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 |
|---|---|---|---|---|---|
| IMS Capital Management | 14,201 | $105.1 萬 | 0.49% | −84−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 14,219 | $105.2 萬 | 0.08% | +376+2.7% | 加碼 |
| Sumitomo Life Insurance Co | 14,233 | $105.3 萬 | 0.02% | −433−3.0% | 減碼 |
| Intact Investment Management Inc. | 14,300 | $105.8 萬 | 0.04% | +2,560+21.8% | 加碼 |
| Destination Wealth Management | 14,306 | $105.9 萬 | 0.03% | −2,524−15.0% | 減碼 |
| Wedmont Private Capital | 14,568 | $106.0 萬 | 0.06% | +1,751+13.7% | 加碼 |
| VCI Wealth Management LLC | 14,372 | $106.4 萬 | 0.45% | −8,469−37.1% | 減碼 |
| Uncommon Cents Investing LLC | 14,381 | $106.4 萬 | 0.32% | −175−1.2% | 減碼 |
| Greenwood Gearhart Inc | 14,398 | $106.6 萬 | 0.07% | −148,487−91.2% | 減碼 |
| Tranquilli Financial Advisor LLC | 14,415 | $106.7 萬 | 0.68% | −235−1.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 41,089 | $106.8 萬 | 0.19% | −3,141−7.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,523 | $107.5 萬 | 0.00% | −3,776−20.6% | 減碼 |
| Smartleaf Asset Management LLC | 14,580 | $107.8 萬 | 0.11% | +3,228+28.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,566 | $107.8 萬 | 0.04% | −565−3.7% | 減碼 |
| Nicolet Bankshares Inc | 14,623 | $108.2 萬 | 0.26% | +832+6.0% | 加碼 |
| Smith, Moore & Co. | 14,695 | $108.8 萬 | 0.10% | −1,001−6.4% | 減碼 |
| Fruth Investment Management | 14,756 | $109.2 萬 | 0.30% | 00.0% | 不變 |
| Scharf Investments, LLC | 14,765 | $109.3 萬 | 0.03% | +14,765 | 新進 |
| Integrated Advisors Network LLC | 14,792 | $109.5 萬 | 0.05% | −2,171−12.8% | 減碼 |
| LexAurum Advisors, LLC | 14,876 | $110.1 萬 | 0.22% | +1,404+10.4% | 加碼 |
| Ridgewood Investments LLC | 14,888 | $110.2 萬 | 0.53% | −6,404−30.1% | 減碼 |
| Hennessy Advisors Inc | 14,900 | $110.3 萬 | 0.03% | −2,100−12.4% | 減碼 |
| Davis R M Inc | 15,002 | $111.0 萬 | 0.02% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 15,007 | $111.1 萬 | 0.26% | −2,036−11.9% | 減碼 |
| Greystone Financial Group, LLC | 15,063 | $111.5 萬 | 0.19% | −1,092−6.8% | 減碼 |
| Neumann Capital Management, LLC | 15,065 | $111.5 萬 | 0.37% | +15+0.1% | 加碼 |
| Postrock Partners LLC | 15,078 | $111.6 萬 | 0.54% | +15,078 | 新進 |
| First National Advisers, LLC | 15,100 | $111.8 萬 | 0.18% | −9,319−38.2% | 減碼 |
| Optiver Holding B.V. | 15,113 | $111.9 萬 | 0.04% | +12,883+577.7% | 加碼 |
| Dana Investment Advisors, Inc. | 15,138 | $112.0 萬 | 0.04% | −446−2.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 15,188 | $112.4 萬 | 0.03% | −406−2.6% | 減碼 |
| Atomi Financial Group, Inc. | 15,202 | $112.5 萬 | 0.06% | +2,457+19.3% | 加碼 |
| Frisch Financial Group, Inc. | 15,224 | $112.7 萬 | 0.34% | −1,170−7.1% | 減碼 |
| JNBA Financial Advisors | 15,268 | $113.0 萬 | 0.12% | −107−0.7% | 減碼 |
| Gsa Capital Partners LLP | 15,323 | $113.4 萬 | 0.08% | +15,323 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,346 | $113.5 萬 | 0.04% | +13,794+888.8% | 加碼 |
| Cigna Investments Inc | 15,468 | $114.5 萬 | 0.20% | +58+0.4% | 加碼 |
| Chicago Capital, LLC | 15,529 | $114.9 萬 | 0.03% | +880+6.0% | 加碼 |
| Inceptionr LLC | 15,543 | $115.0 萬 | 0.26% | +11,806+315.9% | 加碼 |
| Wedbush Securities Inc | 15,601 | $115.5 萬 | 0.04% | +975+6.7% | 加碼 |
| Meriwether Wealth & Planning, LLC | 15,856 | $117.4 萬 | 0.84% | +15,856 | 新進 |
| Howard Financial Services, Ltd. | 15,864 | $117.4 萬 | 0.16% | +83+0.5% | 加碼 |
| RiverPark Advisors, LLC | 15,881 | $117.5 萬 | 0.94% | −1,036−6.1% | 減碼 |
| Independence Bank of Kentucky | 15,915 | $117.8 萬 | 0.18% | −515−3.1% | 減碼 |
| Mainstream Capital Management LLC | 16,031 | $118.6 萬 | 0.83% | +162+1.0% | 加碼 |
| Embree Financial Group | 16,037 | $118.7 萬 | 0.20% | −724−4.3% | 減碼 |
| Birmingham Capital Management Co Inc | 16,175 | $119.7 萬 | 0.44% | −500−3.0% | 減碼 |
| Canopy Partners, LLC | 16,219 | $120.0 萬 | 0.46% | +6,615+68.9% | 加碼 |
| Aspen Investment Management Inc | 16,257 | $120.3 萬 | 0.56% | +1,886+13.1% | 加碼 |
| Banco Santander, S.A. | 16,316 | $120.8 萬 | 0.01% | +5,413+49.6% | 加碼 |
| New Century Financial Group, LLC | 16,225 | $120.8 萬 | 0.51% | +16,225 | 新進 |
| Root Financial Partners, LLC | 16,346 | $121.0 萬 | 0.15% | +16,346 | 新進 |
| TLWM | 16,461 | $121.8 萬 | 0.24% | +695+4.4% | 加碼 |
| Quadrant Capital Group LLC | 16,466 | $121.9 萬 | 0.08% | −75−0.5% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 16,481 | $121.9 萬 | 0.47% | +16,481 | 新進 |
| Providence Wealth Advisors, LLC | 16,364 | $122.5 萬 | 0.93% | −443−2.6% | 減碼 |
| Nine Masts Capital Ltd | 16,569 | $122.6 萬 | 0.23% | +16,569 | 新進 |
| Brown, Lisle/Cummings, Inc. | 16,575 | $122.7 萬 | 0.37% | 00.0% | 不變 |
| AXS Investments LLC | 16,653 | $123.2 萬 | 0.34% | −3,403−17.0% | 減碼 |
| Fox Run Management, L.L.C. | 16,662 | $123.3 萬 | 0.22% | +16,662 | 新進 |
| Montecito Bank & Trust | 16,697 | $123.6 萬 | 0.21% | 00.0% | 不變 |
| Crux Wealth Advisors | 16,888 | $125.0 萬 | 0.70% | +16,888 | 新進 |
| Garner Asset Management Corp | 17,127 | $126.8 萬 | 0.59% | −857−4.8% | 減碼 |
| Aaron Wealth Advisors | 17,151 | $126.9 萬 | 0.15% | +2,096+13.9% | 加碼 |
| Quantitative Investment Management, LLC | 17,302 | $128.0 萬 | 0.10% | +10,113+140.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 17,346 | $128.4 萬 | 0.52% | +2,405+16.1% | 加碼 |
| Tranquility Partners, LLC | 17,364 | $128.5 萬 | 0.48% | −911−5.0% | 減碼 |
| FineMark National Bank & Trust | 17,450 | $129.1 萬 | 0.05% | +14+0.1% | 加碼 |
| Nomura Holdings Inc | 17,454 | $129.2 萬 | 0.01% | −143,912−89.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,521 | $129.7 萬 | 0.10% | −10−0.1% | 減碼 |
| Guardian Asset Advisors, LLC | 17,545 | $129.7 萬 | 0.83% | −885−4.8% | 減碼 |
| Ritholtz Wealth Management | 17,573 | $130.1 萬 | 0.04% | +1,429+8.9% | 加碼 |
| StoneX Group Inc. | 17,581 | $130.1 萬 | 0.07% | +3,939+28.9% | 加碼 |
| Hickory Asset Management, Inc. | 17,584 | $130.1 萬 | 1.11% | +17,584 | 新進 |
| MBM Wealth Consultants, LLC | 17,677 | $130.5 萬 | 0.39% | +625+3.7% | 加碼 |
| Advisors Asset Management, Inc. | 17,638 | $130.5 萬 | 0.02% | −1,185−6.3% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 17,713 | $131.1 萬 | 0.12% | −50−0.3% | 減碼 |
| Shell Asset Management Co | 17,786 | $131.6 萬 | 0.06% | −245−1.4% | 減碼 |
| Stenger Family Office, LLC | 17,813 | $131.8 萬 | 0.45% | +17,813 | 新進 |
| BIP Wealth, LLC | 18,258 | $135.1 萬 | 0.09% | +197+1.1% | 加碼 |
| Cidel Asset Management Inc | 18,297 | $135.4 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 18,300 | $135.4 萬 | 0.01% | −3,590−16.4% | 減碼 |
| Caldwell Trust Co | 18,326 | $135.6 萬 | 0.14% | +129+0.7% | 加碼 |
| Next Capital Management LLC | 18,342 | $135.7 萬 | 0.56% | −10,054−35.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 18,417 | $136.3 萬 | 0.07% | +3,789+25.9% | 加碼 |
| Trust Asset Management LLC | 18,455 | $136.6 萬 | 0.11% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 18,522 | $137.1 萬 | 0.05% | −1,394−7.0% | 減碼 |
| Bokf, NA | 18,949 | $137.9 萬 | 0.02% | −5,535−22.6% | 減碼 |
| Keystone Financial Services | 18,685 | $138.3 萬 | 0.53% | +310+1.7% | 加碼 |
| First Dallas Securities Inc. | 18,815 | $139.2 萬 | 0.57% | +352+1.9% | 加碼 |
| MidWestOne Financial Group, Inc. | 18,941 | $140.2 萬 | 0.20% | −3,958−17.3% | 減碼 |
| RMR Capital Management, LLC | 18,976 | $140.4 萬 | 1.05% | −2,856−13.1% | 減碼 |
| GeoWealth Management, LLC | 18,987 | $140.5 萬 | 0.05% | +3,134+19.8% | 加碼 |
| River & Mercantile Asset Management LLP | 19,017 | $140.7 萬 | 0.27% | −13,808−42.1% | 減碼 |
| HM Payson & Co | 19,141 | $141.7 萬 | 0.02% | −1,934−9.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 19,181 | $142.0 萬 | 0.02% | +174+0.9% | 加碼 |
| Krilogy Financial LLC | 19,281 | $142.7 萬 | 0.10% | +364+1.9% | 加碼 |
| Savvy Advisors, Inc. | 19,397 | $143.6 萬 | 0.17% | +13,879+251.5% | 加碼 |
| City Holding Co | 19,470 | $144.1 萬 | 0.20% | −5,069−20.7% | 減碼 |
| BayBridge Capital Group, LLC | 19,541 | $144.6 萬 | 1.05% | +309+1.6% | 加碼 |