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 |
|---|---|---|---|---|---|
| LCNB Corp | 6,709 | $49.7 萬 | 0.18% | −173−2.5% | 減碼 |
| Main Street Financial Solutions, LLC | 6,719 | $49.7 萬 | 0.05% | −77−1.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 6,721 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 6,770 | $50.1 萬 | 0.02% | +2,800+70.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,790 | $50.3 萬 | 0.04% | +64+1.0% | 加碼 |
| TAGStone Capital, Inc. | 6,801 | $50.3 萬 | 0.25% | +146+2.2% | 加碼 |
| Heritage Wealth Management, Inc. | 6,817 | $50.5 萬 | 0.17% | 00.0% | 不變 |
| WNY Asset Management, LLC | 6,818 | $50.5 萬 | 0.06% | −1,032−13.1% | 減碼 |
| Bragg Financial Advisors, Inc | 6,821 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 6,825 | $50.5 萬 | 0.06% | +959+16.3% | 加碼 |
| Platform Technology Partners | 6,827 | $50.5 萬 | 0.15% | 00.0% | 不變 |
| Geller Advisors LLC | 6,842 | $50.6 萬 | 0.03% | −269−3.8% | 減碼 |
| NorthRock Partners, LLC | 6,849 | $50.7 萬 | 0.02% | −2,128−23.7% | 減碼 |
| Auxier Asset Management | 6,850 | $50.7 萬 | 0.08% | −1,200−14.9% | 減碼 |
| Green Square Capital Advisors LLC | 6,850 | $50.7 萬 | 0.07% | 00.0% | 不變 |
| Csenge Advisory Group | 6,881 | $50.9 萬 | 0.03% | −331−4.6% | 減碼 |
| Vivid Wealth Management, LLC | 6,894 | $51.0 萬 | 0.26% | −558−7.5% | 減碼 |
| Beta Wealth Group, Inc. | 6,905 | $51.1 萬 | 0.23% | +20.0% | 加碼 |
| Caas Capital Management LP | 6,940 | $51.4 萬 | 0.42% | +2,583+59.3% | 加碼 |
| Naviter Wealth, LLC | 6,947 | $51.4 萬 | 0.06% | +6,947 | 新進 |
| Bahl & Gaynor Inc | 6,976 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| SFMG, LLC | 6,979 | $51.7 萬 | 0.04% | −51,563−88.1% | 減碼 |
| Ellevest, Inc. | 7,006 | $51.9 萬 | 0.03% | +89+1.3% | 加碼 |
| Trust Co of Toledo NA | 7,007 | $51.9 萬 | 0.07% | +835+13.5% | 加碼 |
| Aspetuck Financial Management LLC | 7,027 | $52.0 萬 | 0.41% | +7,027 | 新進 |
| Capital Investment Advisors, LLC | 7,027 | $52.0 萬 | 0.01% | +412+6.2% | 加碼 |
| Garrison Point Advisors, LLC | 7,055 | $52.2 萬 | 0.25% | 00.0% | 不變 |
| Michels Family Financial, LLC | 7,100 | $52.5 萬 | 0.48% | +7,100 | 新進 |
| Verity Asset Management, Inc. | 7,164 | $53.0 萬 | 0.30% | +873+13.9% | 加碼 |
| RW Investment Management LLC | 7,174 | $53.1 萬 | 0.06% | −90−1.2% | 減碼 |
| Neo Ivy Capital Management | 7,197 | $53.2 萬 | 0.11% | +7,197 | 新進 |
| Angeles Investment Advisors, LLC | 7,190 | $53.2 萬 | 0.03% | −40−0.6% | 減碼 |
| Aspen Grove Capital, LLC | 7,191 | $53.2 萬 | 0.11% | +17+0.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 7,210 | $53.4 萬 | 0.08% | −16−0.2% | 減碼 |
| Cozad Asset Management Inc | 7,273 | $53.8 萬 | 0.05% | −34−0.5% | 減碼 |
| Impact Capital Partners LLC | 7,276 | $53.8 萬 | 0.19% | +7,276 | 新進 |
| RMR Wealth Builders | 7,292 | $54.0 萬 | 0.06% | −116−1.6% | 減碼 |
| Traynor Capital Management, Inc. | 7,303 | $54.1 萬 | 0.04% | +36+0.5% | 加碼 |
| CVA Family Office, LLC | 7,335 | $54.3 萬 | 0.09% | +6,739+1,130.7% | 加碼 |
| Fidelis Capital Partners, LLC | 6,579 | $54.4 萬 | 0.05% | +742+12.7% | 加碼 |
| Joel Isaacson & Co., LLC | 7,378 | $54.6 萬 | 0.02% | +256+3.6% | 加碼 |
| Circle Wealth Management, LLC | 7,391 | $54.7 萬 | 0.01% | +98+1.3% | 加碼 |
| Arcataur Capital Management LLC | 7,398 | $54.8 萬 | 0.18% | +750+11.3% | 加碼 |
| Old Port Advisors | 7,422 | $54.9 萬 | 0.16% | +109+1.5% | 加碼 |
| Intrust Bank NA | 7,434 | $55.0 萬 | 0.06% | −300−3.9% | 減碼 |
| Sage Mountain Advisors LLC | 7,454 | $55.2 萬 | 0.04% | +311+4.4% | 加碼 |
| Bryce Point Capital, LLC | 7,489 | $55.4 萬 | 0.16% | +7,489 | 新進 |
| Kirtland Hills Capital Management, LLC | 7,494 | $55.5 萬 | 0.35% | −349−4.4% | 減碼 |
| IHT Wealth Management, LLC | 7,514 | $55.6 萬 | 0.02% | +13+0.2% | 加碼 |
| Trust Point Inc. | 7,519 | $55.7 萬 | 0.04% | +1,152+18.1% | 加碼 |
| N.E.W. Advisory Services LLC | 7,522 | $55.7 萬 | 0.05% | +125+1.7% | 加碼 |
| Quest Partners LLC | 7,531 | $55.7 萬 | 0.07% | +3,370+81.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 7,677 | $56.8 萬 | 0.09% | −964−11.2% | 減碼 |
| Sheets Smith Wealth Management | 7,686 | $56.9 萬 | 0.07% | 00.0% | 不變 |
| Federated Hermes, Inc. | 7,697 | $57.0 萬 | 0.00% | −178−2.3% | 減碼 |
| Thompson David Blair | 7,702 | $57.0 萬 | 0.42% | +7,702 | 新進 |
| Athena Investment Management | 7,708 | $57.0 萬 | 0.33% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 7,711 | $57.1 萬 | 0.18% | +7,711 | 新進 |
| Lyell Wealth Management, LP | 7,713 | $57.1 萬 | 0.05% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 7,720 | $57.1 萬 | 0.10% | −1,230−13.7% | 減碼 |
| Larson Financial Group LLC | 7,763 | $57.5 萬 | 0.03% | −997−11.4% | 減碼 |
| Telos Capital Management, Inc. | 7,764 | $57.5 萬 | 0.06% | −1,454−15.8% | 減碼 |
| Stokes Family Office, LLC | 7,781 | $57.6 萬 | 0.06% | −289−3.6% | 減碼 |
| Independent Financial Group, LLC | 7,784 | $57.6 萬 | 0.02% | −777−9.1% | 減碼 |
| Venture Visionary Partners LLC | 7,798 | $57.7 萬 | 0.02% | −11,416−59.4% | 減碼 |
| Vanguard Capital Wealth Advisors | 7,800 | $57.7 萬 | 0.63% | −1,650−17.5% | 減碼 |
| Boltwood Capital Management | 7,812 | $57.8 萬 | 0.18% | −50−0.6% | 減碼 |
| Harbour Investments, Inc. | 7,818 | $57.9 萬 | 0.02% | +206+2.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 7,822 | $57.9 萬 | 0.01% | +703+9.9% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,836 | $58.0 萬 | 0.57% | +7,836 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 7,857 | $58.1 萬 | 0.05% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 7,876 | $58.3 萬 | 0.09% | −41−0.5% | 減碼 |
| Paradigm Capital Management, LLC | 7,875 | $58.3 萬 | 0.54% | −400−4.8% | 減碼 |
| Novem Group | 7,904 | $58.5 萬 | 0.09% | +7,904 | 新進 |
| Jefferies Financial Group Inc. | 7,921 | $58.6 萬 | 0.01% | −24,705−75.7% | 減碼 |
| Apriem Advisors | 7,929 | $58.7 萬 | 0.07% | +211+2.7% | 加碼 |
| Mitchell Sinkler & Starr | 7,942 | $58.8 萬 | 0.16% | −400−4.8% | 減碼 |
| Bradley Foster & Sargent Inc | 7,942 | $58.8 萬 | 0.01% | −200−2.5% | 減碼 |
| MYDA Advisors LLC | 8,000 | $59.2 萬 | 0.17% | +8,000 | 新進 |
| Veracity Capital LLC | 8,005 | $59.2 萬 | 0.22% | +89+1.1% | 加碼 |
| Wealth Alliance | 8,016 | $59.3 萬 | 0.07% | −10,493−56.7% | 減碼 |
| Avestar Capital, LLC | 8,039 | $59.5 萬 | 0.05% | +1,339+20.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 8,060 | $59.6 萬 | 0.15% | −230−2.8% | 減碼 |
| Strategic Blueprint, LLC | 8,065 | $59.7 萬 | 0.04% | −1,208−13.0% | 減碼 |
| Parkside Financial Bank & Trust | 8,087 | $59.8 萬 | 0.08% | −80−1.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 8,088 | $59.9 萬 | 0.02% | −6,166−43.3% | 減碼 |
| Heartland Bank & Trust Co | 8,098 | $59.9 萬 | 0.33% | −323−3.8% | 減碼 |
| Capital Advantage, Inc. | 8,109 | $60.0 萬 | 0.11% | +8,109 | 新進 |
| Balboa Wealth Partners | 8,121 | $60.1 萬 | 0.14% | −4,882−37.5% | 減碼 |
| Caxton Associates LP | 8,147 | $60.3 萬 | 0.02% | +8,147 | 新進 |
| SkyView Investment Advisors, LLC | 8,171 | $60.5 萬 | 0.10% | +8,171 | 新進 |
| Raab & Moskowitz Asset Management LLC | 8,201 | $60.7 萬 | 0.15% | +8,201 | 新進 |
| PDS Planning, Inc | 8,212 | $60.8 萬 | 0.05% | +503+6.5% | 加碼 |
| Diversified Trust Co | 8,215 | $60.8 萬 | 0.01% | +962+13.3% | 加碼 |
| Unified Investment Management | 8,306 | $61.5 萬 | 0.70% | +8,306 | 新進 |
| Morningstar Investment Management LLC | 8,314 | $61.5 萬 | 0.05% | −7,404−47.1% | 減碼 |
| Cypress Wealth Services, LLC | 8,311 | $61.5 萬 | 0.12% | +285+3.6% | 加碼 |
| Lazari Capital Management, Inc. | 8,314 | $61.5 萬 | 0.25% | −526−6.0% | 減碼 |
| Compass Advisory Group LLC | 8,375 | $62.0 萬 | 0.22% | 00.0% | 不變 |
| Howard Bailey Securities, LLC | 8,454 | $62.6 萬 | 0.23% | −421−4.7% | 減碼 |