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 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 49,957 | $323.8 萬 | 0.36% | +49,957 | 新進 |
| Empirical Finance, LLC | 49,935 | $323.6 萬 | 0.19% | +1,052+2.2% | 加碼 |
| Tandem Capital Management Corp | 49,537 | $321.0 萬 | 1.69% | +150+0.3% | 加碼 |
| Hixon Zuercher, LLC | 49,434 | $320.4 萬 | 1.25% | +626+1.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 49,348 | $319.8 萬 | 0.12% | −15,373−23.8% | 減碼 |
| Bailard, Inc. | 49,224 | $319.0 萬 | 0.08% | +5,807+13.4% | 加碼 |
| William Allan, LLC | 49,155 | $318.6 萬 | 1.98% | +482+1.0% | 加碼 |
| We Are One Seven, LLC | 49,046 | $317.9 萬 | 0.14% | −4,577−8.5% | 減碼 |
| Sepio Capital, LP | 48,800 | $316.3 萬 | 0.25% | −986−2.0% | 減碼 |
| Conscious Wealth Investments, LLC | 43,970 | $315.3 萬 | 2.17% | +222+0.5% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 48,623 | $315.1 萬 | 0.17% | +17,278+55.1% | 加碼 |
| CAPROCK Group, Inc. | 48,607 | $315.0 萬 | 0.11% | −7,348−13.1% | 減碼 |
| SAM Advisors, LLC | 48,213 | $312.5 萬 | 1.15% | +48,213 | 新進 |
| JB Capital LLC | 48,210 | $312.4 萬 | 0.18% | +5,687+13.4% | 加碼 |
| Fiduciary Group LLC | 47,991 | $311.0 萬 | 0.32% | −3,748−7.2% | 減碼 |
| Malaga Cove Capital, LLC | 47,941 | $310.7 萬 | 1.25% | −473−1.0% | 減碼 |
| Capital Analysts, LLC | 47,896 | $310.4 萬 | 0.13% | +6,256+15.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 47,348 | $306.9 萬 | 0.07% | −163−0.3% | 減碼 |
| Prudential PLC | 47,264 | $306.3 萬 | 0.02% | −10,340−18.0% | 減碼 |
| HB Wealth Management, LLC | 47,145 | $305.5 萬 | 0.03% | +14,085+42.6% | 加碼 |
| SGL Investment Advisors, Inc. | 38,039 | $305.0 萬 | 1.57% | +38,039 | 新進 |
| Permanens Capital L.P. | 46,967 | $304.4 萬 | 0.62% | −36,998−44.1% | 減碼 |
| Vinva Investment Management Ltd | 46,828 | $301.7 萬 | 0.13% | −2,765−5.6% | 減碼 |
| Harfst & Associates, Inc. | 46,483 | $301.3 萬 | 0.68% | +1,755+3.9% | 加碼 |
| K.J. Harrison & Partners Inc | 42,343 | $300.1 萬 | 0.45% | +10,400+32.6% | 加碼 |
| Diversify Advisory Services, LLC | 42,297 | $299.9 萬 | 0.16% | +13,997+49.5% | 加碼 |
| CIBC World Markets Inc. | 45,727 | $296.4 萬 | 0.01% | −58,737−56.2% | 減碼 |
| Baxter Bros Inc | 45,714 | $296.3 萬 | 0.39% | +1,449+3.3% | 加碼 |
| Courier Capital LLC | 45,605 | $295.6 萬 | 0.20% | −205−0.4% | 減碼 |
| Cabot Wealth Management Inc | 45,376 | $294.1 萬 | 0.37% | +915+2.1% | 加碼 |
| Modus Advisors, LLC | 45,262 | $293.3 萬 | 0.96% | +2,526+5.9% | 加碼 |
| Banco BTG Pactual S.A. | 45,000 | $291.6 萬 | 0.76% | +45,000 | 新進 |
| Stratos Wealth Partners, LTD. | 44,974 | $291.5 萬 | 0.04% | −6,602−12.8% | 減碼 |
| Gill Capital Partners, LLC | 44,893 | $290.9 萬 | 1.04% | +10.0% | 加碼 |
| Chatham Capital Group, Inc. | 44,707 | $289.7 萬 | 0.47% | −71−0.2% | 減碼 |
| Pettee Investors, Inc. | 44,687 | $289.6 萬 | 1.41% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 44,487 | $288.3 萬 | 1.26% | +1,443+3.4% | 加碼 |
| Vontobel Holding Ltd. | 44,474 | $288.2 萬 | 0.01% | −5,240−10.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,230 | $286.7 萬 | 0.20% | −3,923−8.1% | 減碼 |
| Wealthspire Advisors, LLC | 44,076 | $285.7 萬 | 0.03% | +4,904+12.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 43,683 | $283.1 萬 | 0.38% | +417+1.0% | 加碼 |
| Coastline Trust Co | 43,561 | $282.3 萬 | 0.33% | +200.0% | 加碼 |
| Maia Wealth LLC | 38,722 | $281.1 萬 | 0.69% | +4,598+13.5% | 加碼 |
| American Trust | 43,338 | $280.9 萬 | 0.23% | −12,792−22.8% | 減碼 |
| Stonebridge Capital Advisors LLC | 43,319 | $280.8 萬 | 0.23% | −297−0.7% | 減碼 |
| Camden Capital, LLC | 43,299 | $280.6 萬 | 0.30% | −2,904−6.3% | 減碼 |
| National Asset Management, Inc. | 43,784 | $280.4 萬 | 0.08% | +18,825+75.4% | 加碼 |
| Goelzer Investment Management, Inc. | 43,068 | $279.1 萬 | 0.15% | −2,845−6.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 43,066 | $279.1 萬 | 0.21% | +43,066 | 新進 |
| Private Wealth Partners, LLC | 42,945 | $278.3 萬 | 0.22% | +12,491+41.0% | 加碼 |
| Central Bank & Trust Co | 42,838 | $277.6 萬 | 0.38% | +869+2.1% | 加碼 |
| Lantern Wealth Advisors, LLC | 46,396 | $277.3 萬 | 1.92% | +2,491+5.7% | 加碼 |
| Pine Haven Investment Counsel, Inc | 42,536 | $275.7 萬 | 2.23% | −90−0.2% | 減碼 |
| Veriti Management LLC | 42,492 | $275.4 萬 | 0.15% | +3,473+8.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 42,402 | $274.8 萬 | 0.12% | +2,040+5.1% | 加碼 |
| Kampmann Melissa S. | 42,300 | $274.1 萬 | 1.94% | −525−1.2% | 減碼 |
| Sculati Wealth Management, LLC | 42,097 | $272.8 萬 | 1.09% | −576−1.3% | 減碼 |
| Horan Capital Advisors, LLC. | 42,050 | $272.5 萬 | 0.91% | −573−1.3% | 減碼 |
| Siemens Fonds Invest GmbH | 41,816 | $271.0 萬 | 0.22% | −655−1.5% | 減碼 |
| Hamilton Capital Partners Inc. | 41,491 | $268.9 萬 | 0.23% | +11,828+39.9% | 加碼 |
| Resources Investment Advisors, LLC. | 40,955 | $265.4 萬 | 0.03% | +408+1.0% | 加碼 |
| Greenup Street Wealth Management LLC | 40,858 | $264.8 萬 | 0.55% | −27−0.1% | 減碼 |
| Dakota Wealth Management | 40,785 | $264.3 萬 | 0.06% | −2,877−6.6% | 減碼 |
| 180 Wealth Advisors, LLC | 40,776 | $264.3 萬 | 0.42% | +1,631+4.2% | 加碼 |
| Independent Advisor Alliance | 40,210 | $260.6 萬 | 0.09% | +7,301+22.2% | 加碼 |
| Drucker Wealth 3.0, LLC | 40,117 | $260.0 萬 | 0.62% | +742+1.9% | 加碼 |
| HighPoint Advisor Group LLC | 36,615 | $259.7 萬 | 0.15% | −994−2.6% | 減碼 |
| Capstone Investment Advisors, LLC | 39,880 | $258.5 萬 | 0.05% | +29,780+294.9% | 加碼 |
| Parallel Advisors, LLC | 39,798 | $257.9 萬 | 0.06% | −3,129−7.3% | 減碼 |
| Red Spruce Capital, LLC | 39,203 | $254.1 萬 | 1.16% | −1,283−3.2% | 減碼 |
| Fundamentun, LLC | 38,926 | $252.3 萬 | 0.18% | +2,609+7.2% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 38,808 | $251.5 萬 | 1.35% | +457+1.2% | 加碼 |
| Colonial Trust Co | 38,762 | $251.2 萬 | 0.39% | −1,351−3.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 38,578 | $250.0 萬 | 0.04% | −5,805−13.1% | 減碼 |
| Grimes & Company, Inc. | 38,452 | $249.2 萬 | 0.07% | −104,401−73.1% | 減碼 |
| United Capital Financial Advisers, LLC | 38,381 | $248.7 萬 | 0.02% | −1,409−3.5% | 減碼 |
| Valeo Financial Advisors, LLC | 38,262 | $248.0 萬 | 0.07% | −406−1.0% | 減碼 |
| Apollon Wealth Management, LLC | 38,218 | $247.7 萬 | 0.07% | −3,283−7.9% | 減碼 |
| Linscomb & Williams, Inc. | 38,096 | $246.9 萬 | 0.12% | +338+0.9% | 加碼 |
| Compass Wealth Management LLC | 37,830 | $245.2 萬 | 0.58% | −3,879−9.3% | 減碼 |
| Warren Averett Asset Management, LLC | 37,736 | $244.6 萬 | 0.05% | −3,064−7.5% | 減碼 |
| Choate Investment Advisors | 37,636 | $243.9 萬 | 0.06% | −74,055−66.3% | 減碼 |
| Nelson Capital Management, LLC | 37,510 | $243.1 萬 | 0.41% | +543+1.5% | 加碼 |
| Oliver Luxxe Assets LLC | 37,468 | $242.8 萬 | 0.43% | +1,432+4.0% | 加碼 |
| HF Advisory Group, LLC | 37,377 | $242.2 萬 | 1.13% | +7,348+24.5% | 加碼 |
| Stableford Capital II LLC | 35,737 | $241.9 萬 | 0.97% | +2,617+7.9% | 加碼 |
| Cascade Investment Advisors, Inc. | 37,255 | $241.4 萬 | 1.54% | +5,730+18.2% | 加碼 |
| Main Street Research LLC | 36,624 | $237.4 萬 | 0.15% | −365,533−90.9% | 減碼 |
| D L Carlson Investment Group Inc | 36,577 | $237.1 萬 | 0.43% | −10,852−22.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 36,523 | $236.7 萬 | 0.06% | −43,424−54.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 36,451 | $236.2 萬 | 0.60% | −9,249−20.2% | 減碼 |
| Intech Investment Management LLC | 36,281 | $235.1 萬 | 0.03% | +11,087+44.0% | 加碼 |
| Sciencast Management LP | 36,277 | $235.1 萬 | 0.70% | +36,277 | 新進 |
| Anchor Investment Management, LLC | 36,229 | $234.8 萬 | 0.22% | +3,637+11.2% | 加碼 |
| Webster Bank, N. A. | 36,066 | $233.7 萬 | 0.25% | −4,928−12.0% | 減碼 |
| GPM Growth Investors, Inc. | 35,843 | $232.3 萬 | 0.97% | −10,103−22.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 35,792 | $232.0 萬 | 0.19% | +3,051+9.3% | 加碼 |
| Epoch Investment Partners, Inc. | 35,642 | $231.0 萬 | 0.01% | +7,205+25.3% | 加碼 |
| Buckingham Capital Management, Inc. | 35,005 | $226.9 萬 | 0.26% | −5,552−13.7% | 減碼 |
| Anson Funds Management LP | 35,000 | $226.8 萬 | 0.33% | +35,000 | 新進 |