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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 6,200 | $40.2 萬 | 0.10% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 6,184 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Toledo NA | 6,172 | $40.0 萬 | 0.05% | +1,820+41.8% | 加碼 |
| Benjamin Edwards Inc | 6,146 | $39.8 萬 | 0.01% | +5,937+2,840.7% | 加碼 |
| David R. Rahn & Associates Inc. | 6,137 | $39.8 萬 | 0.12% | −1,713−21.8% | 減碼 |
| WealthPLAN Partners, LLC | 6,130 | $39.7 萬 | 0.05% | −2,271−27.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,123 | $39.7 萬 | 0.02% | −328−5.1% | 減碼 |
| Alpha Family Trust | 6,070 | $39.3 萬 | 0.22% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 6,050 | $39.2 萬 | 0.32% | +907+17.6% | 加碼 |
| Moser Wealth Advisors, LLC | 6,025 | $39.0 萬 | 0.20% | +100+1.7% | 加碼 |
| Wealth Quarterback LLC | 5,977 | $38.7 萬 | 0.20% | −2,667−30.9% | 減碼 |
| Evoke Wealth, LLC | 5,952 | $38.6 萬 | 0.01% | +5,952 | 新進 |
| Mather Group, LLC. | 5,898 | $38.2 萬 | 0.00% | −637−9.7% | 減碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $38.2 萬 | 0.14% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,864 | $38.0 萬 | 0.28% | +104+1.8% | 加碼 |
| Michael S. Ryan, Inc. | 5,854 | $37.9 萬 | 0.26% | −60−1.0% | 減碼 |
| BSW Wealth Partners | 5,847 | $37.9 萬 | 0.06% | +1,344+29.8% | 加碼 |
| Machina Capital S.A.S. | 5,835 | $37.8 萬 | 0.15% | −2,243−27.8% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,820 | $37.7 萬 | 0.10% | +2,429+71.6% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $37.7 萬 | 0.05% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 5,805 | $37.6 萬 | 0.12% | −1,150−16.5% | 減碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $37.6 萬 | 0.09% | 00.0% | 不變 |
| Perpetual Ltd | 5,795 | $37.6 萬 | 0.00% | −351−5.7% | 減碼 |
| Michael B. Yongue | 5,790 | $37.5 萬 | 0.30% | −21−0.4% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,768 | $37.4 萬 | 0.19% | +50+0.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 5,739 | $37.2 萬 | 0.15% | +19+0.3% | 加碼 |
| Diligent Investors, LLC | 5,735 | $37.2 萬 | 0.09% | +70+1.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 5,698 | $36.9 萬 | 0.09% | +7+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 5,662 | $36.7 萬 | 0.02% | −41,260−87.9% | 減碼 |
| PFG Investments, LLC | 5,652 | $36.6 萬 | 0.02% | −1,658−22.7% | 減碼 |
| Principle Wealth Partners LLC | 5,627 | $36.5 萬 | 0.03% | −43,420−88.5% | 減碼 |
| Advisory Alpha, LLC | 5,604 | $36.3 萬 | 0.01% | +16+0.3% | 加碼 |
| TD Private Client Wealth LLC | 5,601 | $36.3 萬 | 0.01% | −5,726−50.6% | 減碼 |
| CFO4Life Group, LLC | 5,576 | $36.1 萬 | 0.06% | +1,072+23.8% | 加碼 |
| Avantax Planning Partners, Inc. | 5,569 | $36.1 萬 | 0.01% | −1,055−15.9% | 減碼 |
| Savvy Advisors, Inc. | 5,518 | $35.8 萬 | 0.07% | +2,287+70.8% | 加碼 |
| Icon Wealth Advisors, LLC | 5,514 | $35.7 萬 | 0.03% | +222+4.2% | 加碼 |
| Everhart Financial Group, Inc. | 5,489 | $35.6 萬 | 0.08% | −919−14.3% | 減碼 |
| Pure Financial Advisors, Inc. | 5,480 | $35.5 萬 | 0.01% | +622+12.8% | 加碼 |
| Addison Advisors LLC | 5,460 | $35.4 萬 | 0.10% | −5−0.1% | 減碼 |
| Yarbrough Capital, LLC | 5,454 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 5,447 | $35.3 萬 | 0.08% | +189+3.6% | 加碼 |
| Neville Rodie & Shaw Inc | 5,450 | $35.3 萬 | 0.03% | +5,450 | 新進 |
| Rosenberg Matthew Hamilton | 5,428 | $35.2 萬 | 0.09% | +96+1.8% | 加碼 |
| WealthPlan Investment Management, LLC | 5,413 | $35.1 萬 | 0.04% | +5,413 | 新進 |
| Olistico Wealth, LLC | 5,377 | $34.9 萬 | 0.21% | −2,131−28.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,358 | $34.7 萬 | 0.20% | +142+2.7% | 加碼 |
| Gray Wealth Management Inc. | 5,337 | $34.6 萬 | 0.14% | 00.0% | 不變 |
| CNB Bank | 5,333 | $34.6 萬 | 0.16% | 00.0% | 不變 |
| Edge Capital Group, LLC | 5,321 | $34.5 萬 | 0.02% | −3,673−40.8% | 減碼 |
| ISAM Funds (UK) Ltd | 5,314 | $34.4 萬 | 0.20% | +5,314 | 新進 |
| Burke & Herbert Bank & Trust Co | 5,300 | $34.3 萬 | 0.08% | 00.0% | 不變 |
| Orca Investment Management, LLC | 5,281 | $34.2 萬 | 0.31% | −569−9.7% | 減碼 |
| Hexagon Capital Partners LLC | 5,270 | $34.2 萬 | 0.07% | −4−0.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,265 | $34.1 萬 | 0.05% | −103−1.9% | 減碼 |
| Enzi Wealth | 5,000 | $33.9 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,226 | $33.9 萬 | 0.05% | −74−1.4% | 減碼 |
| Biltmore Family Office, LLC | 5,217 | $33.8 萬 | 0.06% | +2,471+90.0% | 加碼 |
| Virtue Capital Management, LLC | 5,174 | $33.5 萬 | 0.07% | +26+0.5% | 加碼 |
| Twin Capital Management Inc | 5,164 | $33.5 萬 | 0.04% | −137−2.6% | 減碼 |
| James Investment Research Inc | 5,154 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Sky Investment Group LLC | 5,145 | $33.3 萬 | 0.06% | +60+1.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| River Wealth Advisors LLC | 5,110 | $33.1 萬 | 0.04% | −29−0.6% | 減碼 |
| Lodestar Private Asset Management LLC | 5,100 | $33.1 萬 | 0.04% | +20.0% | 加碼 |
| Keel Point, LLC | 5,064 | $32.8 萬 | 0.03% | −213−4.0% | 減碼 |
| Private Trust Co NA | 5,059 | $32.8 萬 | 0.03% | −665−11.6% | 減碼 |
| Brighton Jones LLC | 5,045 | $32.7 萬 | 0.01% | +6+0.1% | 加碼 |
| Trust Co of the South | 5,005 | $32.4 萬 | 0.07% | +5,005 | 新進 |
| DAGCO, Inc. | 5,000 | $32.4 萬 | 0.13% | −1,250−20.0% | 減碼 |
| BBR Partners, LLC | 5,000 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,987 | $32.3 萬 | 0.01% | −803−13.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,986 | $32.3 萬 | 0.01% | +82+1.7% | 加碼 |
| Modern Wealth Management, LLC | 4,973 | $32.2 萬 | 0.02% | +100+2.1% | 加碼 |
| Viewpoint Capital Management LLC | 5,000 | $32.2 萬 | 0.18% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,969 | $32.2 萬 | 0.02% | −407−7.6% | 減碼 |
| Arete Wealth Advisors, LLC | 4,949 | $32.1 萬 | 0.03% | −1,349−21.4% | 減碼 |
| Evermay Wealth Management LLC | 4,948 | $32.1 萬 | 0.05% | −210−4.1% | 減碼 |
| Peoples Bank | 4,930 | $31.9 萬 | 0.21% | −305−5.8% | 減碼 |
| FWL Investment Management, LLC | 4,914 | $31.8 萬 | 0.12% | +803+19.5% | 加碼 |
| Vise Technologies, Inc. | 4,885 | $31.7 萬 | 0.04% | +2,082+74.3% | 加碼 |
| Ocean Capital Management, LLC | 4,866 | $31.5 萬 | 0.07% | +4,866 | 新進 |
| Spears Abacus Advisors LLC | 4,825 | $31.3 萬 | 0.01% | +600+14.2% | 加碼 |
| Advisor Resource Council | 4,821 | $31.2 萬 | 0.14% | +4,821 | 新進 |
| Islay Capital Management, LLC | 4,781 | $31.0 萬 | 0.21% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 3,910 | $30.6 萬 | 0.18% | +24+0.6% | 加碼 |
| Horan Securities, Inc. | 4,716 | $30.6 萬 | 0.12% | +60+1.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,501 | $30.5 萬 | 0.10% | −20−0.4% | 減碼 |
| Exchange Capital Management, Inc. | 4,697 | $30.4 萬 | 0.05% | +454+10.7% | 加碼 |
| Family Wealth Group, LLC | 4,689 | $30.4 萬 | 0.26% | +599+14.6% | 加碼 |
| Proequities, Inc. | 4,645 | $30.1 萬 | 0.02% | −406−8.0% | 減碼 |
| Old Mission Investment Co LLC | 4,643 | $30.1 萬 | 0.09% | −162−3.4% | 減碼 |
| Chilton Capital Management LLC | 4,639 | $30.1 萬 | 0.01% | +414+9.8% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,636 | $30.0 萬 | 0.14% | +228+5.2% | 加碼 |
| Oarsman Capital, Inc. | 4,633 | $30.0 萬 | 0.06% | +815+21.3% | 加碼 |
| Claro Advisors LLC | 4,613 | $29.9 萬 | 0.04% | −560−10.8% | 減碼 |
| Maiden Cove Capital, LLC | 4,612 | $29.9 萬 | 0.47% | +4,612 | 新進 |
| Gryphon Financial Partners LLC | 4,608 | $29.9 萬 | 0.04% | −117−2.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,595 | $29.8 萬 | 0.15% | +4,595 | 新進 |