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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 6,903 | $44.7 萬 | 0.20% | +501+7.8% | 加碼 |
| Ellevest, Inc. | 6,917 | $44.8 萬 | 0.02% | −1,407−16.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,971 | $45.2 萬 | 0.03% | −45−0.6% | 減碼 |
| Bahl & Gaynor Inc | 6,976 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 6,144 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Versor Investments LP | 6,995 | $45.3 萬 | 0.07% | +50+0.7% | 加碼 |
| DRW Securities, LLC | 7,005 | $45.4 萬 | 0.03% | −74,812−91.4% | 減碼 |
| Garrison Point Advisors, LLC | 7,055 | $45.7 萬 | 0.28% | 00.0% | 不變 |
| Sentry Investment Management LLC | 7,071 | $45.8 萬 | 0.19% | −5,895−45.5% | 減碼 |
| Paradigm Financial Partners, LLC | 5,866 | $45.9 萬 | 0.06% | +691+13.4% | 加碼 |
| MCF Advisors LLC | 7,107 | $46.1 萬 | 0.03% | −166−2.3% | 減碼 |
| Geller Advisors LLC | 7,111 | $46.1 萬 | 0.03% | −242−3.3% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,119 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 7,122 | $46.2 萬 | 0.02% | +1,299+22.3% | 加碼 |
| Centurion Wealth Management LLC | 7,125 | $46.2 萬 | 0.15% | +7,125 | 新進 |
| Sage Mountain Advisors LLC | 7,143 | $46.3 萬 | 0.04% | +765+12.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 7,172 | $46.5 萬 | 0.04% | −177−2.4% | 減碼 |
| Aspen Grove Capital, LLC | 7,174 | $46.5 萬 | 0.10% | +72+1.0% | 加碼 |
| Quantitative Investment Management, LLC | 7,189 | $46.5 萬 | 0.05% | +7,189 | 新進 |
| Sweeney & Michel, LLC | 6,529 | $46.6 萬 | 0.18% | +1,330+25.6% | 加碼 |
| Beach Investment Counsel Inc | 7,228 | $46.8 萬 | 0.06% | −250−3.3% | 減碼 |
| Fullcircle Wealth LLC | 6,498 | $46.8 萬 | 0.21% | −6,075−48.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 7,226 | $46.8 萬 | 0.07% | −408−5.3% | 減碼 |
| Angeles Investment Advisors, LLC | 7,230 | $46.9 萬 | 0.02% | 00.0% | 不變 |
| Diversified Trust Co | 7,253 | $47.0 萬 | 0.01% | −484−6.3% | 減碼 |
| RW Investment Management LLC | 7,264 | $47.1 萬 | 0.06% | −194−2.6% | 減碼 |
| Traynor Capital Management, Inc. | 7,267 | $47.1 萬 | 0.04% | −793−9.8% | 減碼 |
| Trustmark National Bank Trust Department | 7,283 | $47.2 萬 | 0.04% | −6,396−46.8% | 減碼 |
| Circle Wealth Management, LLC | 7,293 | $47.3 萬 | 0.01% | −1,186−14.0% | 減碼 |
| Cozad Asset Management Inc | 7,307 | $47.4 萬 | 0.05% | +10.0% | 加碼 |
| Old Port Advisors | 7,313 | $47.4 萬 | 0.13% | −137−1.8% | 減碼 |
| Crescent Grove Advisors, LLC | 7,320 | $47.4 萬 | 0.05% | −200−2.7% | 減碼 |
| Legacy Advisors, LLC | 7,397 | $47.9 萬 | 0.05% | +412+5.9% | 加碼 |
| N.E.W. Advisory Services LLC | 7,397 | $47.9 萬 | 0.05% | +2,834+62.1% | 加碼 |
| RMR Wealth Builders | 7,408 | $48.0 萬 | 0.05% | −25−0.3% | 減碼 |
| Octavia Wealth Advisors, LLC | 7,427 | $48.1 萬 | 0.06% | +628+9.2% | 加碼 |
| Vivid Wealth Management, LLC | 7,452 | $48.3 萬 | 0.25% | −3,835−34.0% | 減碼 |
| IHT Wealth Management, LLC | 7,501 | $48.5 萬 | 0.01% | −501−6.3% | 減碼 |
| Pointe Capital Management LLC | 7,530 | $48.8 萬 | 0.28% | 00.0% | 不變 |
| Csenge Advisory Group | 7,212 | $48.8 萬 | 0.03% | −870−10.8% | 減碼 |
| MQS Management LLC | 7,550 | $48.9 萬 | 0.27% | +7,550 | 新進 |
| Harbour Investments, Inc. | 7,612 | $49.3 萬 | 0.01% | +493+6.9% | 加碼 |
| Sigma Planning Corp | 7,642 | $49.5 萬 | 0.02% | −2,824−27.0% | 減碼 |
| LGT Fund Management Co Ltd. | 7,839 | $49.7 萬 | 0.05% | +1,913+32.3% | 加碼 |
| Sheets Smith Wealth Management | 7,686 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| Athena Investment Management | 7,708 | $50.0 萬 | 0.28% | 00.0% | 不變 |
| PDS Planning, Inc | 7,709 | $50.0 萬 | 0.04% | −51−0.7% | 減碼 |
| Lyell Wealth Management, LP | 7,713 | $50.0 萬 | 0.05% | 00.0% | 不變 |
| Apriem Advisors | 7,718 | $50.0 萬 | 0.06% | −298−3.7% | 減碼 |
| Axxcess Wealth Management, LLC | 7,722 | $50.0 萬 | 0.01% | −3,991−34.1% | 減碼 |
| Intrust Bank NA | 7,734 | $50.1 萬 | 0.05% | −172−2.2% | 減碼 |
| iA Global Asset Management Inc. | 7,795 | $50.5 萬 | 0.01% | +201+2.6% | 加碼 |
| Kirtland Hills Capital Management, LLC | 7,843 | $50.8 萬 | 0.28% | −12−0.2% | 減碼 |
| WNY Asset Management, LLC | 7,850 | $50.9 萬 | 0.06% | −137−1.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,857 | $50.9 萬 | 0.04% | +460+6.2% | 加碼 |
| RFG Advisory, LLC | 7,859 | $50.9 萬 | 0.02% | −947−10.8% | 減碼 |
| Boltwood Capital Management | 7,862 | $51.0 萬 | 0.15% | −235−2.9% | 減碼 |
| Federated Hermes, Inc. | 7,875 | $51.0 萬 | 0.00% | +354+4.7% | 加碼 |
| Concentric Wealth Management, LLC | 7,893 | $51.2 萬 | 0.12% | +30.0% | 加碼 |
| Americana Partners, LLC | 7,915 | $51.3 萬 | 0.03% | −82,126−91.2% | 減碼 |
| Veracity Capital LLC | 7,916 | $51.3 萬 | 0.20% | −822−9.4% | 減碼 |
| Bordeaux Wealth Advisors LLC | 7,917 | $51.3 萬 | 0.09% | −12−0.2% | 減碼 |
| Albion Financial Group | 7,951 | $51.5 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 7,957 | $51.6 萬 | 0.02% | +7,957 | 新進 |
| Brown Brothers Harriman & Co | 7,959 | $51.6 萬 | 0.00% | −9,550−54.5% | 減碼 |
| Norden Group LLC | 7,970 | $51.7 萬 | 0.06% | +7,970 | 新進 |
| Cypress Wealth Services, LLC | 8,026 | $52.0 萬 | 0.11% | −85−1.0% | 減碼 |
| Auxier Asset Management | 8,050 | $52.2 萬 | 0.08% | +8,050 | 新進 |
| Stokes Family Office, LLC | 8,070 | $52.3 萬 | 0.06% | −375−4.4% | 減碼 |
| Navellier & Associates Inc | 8,100 | $52.5 萬 | 0.07% | −3,255−28.7% | 減碼 |
| Bradley Foster & Sargent Inc | 8,142 | $52.8 萬 | 0.01% | +633+8.4% | 加碼 |
| Parkside Financial Bank & Trust | 8,167 | $52.9 萬 | 0.07% | −314−3.7% | 減碼 |
| Bullock Wealth Management Group | 8,379 | $53.6 萬 | 0.32% | +73+0.9% | 加碼 |
| Sutton Place Investors LLC | 8,268 | $53.6 萬 | 0.33% | +182+2.3% | 加碼 |
| Paradigm Capital Management, LLC | 8,275 | $53.6 萬 | 0.51% | +8,275 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,281 | $53.7 萬 | 0.12% | −103−1.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,290 | $53.7 萬 | 0.11% | +586+7.6% | 加碼 |
| Mitchell Sinkler & Starr | 8,342 | $54.1 萬 | 0.14% | +260+3.2% | 加碼 |
| Compass Advisory Group LLC | 8,375 | $54.3 萬 | 0.21% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 8,421 | $54.6 萬 | 0.29% | −614−6.8% | 減碼 |
| Founders Financial Securities LLC | 8,448 | $54.8 萬 | 0.05% | +266+3.3% | 加碼 |
| Howard Capital Management Inc. | 8,449 | $54.8 萬 | 0.01% | +8,449 | 新進 |
| Los Angeles Capital Management LLC | 8,461 | $54.8 萬 | 0.00% | −987,315−99.2% | 減碼 |
| Simon Quick Advisors, LLC | 8,467 | $54.9 萬 | 0.03% | +1,520+21.9% | 加碼 |
| Brookstone Capital Management | 8,468 | $54.9 萬 | 0.01% | +422+5.2% | 加碼 |
| Independent Financial Group, LLC | 8,561 | $55.5 萬 | 0.02% | +909+11.9% | 加碼 |
| Skopos Labs, Inc. | 8,568 | $55.5 萬 | 0.18% | −544−6.0% | 減碼 |
| Northwest Bank & Trust Co | 8,616 | $55.8 萬 | 0.42% | +110+1.3% | 加碼 |
| Quadcap Wealth Management, LLC | 8,622 | $55.9 萬 | 0.09% | +145+1.7% | 加碼 |
| Morton Community Bank | 8,632 | $55.9 萬 | 0.15% | −2,235−20.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 8,641 | $56.0 萬 | 0.09% | −597−6.5% | 減碼 |
| Titleist Asset Management, LLC | 8,694 | $56.3 萬 | 0.08% | −457−5.0% | 減碼 |
| Index Fund Advisors, Inc. | 8,704 | $56.4 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 8,735 | $56.6 萬 | 0.01% | −1,898−17.9% | 減碼 |
| Larson Financial Group LLC | 8,760 | $56.8 萬 | 0.03% | +6,936+380.3% | 加碼 |
| Graypoint LLC | 8,828 | $57.2 萬 | 0.04% | +670+8.2% | 加碼 |
| Lazari Capital Management, Inc. | 8,840 | $57.3 萬 | 0.25% | −361−3.9% | 減碼 |
| Keebeck Wealth Management, LLC | 8,870 | $57.5 萬 | 0.08% | +102+1.2% | 加碼 |
| Howard Bailey Securities, LLC | 8,875 | $57.5 萬 | 0.22% | +8,875 | 新進 |
| Boothbay Fund Management, LLC | 8,909 | $57.7 萬 | 0.02% | +3,739+72.3% | 加碼 |