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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 18,462 | $119.7 萬 | 0.33% | +4,534+32.6% | 加碼 |
| Trust Asset Management LLC | 18,455 | $119.6 萬 | 0.10% | 00.0% | 不變 |
| Guardian Asset Advisors, LLC | 18,430 | $119.2 萬 | 0.81% | −687−3.6% | 減碼 |
| Keystone Financial Services | 18,375 | $119.1 萬 | 0.46% | +1,275+7.5% | 加碼 |
| Alpha DNA Investment Management LLC | 18,368 | $119.0 萬 | 0.65% | −12,620−40.7% | 減碼 |
| Hills Bank & Trust Co | 18,354 | $119.0 萬 | 0.09% | −135−0.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,299 | $118.6 萬 | 0.00% | +18,299 | 新進 |
| Cidel Asset Management Inc | 18,297 | $118.6 萬 | 0.08% | +246+1.4% | 加碼 |
| Tranquility Partners, LLC | 18,275 | $118.4 萬 | 0.43% | +101+0.6% | 加碼 |
| GAMMA Investing LLC | 18,211 | $118.0 萬 | 0.12% | +60.0% | 加碼 |
| Caldwell Trust Co | 18,197 | $117.9 萬 | 0.12% | −2,101−10.4% | 減碼 |
| Westover Capital Advisors, LLC | 18,162 | $117.7 萬 | 0.23% | −52,400−74.3% | 減碼 |
| BIP Wealth, LLC | 18,061 | $117.1 萬 | 0.08% | 00.0% | 不變 |
| Shell Asset Management Co | 18,031 | $116.9 萬 | 0.05% | +18,031 | 新進 |
| Garner Asset Management Corp | 17,984 | $116.6 萬 | 0.54% | +121+0.7% | 加碼 |
| Brevan Howard Capital Management LP | 17,968 | $116.5 萬 | 0.06% | +17,968 | 新進 |
| J. L. Bainbridge & Co., Inc. | 17,763 | $115.1 萬 | 0.11% | −193−1.1% | 減碼 |
| Johnson Financial Group, Inc. | 17,663 | $114.5 萬 | 0.05% | −40,431−69.6% | 減碼 |
| Armstrong Henry H Associates Inc | 17,591 | $114.0 萬 | 0.11% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 17,531 | $113.6 萬 | 0.09% | +11,820+207.0% | 加碼 |
| FineMark National Bank & Trust | 17,436 | $113.0 萬 | 0.04% | −339−1.9% | 減碼 |
| Forum Financial Management, LP | 17,300 | $112.1 萬 | 0.02% | −148−0.8% | 減碼 |
| MBM Wealth Consultants, LLC | 17,052 | $110.5 萬 | 0.35% | +1,607+10.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 17,043 | $110.5 萬 | 0.25% | 00.0% | 不變 |
| Hennessy Advisors Inc | 17,000 | $110.2 萬 | 0.04% | +5,000+41.7% | 加碼 |
| Integrated Advisors Network LLC | 16,963 | $109.9 萬 | 0.05% | −40,303−70.4% | 減碼 |
| RiverPark Advisors, LLC | 16,917 | $109.6 萬 | 0.90% | +1,994+13.4% | 加碼 |
| Destination Wealth Management | 16,830 | $109.1 萬 | 0.03% | −321,821−95.0% | 減碼 |
| Embree Financial Group | 16,761 | $108.6 萬 | 0.19% | +23+0.1% | 加碼 |
| Montecito Bank & Trust | 16,697 | $108.2 萬 | 0.18% | −33−0.2% | 減碼 |
| Birmingham Capital Management Co Inc | 16,675 | $108.1 萬 | 0.39% | −1,050−5.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 16,603 | $107.6 萬 | 0.22% | +964+6.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 16,575 | $107.4 萬 | 0.33% | +500+3.1% | 加碼 |
| Quadrant Capital Group LLC | 16,541 | $107.2 萬 | 0.07% | −1,145−6.5% | 減碼 |
| WoodTrust Financial Corp | 16,472 | $106.8 萬 | 0.15% | −15,145−47.9% | 減碼 |
| Morningstar Investment Management LLC | 15,718 | $106.6 萬 | 0.11% | −65−0.4% | 減碼 |
| Independence Bank of Kentucky | 16,430 | $106.5 萬 | 0.23% | +5,555+51.1% | 加碼 |
| Frisch Financial Group, Inc. | 16,394 | $106.3 萬 | 0.32% | +36+0.2% | 加碼 |
| CMG Global Holdings, LLC | 16,231 | $105.2 萬 | 0.59% | +52+0.3% | 加碼 |
| Greystone Financial Group, LLC | 16,155 | $104.7 萬 | 0.19% | +7,582+88.4% | 加碼 |
| Ritholtz Wealth Management | 16,144 | $104.6 萬 | 0.03% | −777−4.6% | 減碼 |
| Ostrum Asset Management | 15,927 | $103.2 萬 | 0.09% | +388+2.5% | 加碼 |
| Mainstream Capital Management LLC | 15,869 | $102.8 萬 | 0.87% | +15,869 | 新進 |
| GeoWealth Management, LLC | 15,853 | $102.7 萬 | 0.04% | +1,902+13.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,830 | $102.6 萬 | 0.09% | +3,020+23.6% | 加碼 |
| Howard Financial Services, Ltd. | 15,781 | $102.3 萬 | 0.15% | +1,672+11.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 15,777 | $102.3 萬 | 0.03% | −1,322−7.7% | 減碼 |
| TLWM | 15,766 | $102.2 萬 | 0.21% | −903−5.4% | 減碼 |
| Consolidated Portfolio Review Corp | 15,730 | $101.9 萬 | 0.23% | +79+0.5% | 加碼 |
| Smith, Moore & Co. | 15,696 | $101.7 萬 | 0.10% | +2,089+15.4% | 加碼 |
| Guidance Capital, Inc | 14,230 | $101.5 萬 | 0.32% | +348+2.5% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,764 | $101.4 萬 | 0.53% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 15,594 | $101.1 萬 | 0.03% | +75+0.5% | 加碼 |
| Dana Investment Advisors, Inc. | 15,584 | $101.0 萬 | 0.03% | −2,963−16.0% | 減碼 |
| Jones Financial Companies LLLP | 15,537 | $100.1 萬 | 0.00% | +10,321+197.9% | 加碼 |
| Cigna Investments Inc | 15,410 | $99.9 萬 | 0.18% | −182−1.2% | 減碼 |
| GW&K Investment Management, LLC | 15,392 | $99.8 萬 | 0.01% | −379,482−96.1% | 減碼 |
| JNBA Financial Advisors | 15,375 | $99.6 萬 | 0.10% | −107−0.7% | 減碼 |
| Paradigm Asset Management Co LLC | 15,250 | $98.8 萬 | 0.26% | 00.0% | 不變 |
| Axq Capital, LP | 15,133 | $98.1 萬 | 0.30% | +15,133 | 新進 |
| Ameritas Investment Partners, Inc. | 15,131 | $98.1 萬 | 0.03% | −579−3.7% | 減碼 |
| Aaron Wealth Advisors | 15,055 | $97.6 萬 | 0.12% | +694+4.8% | 加碼 |
| Neumann Capital Management, LLC | 15,050 | $97.5 萬 | 0.32% | +107+0.7% | 加碼 |
| Davis R M Inc | 15,002 | $97.2 萬 | 0.02% | +1,075+7.7% | 加碼 |
| Laurion Capital Management LP | 15,000 | $97.2 萬 | 0.06% | +15,000 | 新進 |
| Fosun International Ltd | 14,981 | $97.1 萬 | 0.32% | −6,146−29.1% | 減碼 |
| Elmwood Wealth Management, Inc. | 14,941 | $96.8 萬 | 0.40% | 00.0% | 不變 |
| Matisse Capital | 14,859 | $96.3 萬 | 0.47% | +2,709+22.3% | 加碼 |
| Nilsine Partners, LLC | 14,820 | $96.0 萬 | 0.12% | −709−4.6% | 減碼 |
| Fruth Investment Management | 14,756 | $95.6 萬 | 0.25% | −216−1.4% | 減碼 |
| Essex Financial Services, Inc. | 13,452 | $95.3 萬 | 0.07% | +400+3.1% | 加碼 |
| Sumitomo Life Insurance Co | 14,666 | $95.1 萬 | 0.02% | +396+2.8% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,650 | $94.9 萬 | 0.60% | +239+1.7% | 加碼 |
| Chicago Capital, LLC | 14,649 | $94.9 萬 | 0.03% | +92+0.6% | 加碼 |
| Aviso Wealth Management | 14,644 | $94.9 萬 | 0.51% | −1,075−6.8% | 減碼 |
| Lecap Asset Management Ltd | 14,630 | $94.8 萬 | 0.20% | +6,191+73.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 14,628 | $94.8 萬 | 0.06% | −1,045−6.7% | 減碼 |
| Wedbush Securities Inc | 14,626 | $94.8 萬 | 0.04% | −375−2.5% | 減碼 |
| Signet Investment Advisory Group, Inc. | 14,610 | $94.7 萬 | 0.47% | −90−0.6% | 減碼 |
| Cullinan Associates Inc | 13,300 | $94.3 萬 | 0.05% | −25,500−65.7% | 減碼 |
| Uncommon Cents Investing LLC | 14,556 | $94.3 萬 | 0.27% | 00.0% | 不變 |
| Garda Capital Partners LP | 14,484 | $93.9 萬 | 0.23% | +14,484 | 新進 |
| Aspen Investment Management Inc | 14,371 | $93.1 萬 | 0.43% | −7,180−33.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 14,296 | $92.7 萬 | 0.04% | +1,433+11.1% | 加碼 |
| IMS Capital Management | 14,285 | $92.6 萬 | 0.42% | +79+0.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,254 | $92.4 萬 | 0.03% | +5,805+68.7% | 加碼 |
| WBI Investments | 14,187 | $91.9 萬 | 0.22% | +14,187 | 新進 |
| JT Stratford LLC | 14,143 | $91.7 萬 | 0.16% | −1,715−10.8% | 減碼 |
| Sage Rhino Capital LLC | 14,117 | $91.5 萬 | 0.20% | +889+6.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 14,069 | $91.2 萬 | 0.06% | −3,921−21.8% | 減碼 |
| Franklin Street Advisors Inc | 13,984 | $90.6 萬 | 0.06% | −243,297−94.6% | 減碼 |
| Burns Matteson Capital Management, LLC | 13,976 | $90.6 萬 | 0.51% | −319−2.2% | 減碼 |
| Regions Financial Corp | 13,951 | $90.4 萬 | 0.01% | −7,236−34.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,935 | $90.3 萬 | 0.03% | −13,581−49.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,873 | $89.9 萬 | 0.27% | −41−0.3% | 減碼 |
| Golden State Equity Partners | 13,865 | $89.9 萬 | 0.14% | −4,805−25.7% | 減碼 |
| Checchi Capital Advisers, LLC | 13,843 | $89.7 萬 | 0.07% | +47+0.3% | 加碼 |
| Koshinski Asset Management, Inc. | 13,813 | $89.5 萬 | 0.08% | −302−2.1% | 減碼 |
| First Financial Corp | 13,806 | $89.5 萬 | 0.43% | +561+4.2% | 加碼 |
| Nicolet Bankshares Inc | 13,791 | $89.4 萬 | 0.22% | −997−6.7% | 減碼 |