 | $26.2 萬 | 0.02% | −102,716−96.2% | 減碼 |
| Essex LLC | 4,050 | $26.2 萬 | 0.05% | −370−8.4% | 減碼 |
| SFG Wealth Management, LLC. | 4,050 | $26.2 萬 | 0.14% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 4,062 | $26.3 萬 | 0.02% | +4,062 | 新進 |