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 4 季 13F 持有人
Schwab Charles Corp 在 2024/12/31 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
- 1,993
- 較 2024 年第 3 季 +167 家
- 持有股數
- 15.0 億
- 較 2024 年第 3 季 +1,631 萬 (+1.1%)
- 總市值
- $1,108 億
- 較 2024 年第 3 季 +$147.8 億 (+15.4%)
- 新進機構
- 275
- 另有 705 家加碼
- 清倉機構
- 108
- 另有 756 家減碼
另有 31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shira Ridge Wealth Management | 10,974 | $81.2 萬 | 0.40% | 00.0% | 不變 |
| Cynosure Management, LLC | 10,987 | $81.3 萬 | 0.12% | −493−4.3% | 減碼 |
| Nabity-Jensen Investment Management Inc | 11,008 | $81.5 萬 | 0.62% | −94−0.8% | 減碼 |
| Navellier & Associates Inc | 11,055 | $81.8 萬 | 0.10% | +2,955+36.5% | 加碼 |
| Farther Finance Advisors, LLC | 11,076 | $82.0 萬 | 0.03% | −16,274−59.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 11,122 | $82.3 萬 | 0.15% | +1,735+18.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 11,134 | $82.4 萬 | 0.02% | −7,374−39.8% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 11,141 | $82.5 萬 | 0.45% | −948−7.8% | 減碼 |
| Mutual Advisors, LLC | 10,938 | $82.6 萬 | 0.02% | −566−4.9% | 減碼 |
| Enterprise Bank & Trust Co | 11,213 | $83.0 萬 | 0.27% | +1,231+12.3% | 加碼 |
| Hilltop Holdings Inc. | 11,233 | $83.1 萬 | 0.05% | −1,414−11.2% | 減碼 |
| Personal Cfo Solutions, LLC | 11,236 | $83.2 萬 | 0.16% | +130+1.2% | 加碼 |
| Novare Capital Management LLC | 11,238 | $83.2 萬 | 0.07% | −2,286−16.9% | 減碼 |
| Institute for Wealth Management, LLC. | 11,288 | $83.5 萬 | 0.10% | −173−1.5% | 減碼 |
| BIT Capital GmbH | 11,296 | $83.6 萬 | 0.07% | +11,296 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 11,328 | $83.8 萬 | 0.03% | −2,607−18.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,361 | $84.1 萬 | 0.23% | −25−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,390 | $84.3 萬 | 0.23% | −7,072−38.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $84.4 萬 | 0.04% | −500−4.2% | 減碼 |
| WoodTrust Financial Corp | 11,412 | $84.5 萬 | 0.12% | −5,060−30.7% | 減碼 |
| Navalign, LLC | 11,431 | $84.6 萬 | 0.25% | −374−3.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 11,443 | $84.7 萬 | 0.18% | −984−7.9% | 減碼 |
| Northcape Wealth Management, LLC | 11,497 | $85.1 萬 | 0.28% | 00.0% | 不變 |
| Cullinan Associates Inc | 11,500 | $85.1 萬 | 0.05% | −1,800−13.5% | 減碼 |
| Central Trust Co | 11,509 | $85.2 萬 | 0.02% | +991+9.4% | 加碼 |
| Integrated Wealth Concepts LLC | 11,511 | $85.2 萬 | 0.01% | −381−3.2% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 11,513 | $85.2 萬 | 0.28% | +11,513 | 新進 |
| Whitener Capital Management, Inc. | 11,530 | $85.3 萬 | 0.24% | +680+6.3% | 加碼 |
| Thomasville National Bank | 11,573 | $85.7 萬 | 0.06% | +67+0.6% | 加碼 |
| Davidson Kahn Capital Management, LLC | 11,601 | $85.9 萬 | 0.80% | +11,601 | 新進 |
| Lindbrook Capital, LLC | 11,647 | $86.2 萬 | 0.08% | +675+6.2% | 加碼 |
| Lodestone Wealth Management LLC | 11,648 | $86.2 萬 | 0.43% | +36+0.3% | 加碼 |
| Blalock Williams, LLC | 11,664 | $86.3 萬 | 1.00% | +11,664 | 新進 |
| Nilsine Partners, LLC | 11,666 | $86.3 萬 | 0.09% | −3,154−21.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 11,760 | $87.0 萬 | 0.09% | −1,788−13.2% | 減碼 |
| Leavell Investment Management, Inc. | 11,823 | $87.5 萬 | 0.04% | −203−1.7% | 減碼 |
| Stevens Capital Management LP | 11,844 | $87.7 萬 | 0.35% | +11,844 | 新進 |
| Arkadios Wealth Advisors | 11,864 | $87.8 萬 | 0.05% | +1,099+10.2% | 加碼 |
| Oder Investment Management, LLC | 11,966 | $88.6 萬 | 0.74% | −37−0.3% | 減碼 |
| Lummis Asset Management, LP | 11,969 | $88.6 萬 | 1.12% | 00.0% | 不變 |
| Fusion Capital, LLC | 12,075 | $89.4 萬 | 0.36% | +37+0.3% | 加碼 |
| Burling Wealth Partners, LLC | 12,080 | $89.4 萬 | 0.18% | +12,080 | 新進 |
| GTS Securities LLC | 12,091 | $89.5 萬 | 0.04% | −16,308−57.4% | 減碼 |
| Peak Planning Group, LLC | 12,132 | $89.8 萬 | 0.37% | +10+0.1% | 加碼 |
| Vise Technologies, Inc. | 12,146 | $89.9 萬 | 0.07% | +7,261+148.6% | 加碼 |
| Golden State Equity Partners | 12,207 | $90.3 萬 | 0.17% | −1,658−12.0% | 減碼 |
| H&H Retirement Design & Management INC | 11,237 | $90.4 萬 | 0.55% | −999−8.2% | 減碼 |
| Catalyst Financial Partners LLC | 12,268 | $90.8 萬 | 0.17% | +70+0.6% | 加碼 |
| Stablepoint Partners, LLC | 12,486 | $92.4 萬 | 0.17% | +141+1.1% | 加碼 |
| Uhlmann Price Securities, LLC | 12,578 | $93.1 萬 | 0.70% | +35+0.3% | 加碼 |
| Herold Advisors, Inc. | 12,597 | $93.2 萬 | 0.20% | +138+1.1% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $93.3 萬 | 0.18% | 00.0% | 不變 |
| Summit Asset Management, LLC | 12,602 | $93.3 萬 | 0.16% | 00.0% | 不變 |
| United Bank | 12,606 | $93.3 萬 | 0.39% | +1,254+11.0% | 加碼 |
| Kanawha Capital Management LLC | 12,623 | $93.4 萬 | 0.07% | +12,623 | 新進 |
| Panoramic Investment Advisors, LLC | 12,633 | $93.5 萬 | 0.61% | +365+3.0% | 加碼 |
| Kingsview Wealth Management, LLC | 12,786 | $94.6 萬 | 0.02% | +6,039+89.5% | 加碼 |
| Granite Investment Partners, LLC | 12,791 | $94.7 萬 | 0.04% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 12,810 | $94.8 萬 | 0.10% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 12,813 | $94.8 萬 | 0.16% | −29−0.2% | 減碼 |
| FLC Capital Advisors | 12,817 | $94.9 萬 | 0.22% | −559−4.2% | 減碼 |
| Nautilus Advisors LLC | 12,831 | $95.0 萬 | 0.76% | +12,831 | 新進 |
| HCR Wealth Advisors | 12,843 | $95.1 萬 | 0.12% | −131−1.0% | 減碼 |
| DRW Securities, LLC | 12,896 | $95.4 萬 | 0.06% | +5,891+84.1% | 加碼 |
| Johnson Financial Group, Inc. | 11,583 | $95.8 萬 | 0.05% | −6,080−34.4% | 減碼 |
| O'Rourke & Company, Inc | 12,958 | $95.9 萬 | 0.47% | +142+1.1% | 加碼 |
| First Commonwealth Financial Corp | 12,978 | $96.1 萬 | 0.23% | +519+4.2% | 加碼 |
| Essex Financial Services, Inc. | 12,979 | $96.1 萬 | 0.07% | −473−3.5% | 減碼 |
| Regions Financial Corp | 13,035 | $96.5 萬 | 0.01% | −916−6.6% | 減碼 |
| Canandaigua National Trust Co of Florida | 13,091 | $96.9 萬 | 0.76% | −125−0.9% | 減碼 |
| Franklin Street Advisors Inc | 13,140 | $97.2 萬 | 0.06% | −844−6.0% | 減碼 |
| Aptus Capital Advisors, LLC | 13,144 | $97.3 萬 | 0.01% | +2,416+22.5% | 加碼 |
| Waldron Private Wealth LLC | 13,181 | $97.6 萬 | 0.04% | +88+0.7% | 加碼 |
| Lake Street Advisors Group, LLC | 13,183 | $97.6 萬 | 0.04% | +317+2.5% | 加碼 |
| Old National Bancorp | 13,203 | $97.7 萬 | 0.02% | +749+6.0% | 加碼 |
| Axxcess Wealth Management, LLC | 13,205 | $97.7 萬 | 0.02% | +5,483+71.0% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 13,219 | $97.8 萬 | 0.73% | 00.0% | 不變 |
| Hardy Reed LLC | 13,225 | $97.9 萬 | 0.09% | +166+1.3% | 加碼 |
| Burns Matteson Capital Management, LLC | 13,337 | $98.7 萬 | 0.55% | −639−4.6% | 減碼 |
| Hamel Associates, Inc. | 13,395 | $99.1 萬 | 0.32% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,415 | $99.3 萬 | 0.03% | −50.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,421 | $99.3 萬 | 0.00% | −148,750−91.7% | 減碼 |
| First Financial Corp | 13,433 | $99.4 萬 | 0.46% | −373−2.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 13,487 | $99.8 萬 | 0.08% | −2,343−14.8% | 減碼 |
| Equitable Trust Co | 13,504 | $99.9 萬 | 0.06% | +11+0.1% | 加碼 |
| Matisse Capital | 13,520 | $100.1 萬 | 0.51% | −1,339−9.0% | 減碼 |
| Aviso Wealth Management | 13,590 | $100.6 萬 | 0.51% | −1,054−7.2% | 減碼 |
| Schechter Investment Advisors, LLC | 13,614 | $100.8 萬 | 0.08% | +1,058+8.4% | 加碼 |
| Leisure Capital Management | 13,630 | $100.9 萬 | 0.40% | −122−0.9% | 減碼 |
| Koshinski Asset Management, Inc. | 13,651 | $101.0 萬 | 0.09% | −162−1.2% | 減碼 |
| Qtron Investments LLC | 13,698 | $101.4 萬 | 0.14% | 00.0% | 不變 |
| Disciplined Investors, L.L.C. | 13,994 | $101.7 萬 | 0.98% | +13,994 | 新進 |
| CMG Global Holdings, LLC | 12,619 | $101.7 萬 | 0.56% | −3,612−22.3% | 減碼 |
| JT Stratford LLC | 13,743 | $101.7 萬 | 0.17% | −400−2.8% | 減碼 |
| iA Global Asset Management Inc. | 13,812 | $102.2 萬 | 0.02% | +6,017+77.2% | 加碼 |
| Sage Rhino Capital LLC | 13,884 | $102.8 萬 | 0.22% | −233−1.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,913 | $103.0 萬 | 0.31% | +40+0.3% | 加碼 |
| Cooper Financial Group | 13,950 | $103.2 萬 | 0.12% | +1,566+12.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 14,009 | $103.7 萬 | 0.05% | −287−2.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,062 | $104.1 萬 | 0.08% | −70.0% | 減碼 |