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 |
|---|---|---|---|---|---|
| Delta Capital Management LLC | 54,510 | $403.4 萬 | 2.30% | −80−0.1% | 減碼 |
| Intrinsic Value Partners, LLC | 54,333 | $402.1 萬 | 4.04% | −1,050−1.9% | 減碼 |
| Greenleaf Trust | 54,309 | $401.9 萬 | 0.04% | −1,249−2.2% | 減碼 |
| Montag A & Associates Inc | 53,156 | $393.4 萬 | 0.19% | −589−1.1% | 減碼 |
| Synovus Financial Corp | 53,107 | $393.1 萬 | 0.05% | −14,782−21.8% | 減碼 |
| AlTi Global, Inc. | 52,617 | $391.5 萬 | 0.09% | +32,531+162.0% | 加碼 |
| CAPROCK Group, Inc. | 52,841 | $391.1 萬 | 0.13% | +4,234+8.7% | 加碼 |
| SG Americas Securities, LLC | 52,826 | $391.0 萬 | 0.02% | −5,887−10.0% | 減碼 |
| First American Bank | 52,738 | $390.3 萬 | 0.27% | +1,341+2.6% | 加碼 |
| Pittenger & Anderson Inc | 52,440 | $388.1 萬 | 0.14% | −229−0.4% | 減碼 |
| First Trust Advisors LP | 51,065 | $377.9 萬 | 0.00% | −402,207−88.7% | 減碼 |
| Prospera Financial Services Inc | 50,909 | $376.8 萬 | 0.09% | +29,964+143.1% | 加碼 |
| Fiduciary Financial Group, LLC | 51,503 | $374.8 萬 | 0.82% | −3,357−6.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 50,506 | $373.8 萬 | 0.13% | +1,158+2.3% | 加碼 |
| Colonial Trust Co | 50,439 | $373.3 萬 | 0.55% | +11,677+30.1% | 加碼 |
| Vaughan David Investments LLC | 50,349 | $372.6 萬 | 0.09% | −5,359−9.6% | 減碼 |
| Inkwell Capital LLC | 50,330 | $372.5 萬 | 3.98% | +50,330 | 新進 |
| Lecap Asset Management Ltd | 50,029 | $370.3 萬 | 1.00% | +35,399+242.0% | 加碼 |
| Hixon Zuercher, LLC | 50,001 | $370.1 萬 | 1.42% | +567+1.1% | 加碼 |
| Daymark Wealth Partners, LLC | 49,983 | $369.9 萬 | 0.16% | −1,344−2.6% | 減碼 |
| William Allan, LLC | 49,936 | $369.6 萬 | 2.27% | +781+1.6% | 加碼 |
| Capital Analysts, LLC | 49,795 | $368.5 萬 | 0.15% | +1,899+4.0% | 加碼 |
| Tandem Capital Management Corp | 49,551 | $366.7 萬 | 1.96% | +140.0% | 加碼 |
| JB Capital LLC | 49,513 | $366.4 萬 | 0.21% | +1,303+2.7% | 加碼 |
| Bailard, Inc. | 49,454 | $366.0 萬 | 0.09% | +230+0.5% | 加碼 |
| Empirical Finance, LLC | 49,364 | $365.3 萬 | 0.21% | −571−1.1% | 減碼 |
| Empowered Funds, LLC | 49,073 | $363.2 萬 | 0.05% | +26,231+114.8% | 加碼 |
| Southeast Asset Advisors Inc. | 49,060 | $363.1 萬 | 0.45% | −8,666−15.0% | 減碼 |
| We Are One Seven, LLC | 48,978 | $362.5 萬 | 0.14% | −68−0.1% | 減碼 |
| SOL Capital Management CO | 48,926 | $362.1 萬 | 0.40% | −6,185−11.2% | 減碼 |
| Bayesian Capital Management, LP | 48,900 | $361.9 萬 | 0.44% | −52,200−51.6% | 減碼 |
| Left Brain Wealth Management, LLC | 48,676 | $360.3 萬 | 1.36% | −6,565−11.9% | 減碼 |
| La Banque Postale Asset Management SA | 48,584 | $359.6 萬 | 0.05% | +48,584 | 新進 |
| SAM Advisors, LLC | 48,408 | $358.2 萬 | 1.30% | +195+0.4% | 加碼 |
| Paradigm Asset Management Co LLC | 48,350 | $357.8 萬 | 0.98% | +33,100+217.0% | 加碼 |
| Maia Wealth LLC | 43,172 | $356.3 萬 | 0.77% | +4,450+11.5% | 加碼 |
| Malaga Cove Capital, LLC | 47,721 | $353.2 萬 | 1.39% | −220−0.5% | 減碼 |
| Resources Investment Advisors, LLC. | 47,591 | $352.2 萬 | 0.04% | +6,636+16.2% | 加碼 |
| Allstate Corp | 47,483 | $351.4 萬 | 0.10% | +47,483 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 47,465 | $351.3 萬 | 0.08% | +117+0.2% | 加碼 |
| Vident Advisory, LLC | 47,194 | $349.3 萬 | 0.06% | +14,987+46.5% | 加碼 |
| Permanens Capital L.P. | 46,967 | $347.6 萬 | 0.66% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 46,909 | $347.2 萬 | 0.26% | +5,418+13.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 46,301 | $342.7 萬 | 0.12% | +3,899+9.2% | 加碼 |
| Modus Advisors, LLC | 46,255 | $342.3 萬 | 1.07% | +993+2.2% | 加碼 |
| East Coast Asset Management, LLC. | 45,990 | $340.4 萬 | 1.14% | −4,545−9.0% | 減碼 |
| Conscious Wealth Investments, LLC | 44,363 | $338.9 萬 | 2.30% | +393+0.9% | 加碼 |
| HB Wealth Management, LLC | 45,556 | $337.2 萬 | 0.03% | −1,589−3.4% | 減碼 |
| Wealthspire Advisors, LLC | 45,308 | $335.3 萬 | 0.03% | +1,232+2.8% | 加碼 |
| Courier Capital LLC | 45,108 | $333.8 萬 | 0.23% | −497−1.1% | 減碼 |
| Cabot Wealth Management Inc | 45,050 | $333.4 萬 | 0.42% | −326−0.7% | 減碼 |
| Wolverine Trading, LLC | 45,045 | $333.0 萬 | 0.07% | −46,346−50.7% | 減碼 |
| Sepio Capital, LP | 44,914 | $332.4 萬 | 0.27% | −3,886−8.0% | 減碼 |
| Greenup Street Wealth Management LLC | 44,804 | $331.6 萬 | 0.66% | +3,946+9.7% | 加碼 |
| Chatham Capital Group, Inc. | 44,802 | $331.6 萬 | 0.55% | +95+0.2% | 加碼 |
| Pettee Investors, Inc. | 44,687 | $330.7 萬 | 1.68% | 00.0% | 不變 |
| Harfst & Associates, Inc. | 44,171 | $326.9 萬 | 0.68% | −2,312−5.0% | 減碼 |
| Buttonwood Financial Advisors Inc. | 44,019 | $325.8 萬 | 1.43% | −468−1.1% | 減碼 |
| Fiduciary Group LLC | 43,965 | $325.4 萬 | 0.33% | −4,026−8.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 43,928 | $325.1 萬 | 0.44% | +245+0.6% | 加碼 |
| Victrix Investment Advisors | 43,889 | $324.8 萬 | 2.34% | +43,889 | 新進 |
| Achmea Investment Management B.V. | 43,781 | $324.0 萬 | 0.05% | −27,592−38.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 43,280 | $320.3 萬 | 0.05% | −1,694−3.8% | 減碼 |
| SGL Investment Advisors, Inc. | 38,680 | $318.3 萬 | 1.60% | +641+1.7% | 加碼 |
| Lantern Wealth Advisors, LLC | 46,540 | $317.7 萬 | 2.07% | +144+0.3% | 加碼 |
| Central Bank & Trust Co | 42,821 | $316.9 萬 | 0.48% | −170.0% | 減碼 |
| Pine Haven Investment Counsel, Inc | 42,309 | $313.1 萬 | 2.57% | −227−0.5% | 減碼 |
| National Asset Management, Inc. | 42,154 | $312.0 萬 | 0.10% | −1,630−3.7% | 減碼 |
| 180 Wealth Advisors, LLC | 42,090 | $311.5 萬 | 0.49% | +1,314+3.2% | 加碼 |
| Red Spruce Capital, LLC | 42,031 | $311.1 萬 | 1.38% | +2,828+7.2% | 加碼 |
| Sculati Wealth Management, LLC | 41,905 | $310.1 萬 | 1.23% | −192−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 41,831 | $309.6 萬 | 0.18% | −1,237−2.9% | 減碼 |
| Gill Capital Partners, LLC | 41,793 | $309.3 萬 | 1.11% | −3,100−6.9% | 減碼 |
| American Trust | 41,779 | $309.2 萬 | 0.24% | −1,559−3.6% | 減碼 |
| Miracle Mile Advisors, LLC | 41,739 | $308.9 萬 | 0.06% | +15,041+56.3% | 加碼 |
| Horan Capital Advisors, LLC. | 41,661 | $308.3 萬 | 1.04% | −389−0.9% | 減碼 |
| Vontobel Holding Ltd. | 41,467 | $306.9 萬 | 0.01% | −3,007−6.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 41,368 | $306.2 萬 | 0.23% | +5,576+15.6% | 加碼 |
| Diversify Advisory Services, LLC | 41,314 | $300.6 萬 | 0.17% | −983−2.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 40,602 | $300.5 萬 | 0.24% | −2,717−6.3% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 40,493 | $299.7 萬 | 0.17% | −8,130−16.7% | 減碼 |
| Sciencast Management LP | 40,290 | $298.2 萬 | 0.82% | +4,013+11.1% | 加碼 |
| Alpha DNA Investment Management LLC | 40,274 | $298.1 萬 | 1.63% | +21,906+119.3% | 加碼 |
| Warren Averett Asset Management, LLC | 40,169 | $297.3 萬 | 0.05% | +2,433+6.4% | 加碼 |
| AE Wealth Management LLC | 40,157 | $297.2 萬 | 0.03% | −13,112−24.6% | 減碼 |
| Dakota Wealth Management | 39,927 | $295.5 萬 | 0.07% | −858−2.1% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 39,866 | $295.0 萬 | 1.58% | +1,058+2.7% | 加碼 |
| Linscomb & Williams, Inc. | 39,479 | $292.2 萬 | 0.15% | +1,383+3.6% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 39,063 | $289.1 萬 | 2.21% | +39,063 | 新進 |
| HighPoint Advisor Group LLC | 34,391 | $286.1 萬 | 0.16% | −2,224−6.1% | 減碼 |
| Valeo Financial Advisors, LLC | 38,565 | $285.4 萬 | 0.08% | +303+0.8% | 加碼 |
| EP Wealth Advisors, LLC | 38,564 | $285.4 萬 | 0.02% | +11,888+44.6% | 加碼 |
| HF Advisory Group, LLC | 37,869 | $280.3 萬 | 1.29% | +492+1.3% | 加碼 |
| United Capital Financial Advisers, LLC | 37,853 | $280.2 萬 | 0.02% | −528−1.4% | 減碼 |
| Kampmann Melissa S. | 37,820 | $279.9 萬 | 2.20% | −4,480−10.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 37,525 | $277.7 萬 | 0.64% | −2,592−6.5% | 減碼 |
| GFG Capital, LLC | 37,501 | $277.5 萬 | 0.76% | −809−2.1% | 減碼 |
| Cascade Investment Advisors, Inc. | 37,365 | $276.5 萬 | 1.77% | +110+0.3% | 加碼 |
| Nelson Capital Management, LLC | 37,361 | $276.5 萬 | 0.46% | −149−0.4% | 減碼 |
| TCW Group Inc | 37,321 | $276.2 萬 | 0.02% | −13,253−26.2% | 減碼 |