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 |
|---|---|---|---|---|---|
| Broadway Wealth Solutions, Inc. | 4,077 | $30.2 萬 | 0.23% | +4,077 | 新進 |
| Oxinas Partners Wealth Management LLC | 4,082 | $30.2 萬 | 0.18% | −114−2.7% | 減碼 |
| Klingman & Associates, LLC | 4,083 | $30.2 萬 | 0.02% | +125+3.2% | 加碼 |
| Trust Co of the South | 4,088 | $30.3 萬 | 0.06% | −917−18.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,106 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 4,114 | $30.4 萬 | 0.01% | −20−0.5% | 減碼 |
| Waddell & Associates, LLC | 4,128 | $30.6 萬 | 0.03% | −12−0.3% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,145 | $30.7 萬 | 0.12% | −221−5.1% | 減碼 |
| Kovack Advisors, Inc. | 4,156 | $30.8 萬 | 0.03% | −119−2.8% | 減碼 |
| Trillium Asset Management, LLC | 4,156 | $30.8 萬 | 0.01% | +59+1.4% | 加碼 |
| Fiduciary Alliance LLC | 4,168 | $30.8 萬 | 0.03% | −30−0.7% | 減碼 |
| Catalyst Private Wealth, LLC | 4,184 | $31.0 萬 | 0.14% | −284−6.4% | 減碼 |
| Aberdeen Wealth Management LLC | 4,195 | $31.1 萬 | 0.21% | −49−1.2% | 減碼 |
| Forbes J M & Co LLP | 4,200 | $31.1 萬 | 0.03% | +4,200 | 新進 |
| Aviso Financial Inc. | 4,207 | $31.1 萬 | 0.02% | −132−3.0% | 減碼 |
| Proequities, Inc. | 3,884 | $31.3 萬 | 0.02% | −761−16.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,238 | $31.4 萬 | 0.09% | +10.0% | 加碼 |
| TFG Advisers LLC | 4,238 | $31.4 萬 | 0.11% | −105−2.4% | 減碼 |
| KLCM Advisors, Inc. | 4,258 | $31.5 萬 | 0.04% | −200−4.5% | 減碼 |
| Apexium Financial, LP | 4,278 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,280 | $31.7 萬 | 0.01% | +16+0.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,380 | $31.7 萬 | 0.11% | −121−2.7% | 減碼 |
| Wolff Wiese Magana LLC | 4,297 | $31.8 萬 | 0.21% | +4,235+6,830.6% | 加碼 |
| Client 1st Advisory Group, LLC | 4,322 | $32.0 萬 | 0.12% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,331 | $32.1 萬 | 0.01% | +17+0.4% | 加碼 |
| Journey Strategic Wealth LLC | 4,351 | $32.2 萬 | 0.01% | +66+1.5% | 加碼 |
| Ledyard National Bank | 4,352 | $32.2 萬 | 0.03% | +52+1.2% | 加碼 |
| Smith Thornton Advisors LLC | 4,356 | $32.2 萬 | 0.20% | +4,356 | 新進 |
| Icon Wealth Advisors, LLC | 4,357 | $32.2 萬 | 0.03% | −1,157−21.0% | 減碼 |
| LBMC Investment Advisors, LLC | 4,388 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| Claro Advisors LLC | 4,407 | $32.6 萬 | 0.04% | −206−4.5% | 減碼 |
| Clearview Wealth Advisors LLC | 4,413 | $32.7 萬 | 0.25% | −31−0.7% | 減碼 |
| Semus Wealth Partners LLC | 4,421 | $32.7 萬 | 0.22% | +13+0.3% | 加碼 |
| West Family Investments, Inc. | 4,421 | $32.7 萬 | 0.11% | −79−1.8% | 減碼 |
| Delta Financial Advisors LLC | 4,423 | $32.7 萬 | 0.12% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 4,435 | $32.8 萬 | 0.07% | +4,435 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,480 | $33.2 萬 | 0.12% | +237+5.6% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $33.3 萬 | 0.10% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 4,500 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 4,500 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| WBI Investments | 4,544 | $33.6 萬 | 0.08% | −9,643−68.0% | 減碼 |
| Welch & Forbes LLC | 4,557 | $33.7 萬 | 0.00% | +98+2.2% | 加碼 |
| Oarsman Capital, Inc. | 4,583 | $33.9 萬 | 0.06% | −50−1.1% | 減碼 |
| Maiden Cove Capital, LLC | 4,591 | $34.0 萬 | 0.52% | −21−0.5% | 減碼 |
| Eagle Wealth Strategies LLC | 4,592 | $34.0 萬 | 0.25% | +217+5.0% | 加碼 |
| CKW Financial Group | 4,600 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,616 | $34.2 萬 | 0.05% | −332−6.7% | 減碼 |
| Old Mission Investment Co LLC | 4,643 | $34.4 萬 | 0.10% | 00.0% | 不變 |
| Orca Investment Management, LLC | 4,646 | $34.4 萬 | 0.32% | −635−12.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 4,661 | $34.5 萬 | 0.01% | +1,566+50.6% | 加碼 |
| Optas, LLC | 4,708 | $34.8 萬 | 0.08% | +964+25.7% | 加碼 |
| ISAM Funds (UK) Ltd | 4,709 | $34.9 萬 | 0.26% | −605−11.4% | 減碼 |
| Buckingham Strategic Partners | 4,735 | $35.0 萬 | 0.01% | +4,735 | 新進 |
| Family Wealth Group, LLC | 4,745 | $35.1 萬 | 0.27% | +56+1.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,763 | $35.3 萬 | 0.17% | +127+2.7% | 加碼 |
| Bellwether Advisors, LLC | 4,770 | $35.3 萬 | 0.06% | +4,770 | 新進 |
| Horan Securities, Inc. | 4,781 | $35.4 萬 | 0.13% | +65+1.4% | 加碼 |
| GW&K Investment Management, LLC | 4,779 | $35.4 萬 | 0.00% | −10,613−69.0% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,803 | $35.5 萬 | 0.10% | +4,803 | 新進 |
| WSFS Capital Management, LLC | 4,806 | $35.6 萬 | 0.02% | +4,806 | 新進 |
| Sonora Investment Management Group, LLC | 4,809 | $35.6 萬 | 0.03% | −160−3.2% | 減碼 |
| Peoples Bank | 4,830 | $35.7 萬 | 0.25% | −100−2.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,848 | $35.9 萬 | 0.02% | +1,411+41.1% | 加碼 |
| TD Private Client Wealth LLC | 4,865 | $36.0 萬 | 0.01% | −736−13.1% | 減碼 |
| Ocean Capital Management, LLC | 4,871 | $36.1 萬 | 0.08% | +5+0.1% | 加碼 |
| HHM Wealth Advisors, LLC | 4,880 | $36.1 萬 | 0.05% | +2,000+69.4% | 加碼 |
| Hopwood Financial Services, Inc. | 4,906 | $36.3 萬 | 0.28% | +4,906 | 新進 |
| Operose Advisors LLC | 4,913 | $36.4 萬 | 0.12% | −8,389−63.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 4,921 | $36.4 萬 | 0.06% | −4,847−49.6% | 減碼 |
| PharVision Advisers, LLC | 4,950 | $36.6 萬 | 0.31% | +4,950 | 新進 |
| Keel Point, LLC | 4,957 | $36.7 萬 | 0.03% | −107−2.1% | 減碼 |
| Gray Wealth Management Inc. | 4,962 | $36.7 萬 | 0.14% | −375−7.0% | 減碼 |
| Alta Advisers Ltd | 4,970 | $36.8 萬 | 0.23% | +970+24.3% | 加碼 |
| First Interstate Bank | 4,972 | $36.8 萬 | 0.02% | −57,079−92.0% | 減碼 |
| Viewpoint Capital Management LLC | 5,000 | $37.0 萬 | 0.19% | 00.0% | 不變 |
| Islay Capital Management, LLC | 5,016 | $37.1 萬 | 0.26% | +235+4.9% | 加碼 |
| Exchange Capital Management, Inc. | 5,023 | $37.2 萬 | 0.06% | +326+6.9% | 加碼 |
| Boothbay Fund Management, LLC | 5,035 | $37.3 萬 | 0.01% | −3,874−43.5% | 減碼 |
| Twin Capital Management Inc | 5,041 | $37.3 萬 | 0.04% | −123−2.4% | 減碼 |
| Simplicity Wealth,LLC | 5,072 | $37.5 萬 | 0.08% | +1,465+40.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,075 | $37.6 萬 | 0.02% | +1,706+50.6% | 加碼 |
| BBR Partners, LLC | 5,081 | $37.6 萬 | 0.03% | +81+1.6% | 加碼 |
| Virtue Capital Management, LLC | 5,099 | $37.7 萬 | 0.08% | −75−1.4% | 減碼 |
| Advisory Alpha, LLC | 5,103 | $37.8 萬 | 0.01% | −501−8.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,111 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| River Wealth Advisors LLC | 5,119 | $37.9 萬 | 0.05% | +9+0.2% | 加碼 |
| Hexagon Capital Partners LLC | 5,131 | $38.0 萬 | 0.07% | −139−2.6% | 減碼 |
| Sky Investment Group LLC | 5,145 | $38.1 萬 | 0.07% | 00.0% | 不變 |
| James Investment Research Inc | 5,154 | $38.1 萬 | 0.05% | 00.0% | 不變 |
| Leonteq Securities AG | 5,161 | $38.2 萬 | 0.04% | −8,047−60.9% | 減碼 |
| Angeles Wealth Management, LLC | 5,194 | $38.4 萬 | 0.03% | +5,194 | 新進 |
| Private Capital Management LLC | 5,199 | $38.5 萬 | 0.08% | −4,711−47.5% | 減碼 |
| Trace Wealth Advisors, LLC | 5,200 | $38.5 萬 | 0.34% | +5,200 | 新進 |
| CNB Bank | 5,218 | $38.6 萬 | 0.18% | −115−2.2% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 5,236 | $38.8 萬 | 0.22% | +5,236 | 新進 |
| Spears Abacus Advisors LLC | 5,273 | $39.0 萬 | 0.01% | +448+9.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,285 | $39.1 萬 | 0.02% | +299+6.0% | 加碼 |
| Phoenix Holdings Ltd. | 5,288 | $39.1 萬 | 0.01% | −92,223−94.6% | 減碼 |
| Avantax Planning Partners, Inc. | 5,293 | $39.2 萬 | 0.01% | −276−5.0% | 減碼 |
| Financial Advisory Corp | 5,290 | $39.2 萬 | 0.14% | −1,319−20.0% | 減碼 |