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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 4,570 | $29.6 萬 | 0.13% | +16+0.4% | 加碼 |
| CKW Financial Group | 4,600 | $29.4 萬 | 0.04% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,510 | $29.2 萬 | 0.08% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 4,500 | $29.2 萬 | 0.03% | −271−5.7% | 減碼 |
| West Family Investments, Inc. | 4,500 | $29.2 萬 | 0.10% | +387+9.4% | 加碼 |
| Cassaday & Co Wealth Management LLC | 4,500 | $29.2 萬 | 0.01% | +581+14.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,500 | $29.2 萬 | 0.03% | +421+10.3% | 加碼 |
| Affinity Capital Advisors, LLC | 4,496 | $29.1 萬 | 0.06% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 4,480 | $29.0 萬 | 0.01% | −3,330−42.6% | 減碼 |
| Catalyst Private Wealth, LLC | 4,468 | $29.0 萬 | 0.14% | 00.0% | 不變 |
| Welch & Forbes LLC | 4,459 | $28.9 萬 | 0.00% | +36+0.8% | 加碼 |
| KLCM Advisors, Inc. | 4,458 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 4,444 | $28.8 萬 | 0.22% | −100−2.2% | 減碼 |
| Eqis Capital Management, Inc. | 4,443 | $28.8 萬 | 0.02% | −99−2.2% | 減碼 |
| Delta Financial Advisors LLC | 4,423 | $28.7 萬 | 0.10% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,417 | $28.6 萬 | 0.02% | +4,417 | 新進 |
| Semus Wealth Partners LLC | 4,408 | $28.6 萬 | 0.20% | +684+18.4% | 加碼 |
| Centric Wealth Management | 3,757 | $28.5 萬 | 0.08% | +14+0.4% | 加碼 |
| LBMC Investment Advisors, LLC | 4,388 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 4,381 | $28.4 萬 | 0.01% | −762−14.8% | 減碼 |
| Eagle Wealth Strategies LLC | 4,375 | $28.4 萬 | 0.21% | +4,375 | 新進 |
| Vista Private Wealth Partners. LLC | 4,366 | $28.3 萬 | 0.11% | −265−5.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,357 | $28.2 萬 | 0.05% | +632+17.0% | 加碼 |
| Caas Capital Management LP | 4,357 | $28.2 萬 | 0.19% | +4,357 | 新進 |
| TFG Advisers LLC | 4,343 | $28.1 萬 | 0.10% | +133+3.2% | 加碼 |
| Aviso Financial Inc. | 4,339 | $28.1 萬 | 0.01% | −140−3.1% | 減碼 |
| Client 1st Advisory Group, LLC | 4,322 | $28.0 萬 | 0.11% | −409−8.6% | 減碼 |
| Boston Financial Mangement LLC | 4,314 | $28.0 萬 | 0.01% | −24−0.6% | 減碼 |
| Schrum Private Wealth Management LLC | 4,312 | $27.9 萬 | 0.14% | +4,312 | 新進 |
| Ledyard National Bank | 4,300 | $27.9 萬 | 0.03% | −6−0.1% | 減碼 |
| Callan Capital, LLC | 4,287 | $27.8 萬 | 0.02% | −1,267−22.8% | 減碼 |
| Welch Group, LLC | 4,286 | $27.8 萬 | 0.01% | +11+0.3% | 加碼 |
| Western Pacific Wealth Management, LP | 4,285 | $27.8 萬 | 0.18% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 4,285 | $27.8 萬 | 0.01% | +382+9.8% | 加碼 |
| Apexium Financial, LP | 4,278 | $27.7 萬 | 0.02% | −263−5.8% | 減碼 |
| Kovack Advisors, Inc. | 4,275 | $27.7 萬 | 0.03% | +386+9.9% | 加碼 |
| Fulton Bank, N.A. | 4,264 | $27.6 萬 | 0.01% | −4,201−49.6% | 減碼 |
| Wesbanco Bank Inc | 4,252 | $27.6 萬 | 0.01% | −64−1.5% | 減碼 |
| New Wave Wealth Advisors LLC | 4,251 | $27.6 萬 | 0.13% | +41+1.0% | 加碼 |
| Heritage Oak Wealth Advisors LLC | 4,251 | $27.6 萬 | 0.13% | +4,251 | 新進 |
| Aberdeen Wealth Management LLC | 4,244 | $27.5 萬 | 0.18% | +426+11.2% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,243 | $27.5 萬 | 0.11% | +1,374+47.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,237 | $27.5 萬 | 0.08% | +3+0.1% | 加碼 |
| Credit Capital Investments LLC | 4,200 | $27.2 萬 | 0.34% | +4,200 | 新進 |
| Fiduciary Alliance LLC | 4,198 | $27.2 萬 | 0.04% | −104−2.4% | 減碼 |
| Oxinas Partners Wealth Management LLC | 4,196 | $27.2 萬 | 0.17% | −856−16.9% | 減碼 |
| Purus Wealth Management, LLC | 4,183 | $27.1 萬 | 0.11% | +7+0.2% | 加碼 |
| Studio Investment Management LLC | 4,178 | $27.1 萬 | 0.06% | +195+4.9% | 加碼 |
| Quest Partners LLC | 4,161 | $27.0 萬 | 0.02% | +4,161 | 新進 |
| Waddell & Associates, LLC | 4,140 | $26.8 萬 | 0.03% | +33+0.8% | 加碼 |
| Quotient Wealth Partners, LLC | 4,134 | $26.8 萬 | 0.01% | −806−16.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,106 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 4,097 | $26.6 萬 | 0.01% | −414−9.2% | 減碼 |
| Benin Management CORP | 4,100 | $26.6 萬 | 0.07% | −222−5.1% | 減碼 |
| Court Place Advisors, LLC | 4,100 | $26.6 萬 | 0.08% | −200−4.7% | 減碼 |
| Calton & Associates, Inc. | 4,094 | $26.5 萬 | 0.10% | +605+17.3% | 加碼 |
| Baron Wealth Management LLC | 4,079 | $26.4 萬 | 0.13% | −540−11.7% | 減碼 |
| BCJ Capital Management, LLC | 4,062 | $26.3 萬 | 0.02% | +4,062 | 新進 |
| Essex LLC | 4,050 | $26.2 萬 | 0.05% | −370−8.4% | 減碼 |
| SFG Wealth Management, LLC. | 4,050 | $26.2 萬 | 0.14% | 00.0% | 不變 |
| MBB Public Markets I LLC | 4,050 | $26.2 萬 | 0.02% | −102,716−96.2% | 減碼 |
| Level Four Advisory Services, LLC | 3,705 | $26.2 萬 | 0.01% | +42+1.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,030 | $26.1 萬 | 0.01% | −1,688−29.5% | 減碼 |
| Sweet Financial Partners, LLC | 4,025 | $26.1 萬 | 0.06% | −145−3.5% | 減碼 |
| Laffer Tengler Investments | 4,025 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 4,000 | $25.9 萬 | 0.04% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,000 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,970 | $25.7 萬 | 0.01% | +575+16.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,965 | $25.7 萬 | 0.02% | −601−13.2% | 減碼 |
| Souders Financial Advisors | 3,964 | $25.7 萬 | 0.04% | −154−3.7% | 減碼 |
| Berger Financial Group, Inc | 3,959 | $25.7 萬 | 0.02% | +19+0.5% | 加碼 |
| Ariston Services Group | 3,958 | $25.7 萬 | 0.22% | −1,981−33.4% | 減碼 |
| Klingman & Associates, LLC | 3,958 | $25.7 萬 | 0.02% | −74−1.8% | 減碼 |
| Van Strum & Towne Inc. | 3,950 | $25.6 萬 | 0.09% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 3,950 | $25.6 萬 | 0.16% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 3,936 | $25.5 萬 | 0.13% | −964−19.7% | 減碼 |
| First Business Financial Services, Inc. | 3,931 | $25.5 萬 | 0.03% | −1,045−21.0% | 減碼 |
| Onefund, LLC | 3,924 | $25.4 萬 | 0.26% | +34+0.9% | 加碼 |
| Romano Brothers and Company | 3,915 | $25.4 萬 | 0.03% | −100−2.5% | 減碼 |
| Noesis Capital Mangement Corp | 3,898 | $25.3 萬 | 0.05% | −855−18.0% | 減碼 |
| Klingenstein Fields & Co LP | 3,890 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Opus Capital Group, LLC | 3,891 | $25.2 萬 | 0.03% | +127+3.4% | 加碼 |
| Occudo Quantitative Strategies LP | 3,878 | $25.1 萬 | 0.05% | +3,878 | 新進 |
| Catalina Capital Group, LLC | 3,868 | $25.1 萬 | 0.09% | +488+14.4% | 加碼 |
| Sara-Bay Financial | 3,854 | $25.0 萬 | 0.10% | 00.0% | 不變 |
| Norway Savings Bank | 3,835 | $24.9 萬 | 0.13% | −310−7.5% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,825 | $24.8 萬 | 0.18% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,411 | $24.5 萬 | 0.05% | +147+4.5% | 加碼 |
| Westshore Wealth, LLC | 3,782 | $24.5 萬 | 0.10% | −81−2.1% | 減碼 |
| Peterson Wealth Services | 3,771 | $24.4 萬 | 0.08% | +3,771 | 新進 |
| Transcend Wealth Collective, LLC | 3,753 | $24.3 萬 | 0.02% | −1,228−24.7% | 減碼 |
| Tompkins Financial Corp | 3,753 | $24.3 萬 | 0.02% | −600−13.8% | 減碼 |
| Prosperitas Financial LLC | 3,748 | $24.3 萬 | 0.13% | +337+9.9% | 加碼 |
| Thrive Wealth Management, LLC | 3,748 | $24.3 萬 | 0.04% | +17+0.5% | 加碼 |
| Optas, LLC | 3,744 | $24.3 萬 | 0.06% | −471−11.2% | 減碼 |
| Inceptionr LLC | 3,737 | $24.2 萬 | 0.06% | +3,737 | 新進 |
| Boston Mountain Money Management Inc | 3,689 | $23.9 萬 | 0.14% | −19−0.5% | 減碼 |
| Quantum Financial Advisors, LLC | 3,687 | $23.9 萬 | 0.04% | −2−0.1% | 減碼 |
| Founders Capital Management | 3,680 | $23.9 萬 | 0.15% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 3,670 | $23.8 萬 | 0.04% | +6+0.2% | 加碼 |