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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 8,950 | $58.0 萬 | 0.09% | +8,950 | 新進 |
| First Western Trust Bank | 8,973 | $58.2 萬 | 0.03% | −907−9.2% | 減碼 |
| NorthRock Partners, LLC | 8,977 | $58.2 萬 | 0.02% | −483−5.1% | 減碼 |
| Kearns & Associates LLC | 9,000 | $58.3 萬 | 0.38% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 9,019 | $58.5 萬 | 0.03% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 9,061 | $58.7 萬 | 0.19% | +9,061 | 新進 |
| Haverford Trust Co | 9,094 | $58.9 萬 | 0.01% | −714−7.3% | 減碼 |
| CX Institutional | 9,100 | $59.0 萬 | 0.03% | −72−0.8% | 減碼 |
| St Germain D J Co Inc | 9,182 | $59.5 萬 | 0.03% | −6,590−41.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 9,201 | $59.6 萬 | 0.16% | +174+1.9% | 加碼 |
| Telos Capital Management, Inc. | 9,218 | $59.7 萬 | 0.06% | −8,126−46.9% | 減碼 |
| One Capital Management, LLC | 9,248 | $59.9 萬 | 0.02% | +195+2.2% | 加碼 |
| Lountzis Asset Management, LLC | 9,249 | $59.9 萬 | 0.25% | +1,230+15.3% | 加碼 |
| Strategic Blueprint, LLC | 9,273 | $60.1 萬 | 0.04% | −706−7.1% | 減碼 |
| Retirement Planning Group | 9,302 | $60.3 萬 | 0.03% | −112−1.2% | 減碼 |
| Keene & Associates, Inc. | 9,321 | $60.4 萬 | 0.46% | +610+7.0% | 加碼 |
| Castleark Management LLC | 9,360 | $60.7 萬 | 0.02% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,387 | $60.8 萬 | 0.11% | +635+7.3% | 加碼 |
| Crumly & Associates Inc. | 9,425 | $61.1 萬 | 0.17% | +230+2.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 9,450 | $61.2 萬 | 0.64% | +1,500+18.9% | 加碼 |
| Citizens National Bank Trust Department | 9,455 | $61.3 萬 | 0.13% | −2,610−21.6% | 減碼 |
| Demars Financial Group, LLC | 9,500 | $61.6 萬 | 0.28% | +50+0.5% | 加碼 |
| Western Wealth Management, LLC | 9,559 | $62.0 萬 | 0.04% | −1,073−10.1% | 減碼 |
| Manchester Financial Inc | 9,587 | $62.1 萬 | 0.13% | +10.0% | 加碼 |
| Regatta Capital Group, LLC | 9,601 | $62.2 萬 | 0.12% | +55+0.6% | 加碼 |
| Canopy Partners, LLC | 9,604 | $62.2 萬 | 0.27% | −88−0.9% | 減碼 |
| NBT Bank N A | 9,605 | $62.3 萬 | 0.04% | +651+7.3% | 加碼 |
| Hara Capital LLC | 9,612 | $62.3 萬 | 0.39% | +2,480+34.8% | 加碼 |
| Brophy Wealth Management, LLC | 9,655 | $62.6 萬 | 0.22% | +9,655 | 新進 |
| FinTrust Capital Advisors, LLC | 9,663 | $62.7 萬 | 0.11% | −728−7.0% | 減碼 |
| Marcum Wealth, LLC | 9,709 | $62.9 萬 | 0.06% | +114+1.2% | 加碼 |
| Clarius Group, LLC | 9,748 | $62.9 萬 | 0.04% | −184−1.9% | 減碼 |
| Logan Capital Management Inc | 9,729 | $63.1 萬 | 0.03% | 00.0% | 不變 |
| Cavalier Investments, LLC | 9,754 | $63.2 萬 | 0.19% | +552+6.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 9,768 | $63.3 萬 | 0.11% | +4,672+91.7% | 加碼 |
| Meridian Wealth Management, LLC | 9,815 | $63.6 萬 | 0.03% | +9,815 | 新進 |
| Drive Wealth Management, LLC | 9,841 | $63.8 萬 | 0.17% | +503+5.4% | 加碼 |
| United Community Bank | 9,850 | $63.8 萬 | 0.25% | −140−1.4% | 減碼 |
| Clean Yield Group | 9,873 | $64.0 萬 | 0.20% | +33+0.3% | 加碼 |
| Private Capital Management LLC | 9,910 | $64.2 萬 | 0.12% | +4,062+69.5% | 加碼 |
| Pitcairn Co | 9,910 | $64.2 萬 | 0.04% | −2,310−18.9% | 減碼 |
| Kennebec Savings Bank | 9,942 | $64.4 萬 | 0.64% | +9,942 | 新進 |
| Mystic Asset Management, Inc. | 9,954 | $64.5 萬 | 0.24% | +195+2.0% | 加碼 |
| Winton Group Ltd | 9,957 | $64.5 萬 | 0.05% | +9,957 | 新進 |
| Enterprise Bank & Trust Co | 9,982 | $64.7 萬 | 0.21% | −158−1.6% | 減碼 |
| Avalon Trust Co | 10,000 | $64.8 萬 | 0.05% | −4,000−28.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 10,000 | $64.8 萬 | 0.01% | −132−1.3% | 減碼 |
| BigSur Wealth Management LLC | 10,000 | $64.8 萬 | 0.18% | 00.0% | 不變 |
| Bayview Asset Management, LLC | 10,000 | $64.8 萬 | 0.36% | +10,000 | 新進 |
| Ironwood Financial, llc | 10,002 | $64.8 萬 | 0.14% | −231−2.3% | 減碼 |
| Viawealth, LLC | 10,048 | $65.1 萬 | 0.38% | +532+5.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,048 | $65.1 萬 | 0.02% | −3,025−23.1% | 減碼 |
| Invictus Private Wealth, LLC | 10,051 | $65.1 萬 | 0.05% | +36+0.4% | 加碼 |
| Westmount Partners, LLC | 10,054 | $65.2 萬 | 0.20% | +150+1.5% | 加碼 |
| Teacher Retirement System of Texas | 10,115 | $65.6 萬 | 0.00% | −19,202−65.5% | 減碼 |
| Martingale Asset Management L P | 10,155 | $65.8 萬 | 0.02% | −29,048−74.1% | 減碼 |
| Merit Financial Group, LLC | 10,163 | $65.9 萬 | 0.01% | −3,488−25.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,197 | $66.1 萬 | 0.06% | +107+1.1% | 加碼 |
| Colton Groome Financial Advisors, LLC | 10,228 | $66.3 萬 | 0.25% | −84−0.8% | 減碼 |
| SJS Investment Consulting Inc. | 10,275 | $66.6 萬 | 0.12% | +9,719+1,748.0% | 加碼 |
| Bank of Stockton | 10,329 | $66.9 萬 | 0.20% | +469+4.8% | 加碼 |
| Eschler Asset Management LLP | 10,345 | $67.0 萬 | 1.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,396 | $67.4 萬 | 0.04% | −344−3.2% | 減碼 |
| Moseley Investment Management Inc | 10,439 | $67.7 萬 | 0.27% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 10,484 | $67.9 萬 | 0.07% | −90−0.9% | 減碼 |
| Good Life Advisors, LLC | 10,496 | $68.0 萬 | 0.04% | +1,892+22.0% | 加碼 |
| Central Trust Co | 10,518 | $68.2 萬 | 0.02% | −4,297−29.0% | 減碼 |
| Qsemble Capital Management, LP | 10,527 | $68.2 萬 | 0.13% | +10,527 | 新進 |
| Continuum Advisory, LLC | 8,554 | $68.6 萬 | 0.09% | +316+3.8% | 加碼 |
| Thor Investment Management Inc | 10,638 | $68.9 萬 | 0.50% | +41+0.4% | 加碼 |
| Allianz SE | 10,692 | $69.3 萬 | 0.02% | +770+7.8% | 加碼 |
| Insigneo Advisory Services, LLC | 10,695 | $69.3 萬 | 0.07% | +55+0.5% | 加碼 |
| Aptus Capital Advisors, LLC | 10,728 | $69.5 萬 | 0.01% | +1,841+20.7% | 加碼 |
| Vima LLC | 10,736 | $69.6 萬 | 1.43% | −185−1.7% | 減碼 |
| Arkadios Wealth Advisors | 10,765 | $69.8 萬 | 0.04% | +1,836+20.6% | 加碼 |
| Ambassador Advisors, LLC | 10,820 | $70.1 萬 | 0.12% | −348−3.1% | 減碼 |
| Whitener Capital Management, Inc. | 10,850 | $70.3 萬 | 0.20% | +2,218+25.7% | 加碼 |
| Banco Santander, S.A. | 10,903 | $70.7 萬 | 0.01% | +3,796+53.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,913 | $70.7 萬 | 0.05% | −52−0.5% | 減碼 |
| Sunbelt Securities, Inc. | 10,950 | $71.0 萬 | 0.07% | +498+4.8% | 加碼 |
| Lindbrook Capital, LLC | 10,972 | $71.1 萬 | 0.06% | −1,122−9.3% | 減碼 |
| Shira Ridge Wealth Management | 10,974 | $71.1 萬 | 0.36% | +20.0% | 加碼 |
| Integral Investment Advisors, Inc. | 11,033 | $71.5 萬 | 0.24% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 11,102 | $72.0 萬 | 0.55% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 11,106 | $72.0 萬 | 0.10% | −791−6.6% | 減碼 |
| Triumph Capital Management | 11,174 | $72.4 萬 | 0.26% | +11,174 | 新進 |
| Smartleaf Asset Management LLC | 11,352 | $73.1 萬 | 0.09% | +3,291+40.8% | 加碼 |
| Oxford Asset Management LLP | 11,309 | $73.3 萬 | 0.61% | +11,309 | 新進 |
| United Bank | 11,352 | $73.6 萬 | 0.34% | +1,309+13.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,386 | $73.8 萬 | 0.20% | −11,386−50.0% | 減碼 |
| Marathon Trading Investment Management LLC | 11,400 | $73.9 萬 | 0.34% | +11,400 | 新進 |
| Canvas Wealth Advisors, LLC | 11,422 | $74.0 萬 | 0.20% | +561+5.2% | 加碼 |
| Institute for Wealth Management, LLC. | 11,461 | $74.3 萬 | 0.09% | +2,801+32.3% | 加碼 |
| Cynosure Management, LLC | 11,480 | $74.4 萬 | 0.11% | +516+4.7% | 加碼 |
| Northcape Wealth Management, LLC | 11,497 | $74.5 萬 | 0.24% | 00.0% | 不變 |
| Thomasville National Bank | 11,506 | $74.6 萬 | 0.06% | −2,500−17.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 11,514 | $74.6 萬 | 0.01% | −5,606−32.7% | 減碼 |
| Donald L. Hagan, LLC | 11,583 | $75.1 萬 | 0.38% | −747−6.1% | 減碼 |
| Lodestone Wealth Management LLC | 11,612 | $75.3 萬 | 0.38% | +19+0.2% | 加碼 |
| Avondale Wealth Management | 11,700 | $75.8 萬 | 0.49% | +1,800+18.2% | 加碼 |