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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 8,475 | $62.7 萬 | 0.06% | +27+0.3% | 加碼 |
| Fundamentun, LLC | 8,483 | $62.8 萬 | 0.04% | −30,443−78.2% | 減碼 |
| Quadcap Wealth Management, LLC | 8,485 | $62.8 萬 | 0.09% | −137−1.6% | 減碼 |
| HMV Wealth Advisors, LLC | 8,491 | $62.8 萬 | 0.63% | +8,491 | 新進 |
| Sovereign's Capital Management, LLC | 8,503 | $62.9 萬 | 0.40% | +8,503 | 新進 |
| Legacy Advisors, LLC | 8,507 | $63.0 萬 | 0.06% | +1,110+15.0% | 加碼 |
| Citizens National Bank Trust Department | 8,525 | $63.1 萬 | 0.13% | −930−9.8% | 減碼 |
| Sutton Place Investors LLC | 8,537 | $63.2 萬 | 0.37% | +269+3.3% | 加碼 |
| Pointe Capital Management LLC | 8,541 | $63.2 萬 | 0.36% | +1,011+13.4% | 加碼 |
| Sigma Planning Corp | 8,551 | $63.3 萬 | 0.02% | +909+11.9% | 加碼 |
| CBOE Vest Financial, LLC | 8,556 | $63.3 萬 | 0.01% | +1,672+24.3% | 加碼 |
| Allianz SE | 8,579 | $63.4 萬 | 0.02% | −2,113−19.8% | 減碼 |
| Good Life Advisors, LLC | 8,573 | $63.4 萬 | 0.05% | −1,923−18.3% | 減碼 |
| Avondale Wealth Management | 8,600 | $63.6 萬 | 0.41% | −3,100−26.5% | 減碼 |
| Oxford Asset Management LLP | 8,601 | $63.7 萬 | 0.28% | −2,708−23.9% | 減碼 |
| Simon Quick Advisors, LLC | 8,688 | $64.3 萬 | 0.04% | +221+2.6% | 加碼 |
| Noble Wealth Management PBC | 8,725 | $64.6 萬 | 0.45% | +8,725 | 新進 |
| Index Fund Advisors, Inc. | 8,847 | $65.5 萬 | 0.04% | +143+1.6% | 加碼 |
| Keebeck Wealth Management, LLC | 8,870 | $65.6 萬 | 0.09% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 8,874 | $65.7 萬 | 0.29% | +8,874 | 新進 |
| Weaver Capital Management LLC | 8,903 | $65.9 萬 | 0.19% | +2,437+37.7% | 加碼 |
| First National Bank of Omaha | 8,990 | $66.5 萬 | 0.04% | −4,611−33.9% | 減碼 |
| Western Wealth Management, LLC | 8,993 | $66.6 萬 | 0.04% | −566−5.9% | 減碼 |
| Kearns & Associates LLC | 9,000 | $66.6 萬 | 0.43% | 00.0% | 不變 |
| Continuum Advisory, LLC | 9,002 | $66.6 萬 | 0.09% | +448+5.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 9,019 | $66.7 萬 | 0.04% | 00.0% | 不變 |
| Hara Capital LLC | 9,042 | $66.9 萬 | 0.42% | −570−5.9% | 減碼 |
| First Western Trust Bank | 9,052 | $67.0 萬 | 0.03% | +79+0.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 9,057 | $67.0 萬 | 0.18% | −144−1.6% | 減碼 |
| Manchester Financial Inc | 9,073 | $67.2 萬 | 0.15% | −514−5.4% | 減碼 |
| Howard Capital Management Inc. | 9,081 | $67.2 萬 | 0.01% | +632+7.5% | 加碼 |
| Skopos Labs, Inc. | 9,095 | $67.3 萬 | 0.20% | +527+6.2% | 加碼 |
| Lountzis Asset Management, LLC | 9,116 | $67.5 萬 | 0.29% | −133−1.4% | 減碼 |
| Colton Groome Financial Advisors, LLC | 9,130 | $67.6 萬 | 0.26% | −1,098−10.7% | 減碼 |
| Chapman Investment Management, LLC | 9,170 | $67.9 萬 | 0.50% | −13,154−58.9% | 減碼 |
| Ronald Blue Trust, Inc. | 9,205 | $68.1 萬 | 0.01% | −10,312−52.8% | 減碼 |
| Brown Brothers Harriman & Co | 9,246 | $68.4 萬 | 0.00% | +1,287+16.2% | 加碼 |
| One Capital Management, LLC | 9,248 | $68.4 萬 | 0.02% | 00.0% | 不變 |
| Graypoint LLC | 9,279 | $68.7 萬 | 0.04% | +451+5.1% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 9,295 | $68.8 萬 | 0.67% | +9,295 | 新進 |
| Keene & Associates, Inc. | 9,296 | $68.8 萬 | 0.55% | −25−0.3% | 減碼 |
| CX Institutional | 9,298 | $68.8 萬 | 0.03% | +198+2.2% | 加碼 |
| Crumly & Associates Inc. | 9,332 | $69.1 萬 | 0.19% | −93−1.0% | 減碼 |
| Castleark Management LLC | 9,360 | $69.3 萬 | 0.02% | 00.0% | 不變 |
| Viawealth, LLC | 9,383 | $69.4 萬 | 0.42% | −665−6.6% | 減碼 |
| Westover Capital Advisors, LLC | 9,412 | $69.7 萬 | 0.15% | −8,750−48.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,415 | $69.7 萬 | 0.01% | +680+7.8% | 加碼 |
| Kennebec Savings Bank | 9,642 | $70.1 萬 | 0.71% | −300−3.0% | 減碼 |
| Regatta Capital Group, LLC | 9,478 | $70.1 萬 | 0.14% | −123−1.3% | 減碼 |
| Retirement Planning Group | 9,493 | $70.3 萬 | 0.04% | +191+2.1% | 加碼 |
| Drive Wealth Management, LLC | 9,495 | $70.3 萬 | 0.17% | −346−3.5% | 減碼 |
| Marcum Wealth, LLC | 9,503 | $70.3 萬 | 0.06% | −206−2.1% | 減碼 |
| NBT Bank N A | 9,543 | $70.6 萬 | 0.05% | −62−0.6% | 減碼 |
| Northwest Bank & Trust Co | 8,556 | $70.8 萬 | 0.52% | −60−0.7% | 減碼 |
| United Community Bank | 9,580 | $70.9 萬 | 0.28% | −270−2.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,590 | $71.0 萬 | 0.02% | −458−4.6% | 減碼 |
| St Germain D J Co Inc | 9,618 | $71.2 萬 | 0.03% | +436+4.7% | 加碼 |
| Westmount Partners, LLC | 9,687 | $71.7 萬 | 0.22% | −367−3.7% | 減碼 |
| International Assets Investment Management, LLC | 9,742 | $71.9 萬 | 0.06% | −880,037−98.9% | 減碼 |
| Norden Group LLC | 9,752 | $72.2 萬 | 0.08% | +1,782+22.4% | 加碼 |
| Insigneo Advisory Services, LLC | 9,778 | $72.4 萬 | 0.07% | −917−8.6% | 減碼 |
| Clarius Group, LLC | 9,799 | $72.5 萬 | 0.05% | +51+0.5% | 加碼 |
| Ironwood Financial, llc | 9,802 | $72.5 萬 | 0.15% | −200−2.0% | 減碼 |
| RFG Advisory, LLC | 9,837 | $72.8 萬 | 0.02% | +1,978+25.2% | 加碼 |
| Clean Yield Group | 9,873 | $73.1 萬 | 0.23% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 9,885 | $73.2 萬 | 0.08% | +1,191+13.7% | 加碼 |
| Opinicus Capital, Inc. | 9,892 | $73.2 萬 | 0.62% | −2,146−17.8% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 9,914 | $73.4 萬 | 0.34% | −3,850−28.0% | 減碼 |
| Bank of Stockton | 9,935 | $73.5 萬 | 0.22% | −394−3.8% | 減碼 |
| Ambassador Advisors, LLC | 9,953 | $73.7 萬 | 0.13% | −867−8.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,974 | $73.8 萬 | 0.01% | −1,540−13.4% | 減碼 |
| Belpointe Asset Management LLC | 11,354 | $73.9 萬 | 0.04% | +958+9.2% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $74.0 萬 | 0.33% | +10,000 | 新進 |
| Edmond de Rothschild Holding S.A. | 10,000 | $74.0 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $74.0 萬 | 0.21% | 00.0% | 不變 |
| Oak Thistle LLC | 10,015 | $74.1 萬 | 0.22% | −11,849−54.2% | 減碼 |
| Invictus Private Wealth, LLC | 10,036 | $74.3 萬 | 0.06% | −15−0.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 10,070 | $74.5 萬 | 0.19% | −1,352−11.8% | 減碼 |
| Raiffeisen Bank International AG | 10,082 | $74.5 萬 | 0.01% | +10,082 | 新進 |
| Avalon Trust Co | 10,120 | $74.9 萬 | 0.05% | +120+1.2% | 加碼 |
| Mangrove Partners | 10,126 | $74.9 萬 | 0.09% | +10,126 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,140 | $75.0 萬 | 0.07% | −57−0.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,193 | $75.4 萬 | 0.17% | +1,912+23.1% | 加碼 |
| Integral Investment Advisors, Inc. | 10,305 | $76.3 萬 | 0.25% | −728−6.6% | 減碼 |
| Pitcairn Co | 10,331 | $76.5 萬 | 0.05% | +421+4.2% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $77.3 萬 | 0.30% | 00.0% | 不變 |
| Variant Private Wealth, LLC | 10,452 | $77.4 萬 | 0.74% | +10,452 | 新進 |
| Mystic Asset Management, Inc. | 10,495 | $77.7 萬 | 0.21% | +541+5.4% | 加碼 |
| Jericho Financial, LLP | 10,548 | $78.1 萬 | 0.57% | +10,548 | 新進 |
| Gemmer Asset Management LLC | 10,565 | $78.2 萬 | 0.08% | +81+0.8% | 加碼 |
| Armstrong Henry H Associates Inc | 10,591 | $78.4 萬 | 0.08% | −7,000−39.8% | 減碼 |
| Capricorn Fund Managers Ltd | 10,665 | $78.8 萬 | 0.35% | +10,665 | 新進 |
| Thoroughbred Financial Services, LLC | 10,662 | $78.9 萬 | 0.05% | −251−2.3% | 減碼 |
| Thor Investment Management Inc | 10,670 | $79.0 萬 | 0.61% | +32+0.3% | 加碼 |
| Sunbelt Securities, Inc. | 10,689 | $79.0 萬 | 0.07% | −261−2.4% | 減碼 |
| Eschler Asset Management LLP | 10,724 | $79.4 萬 | 1.87% | +379+3.7% | 加碼 |
| Bridgefront Capital, LLC | 10,781 | $79.8 萬 | 0.27% | +10,781 | 新進 |
| SJS Investment Consulting Inc. | 10,827 | $80.1 萬 | 0.14% | +552+5.4% | 加碼 |
| Modern Wealth Management, LLC | 10,912 | $80.8 萬 | 0.03% | +5,939+119.4% | 加碼 |
| American Money Management, LLC | 10,951 | $81.0 萬 | 0.16% | −68,298−86.2% | 減碼 |