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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 11,740 | $76.1 萬 | 0.03% | +1,100+10.3% | 加碼 |
| Navalign, LLC | 11,805 | $76.5 萬 | 0.23% | +284+2.5% | 加碼 |
| NBC Securities, Inc. | 11,880 | $77.0 萬 | 0.06% | −2,470−17.2% | 減碼 |
| Integrated Wealth Concepts LLC | 11,892 | $77.1 萬 | 0.01% | −5,159−30.3% | 減碼 |
| New England Research & Management, Inc. | 11,900 | $77.1 萬 | 0.36% | −13,700−53.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,911 | $77.2 萬 | 0.04% | +9,275+351.9% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 12,089 | $77.3 萬 | 0.43% | −1,661−12.1% | 減碼 |
| Lummis Asset Management, LP | 11,969 | $77.6 萬 | 0.91% | −83−0.7% | 減碼 |
| Oder Investment Management, LLC | 12,003 | $77.8 萬 | 0.67% | −157−1.3% | 減碼 |
| Leavell Investment Management, Inc. | 12,026 | $77.9 萬 | 0.04% | +5,029+71.9% | 加碼 |
| Opinicus Capital, Inc. | 12,038 | $78.0 萬 | 0.62% | −436−3.5% | 減碼 |
| Fusion Capital, LLC | 12,038 | $78.0 萬 | 0.33% | +3,337+38.4% | 加碼 |
| Peak Planning Group, LLC | 12,122 | $78.6 萬 | 0.34% | −81−0.7% | 減碼 |
| Catalyst Financial Partners LLC | 12,198 | $79.1 萬 | 0.15% | −429−3.4% | 減碼 |
| Panoramic Investment Advisors, LLC | 12,268 | $79.5 萬 | 0.55% | +12,268 | 新進 |
| Stablepoint Partners, LLC | 12,345 | $80.0 萬 | 0.15% | +624+5.3% | 加碼 |
| Cooper Financial Group | 12,384 | $80.3 萬 | 0.10% | +5,226+73.0% | 加碼 |
| Power Wealth Management LLC | 12,405 | $80.4 萬 | 0.34% | +1,590+14.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,427 | $80.5 萬 | 0.19% | −1,490−10.7% | 減碼 |
| Old National Bancorp | 12,454 | $80.7 萬 | 0.02% | −3,556−22.2% | 減碼 |
| First Commonwealth Financial Corp | 12,459 | $80.7 萬 | 0.19% | +269+2.2% | 加碼 |
| Herold Advisors, Inc. | 12,459 | $80.7 萬 | 0.18% | −4,395−26.1% | 減碼 |
| Uhlmann Price Securities, LLC | 12,543 | $81.3 萬 | 0.65% | +12,543 | 新進 |
| Schechter Investment Advisors, LLC | 12,556 | $81.4 萬 | 0.06% | −5,582−30.8% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $81.7 萬 | 0.16% | 00.0% | 不變 |
| Summit Asset Management, LLC | 12,602 | $81.7 萬 | 0.15% | −912−6.7% | 減碼 |
| Hilltop Holdings Inc. | 12,647 | $82.0 萬 | 0.05% | +5,267+71.4% | 加碼 |
| Wedmont Private Capital | 12,817 | $82.4 萬 | 0.05% | −1,239−8.8% | 減碼 |
| Atomi Financial Group, Inc. | 12,745 | $82.6 萬 | 0.05% | −373−2.8% | 減碼 |
| Granite Investment Partners, LLC | 12,791 | $82.9 萬 | 0.04% | −2,300−15.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 12,810 | $83.0 萬 | 0.09% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 12,816 | $83.1 萬 | 0.42% | −41−0.3% | 減碼 |
| Proffitt & Goodson Inc | 12,842 | $83.2 萬 | 0.14% | +333+2.7% | 加碼 |
| Lake Street Advisors Group, LLC | 12,866 | $83.4 萬 | 0.04% | −193−1.5% | 減碼 |
| Mutual Advisors, LLC | 11,504 | $83.5 萬 | 0.02% | +357+3.2% | 加碼 |
| Delphi Management Inc | 12,946 | $83.9 萬 | 0.76% | −4,050−23.8% | 減碼 |
| HCR Wealth Advisors | 12,974 | $84.1 萬 | 0.11% | +254+2.0% | 加碼 |
| Balboa Wealth Partners | 13,003 | $84.3 萬 | 0.21% | −319−2.4% | 減碼 |
| Hardy Reed LLC | 13,059 | $84.6 萬 | 0.08% | −119−0.9% | 減碼 |
| Waldron Private Wealth LLC | 13,093 | $84.9 萬 | 0.04% | −1,756−11.8% | 減碼 |
| Leonteq Securities AG | 13,208 | $85.6 萬 | 0.10% | +9,706+277.2% | 加碼 |
| Canandaigua National Trust Co of Florida | 13,216 | $85.7 萬 | 0.74% | +13,216 | 新進 |
| Patrick M Sweeney & Associates, Inc | 13,219 | $85.7 萬 | 0.63% | +692+5.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 13,293 | $86.1 萬 | 0.06% | +3,162+31.2% | 加碼 |
| Operose Advisors LLC | 13,302 | $86.2 萬 | 0.28% | +12+0.1% | 加碼 |
| FLC Capital Advisors | 13,376 | $86.7 萬 | 0.20% | +7,245+118.2% | 加碼 |
| Hamel Associates, Inc. | 13,395 | $86.8 萬 | 0.27% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,420 | $87.0 萬 | 0.03% | +2,716+25.4% | 加碼 |
| LexAurum Advisors, LLC | 13,472 | $87.3 萬 | 0.19% | +1,330+11.0% | 加碼 |
| Equitable Trust Co | 13,493 | $87.4 萬 | 0.06% | +935+7.4% | 加碼 |
| Novare Capital Management LLC | 13,524 | $87.6 萬 | 0.07% | +1,986+17.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 13,548 | $87.8 萬 | 0.09% | −3,251−19.4% | 減碼 |
| H&H Retirement Design & Management INC | 12,236 | $88.1 萬 | 0.52% | −199−1.6% | 減碼 |
| First National Bank of Omaha | 13,601 | $88.1 萬 | 0.06% | 00.0% | 不變 |
| StoneX Group Inc. | 13,642 | $88.4 萬 | 0.06% | +1,370+11.2% | 加碼 |
| Qtron Investments LLC | 13,698 | $88.8 萬 | 0.12% | −4,794−25.9% | 減碼 |
| Leisure Capital Management | 13,752 | $89.1 萬 | 0.38% | −3,194−18.8% | 減碼 |
| Nicolet Bankshares Inc | 13,791 | $89.4 萬 | 0.22% | −997−6.7% | 減碼 |
| First Financial Corp | 13,806 | $89.5 萬 | 0.43% | +561+4.2% | 加碼 |
| Koshinski Asset Management, Inc. | 13,813 | $89.5 萬 | 0.08% | −302−2.1% | 減碼 |
| Checchi Capital Advisers, LLC | 13,843 | $89.7 萬 | 0.07% | +47+0.3% | 加碼 |
| Golden State Equity Partners | 13,865 | $89.9 萬 | 0.14% | −4,805−25.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,873 | $89.9 萬 | 0.27% | −41−0.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,935 | $90.3 萬 | 0.03% | −13,581−49.4% | 減碼 |
| Regions Financial Corp | 13,951 | $90.4 萬 | 0.01% | −7,236−34.2% | 減碼 |
| Burns Matteson Capital Management, LLC | 13,976 | $90.6 萬 | 0.51% | −319−2.2% | 減碼 |
| Franklin Street Advisors Inc | 13,984 | $90.6 萬 | 0.06% | −243,297−94.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,069 | $91.2 萬 | 0.06% | −3,921−21.8% | 減碼 |
| Sage Rhino Capital LLC | 14,117 | $91.5 萬 | 0.20% | +889+6.7% | 加碼 |
| JT Stratford LLC | 14,143 | $91.7 萬 | 0.16% | −1,715−10.8% | 減碼 |
| WBI Investments | 14,187 | $91.9 萬 | 0.22% | +14,187 | 新進 |
| Robertson Stephens Wealth Management, LLC | 14,254 | $92.4 萬 | 0.03% | +5,805+68.7% | 加碼 |
| IMS Capital Management | 14,285 | $92.6 萬 | 0.42% | +79+0.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 14,296 | $92.7 萬 | 0.04% | +1,433+11.1% | 加碼 |
| Aspen Investment Management Inc | 14,371 | $93.1 萬 | 0.43% | −7,180−33.3% | 減碼 |
| Garda Capital Partners LP | 14,484 | $93.9 萬 | 0.23% | +14,484 | 新進 |
| Uncommon Cents Investing LLC | 14,556 | $94.3 萬 | 0.27% | 00.0% | 不變 |
| Cullinan Associates Inc | 13,300 | $94.3 萬 | 0.05% | −25,500−65.7% | 減碼 |
| Signet Investment Advisory Group, Inc. | 14,610 | $94.7 萬 | 0.47% | −90−0.6% | 減碼 |
| Wedbush Securities Inc | 14,626 | $94.8 萬 | 0.04% | −375−2.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 14,628 | $94.8 萬 | 0.06% | −1,045−6.7% | 減碼 |
| Lecap Asset Management Ltd | 14,630 | $94.8 萬 | 0.20% | +6,191+73.4% | 加碼 |
| Aviso Wealth Management | 14,644 | $94.9 萬 | 0.51% | −1,075−6.8% | 減碼 |
| Chicago Capital, LLC | 14,649 | $94.9 萬 | 0.03% | +92+0.6% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,650 | $94.9 萬 | 0.60% | +239+1.7% | 加碼 |
| Sumitomo Life Insurance Co | 14,666 | $95.1 萬 | 0.02% | +396+2.8% | 加碼 |
| Essex Financial Services, Inc. | 13,452 | $95.3 萬 | 0.07% | +400+3.1% | 加碼 |
| Fruth Investment Management | 14,756 | $95.6 萬 | 0.25% | −216−1.4% | 減碼 |
| Nilsine Partners, LLC | 14,820 | $96.0 萬 | 0.12% | −709−4.6% | 減碼 |
| Matisse Capital | 14,859 | $96.3 萬 | 0.47% | +2,709+22.3% | 加碼 |
| Elmwood Wealth Management, Inc. | 14,941 | $96.8 萬 | 0.40% | 00.0% | 不變 |
| Fosun International Ltd | 14,981 | $97.1 萬 | 0.32% | −6,146−29.1% | 減碼 |
| Laurion Capital Management LP | 15,000 | $97.2 萬 | 0.06% | +15,000 | 新進 |
| Davis R M Inc | 15,002 | $97.2 萬 | 0.02% | +1,075+7.7% | 加碼 |
| Neumann Capital Management, LLC | 15,050 | $97.5 萬 | 0.32% | +107+0.7% | 加碼 |
| Aaron Wealth Advisors | 15,055 | $97.6 萬 | 0.12% | +694+4.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,131 | $98.1 萬 | 0.03% | −579−3.7% | 減碼 |
| Axq Capital, LP | 15,133 | $98.1 萬 | 0.30% | +15,133 | 新進 |
| Paradigm Asset Management Co LLC | 15,250 | $98.8 萬 | 0.26% | 00.0% | 不變 |
| JNBA Financial Advisors | 15,375 | $99.6 萬 | 0.10% | −107−0.7% | 減碼 |