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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 87,013 | $644.0 萬 | 0.07% | +48,435+125.6% | 加碼 |
| Boston Private Wealth LLC | 86,750 | $642.0 萬 | 0.12% | +86,750 | 新進 |
| American Assets Investment Management, LLC | 86,674 | $641.5 萬 | 0.52% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 86,640 | $641.2 萬 | 0.01% | −18,360−17.5% | 減碼 |
| LaFleur & Godfrey LLC | 86,486 | $640.1 萬 | 0.88% | −805−0.9% | 減碼 |
| Private Advisory Group LLC | 85,931 | $636.0 萬 | 0.71% | +3,887+4.7% | 加碼 |
| Beverly Hills Private Wealth, LLC | 85,310 | $631.4 萬 | 1.28% | +5,793+7.3% | 加碼 |
| Skba Capital Management LLC | 84,900 | $628.3 萬 | 0.99% | −30,400−26.4% | 減碼 |
| WCG Wealth Advisors LLC | 84,847 | $628.0 萬 | 0.42% | +4,878+6.1% | 加碼 |
| Mezzasalma Advisors, LLC | 84,439 | $624.9 萬 | 2.02% | +890+1.1% | 加碼 |
| Motley Fool Asset Management LLC | 83,316 | $616.6 萬 | 0.32% | +9,700+13.2% | 加碼 |
| Cloverfields Capital Group, LP | 83,149 | $615.4 萬 | 1.98% | −666−0.8% | 減碼 |
| Metis Global Partners, LLC | 81,292 | $601.6 萬 | 0.18% | +4,990+6.5% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $600.1 萬 | 0.66% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 80,655 | $596.9 萬 | 4.00% | +5,314+7.1% | 加碼 |
| Louisiana State Employees Retirement System | 80,400 | $595.0 萬 | 0.11% | −3,700−4.4% | 減碼 |
| Securian Asset Management, Inc | 80,344 | $594.6 萬 | 0.17% | −2,280−2.8% | 減碼 |
| Maryland State Retirement & Pension System | 80,053 | $592.5 萬 | 0.13% | −5,946−6.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 79,759 | $590.3 萬 | 0.22% | +3,750+4.9% | 加碼 |
| AMG National Trust Bank | 79,393 | $587.2 萬 | 0.16% | −1,103−1.4% | 減碼 |
| Mediolanum International Funds Ltd | 79,008 | $582.7 萬 | 0.08% | −177,185−69.2% | 減碼 |
| Scotia Capital Inc. | 78,361 | $580.0 萬 | 0.03% | +9,415+13.7% | 加碼 |
| Ieq Capital, LLC | 77,685 | $574.9 萬 | 0.06% | +19,020+32.4% | 加碼 |
| Steel Peak Wealth Management LLC | 77,471 | $573.4 萬 | 0.24% | +1,710+2.3% | 加碼 |
| Qsemble Capital Management, LP | 77,422 | $573.0 萬 | 0.76% | +66,895+635.5% | 加碼 |
| Commerce Bank | 77,289 | $572.0 萬 | 0.04% | +147+0.2% | 加碼 |
| Marco Investment Management LLC | 77,139 | $570.9 萬 | 0.49% | 00.0% | 不變 |
| Caisse des Depots Et Consignations | 77,047 | $570.2 萬 | 0.28% | +77,047 | 新進 |
| Allen Capital Group, LLC | 77,035 | $570.1 萬 | 0.70% | +6,067+8.5% | 加碼 |
| Central Pacific Bank - Trust Division | 76,944 | $569.5 萬 | 0.75% | +2,804+3.8% | 加碼 |
| Marshall & Sullivan Inc | 76,397 | $565.4 萬 | 2.76% | +403+0.5% | 加碼 |
| Capstone Investment Advisors, LLC | 76,356 | $565.1 萬 | 0.06% | +36,476+91.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 75,300 | $557.3 萬 | 0.05% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 74,433 | $550.9 萬 | 3.51% | −385−0.5% | 減碼 |
| NewEdge Wealth, LLC | 74,352 | $550.3 萬 | 0.10% | −7,328−9.0% | 減碼 |
| Birch Capital Management, LLC | 74,279 | $549.7 萬 | 2.77% | −2,180−2.9% | 減碼 |
| Semmax Financial Advisors Inc. | 67,040 | $546.8 萬 | 1.46% | −267−0.4% | 減碼 |
| Abn Amro Investment Solutions | 72,937 | $539.8 萬 | 0.10% | −4,141−5.4% | 減碼 |
| Vinva Investment Management Ltd | 72,932 | $539.2 萬 | 0.21% | +26,104+55.7% | 加碼 |
| BNP Paribas | 72,710 | $538.1 萬 | 0.22% | +18,900+35.1% | 加碼 |
| Bryn Mawr Trust Co | 72,363 | $535.6 萬 | 0.10% | −1,710−2.3% | 減碼 |
| Generali Asset Management SPA SGR | 72,284 | $535.0 萬 | 0.14% | +72,284 | 新進 |
| Naples Global Advisors, LLC | 71,789 | $531.3 萬 | 0.50% | +1,608+2.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 71,463 | $528.9 萬 | 0.89% | +505+0.7% | 加碼 |
| New Mexico Educational Retirement Board | 71,187 | $526.9 萬 | 0.18% | −1,800−2.5% | 減碼 |
| Stony Point Wealth Management Inc. | 70,791 | $523.9 萬 | 2.08% | −8,433−10.6% | 減碼 |
| Twin Lakes Capital Management, LLC | 69,978 | $517.9 萬 | 3.32% | +47+0.1% | 加碼 |
| Callan Family Office, LLC | 69,919 | $517.5 萬 | 0.33% | +69,919 | 新進 |
| Fagan Associates, Inc. | 69,628 | $515.3 萬 | 0.82% | +3,535+5.3% | 加碼 |
| Rathbone Brothers plc | 69,415 | $513.7 萬 | 0.02% | −1,009,332−93.6% | 減碼 |
| Entropy Technologies, LP | 69,281 | $512.7 萬 | 0.53% | −25,920−27.2% | 減碼 |
| Marietta Wealth Management, LLC | 69,247 | $512.5 萬 | 0.74% | +1,300+1.9% | 加碼 |
| Interval Partners, LP | 69,226 | $512.3 萬 | 0.13% | +69,226 | 新進 |
| Schwerin Boyle Capital Management Inc | 69,025 | $510.9 萬 | 0.52% | −1,600−2.3% | 減碼 |
| Crestline Management, LP | 68,152 | $504.4 萬 | 0.18% | +68,152 | 新進 |
| Teza Capital Management LLC | 67,888 | $502.4 萬 | 0.76% | +35,720+111.0% | 加碼 |
| Norinchukin Bank, The | 67,364 | $498.6 萬 | 0.11% | +5,770+9.4% | 加碼 |
| Virtu Financial LLC | 67,075 | $496.4 萬 | 0.26% | +67,075 | 新進 |
| American Trust Investment Advisors, LLC | 67,017 | $496.0 萬 | 2.03% | +4,140+6.6% | 加碼 |
| Gilman Hill Asset Management, LLC | 67,003 | $495.9 萬 | 0.86% | −1,834−2.7% | 減碼 |
| Perkins Coie Trust Co | 66,916 | $495.2 萬 | 1.09% | −279−0.4% | 減碼 |
| LGT Group Foundation | 66,835 | $494.6 萬 | 0.08% | −122−0.2% | 減碼 |
| Conning Inc. | 66,355 | $491.1 萬 | 0.17% | −12,273−15.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 65,631 | $485.7 萬 | 2.18% | +464+0.7% | 加碼 |
| Prudential PLC | 65,487 | $484.7 萬 | 0.02% | +18,223+38.6% | 加碼 |
| Colonial Trust Advisors | 65,262 | $483.0 萬 | 0.43% | −7,873−10.8% | 減碼 |
| GHP Investment Advisors, Inc. | 65,159 | $482.2 萬 | 0.23% | +1,082+1.7% | 加碼 |
| Natixis | 65,023 | $481.2 萬 | 0.03% | −150,149−69.8% | 減碼 |
| Trajan Wealth LLC | 64,745 | $479.2 萬 | 0.27% | +6,497+11.2% | 加碼 |
| Lincoln Capital Corp | 64,255 | $475.6 萬 | 1.95% | +113+0.2% | 加碼 |
| Investment Research & Advisory Group, Inc. | 63,931 | $473.2 萬 | 1.98% | −405−0.6% | 減碼 |
| Legal Advantage Investments, Inc. | 63,900 | $472.9 萬 | 2.50% | −500−0.8% | 減碼 |
| Wetherby Asset Management Inc | 63,366 | $469.0 萬 | 0.22% | −23,915−27.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 63,235 | $468.0 萬 | 0.07% | −14,442−18.6% | 減碼 |
| Keybank National Association | 63,062 | $466.7 萬 | 0.02% | −554−0.9% | 減碼 |
| Westpac Banking Corp | 63,018 | $466.4 萬 | 0.31% | −44,022−41.1% | 減碼 |
| Omers Administration Corp | 62,943 | $465.8 萬 | 0.04% | +10,690+20.5% | 加碼 |
| Lincoln Capital LLC | 62,917 | $465.7 萬 | 0.98% | −723−1.1% | 減碼 |
| Condor Capital Management | 62,352 | $461.5 萬 | 0.41% | −1,112−1.8% | 減碼 |
| TownSquare Capital, LLC | 61,886 | $458.0 萬 | 0.05% | +1,373+2.3% | 加碼 |
| Gabelli Funds LLC | 61,237 | $453.2 萬 | 0.03% | +162+0.3% | 加碼 |
| Avantax Advisory Services, Inc. | 60,692 | $449.2 萬 | 0.03% | −327−0.5% | 減碼 |
| Annandale Capital, LLC | 59,848 | $442.9 萬 | 0.88% | 00.0% | 不變 |
| Community Financial Services Group, LLC | 59,781 | $442.4 萬 | 0.88% | −6,238−9.4% | 減碼 |
| Headlands Technologies LLC | 58,963 | $436.4 萬 | 0.44% | +58,963 | 新進 |
| K.J. Harrison & Partners Inc | 58,943 | $435.2 萬 | 0.68% | +16,600+39.2% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 58,798 | $435.2 萬 | 3.52% | +2,229+3.9% | 加碼 |
| DLK Investment Management, LLC | 58,669 | $434.2 萬 | 1.82% | −300−0.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 58,113 | $430.1 萬 | 0.49% | +8,156+16.3% | 加碼 |
| Siemens Fonds Invest GmbH | 58,019 | $428.9 萬 | 0.45% | +16,203+38.7% | 加碼 |
| Baxter Bros Inc | 57,618 | $426.4 萬 | 0.56% | +11,904+26.0% | 加碼 |
| Voya Financial Advisors, Inc. | 57,448 | $424.7 萬 | 0.46% | +1,812+3.3% | 加碼 |
| Harrington Investments, INC | 57,208 | $423.4 萬 | 2.33% | +681+1.2% | 加碼 |
| Prentiss Smith & Co Inc | 56,630 | $419.1 萬 | 2.74% | +79+0.1% | 加碼 |
| Gs Investments, Inc. | 56,103 | $415.2 萬 | 1.88% | −1,331−2.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 55,661 | $411.9 萬 | 0.19% | +3,354+6.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 55,463 | $410.5 萬 | 0.27% | +34,735+167.6% | 加碼 |
| Hunter Perkins Capital Management, LLC | 55,040 | $407.4 萬 | 0.86% | −2,005−3.5% | 減碼 |
| Mengis Capital Management, Inc. | 54,825 | $405.8 萬 | 0.83% | −6,904−11.2% | 減碼 |
| Private Wealth Partners, LLC | 54,528 | $403.6 萬 | 0.31% | +11,583+27.0% | 加碼 |