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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 10,163 | $65.9 萬 | 0.01% | −3,488−25.6% | 減碼 |
| Martingale Asset Management L P | 10,155 | $65.8 萬 | 0.02% | −29,048−74.1% | 減碼 |
| Teacher Retirement System of Texas | 10,115 | $65.6 萬 | 0.00% | −19,202−65.5% | 減碼 |
| Westmount Partners, LLC | 10,054 | $65.2 萬 | 0.20% | +150+1.5% | 加碼 |
| Invictus Private Wealth, LLC | 10,051 | $65.1 萬 | 0.05% | +36+0.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,048 | $65.1 萬 | 0.02% | −3,025−23.1% | 減碼 |
| Viawealth, LLC | 10,048 | $65.1 萬 | 0.38% | +532+5.6% | 加碼 |
| Ironwood Financial, llc | 10,002 | $64.8 萬 | 0.14% | −231−2.3% | 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 |
| Enterprise Bank & Trust Co | 9,982 | $64.7 萬 | 0.21% | −158−1.6% | 減碼 |
| Winton Group Ltd | 9,957 | $64.5 萬 | 0.05% | +9,957 | 新進 |
| Mystic Asset Management, Inc. | 9,954 | $64.5 萬 | 0.24% | +195+2.0% | 加碼 |
| Kennebec Savings Bank | 9,942 | $64.4 萬 | 0.64% | +9,942 | 新進 |
| Pitcairn Co | 9,910 | $64.2 萬 | 0.04% | −2,310−18.9% | 減碼 |
| Private Capital Management LLC | 9,910 | $64.2 萬 | 0.12% | +4,062+69.5% | 加碼 |
| Clean Yield Group | 9,873 | $64.0 萬 | 0.20% | +33+0.3% | 加碼 |
| United Community Bank | 9,850 | $63.8 萬 | 0.25% | −140−1.4% | 減碼 |
| Drive Wealth Management, LLC | 9,841 | $63.8 萬 | 0.17% | +503+5.4% | 加碼 |
| Meridian Wealth Management, LLC | 9,815 | $63.6 萬 | 0.03% | +9,815 | 新進 |
| Catalytic Wealth RIA, LLC | 9,768 | $63.3 萬 | 0.11% | +4,672+91.7% | 加碼 |
| Cavalier Investments, LLC | 9,754 | $63.2 萬 | 0.19% | +552+6.0% | 加碼 |
| Logan Capital Management Inc | 9,729 | $63.1 萬 | 0.03% | 00.0% | 不變 |
| Clarius Group, LLC | 9,748 | $62.9 萬 | 0.04% | −184−1.9% | 減碼 |
| Marcum Wealth, LLC | 9,709 | $62.9 萬 | 0.06% | +114+1.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 9,663 | $62.7 萬 | 0.11% | −728−7.0% | 減碼 |
| Brophy Wealth Management, LLC | 9,655 | $62.6 萬 | 0.22% | +9,655 | 新進 |
| Hara Capital LLC | 9,612 | $62.3 萬 | 0.39% | +2,480+34.8% | 加碼 |
| NBT Bank N A | 9,605 | $62.3 萬 | 0.04% | +651+7.3% | 加碼 |
| Canopy Partners, LLC | 9,604 | $62.2 萬 | 0.27% | −88−0.9% | 減碼 |
| Regatta Capital Group, LLC | 9,601 | $62.2 萬 | 0.12% | +55+0.6% | 加碼 |
| Manchester Financial Inc | 9,587 | $62.1 萬 | 0.13% | +10.0% | 加碼 |
| Western Wealth Management, LLC | 9,559 | $62.0 萬 | 0.04% | −1,073−10.1% | 減碼 |
| Demars Financial Group, LLC | 9,500 | $61.6 萬 | 0.28% | +50+0.5% | 加碼 |
| Citizens National Bank Trust Department | 9,455 | $61.3 萬 | 0.13% | −2,610−21.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 9,450 | $61.2 萬 | 0.64% | +1,500+18.9% | 加碼 |
| Crumly & Associates Inc. | 9,425 | $61.1 萬 | 0.17% | +230+2.5% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,387 | $60.8 萬 | 0.11% | +635+7.3% | 加碼 |
| Castleark Management LLC | 9,360 | $60.7 萬 | 0.02% | 00.0% | 不變 |
| Keene & Associates, Inc. | 9,321 | $60.4 萬 | 0.46% | +610+7.0% | 加碼 |
| Retirement Planning Group | 9,302 | $60.3 萬 | 0.03% | −112−1.2% | 減碼 |
| Strategic Blueprint, LLC | 9,273 | $60.1 萬 | 0.04% | −706−7.1% | 減碼 |
| Lountzis Asset Management, LLC | 9,249 | $59.9 萬 | 0.25% | +1,230+15.3% | 加碼 |
| One Capital Management, LLC | 9,248 | $59.9 萬 | 0.02% | +195+2.2% | 加碼 |
| Telos Capital Management, Inc. | 9,218 | $59.7 萬 | 0.06% | −8,126−46.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 9,201 | $59.6 萬 | 0.16% | +174+1.9% | 加碼 |
| St Germain D J Co Inc | 9,182 | $59.5 萬 | 0.03% | −6,590−41.8% | 減碼 |
| CX Institutional | 9,100 | $59.0 萬 | 0.03% | −72−0.8% | 減碼 |
| Haverford Trust Co | 9,094 | $58.9 萬 | 0.01% | −714−7.3% | 減碼 |
| KG&L Capital Management,LLC | 9,061 | $58.7 萬 | 0.19% | +9,061 | 新進 |
| Osborne Partners Capital Management, LLC | 9,019 | $58.5 萬 | 0.03% | 00.0% | 不變 |
| Kearns & Associates LLC | 9,000 | $58.3 萬 | 0.38% | 00.0% | 不變 |
| NorthRock Partners, LLC | 8,977 | $58.2 萬 | 0.02% | −483−5.1% | 減碼 |
| First Western Trust Bank | 8,973 | $58.2 萬 | 0.03% | −907−9.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 8,950 | $58.0 萬 | 0.09% | +8,950 | 新進 |
| Boothbay Fund Management, LLC | 8,909 | $57.7 萬 | 0.02% | +3,739+72.3% | 加碼 |
| Howard Bailey Securities, LLC | 8,875 | $57.5 萬 | 0.22% | +8,875 | 新進 |
| Keebeck Wealth Management, LLC | 8,870 | $57.5 萬 | 0.08% | +102+1.2% | 加碼 |
| Lazari Capital Management, Inc. | 8,840 | $57.3 萬 | 0.25% | −361−3.9% | 減碼 |
| Graypoint LLC | 8,828 | $57.2 萬 | 0.04% | +670+8.2% | 加碼 |
| Larson Financial Group LLC | 8,760 | $56.8 萬 | 0.03% | +6,936+380.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,735 | $56.6 萬 | 0.01% | −1,898−17.9% | 減碼 |
| Index Fund Advisors, Inc. | 8,704 | $56.4 萬 | 0.03% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 8,694 | $56.3 萬 | 0.08% | −457−5.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 8,641 | $56.0 萬 | 0.09% | −597−6.5% | 減碼 |
| Morton Community Bank | 8,632 | $55.9 萬 | 0.15% | −2,235−20.6% | 減碼 |
| Quadcap Wealth Management, LLC | 8,622 | $55.9 萬 | 0.09% | +145+1.7% | 加碼 |
| Northwest Bank & Trust Co | 8,616 | $55.8 萬 | 0.42% | +110+1.3% | 加碼 |
| Skopos Labs, Inc. | 8,568 | $55.5 萬 | 0.18% | −544−6.0% | 減碼 |
| Independent Financial Group, LLC | 8,561 | $55.5 萬 | 0.02% | +909+11.9% | 加碼 |
| Brookstone Capital Management | 8,468 | $54.9 萬 | 0.01% | +422+5.2% | 加碼 |
| Simon Quick Advisors, LLC | 8,467 | $54.9 萬 | 0.03% | +1,520+21.9% | 加碼 |
| Los Angeles Capital Management LLC | 8,461 | $54.8 萬 | 0.00% | −987,315−99.2% | 減碼 |
| Howard Capital Management Inc. | 8,449 | $54.8 萬 | 0.01% | +8,449 | 新進 |
| Founders Financial Securities LLC | 8,448 | $54.8 萬 | 0.05% | +266+3.3% | 加碼 |
| Heartland Bank & Trust Co | 8,421 | $54.6 萬 | 0.29% | −614−6.8% | 減碼 |
| Compass Advisory Group LLC | 8,375 | $54.3 萬 | 0.21% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 8,342 | $54.1 萬 | 0.14% | +260+3.2% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 8,290 | $53.7 萬 | 0.11% | +586+7.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,281 | $53.7 萬 | 0.12% | −103−1.2% | 減碼 |
| Paradigm Capital Management, LLC | 8,275 | $53.6 萬 | 0.51% | +8,275 | 新進 |
| Sutton Place Investors LLC | 8,268 | $53.6 萬 | 0.33% | +182+2.3% | 加碼 |
| Bullock Wealth Management Group | 8,379 | $53.6 萬 | 0.32% | +73+0.9% | 加碼 |
| Parkside Financial Bank & Trust | 8,167 | $52.9 萬 | 0.07% | −314−3.7% | 減碼 |
| Bradley Foster & Sargent Inc | 8,142 | $52.8 萬 | 0.01% | +633+8.4% | 加碼 |
| Navellier & Associates Inc | 8,100 | $52.5 萬 | 0.07% | −3,255−28.7% | 減碼 |
| Stokes Family Office, LLC | 8,070 | $52.3 萬 | 0.06% | −375−4.4% | 減碼 |
| Auxier Asset Management | 8,050 | $52.2 萬 | 0.08% | +8,050 | 新進 |
| Cypress Wealth Services, LLC | 8,026 | $52.0 萬 | 0.11% | −85−1.0% | 減碼 |
| Norden Group LLC | 7,970 | $51.7 萬 | 0.06% | +7,970 | 新進 |
| Brown Brothers Harriman & Co | 7,959 | $51.6 萬 | 0.00% | −9,550−54.5% | 減碼 |
| CoreCap Advisors, LLC | 7,957 | $51.6 萬 | 0.02% | +7,957 | 新進 |
| Albion Financial Group | 7,951 | $51.5 萬 | 0.04% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 7,917 | $51.3 萬 | 0.09% | −12−0.2% | 減碼 |
| Veracity Capital LLC | 7,916 | $51.3 萬 | 0.20% | −822−9.4% | 減碼 |
| Americana Partners, LLC | 7,915 | $51.3 萬 | 0.03% | −82,126−91.2% | 減碼 |
| Concentric Wealth Management, LLC | 7,893 | $51.2 萬 | 0.12% | +30.0% | 加碼 |
| Federated Hermes, Inc. | 7,875 | $51.0 萬 | 0.00% | +354+4.7% | 加碼 |