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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 7,862 | $51.0 萬 | 0.15% | −235−2.9% | 減碼 |
| RFG Advisory, LLC | 7,859 | $50.9 萬 | 0.02% | −947−10.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,857 | $50.9 萬 | 0.04% | +460+6.2% | 加碼 |
| WNY Asset Management, LLC | 7,850 | $50.9 萬 | 0.06% | −137−1.7% | 減碼 |
| Kirtland Hills Capital Management, LLC | 7,843 | $50.8 萬 | 0.28% | −12−0.2% | 減碼 |
| iA Global Asset Management Inc. | 7,795 | $50.5 萬 | 0.01% | +201+2.6% | 加碼 |
| Intrust Bank NA | 7,734 | $50.1 萬 | 0.05% | −172−2.2% | 減碼 |
| Axxcess Wealth Management, LLC | 7,722 | $50.0 萬 | 0.01% | −3,991−34.1% | 減碼 |
| Apriem Advisors | 7,718 | $50.0 萬 | 0.06% | −298−3.7% | 減碼 |
| Lyell Wealth Management, LP | 7,713 | $50.0 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 7,709 | $50.0 萬 | 0.04% | −51−0.7% | 減碼 |
| Athena Investment Management | 7,708 | $50.0 萬 | 0.28% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,686 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 7,839 | $49.7 萬 | 0.05% | +1,913+32.3% | 加碼 |
| Sigma Planning Corp | 7,642 | $49.5 萬 | 0.02% | −2,824−27.0% | 減碼 |
| Harbour Investments, Inc. | 7,612 | $49.3 萬 | 0.01% | +493+6.9% | 加碼 |
| MQS Management LLC | 7,550 | $48.9 萬 | 0.27% | +7,550 | 新進 |
| Csenge Advisory Group | 7,212 | $48.8 萬 | 0.03% | −870−10.8% | 減碼 |
| Pointe Capital Management LLC | 7,530 | $48.8 萬 | 0.28% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 7,501 | $48.5 萬 | 0.01% | −501−6.3% | 減碼 |
| Vivid Wealth Management, LLC | 7,452 | $48.3 萬 | 0.25% | −3,835−34.0% | 減碼 |
| Octavia Wealth Advisors, LLC | 7,427 | $48.1 萬 | 0.06% | +628+9.2% | 加碼 |
| RMR Wealth Builders | 7,408 | $48.0 萬 | 0.05% | −25−0.3% | 減碼 |
| N.E.W. Advisory Services LLC | 7,397 | $47.9 萬 | 0.05% | +2,834+62.1% | 加碼 |
| Legacy Advisors, LLC | 7,397 | $47.9 萬 | 0.05% | +412+5.9% | 加碼 |
| Crescent Grove Advisors, LLC | 7,320 | $47.4 萬 | 0.05% | −200−2.7% | 減碼 |
| Old Port Advisors | 7,313 | $47.4 萬 | 0.13% | −137−1.8% | 減碼 |
| Cozad Asset Management Inc | 7,307 | $47.4 萬 | 0.05% | +10.0% | 加碼 |
| Circle Wealth Management, LLC | 7,293 | $47.3 萬 | 0.01% | −1,186−14.0% | 減碼 |
| Trustmark National Bank Trust Department | 7,283 | $47.2 萬 | 0.04% | −6,396−46.8% | 減碼 |
| Traynor Capital Management, Inc. | 7,267 | $47.1 萬 | 0.04% | −793−9.8% | 減碼 |
| RW Investment Management LLC | 7,264 | $47.1 萬 | 0.06% | −194−2.6% | 減碼 |
| Diversified Trust Co | 7,253 | $47.0 萬 | 0.01% | −484−6.3% | 減碼 |
| Angeles Investment Advisors, LLC | 7,230 | $46.9 萬 | 0.02% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 7,226 | $46.8 萬 | 0.07% | −408−5.3% | 減碼 |
| Fullcircle Wealth LLC | 6,498 | $46.8 萬 | 0.21% | −6,075−48.3% | 減碼 |
| Beach Investment Counsel Inc | 7,228 | $46.8 萬 | 0.06% | −250−3.3% | 減碼 |
| Sweeney & Michel, LLC | 6,529 | $46.6 萬 | 0.18% | +1,330+25.6% | 加碼 |
| Quantitative Investment Management, LLC | 7,189 | $46.5 萬 | 0.05% | +7,189 | 新進 |
| Aspen Grove Capital, LLC | 7,174 | $46.5 萬 | 0.10% | +72+1.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 7,172 | $46.5 萬 | 0.04% | −177−2.4% | 減碼 |
| Sage Mountain Advisors LLC | 7,143 | $46.3 萬 | 0.04% | +765+12.0% | 加碼 |
| Centurion Wealth Management LLC | 7,125 | $46.2 萬 | 0.15% | +7,125 | 新進 |
| Joel Isaacson & Co., LLC | 7,122 | $46.2 萬 | 0.02% | +1,299+22.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 7,119 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Geller Advisors LLC | 7,111 | $46.1 萬 | 0.03% | −242−3.3% | 減碼 |
| MCF Advisors LLC | 7,107 | $46.1 萬 | 0.03% | −166−2.3% | 減碼 |
| Paradigm Financial Partners, LLC | 5,866 | $45.9 萬 | 0.06% | +691+13.4% | 加碼 |
| Sentry Investment Management LLC | 7,071 | $45.8 萬 | 0.19% | −5,895−45.5% | 減碼 |
| Garrison Point Advisors, LLC | 7,055 | $45.7 萬 | 0.28% | 00.0% | 不變 |
| DRW Securities, LLC | 7,005 | $45.4 萬 | 0.03% | −74,812−91.4% | 減碼 |
| Versor Investments LP | 6,995 | $45.3 萬 | 0.07% | +50+0.7% | 加碼 |
| Journey Advisory Group, LLC | 6,144 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 6,976 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,971 | $45.2 萬 | 0.03% | −45−0.6% | 減碼 |
| Ellevest, Inc. | 6,917 | $44.8 萬 | 0.02% | −1,407−16.9% | 減碼 |
| Beta Wealth Group, Inc. | 6,903 | $44.7 萬 | 0.20% | +501+7.8% | 加碼 |
| CBOE Vest Financial, LLC | 6,884 | $44.6 萬 | 0.01% | +6,884 | 新進 |
| LCNB Corp | 6,882 | $44.6 萬 | 0.16% | 00.0% | 不變 |
| Platform Technology Partners | 6,827 | $44.2 萬 | 0.14% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 6,821 | $44.2 萬 | 0.02% | −1,955−22.3% | 減碼 |
| Heritage Wealth Management, Inc. | 6,817 | $44.2 萬 | 0.14% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 6,850 | $44.1 萬 | 0.06% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,796 | $44.0 萬 | 0.04% | −638−8.6% | 減碼 |
| Rehmann Capital Advisory Group | 6,779 | $43.9 萬 | 0.03% | −72−1.1% | 減碼 |
| Kingsview Wealth Management, LLC | 6,747 | $43.7 萬 | 0.01% | +477+7.6% | 加碼 |
| Sax Wealth Advisors, LLC | 6,743 | $43.7 萬 | 0.04% | −88−1.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 6,726 | $43.6 萬 | 0.04% | −298−4.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 6,721 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| Avestar Capital, LLC | 6,700 | $43.4 萬 | 0.05% | −745−10.0% | 減碼 |
| Paloma Partners Management Co | 6,695 | $43.4 萬 | 0.02% | −6,536−49.4% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 6,652 | $43.1 萬 | 0.03% | −3,500−34.5% | 減碼 |
| TAGStone Capital, Inc. | 6,655 | $43.1 萬 | 0.22% | +184+2.8% | 加碼 |
| Brown Capital Management LLC | 6,648 | $43.1 萬 | 0.01% | −229−3.3% | 減碼 |
| Arcataur Capital Management LLC | 6,648 | $43.1 萬 | 0.15% | +150+2.3% | 加碼 |
| Fiduciary Trust Co | 6,645 | $43.1 萬 | 0.01% | −694−9.5% | 減碼 |
| Alera Investment Advisors, LLC | 6,630 | $43.0 萬 | 0.05% | +569+9.4% | 加碼 |
| Capital Investment Advisors, LLC | 6,615 | $42.9 萬 | 0.01% | +324+5.2% | 加碼 |
| Defined Wealth Management, LLC | 6,611 | $42.8 萬 | 0.28% | +27+0.4% | 加碼 |
| Financial Advisory Corp | 6,609 | $42.8 萬 | 0.16% | −3,576−35.1% | 減碼 |
| L2 Asset Management, LLC | 6,603 | $42.8 萬 | 0.12% | +222+3.5% | 加碼 |
| Toth Financial Advisory Corp | 6,602 | $42.8 萬 | 0.05% | +5,370+435.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 6,596 | $42.7 萬 | 0.01% | +345+5.5% | 加碼 |
| Intrepid Financial Planning Group LLC | 6,572 | $42.6 萬 | 0.18% | +3,005+84.2% | 加碼 |
| Carson Advisory Inc. | 6,557 | $42.5 萬 | 0.27% | −160−2.4% | 減碼 |
| Boston Trust Walden Corp | 6,546 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 6,529 | $42.3 萬 | 0.05% | +2,416+58.7% | 加碼 |
| Mission Wealth Management, LP | 6,525 | $42.3 萬 | 0.01% | +254+4.1% | 加碼 |
| New Hampshire Trust | 6,511 | $42.2 萬 | 0.09% | +683+11.7% | 加碼 |
| Powell Investment Advisors, LLC | 6,490 | $42.1 萬 | 0.20% | −2,155−24.9% | 減碼 |
| ASB Consultores, LLC | 6,476 | $42.0 萬 | 0.17% | −233−3.5% | 減碼 |
| Weaver Capital Management LLC | 6,466 | $41.9 萬 | 0.13% | −305−4.5% | 減碼 |
| Fidelis Capital Partners, LLC | 5,837 | $41.9 萬 | 0.05% | −506−8.0% | 減碼 |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $41.6 萬 | 0.26% | 00.0% | 不變 |
| Trust Point Inc. | 6,367 | $41.3 萬 | 0.03% | −379−5.6% | 減碼 |
| Family Legacy, Inc. | 6,310 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 6,291 | $40.8 萬 | 0.15% | +2,133+51.3% | 加碼 |
| Mason & Associates Inc | 6,233 | $40.4 萬 | 0.10% | +224+3.7% | 加碼 |
| Numerai GP LLC | 6,232 | $40.4 萬 | 0.11% | +6,232 | 新進 |
| Tempus Wealth Planning, LLC | 6,220 | $40.3 萬 | 0.15% | +476+8.3% | 加碼 |