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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 13,752 | $89.1 萬 | 0.38% | −3,194−18.8% | 減碼 |
| Qtron Investments LLC | 13,698 | $88.8 萬 | 0.12% | −4,794−25.9% | 減碼 |
| StoneX Group Inc. | 13,642 | $88.4 萬 | 0.06% | +1,370+11.2% | 加碼 |
| First National Bank of Omaha | 13,601 | $88.1 萬 | 0.06% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 12,236 | $88.1 萬 | 0.52% | −199−1.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 13,548 | $87.8 萬 | 0.09% | −3,251−19.4% | 減碼 |
| Novare Capital Management LLC | 13,524 | $87.6 萬 | 0.07% | +1,986+17.2% | 加碼 |
| Equitable Trust Co | 13,493 | $87.4 萬 | 0.06% | +935+7.4% | 加碼 |
| LexAurum Advisors, LLC | 13,472 | $87.3 萬 | 0.19% | +1,330+11.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,420 | $87.0 萬 | 0.03% | +2,716+25.4% | 加碼 |
| Hamel Associates, Inc. | 13,395 | $86.8 萬 | 0.27% | 00.0% | 不變 |
| FLC Capital Advisors | 13,376 | $86.7 萬 | 0.20% | +7,245+118.2% | 加碼 |
| Operose Advisors LLC | 13,302 | $86.2 萬 | 0.28% | +12+0.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 13,293 | $86.1 萬 | 0.06% | +3,162+31.2% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 13,219 | $85.7 萬 | 0.63% | +692+5.5% | 加碼 |
| Canandaigua National Trust Co of Florida | 13,216 | $85.7 萬 | 0.74% | +13,216 | 新進 |
| Leonteq Securities AG | 13,208 | $85.6 萬 | 0.10% | +9,706+277.2% | 加碼 |
| Waldron Private Wealth LLC | 13,093 | $84.9 萬 | 0.04% | −1,756−11.8% | 減碼 |
| Hardy Reed LLC | 13,059 | $84.6 萬 | 0.08% | −119−0.9% | 減碼 |
| Balboa Wealth Partners | 13,003 | $84.3 萬 | 0.21% | −319−2.4% | 減碼 |
| HCR Wealth Advisors | 12,974 | $84.1 萬 | 0.11% | +254+2.0% | 加碼 |
| Delphi Management Inc | 12,946 | $83.9 萬 | 0.76% | −4,050−23.8% | 減碼 |
| Mutual Advisors, LLC | 11,504 | $83.5 萬 | 0.02% | +357+3.2% | 加碼 |
| Lake Street Advisors Group, LLC | 12,866 | $83.4 萬 | 0.04% | −193−1.5% | 減碼 |
| Proffitt & Goodson Inc | 12,842 | $83.2 萬 | 0.14% | +333+2.7% | 加碼 |
| O'Rourke & Company, Inc | 12,816 | $83.1 萬 | 0.42% | −41−0.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 12,810 | $83.0 萬 | 0.09% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 12,791 | $82.9 萬 | 0.04% | −2,300−15.2% | 減碼 |
| Atomi Financial Group, Inc. | 12,745 | $82.6 萬 | 0.05% | −373−2.8% | 減碼 |
| Wedmont Private Capital | 12,817 | $82.4 萬 | 0.05% | −1,239−8.8% | 減碼 |
| Hilltop Holdings Inc. | 12,647 | $82.0 萬 | 0.05% | +5,267+71.4% | 加碼 |
| Summit Asset Management, LLC | 12,602 | $81.7 萬 | 0.15% | −912−6.7% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $81.7 萬 | 0.16% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 12,556 | $81.4 萬 | 0.06% | −5,582−30.8% | 減碼 |
| Uhlmann Price Securities, LLC | 12,543 | $81.3 萬 | 0.65% | +12,543 | 新進 |
| Herold Advisors, Inc. | 12,459 | $80.7 萬 | 0.18% | −4,395−26.1% | 減碼 |
| First Commonwealth Financial Corp | 12,459 | $80.7 萬 | 0.19% | +269+2.2% | 加碼 |
| Old National Bancorp | 12,454 | $80.7 萬 | 0.02% | −3,556−22.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,427 | $80.5 萬 | 0.19% | −1,490−10.7% | 減碼 |
| Power Wealth Management LLC | 12,405 | $80.4 萬 | 0.34% | +1,590+14.7% | 加碼 |
| Cooper Financial Group | 12,384 | $80.3 萬 | 0.10% | +5,226+73.0% | 加碼 |
| Stablepoint Partners, LLC | 12,345 | $80.0 萬 | 0.15% | +624+5.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 12,268 | $79.5 萬 | 0.55% | +12,268 | 新進 |
| Catalyst Financial Partners LLC | 12,198 | $79.1 萬 | 0.15% | −429−3.4% | 減碼 |
| Peak Planning Group, LLC | 12,122 | $78.6 萬 | 0.34% | −81−0.7% | 減碼 |
| Fusion Capital, LLC | 12,038 | $78.0 萬 | 0.33% | +3,337+38.4% | 加碼 |
| Opinicus Capital, Inc. | 12,038 | $78.0 萬 | 0.62% | −436−3.5% | 減碼 |
| Leavell Investment Management, Inc. | 12,026 | $77.9 萬 | 0.04% | +5,029+71.9% | 加碼 |
| Oder Investment Management, LLC | 12,003 | $77.8 萬 | 0.67% | −157−1.3% | 減碼 |
| Lummis Asset Management, LP | 11,969 | $77.6 萬 | 0.91% | −83−0.7% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 12,089 | $77.3 萬 | 0.43% | −1,661−12.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,911 | $77.2 萬 | 0.04% | +9,275+351.9% | 加碼 |
| New England Research & Management, Inc. | 11,900 | $77.1 萬 | 0.36% | −13,700−53.5% | 減碼 |
| Integrated Wealth Concepts LLC | 11,892 | $77.1 萬 | 0.01% | −5,159−30.3% | 減碼 |
| NBC Securities, Inc. | 11,880 | $77.0 萬 | 0.06% | −2,470−17.2% | 減碼 |
| Navalign, LLC | 11,805 | $76.5 萬 | 0.23% | +284+2.5% | 加碼 |
| Intact Investment Management Inc. | 11,740 | $76.1 萬 | 0.03% | +1,100+10.3% | 加碼 |
| Avondale Wealth Management | 11,700 | $75.8 萬 | 0.49% | +1,800+18.2% | 加碼 |
| Lodestone Wealth Management LLC | 11,612 | $75.3 萬 | 0.38% | +19+0.2% | 加碼 |
| Donald L. Hagan, LLC | 11,583 | $75.1 萬 | 0.38% | −747−6.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 11,514 | $74.6 萬 | 0.01% | −5,606−32.7% | 減碼 |
| Thomasville National Bank | 11,506 | $74.6 萬 | 0.06% | −2,500−17.8% | 減碼 |
| Northcape Wealth Management, LLC | 11,497 | $74.5 萬 | 0.24% | 00.0% | 不變 |
| Cynosure Management, LLC | 11,480 | $74.4 萬 | 0.11% | +516+4.7% | 加碼 |
| Institute for Wealth Management, LLC. | 11,461 | $74.3 萬 | 0.09% | +2,801+32.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 11,422 | $74.0 萬 | 0.20% | +561+5.2% | 加碼 |
| Marathon Trading Investment Management LLC | 11,400 | $73.9 萬 | 0.34% | +11,400 | 新進 |
| Dumont & Blake Investment Advisors LLC | 11,386 | $73.8 萬 | 0.20% | −11,386−50.0% | 減碼 |
| United Bank | 11,352 | $73.6 萬 | 0.34% | +1,309+13.0% | 加碼 |
| Oxford Asset Management LLP | 11,309 | $73.3 萬 | 0.61% | +11,309 | 新進 |
| Smartleaf Asset Management LLC | 11,352 | $73.1 萬 | 0.09% | +3,291+40.8% | 加碼 |
| Triumph Capital Management | 11,174 | $72.4 萬 | 0.26% | +11,174 | 新進 |
| Personal Cfo Solutions, LLC | 11,106 | $72.0 萬 | 0.10% | −791−6.6% | 減碼 |
| Nabity-Jensen Investment Management Inc | 11,102 | $72.0 萬 | 0.55% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 11,033 | $71.5 萬 | 0.24% | 00.0% | 不變 |
| Shira Ridge Wealth Management | 10,974 | $71.1 萬 | 0.36% | +20.0% | 加碼 |
| Lindbrook Capital, LLC | 10,972 | $71.1 萬 | 0.06% | −1,122−9.3% | 減碼 |
| Sunbelt Securities, Inc. | 10,950 | $71.0 萬 | 0.07% | +498+4.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,913 | $70.7 萬 | 0.05% | −52−0.5% | 減碼 |
| Banco Santander, S.A. | 10,903 | $70.7 萬 | 0.01% | +3,796+53.4% | 加碼 |
| Whitener Capital Management, Inc. | 10,850 | $70.3 萬 | 0.20% | +2,218+25.7% | 加碼 |
| Ambassador Advisors, LLC | 10,820 | $70.1 萬 | 0.12% | −348−3.1% | 減碼 |
| Arkadios Wealth Advisors | 10,765 | $69.8 萬 | 0.04% | +1,836+20.6% | 加碼 |
| Vima LLC | 10,736 | $69.6 萬 | 1.43% | −185−1.7% | 減碼 |
| Aptus Capital Advisors, LLC | 10,728 | $69.5 萬 | 0.01% | +1,841+20.7% | 加碼 |
| Insigneo Advisory Services, LLC | 10,695 | $69.3 萬 | 0.07% | +55+0.5% | 加碼 |
| Allianz SE | 10,692 | $69.3 萬 | 0.02% | +770+7.8% | 加碼 |
| Thor Investment Management Inc | 10,638 | $68.9 萬 | 0.50% | +41+0.4% | 加碼 |
| Continuum Advisory, LLC | 8,554 | $68.6 萬 | 0.09% | +316+3.8% | 加碼 |
| Qsemble Capital Management, LP | 10,527 | $68.2 萬 | 0.13% | +10,527 | 新進 |
| Central Trust Co | 10,518 | $68.2 萬 | 0.02% | −4,297−29.0% | 減碼 |
| Good Life Advisors, LLC | 10,496 | $68.0 萬 | 0.04% | +1,892+22.0% | 加碼 |
| Gemmer Asset Management LLC | 10,484 | $67.9 萬 | 0.07% | −90−0.9% | 減碼 |
| Moseley Investment Management Inc | 10,439 | $67.7 萬 | 0.27% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,396 | $67.4 萬 | 0.04% | −344−3.2% | 減碼 |
| Eschler Asset Management LLP | 10,345 | $67.0 萬 | 1.00% | 00.0% | 不變 |
| Bank of Stockton | 10,329 | $66.9 萬 | 0.20% | +469+4.8% | 加碼 |
| SJS Investment Consulting Inc. | 10,275 | $66.6 萬 | 0.12% | +9,719+1,748.0% | 加碼 |
| Colton Groome Financial Advisors, LLC | 10,228 | $66.3 萬 | 0.25% | −84−0.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,197 | $66.1 萬 | 0.06% | +107+1.1% | 加碼 |