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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 5,300 | $39.2 萬 | 0.09% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,305 | $39.3 萬 | 0.07% | −271−4.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,365 | $39.7 萬 | 0.23% | +7+0.1% | 加碼 |
| Private Trust Co NA | 5,368 | $39.7 萬 | 0.04% | +309+6.1% | 加碼 |
| DAGCO, Inc. | 5,375 | $39.8 萬 | 0.13% | +375+7.5% | 加碼 |
| Olistico Wealth, LLC | 5,379 | $39.8 萬 | 0.23% | +20.0% | 加碼 |
| Rosenberg Matthew Hamilton | 5,403 | $40.0 萬 | 0.10% | −25−0.5% | 減碼 |
| Neville Rodie & Shaw Inc | 5,400 | $40.0 萬 | 0.03% | −50−0.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,413 | $40.1 萬 | 0.05% | +148+2.8% | 加碼 |
| Western Pacific Wealth Management, LP | 5,415 | $40.1 萬 | 0.32% | +1,130+26.4% | 加碼 |
| PFG Investments, LLC | 5,423 | $40.1 萬 | 0.02% | −229−4.1% | 減碼 |
| Massmutual Trust Co FSB | 5,424 | $40.1 萬 | 0.01% | +437+8.8% | 加碼 |
| Yarbrough Capital, LLC | 5,454 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 5,456 | $40.4 萬 | 0.29% | +5,456 | 新進 |
| Addison Advisors LLC | 5,460 | $40.4 萬 | 0.11% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 5,469 | $40.5 萬 | 0.03% | −1,814−24.9% | 減碼 |
| KRS Capital Management, LLC | 5,472 | $40.5 萬 | 0.29% | −392−6.7% | 減碼 |
| CoreCap Advisors, LLC | 5,473 | $40.5 萬 | 0.02% | −2,484−31.2% | 減碼 |
| Fiduciary Trust Co | 5,482 | $40.6 萬 | 0.01% | −1,163−17.5% | 減碼 |
| Capital A Wealth Management, LLC | 5,486 | $40.6 萬 | 0.67% | +5,486 | 新進 |
| Pure Financial Advisors, Inc. | 5,487 | $40.6 萬 | 0.01% | +7+0.1% | 加碼 |
| Enzi Wealth | 5,039 | $40.6 萬 | 0.15% | +39+0.8% | 加碼 |
| Perpetual Ltd | 5,492 | $40.6 萬 | 0.00% | −303−5.2% | 減碼 |
| Two Sigma Securities, LLC | 5,495 | $40.7 萬 | 0.07% | −23,446−81.0% | 減碼 |
| LGT Fund Management Co Ltd. | 5,504 | $40.7 萬 | 0.04% | −2,335−29.8% | 減碼 |
| Quadrature Capital Ltd | 5,536 | $41.0 萬 | 0.01% | −97,489−94.6% | 減碼 |
| Change Path, LLC | 5,559 | $41.1 萬 | 0.01% | +5,559 | 新進 |
| Kingswood Wealth Advisors, LLC | 5,568 | $41.2 萬 | 0.03% | −7,725−58.1% | 減碼 |
| Arete Wealth Advisors, LLC | 5,589 | $41.4 萬 | 0.03% | +640+12.9% | 加碼 |
| Quadrant Private Wealth Management, LLC | 5,596 | $41.4 萬 | 0.10% | −102−1.8% | 減碼 |
| Michael B. Yongue | 5,598 | $41.4 萬 | 0.33% | −192−3.3% | 減碼 |
| Haverford Trust Co | 5,599 | $41.4 萬 | 0.00% | −3,495−38.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,606 | $41.5 萬 | 0.02% | +5,602+140,050.0% | 加碼 |
| Edge Capital Group, LLC | 5,625 | $41.6 萬 | 0.02% | +304+5.7% | 加碼 |
| Ameritas Advisory Services, LLC | 5,702 | $42.2 萬 | 0.01% | +5,702 | 新進 |
| R Squared Ltd | 5,711 | $42.3 萬 | 0.41% | +5,711 | 新進 |
| Diligent Investors, LLC | 5,735 | $42.4 萬 | 0.10% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 5,741 | $42.5 萬 | 0.14% | +20.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $42.5 萬 | 0.02% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 5,768 | $42.7 萬 | 0.23% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,777 | $42.8 萬 | 0.03% | +150+2.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,794 | $42.9 萬 | 0.06% | +568+10.9% | 加碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $43.0 萬 | 0.10% | 00.0% | 不變 |
| Kiely Wealth Advisory Group, Inc. | 5,326 | $43.2 萬 | 0.28% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 5,860 | $43.4 萬 | 0.13% | −360−5.8% | 減碼 |
| Benjamin Edwards Inc | 5,870 | $43.4 萬 | 0.01% | −276−4.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $43.7 萬 | 0.16% | 00.0% | 不變 |
| Mather Group, LLC. | 5,919 | $43.8 萬 | 0.01% | +21+0.4% | 加碼 |
| L2 Asset Management, LLC | 5,943 | $44.0 萬 | 0.10% | −660−10.0% | 減碼 |
| Proficio Capital Partners LLC | 5,959 | $44.1 萬 | 0.04% | +5,959 | 新進 |
| Moser Wealth Advisors, LLC | 5,960 | $44.1 萬 | 0.23% | −65−1.1% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,992 | $44.4 萬 | 0.09% | +172+3.0% | 加碼 |
| Michael S. Ryan, Inc. | 5,998 | $44.4 萬 | 0.30% | +144+2.5% | 加碼 |
| GWN Securities Inc. | 5,445 | $44.4 萬 | 0.12% | +5,445 | 新進 |
| David R. Rahn & Associates Inc. | 6,046 | $44.7 萬 | 0.14% | −91−1.5% | 減碼 |
| Meridian Wealth Management, LLC | 6,056 | $44.8 萬 | 0.02% | −3,759−38.3% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,069 | $44.9 萬 | 0.06% | +251+4.3% | 加碼 |
| Alpha Family Trust | 6,070 | $44.9 萬 | 0.25% | 00.0% | 不變 |
| Wealth Quarterback LLC | 6,074 | $45.0 萬 | 0.21% | +97+1.6% | 加碼 |
| Sentry Investment Management LLC | 6,081 | $45.0 萬 | 0.21% | −990−14.0% | 減碼 |
| Milestone Asset Management, LLC | 6,098 | $45.1 萬 | 0.10% | +651+12.0% | 加碼 |
| Petrus Trust Company, LTA | 6,106 | $45.2 萬 | 0.04% | +6,106 | 新進 |
| Journey Advisory Group, LLC | 6,144 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 6,184 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 6,198 | $45.9 萬 | 0.04% | −974−13.6% | 減碼 |
| Family Legacy, Inc. | 6,300 | $46.0 萬 | 0.16% | −10−0.2% | 減碼 |
| Mason & Associates Inc | 6,233 | $46.1 萬 | 0.11% | 00.0% | 不變 |
| Mission Wealth Management, LP | 6,247 | $46.2 萬 | 0.01% | −278−4.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,247 | $46.2 萬 | 0.02% | +124+2.0% | 加碼 |
| Evoke Wealth, LLC | 6,251 | $46.3 萬 | 0.01% | +299+5.0% | 加碼 |
| Blueprint Investment Partners LLC | 6,258 | $46.3 萬 | 0.07% | +6,258 | 新進 |
| Coastwise Capital Group, LLC | 6,258 | $46.3 萬 | 0.37% | +208+3.4% | 加碼 |
| Bingham Private Wealth, LLC | 6,268 | $46.4 萬 | 0.49% | +6,268 | 新進 |
| Sagespring Wealth Partners, LLC | 6,304 | $46.7 萬 | 0.01% | +6,304 | 新進 |
| FWL Investment Management, LLC | 6,310 | $46.7 萬 | 0.17% | +1,396+28.4% | 加碼 |
| Sax Wealth Advisors, LLC | 6,341 | $46.9 萬 | 0.04% | −402−6.0% | 減碼 |
| Wesbanco Bank Inc | 6,372 | $47.2 萬 | 0.02% | +2,120+49.9% | 加碼 |
| BSW Wealth Partners | 6,401 | $47.4 萬 | 0.07% | +554+9.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,419 | $47.5 萬 | 0.03% | −552−7.9% | 減碼 |
| Morton Community Bank | 6,423 | $47.5 萬 | 0.13% | −2,209−25.6% | 減碼 |
| New Hampshire Trust | 6,439 | $47.7 萬 | 0.10% | −72−1.1% | 減碼 |
| Dark Forest Capital Management LP | 6,442 | $47.7 萬 | 0.07% | −87−1.3% | 減碼 |
| Brookstone Capital Management | 6,527 | $48.3 萬 | 0.01% | −1,941−22.9% | 減碼 |
| Everhart Financial Group, Inc. | 6,539 | $48.4 萬 | 0.10% | +1,050+19.1% | 加碼 |
| Carson Advisory Inc. | 6,557 | $48.5 萬 | 0.34% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 6,562 | $48.6 萬 | 0.04% | +2,062+45.8% | 加碼 |
| Intrepid Financial Planning Group LLC | 6,572 | $48.6 萬 | 0.21% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,598 | $48.8 萬 | 0.03% | −181−2.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 6,601 | $48.9 萬 | 0.01% | +5+0.1% | 加碼 |
| MCF Advisors LLC | 6,608 | $48.9 萬 | 0.03% | −499−7.0% | 減碼 |
| Crescent Grove Advisors, LLC | 6,620 | $49.0 萬 | 0.05% | −700−9.6% | 減碼 |
| 5T Wealth, LLC | 6,630 | $49.1 萬 | 0.27% | +6,630 | 新進 |
| Legacy Financial Advisors, Inc. | 6,638 | $49.1 萬 | 0.08% | +2,281+52.4% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 6,652 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 6,659 | $49.3 萬 | 0.15% | −466−6.5% | 減碼 |
| Octavia Wealth Advisors, LLC | 6,663 | $49.3 萬 | 0.06% | −764−10.3% | 減碼 |
| Boston Trust Walden Corp | 6,666 | $49.3 萬 | 0.00% | +120+1.8% | 加碼 |
| Defined Wealth Management, LLC | 6,668 | $49.3 萬 | 0.33% | +57+0.9% | 加碼 |
| ASB Consultores, LLC | 6,679 | $49.4 萬 | 0.21% | +203+3.1% | 加碼 |
| ICONIQ Capital, LLC | 6,702 | $49.6 萬 | 0.01% | +3,426+104.6% | 加碼 |