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 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 | 2,173 | $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 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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 19,636 | $145.3 萬 | 0.02% | +2,336+13.5% | 加碼 |
| Cary Street Partners Financial LLC | 19,654 | $145.5 萬 | 0.05% | +19,654 | 新進 |
| Hills Bank & Trust Co | 19,662 | $145.5 萬 | 0.11% | +1,308+7.1% | 加碼 |
| Jeppson Wealth Management, LLC | 19,672 | $145.6 萬 | 0.53% | −350−1.7% | 減碼 |
| Jones Financial Companies LLLP | 19,767 | $146.3 萬 | 0.00% | +4,230+27.2% | 加碼 |
| Inspire Advisors, LLC | 19,808 | $146.6 萬 | 0.18% | +678+3.5% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $148.0 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 20,077 | $148.6 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 20,144 | $149.1 萬 | 0.03% | −7,664−27.6% | 減碼 |
| Vista Investment Partners LLC | 20,150 | $149.1 萬 | 0.47% | −250−1.2% | 減碼 |
| Riverpark Capital Management LLC | 20,219 | $149.6 萬 | 2.62% | −1,257−5.9% | 減碼 |
| Edgestream Partners, L.P. | 20,225 | $149.7 萬 | 0.06% | −99,044−83.0% | 減碼 |
| South Dakota Investment Council | 20,256 | $149.9 萬 | 0.03% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 20,279 | $150.1 萬 | 0.25% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 20,385 | $150.9 萬 | 0.61% | −311−1.5% | 減碼 |
| Professional Financial Advisors, LLC | 20,637 | $152.7 萬 | 0.39% | +646+3.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 20,682 | $153.1 萬 | 0.06% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 20,736 | $153.5 萬 | 0.08% | +750+3.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 20,846 | $153.9 萬 | 0.53% | +768+3.8% | 加碼 |
| David Loasby | 21,174 | $154.1 萬 | 0.14% | +1,019+5.1% | 加碼 |
| Park Avenue Securities LLC | 20,815 | $154.1 萬 | 0.02% | −2,970−12.5% | 減碼 |
| Rothschild Investment LLC | 20,845 | $154.3 萬 | 0.10% | +168+0.8% | 加碼 |
| Bank of Hawaii | 20,900 | $154.7 萬 | 0.09% | +2,331+12.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 20,900 | $154.7 萬 | 1.10% | −300−1.4% | 減碼 |
| Coldstream Capital Management Inc | 20,918 | $154.8 萬 | 0.03% | +1,641+8.5% | 加碼 |
| Profund Advisors LLC | 20,960 | $155.1 萬 | 0.06% | −3,696−15.0% | 減碼 |
| Hedges Asset Management LLC | 21,000 | $155.4 萬 | 1.03% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 21,008 | $155.5 萬 | 0.06% | −344−1.6% | 減碼 |
| GAMMA Investing LLC | 21,149 | $156.5 萬 | 0.13% | +2,938+16.1% | 加碼 |
| Meeder Advisory Services, Inc. | 21,239 | $157.2 萬 | 0.10% | +39+0.2% | 加碼 |
| Umb Bank N A | 21,285 | $157.5 萬 | 0.02% | +964+4.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 21,336 | $157.9 萬 | 0.29% | +4,733+28.5% | 加碼 |
| Citizens & Northern Corp | 21,468 | $158.9 萬 | 0.44% | +982+4.8% | 加碼 |
| Covey Capital Advisors, LLC | 21,532 | $159.4 萬 | 1.81% | −1,739−7.5% | 減碼 |
| Plato Investment Management Ltd | 21,613 | $160.5 萬 | 0.12% | +844+4.1% | 加碼 |
| Alpha Cubed Investments, LLC | 21,843 | $161.7 萬 | 0.07% | −182−0.8% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $161.7 萬 | 0.03% | 00.0% | 不變 |
| Essex Savings Bank | 21,864 | $161.8 萬 | 0.40% | −120−0.5% | 減碼 |
| First Citizens Bank & Trust Co | 21,869 | $161.9 萬 | 0.03% | +78+0.4% | 加碼 |
| IFP Advisors, Inc | 21,963 | $162.6 萬 | 0.05% | +78+0.4% | 加碼 |
| Riverwater Partners LLC | 22,039 | $163.1 萬 | 0.79% | −1,341−5.7% | 減碼 |
| MUFG Securities Americas Inc. | 22,067 | $163.3 萬 | 0.21% | +22,067 | 新進 |
| Highland Capital Management, LLC | 22,133 | $163.8 萬 | 0.09% | −6,386−22.4% | 減碼 |
| Moors & Cabot, Inc. | 22,396 | $165.8 萬 | 0.08% | −1,636−6.8% | 減碼 |
| RBF Capital, LLC | 22,500 | $166.3 萬 | 0.09% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 22,516 | $166.6 萬 | 0.07% | +4,024+21.8% | 加碼 |
| Tiaa Trust, National Association | 22,816 | $168.9 萬 | 0.01% | +1,079+5.0% | 加碼 |
| Copperleaf Capital, LLC | 22,923 | $169.7 萬 | 1.07% | +37+0.2% | 加碼 |
| Broyhill Asset Management | 22,989 | $170.1 萬 | 1.50% | +22,989 | 新進 |
| EverSource Wealth Advisors, LLC | 23,017 | $170.3 萬 | 0.10% | +313+1.4% | 加碼 |
| Ballentine Partners, LLC | 23,055 | $170.6 萬 | 0.03% | +1,216+5.6% | 加碼 |
| Foundations Investment Advisors, LLC | 23,074 | $170.8 萬 | 0.03% | −454−1.9% | 減碼 |
| Chesley Taft & Associates LLC | 23,148 | $171.3 萬 | 0.08% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 23,226 | $171.9 萬 | 0.03% | +23,006+10,457.3% | 加碼 |
| Diversified Investment Strategies, LLC | 23,237 | $172.0 萬 | 1.12% | +100+0.4% | 加碼 |
| Roberts Wealth Advisors, LLC | 23,359 | $172.1 萬 | 0.52% | +309+1.3% | 加碼 |
| Machina Capital S.A.S. | 23,384 | $173.1 萬 | 0.73% | +17,549+300.8% | 加碼 |
| Avitas Wealth Management LLC | 23,387 | $173.1 萬 | 0.24% | −101−0.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 23,525 | $174.1 萬 | 0.32% | −593−2.5% | 減碼 |
| Ascent Wealth Partners, LLC | 23,531 | $174.2 萬 | 0.23% | −48−0.2% | 減碼 |
| RNC Capital Management LLC | 23,616 | $174.8 萬 | 0.09% | +23,616 | 新進 |
| VELA Investment Management, LLC | 23,632 | $174.9 萬 | 0.60% | −25−0.1% | 減碼 |
| 1st Source Bank | 23,633 | $174.9 萬 | 0.10% | −127−0.5% | 減碼 |
| Cornercap Investment Counsel Inc | 23,724 | $175.6 萬 | 0.57% | +23,724 | 新進 |
| Watts Gwilliam & Co., LLC | 24,341 | $175.9 萬 | 0.37% | −2,618−9.7% | 減碼 |
| Chicago Partners Investment Group LLC | 24,316 | $177.5 萬 | 0.06% | −3,220−11.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 24,051 | $178.0 萬 | 0.03% | −793−3.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 24,072 | $178.2 萬 | 0.12% | +710+3.0% | 加碼 |
| Pinnacle Associates Ltd | 24,181 | $179.0 萬 | 0.02% | −68,356−73.9% | 減碼 |
| Brighton Jones LLC | 24,240 | $179.4 萬 | 0.05% | +19,195+380.5% | 加碼 |
| Garrison Bradford & Associates Inc | 24,269 | $179.6 萬 | 1.88% | −336−1.4% | 減碼 |
| EPG Wealth Management LLC | 24,292 | $179.8 萬 | 0.47% | −1,282−5.0% | 減碼 |
| Greenline Partners, LLC | 24,336 | $180.1 萬 | 0.25% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 24,467 | $181.1 萬 | 0.51% | +76+0.3% | 加碼 |
| Texas Yale Capital Corp. | 24,890 | $184.2 萬 | 0.07% | +4,090+19.7% | 加碼 |
| Moody National Bank Trust Division | 24,932 | $184.5 萬 | 0.19% | −1,243−4.7% | 減碼 |
| Signature Wealth Management Group | 24,974 | $184.8 萬 | 0.74% | +666+2.7% | 加碼 |
| JFS Wealth Advisors, LLC | 25,025 | $185.2 萬 | 0.13% | −100.0% | 減碼 |
| Secure Asset Management, LLC | 25,065 | $185.5 萬 | 0.28% | +2,298+10.1% | 加碼 |
| Hodges Capital Management Inc. | 25,287 | $187.2 萬 | 0.11% | −3,269−11.4% | 減碼 |
| V-Square Quantitative Management LLC | 25,328 | $187.5 萬 | 0.27% | +1,618+6.8% | 加碼 |
| Bleakley Financial Group, LLC | 25,344 | $187.6 萬 | 0.06% | +228+0.9% | 加碼 |
| Signaturefd, LLC | 25,410 | $188.1 萬 | 0.04% | +1,474+6.2% | 加碼 |
| FSB Premier Wealth Management, Inc. | 25,416 | $188.1 萬 | 0.75% | +980+4.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 25,475 | $188.5 萬 | 0.02% | −1,150−4.3% | 減碼 |
| Tealwood Asset Management Inc | 25,532 | $189.0 萬 | 0.78% | −214−0.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 25,542 | $189.0 萬 | 0.05% | +4,812+23.2% | 加碼 |
| Columbia Asset Management | 25,563 | $189.2 萬 | 0.36% | +54+0.2% | 加碼 |
| Horizon Investments, LLC | 25,624 | $189.6 萬 | 0.05% | +418+1.7% | 加碼 |
| Cape Investment Advisory, Inc. | 25,653 | $189.9 萬 | 0.74% | +238+0.9% | 加碼 |
| King Luther Capital Management Corp | 25,671 | $190.0 萬 | 0.01% | −1,393−5.1% | 減碼 |
| Aspiriant, LLC | 25,740 | $190.5 萬 | 0.07% | +422+1.7% | 加碼 |
| Illinois Municipal Retirement Fund | 25,818 | $191.1 萬 | 0.03% | −8,142−24.0% | 減碼 |
| Salem Investment Counselors Inc | 25,822 | $191.1 萬 | 0.06% | −407−1.6% | 減碼 |
| Investment Advisory Services Inc | 25,837 | $191.2 萬 | 0.67% | −567−2.1% | 減碼 |
| Financial Partners Group, LLC | 26,183 | $193.8 萬 | 0.80% | −4,294−14.1% | 減碼 |
| CenterBook Partners LP | 26,424 | $195.6 萬 | 0.12% | +7,647+40.7% | 加碼 |
| Hager Investment Management Services, LLC | 26,491 | $196.1 萬 | 1.22% | +26,491 | 新進 |
| Palisade Asset Management, LLC | 26,660 | $197.3 萬 | 0.20% | −75−0.3% | 減碼 |
| QRG Capital Management, Inc. | 26,699 | $197.6 萬 | 0.02% | +1,954+7.9% | 加碼 |