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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 37,128 | $274.8 萬 | 0.44% | +16,840+83.0% | 加碼 |
| Ci Investments Inc. | 36,890 | $273.0 萬 | 0.01% | −43,593−54.2% | 減碼 |
| D L Carlson Investment Group Inc | 36,386 | $269.3 萬 | 0.48% | −191−0.5% | 減碼 |
| Main Street Research LLC | 36,240 | $268.2 萬 | 0.17% | −384−1.0% | 減碼 |
| Choate Investment Advisors | 36,092 | $267.1 萬 | 0.06% | −1,544−4.1% | 減碼 |
| Parallel Advisors, LLC | 35,993 | $266.4 萬 | 0.06% | −3,805−9.6% | 減碼 |
| Compass Wealth Management LLC | 35,865 | $265.4 萬 | 0.64% | −1,965−5.2% | 減碼 |
| Buckingham Capital Management, Inc. | 35,852 | $265.3 萬 | 0.30% | +847+2.4% | 加碼 |
| Apollon Wealth Management, LLC | 35,734 | $264.5 萬 | 0.06% | −2,484−6.5% | 減碼 |
| Webster Bank, N. A. | 35,591 | $263.4 萬 | 0.28% | −475−1.3% | 減碼 |
| Summit Financial, LLC | 35,435 | $262.3 萬 | 0.09% | +3,828+12.1% | 加碼 |
| Grimes & Company, Inc. | 35,376 | $261.8 萬 | 0.08% | −3,076−8.0% | 減碼 |
| Stableford Capital II LLC | 35,350 | $261.6 萬 | 1.03% | −387−1.1% | 減碼 |
| Huntington National Bank | 35,148 | $260.1 萬 | 0.02% | +13,957+65.9% | 加碼 |
| Stephens Inc | 35,072 | $259.6 萬 | 0.04% | +1,774+5.3% | 加碼 |
| Everence Capital Management Inc | 35,040 | $259.3 萬 | 0.17% | +3,260+10.3% | 加碼 |
| Allworth Financial LP | 31,867 | $256.9 萬 | 0.01% | +6,521+25.7% | 加碼 |
| United Services Automobile Association | 34,643 | $256.4 萬 | 0.08% | 00.0% | 不變 |
| West Oak Capital, LLC | 34,612 | $256.2 萬 | 0.91% | +40+0.1% | 加碼 |
| Eisler Capital Management Ltd. | 34,620 | $255.4 萬 | 0.08% | +34,620 | 新進 |
| Kozak & Associates, Inc. | 34,148 | $254.2 萬 | 0.58% | −91,819−72.9% | 減碼 |
| Independent Advisor Alliance | 34,349 | $254.2 萬 | 0.03% | −5,861−14.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 34,271 | $253.6 萬 | 0.41% | +34,271 | 新進 |
| Chemistry Wealth Management LLC | 33,995 | $251.6 萬 | 0.59% | +844+2.5% | 加碼 |
| GPM Growth Investors, Inc. | 33,962 | $251.4 萬 | 1.06% | −1,881−5.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $250.2 萬 | 0.30% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 33,662 | $249.1 萬 | 0.60% | −2,789−7.7% | 減碼 |
| Merit Financial Group, LLC | 33,546 | $248.3 萬 | 0.04% | +23,383+230.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 33,375 | $247.0 萬 | 0.03% | +2,769+9.0% | 加碼 |
| IFG Advisory, LLC | 33,326 | $246.6 萬 | 0.14% | −47−0.1% | 減碼 |
| Aigen Investment Management, LP | 33,317 | $246.6 萬 | 0.43% | +3,744+12.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 33,176 | $245.5 萬 | 0.24% | +2,092+6.7% | 加碼 |
| Johnson Investment Counsel Inc | 33,031 | $244.5 萬 | 0.02% | −46−0.1% | 減碼 |
| 111 Capital | 32,940 | $243.8 萬 | 0.51% | +32,940 | 新進 |
| Strata Wealth Advisors, LLC | 32,841 | $243.1 萬 | 0.76% | +57+0.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 32,827 | $243.0 萬 | 0.05% | +2,599+8.6% | 加碼 |
| Oliver Luxxe Assets LLC | 37,468 | $242.8 萬 | 0.44% | 00.0% | 不變 |
| Groupama Asset Managment | 32,781 | $242.3 萬 | 0.05% | +32,781 | 新進 |
| Twin City Private Wealth, LLC | 32,577 | $241.1 萬 | 2.13% | −735−2.2% | 減碼 |
| Resonant Capital Advisors, LLC | 32,471 | $240.3 萬 | 0.18% | +580+1.8% | 加碼 |
| Beacon Financial Group | 32,434 | $240.0 萬 | 0.26% | −774−2.3% | 減碼 |
| Power Wealth Management LLC | 32,275 | $238.9 萬 | 1.00% | +19,870+160.2% | 加碼 |
| Commonwealth Retirement Investments LLC | 32,191 | $238.2 萬 | 0.98% | +3,952+14.0% | 加碼 |
| Scott & Selber, Inc. | 32,063 | $237.3 萬 | 0.71% | −725−2.2% | 減碼 |
| Kinneret Advisory, LLC | 32,000 | $236.8 萬 | 0.22% | −1,491−4.5% | 減碼 |
| LS Investment Advisors, LLC | 31,934 | $236.3 萬 | 0.35% | −163−0.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 31,330 | $231.9 萬 | 0.22% | −557−1.7% | 減碼 |
| Bard Financial Services, Inc. | 31,275 | $231.5 萬 | 0.28% | 00.0% | 不變 |
| Correct Capital Wealth Management | 31,179 | $230.8 萬 | 0.46% | +733+2.4% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 31,122 | $230.3 萬 | 0.41% | −535−1.7% | 減碼 |
| Ostrum Asset Management | 30,936 | $229.0 萬 | 0.20% | +15,009+94.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 30,894 | $228.6 萬 | 0.02% | +1,788+6.1% | 加碼 |
| Coastline Trust Co | 30,878 | $228.5 萬 | 0.27% | −12,683−29.1% | 減碼 |
| Chaney Capital Management, Inc. | 30,730 | $227.4 萬 | 1.08% | +70.0% | 加碼 |
| Gotham Asset Management, LLC | 30,613 | $226.6 萬 | 0.02% | +718+2.4% | 加碼 |
| Skylands Capital, LLC | 30,350 | $224.6 萬 | 0.31% | −2,750−8.3% | 減碼 |
| Ancora Advisors, LLC | 30,332 | $224.5 萬 | 0.05% | −704−2.3% | 減碼 |
| Jain Global LLC | 30,153 | $223.2 萬 | 0.07% | +30,153 | 新進 |
| Mount Vernon Associates Inc | 30,100 | $222.8 萬 | 1.74% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 30,050 | $222.4 萬 | 1.45% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 29,846 | $221.1 萬 | 2.12% | −763−2.5% | 減碼 |
| Iowa State Bank | 29,860 | $221.0 萬 | 0.46% | +1,384+4.9% | 加碼 |
| Capital Advisors Inc | 29,845 | $220.9 萬 | 0.04% | −52−0.2% | 減碼 |
| Cove Street Capital, LLC | 29,824 | $220.7 萬 | 2.58% | 00.0% | 不變 |
| Vestcor Inc | 29,432 | $217.8 萬 | 0.07% | −17−0.1% | 減碼 |
| Ashburton (Jersey) Ltd | 29,341 | $217.2 萬 | 0.96% | −115,470−79.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 29,275 | $216.7 萬 | 1.45% | −508−1.7% | 減碼 |
| Finer Wealth Management, Inc. | 29,056 | $215.0 萬 | 1.23% | +1,883+6.9% | 加碼 |
| Global Retirement Partners, LLC | 29,033 | $214.9 萬 | 0.06% | +1,151+4.1% | 加碼 |
| CWA Asset Management Group, LLC | 28,943 | $214.2 萬 | 0.11% | +279+1.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 28,797 | $213.1 萬 | 0.17% | +4,154+16.9% | 加碼 |
| Savant Capital, LLC | 28,517 | $211.1 萬 | 0.02% | +6,981+32.4% | 加碼 |
| Secured Retirement Advisors, LLC | 28,487 | $210.8 萬 | 1.21% | +911+3.3% | 加碼 |
| IMC-Chicago, LLC | 28,452 | $210.6 萬 | 0.06% | −153−0.5% | 減碼 |
| Carmel Capital Partners, LLC | 28,451 | $210.6 萬 | 0.85% | +1,784+6.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 28,368 | $210.0 萬 | 0.08% | +28,368 | 新進 |
| Integrated Investment Consultants, LLC | 28,356 | $209.9 萬 | 0.43% | −75,922−72.8% | 減碼 |
| Martin Capital Advisors, LLP | 28,210 | $208.8 萬 | 1.35% | +100.0% | 加碼 |
| Bridges Investment Management Inc | 28,196 | $208.7 萬 | 0.03% | +56+0.2% | 加碼 |
| Xcel Wealth Management, LLC | 28,195 | $208.7 萬 | 0.58% | −1,000−3.4% | 減碼 |
| Cetera Trust Company, N.A | 28,130 | $208.2 萬 | 1.35% | +175+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 28,043 | $207.5 萬 | 0.08% | −2,155−7.1% | 減碼 |
| Anchor Investment Management, LLC | 27,978 | $207.1 萬 | 0.19% | −8,251−22.8% | 減碼 |
| Valley National Advisers Inc | 27,938 | $206.7 萬 | 0.37% | −2,217−7.4% | 減碼 |
| Guggenheim Capital LLC | 27,781 | $205.6 萬 | 0.02% | −51,261−64.9% | 減碼 |
| Wynn Capital, LLC | 27,648 | $204.6 萬 | 1.29% | +295+1.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,616 | $204.4 萬 | 0.07% | −2,140−7.2% | 減碼 |
| Rossmore Private Capital | 27,569 | $204.0 萬 | 0.25% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 24,963 | $203.6 萬 | 0.17% | +1,497+6.4% | 加碼 |
| 3Chopt Investment Partners, LLC | 27,072 | $200.4 萬 | 0.69% | −2,370−8.0% | 減碼 |
| Centaurus Financial, Inc. | 26,908 | $199.1 萬 | 0.12% | +1,512+6.0% | 加碼 |
| HBK Sorce Advisory LLC | 26,815 | $198.5 萬 | 0.06% | +463+1.8% | 加碼 |
| Ofi Invest Asset Management | 27,683 | $197.9 萬 | 0.05% | +27,683 | 新進 |
| QRG Capital Management, Inc. | 26,699 | $197.6 萬 | 0.02% | +1,954+7.9% | 加碼 |
| Palisade Asset Management, LLC | 26,660 | $197.3 萬 | 0.20% | −75−0.3% | 減碼 |
| Hager Investment Management Services, LLC | 26,491 | $196.1 萬 | 1.22% | +26,491 | 新進 |
| CenterBook Partners LP | 26,424 | $195.6 萬 | 0.12% | +7,647+40.7% | 加碼 |
| Financial Partners Group, LLC | 26,183 | $193.8 萬 | 0.80% | −4,294−14.1% | 減碼 |
| Investment Advisory Services Inc | 25,837 | $191.2 萬 | 0.67% | −567−2.1% | 減碼 |
| Salem Investment Counselors Inc | 25,822 | $191.1 萬 | 0.06% | −407−1.6% | 減碼 |