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。
2025 年第 1 季 13F 持有人
Schwab Charles Corp 在 2025/3/31 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
- 2,030
- 較 2024 年第 4 季 +77 家
- 持有股數
- 15.2 億
- 較 2024 年第 4 季 +3,317 萬 (+2.2%)
- 總市值
- $1,191 億
- 較 2024 年第 4 季 +$88.7 億 (+8.0%)
- 新進機構
- 214
- 另有 893 家加碼
- 清倉機構
- 137
- 另有 669 家減碼
另有 40 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 10,603 | $83.0 萬 | 0.08% | +38+0.4% | 加碼 |
| Northcape Wealth Management, LLC | 10,637 | $83.3 萬 | 0.27% | −860−7.5% | 減碼 |
| Herold Advisors, Inc. | 10,638 | $83.3 萬 | 0.18% | −1,959−15.6% | 減碼 |
| Balboa Wealth Partners | 10,656 | $83.4 萬 | 0.20% | +2,535+31.2% | 加碼 |
| Dynasty Wealth Management, LLC | 10,667 | $83.5 萬 | 0.01% | +10,667 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 10,671 | $83.5 萬 | 0.46% | −470−4.2% | 減碼 |
| Thor Investment Management Inc | 10,707 | $83.8 萬 | 0.62% | +37+0.3% | 加碼 |
| H&H Retirement Design & Management INC | 11,237 | $84.2 萬 | 0.56% | 00.0% | 不變 |
| Fundamentun, LLC | 10,927 | $85.5 萬 | 0.05% | +2,444+28.8% | 加碼 |
| RFG Advisory, LLC | 10,952 | $85.7 萬 | 0.02% | +1,115+11.3% | 加碼 |
| Aspen Grove Capital, LLC | 10,956 | $85.8 萬 | 0.16% | +3,765+52.4% | 加碼 |
| Shira Ridge Wealth Management | 10,975 | $85.9 萬 | 0.43% | +10.0% | 加碼 |
| Ronald Blue Trust, Inc. | 11,000 | $86.1 萬 | 0.01% | +1,795+19.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 11,007 | $86.2 萬 | 0.03% | +2,919+36.1% | 加碼 |
| Stevens Capital Management LP | 11,018 | $86.2 萬 | 0.21% | −826−7.0% | 減碼 |
| Cynosure Management, LLC | 11,024 | $86.3 萬 | 0.12% | +37+0.3% | 加碼 |
| Nabity-Jensen Investment Management Inc | 11,032 | $86.4 萬 | 0.69% | +24+0.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,056 | $86.5 萬 | 0.03% | −272−2.4% | 減碼 |
| Palisade Asset Management, LLC | 11,269 | $88.2 萬 | 0.09% | −15,391−57.7% | 減碼 |
| Institute for Wealth Management, LLC. | 11,285 | $88.3 萬 | 0.11% | −30.0% | 減碼 |
| Forbes J M & Co LLP | 11,300 | $88.5 萬 | 0.09% | +7,100+169.0% | 加碼 |
| Navalign, LLC | 11,311 | $88.5 萬 | 0.25% | −120−1.0% | 減碼 |
| Thomasville National Bank | 11,346 | $88.8 萬 | 0.06% | −227−2.0% | 減碼 |
| Davidson Kahn Capital Management, LLC | 11,350 | $88.8 萬 | 0.69% | −251−2.2% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 11,355 | $88.9 萬 | 0.42% | +1,441+14.5% | 加碼 |
| Burns Matteson Capital Management, LLC | 11,386 | $89.1 萬 | 0.48% | −1,951−14.6% | 減碼 |
| Mystic Asset Management, Inc. | 11,386 | $89.1 萬 | 0.24% | +891+8.5% | 加碼 |
| Portside Wealth Group, LLC | 11,403 | $89.3 萬 | 0.15% | +11,403 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $89.3 萬 | 0.05% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 11,416 | $89.4 萬 | 0.25% | +55+0.5% | 加碼 |
| Perpetual Ltd | 11,449 | $89.6 萬 | 0.01% | +5,957+108.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 11,453 | $89.7 萬 | 0.10% | −307−2.6% | 減碼 |
| Personal Cfo Solutions, LLC | 11,457 | $89.7 萬 | 0.18% | +221+2.0% | 加碼 |
| Sunbelt Securities, Inc. | 11,502 | $90.0 萬 | 0.08% | +813+7.6% | 加碼 |
| Lindbrook Capital, LLC | 11,554 | $90.4 萬 | 0.08% | −93−0.8% | 減碼 |
| Inspire Advisors, LLC | 11,576 | $90.6 萬 | 0.10% | −8,232−41.6% | 減碼 |
| Enterprise Bank & Trust Co | 11,596 | $90.8 萬 | 0.35% | +383+3.4% | 加碼 |
| Mutual Advisors, LLC | 11,359 | $90.8 萬 | 0.03% | +421+3.8% | 加碼 |
| Lodestone Wealth Management LLC | 11,687 | $91.5 萬 | 0.49% | +39+0.3% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 11,692 | $91.5 萬 | 0.17% | +570+5.1% | 加碼 |
| MidWestOne Financial Group, Inc. | 11,710 | $91.7 萬 | 0.13% | −7,231−38.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,734 | $91.9 萬 | 0.29% | +344+3.0% | 加碼 |
| Secured Retirement Advisors, LLC | 11,793 | $92.3 萬 | 0.60% | −16,694−58.6% | 減碼 |
| Coppell Advisory Solutions LLC | 11,388 | $92.5 萬 | 0.14% | +9,249+432.4% | 加碼 |
| SCS Capital Management LLC | 11,830 | $92.6 萬 | 0.01% | +11,830 | 新進 |
| Novare Capital Management LLC | 11,835 | $92.6 萬 | 0.08% | +597+5.3% | 加碼 |
| Oder Investment Management, LLC | 11,850 | $92.8 萬 | 0.79% | −116−1.0% | 減碼 |
| Cookson Peirce & Co Inc | 11,879 | $93.0 萬 | 0.05% | +11,879 | 新進 |
| Cullinan Associates Inc | 11,900 | $93.2 萬 | 0.07% | +400+3.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $93.9 萬 | 0.51% | +2,000+20.0% | 加碼 |
| Leavell Investment Management, Inc. | 12,055 | $94.4 萬 | 0.05% | +232+2.0% | 加碼 |
| NBC Securities, Inc. | 12,092 | $94.6 萬 | 0.08% | +12,081+109,827.3% | 加碼 |
| Peak Planning Group, LLC | 12,152 | $95.1 萬 | 0.40% | +20+0.2% | 加碼 |
| Stablepoint Partners, LLC | 12,229 | $95.7 萬 | 0.17% | −257−2.1% | 減碼 |
| Equitable Trust Co | 12,233 | $95.8 萬 | 0.05% | −1,271−9.4% | 減碼 |
| HCR Wealth Advisors | 12,257 | $96.0 萬 | 0.12% | −586−4.6% | 減碼 |
| Svenska Handelsbanken AB (publ) | 12,275 | $96.1 萬 | 0.96% | +12,275 | 新進 |
| JT Stratford LLC | 12,303 | $96.3 萬 | 0.17% | −1,440−10.5% | 減碼 |
| Blalock Williams, LLC | 12,330 | $96.5 萬 | 1.08% | +666+5.7% | 加碼 |
| NBT Bank N A | 12,365 | $96.8 萬 | 0.07% | +2,822+29.6% | 加碼 |
| Islay Capital Management, LLC | 12,373 | $96.9 萬 | 0.65% | +7,357+146.7% | 加碼 |
| Integrated Wealth Concepts LLC | 12,398 | $97.1 萬 | 0.01% | +887+7.7% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 12,417 | $97.2 萬 | 0.33% | +904+7.9% | 加碼 |
| VCI Wealth Management LLC | 12,466 | $97.6 萬 | 0.41% | −1,906−13.3% | 減碼 |
| Nautilus Advisors LLC | 12,481 | $97.7 萬 | 0.81% | −350−2.7% | 減碼 |
| Johnson Financial Group, Inc. | 12,506 | $97.9 萬 | 0.05% | +923+8.0% | 加碼 |
| Panoramic Investment Advisors, LLC | 12,533 | $98.1 萬 | 0.66% | −100−0.8% | 減碼 |
| AIA Group Ltd | 12,550 | $98.2 萬 | 0.02% | +8,854+239.6% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $98.6 萬 | 0.19% | 00.0% | 不變 |
| Summit Asset Management, LLC | 12,602 | $98.6 萬 | 0.17% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 12,623 | $98.8 萬 | 0.08% | 00.0% | 不變 |
| Golden State Equity Partners | 12,692 | $99.4 萬 | 0.20% | +485+4.0% | 加碼 |
| Catalyst Financial Partners LLC | 12,701 | $99.4 萬 | 0.18% | +433+3.5% | 加碼 |
| Costello Asset Management, INC | 12,714 | $99.5 萬 | 0.40% | +12,279+2,822.8% | 加碼 |
| O'Rourke & Company, Inc | 12,728 | $99.6 萬 | 0.49% | −230−1.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 12,737 | $99.7 萬 | 0.05% | −10,280−44.7% | 減碼 |
| Proffitt & Goodson Inc | 12,744 | $99.8 萬 | 0.16% | −69−0.5% | 減碼 |
| Uhlmann Price Securities, LLC | 12,758 | $99.9 萬 | 0.74% | +180+1.4% | 加碼 |
| Granite Investment Partners, LLC | 12,791 | $100.1 萬 | 0.05% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 12,795 | $100.2 萬 | 0.08% | −692−5.1% | 減碼 |
| Knollwood Investment Advisory, LLC | 12,810 | $100.3 萬 | 0.11% | 00.0% | 不變 |
| FLC Capital Advisors | 12,817 | $100.3 萬 | 0.23% | 00.0% | 不變 |
| Canandaigua National Trust Co of Florida | 12,842 | $100.5 萬 | 0.89% | −249−1.9% | 減碼 |
| Capricorn Fund Managers Ltd | 12,925 | $101.2 萬 | 0.54% | +2,260+21.2% | 加碼 |
| Nicolet Bankshares Inc | 12,942 | $101.3 萬 | 0.20% | −1,681−11.5% | 減碼 |
| Hamel Associates, Inc. | 12,945 | $101.3 萬 | 0.34% | −450−3.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,037 | $102.1 萬 | 0.03% | +13,037 | 新進 |
| Franklin Street Advisors Inc | 13,059 | $102.2 萬 | 0.07% | −81−0.6% | 減碼 |
| Essex Financial Services, Inc. | 13,067 | $102.3 萬 | 0.07% | +88+0.7% | 加碼 |
| Wolf Group Capital Advisors | 13,140 | $102.9 萬 | 0.35% | +13,140 | 新進 |
| Hardy Reed LLC | 13,159 | $103.0 萬 | 0.09% | −66−0.5% | 減碼 |
| Koshinski Asset Management, Inc. | 13,196 | $103.3 萬 | 0.09% | −455−3.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 13,220 | $103.5 萬 | 0.77% | +10.0% | 加碼 |
| Matisse Capital | 13,270 | $103.9 萬 | 0.55% | −250−1.8% | 減碼 |
| Raiffeisen Bank International AG | 13,476 | $104.9 萬 | 0.02% | +3,394+33.7% | 加碼 |
| Intact Investment Management Inc. | 13,400 | $104.9 萬 | 0.04% | −900−6.3% | 減碼 |
| VestGen Advisors, LLC | 13,429 | $105.1 萬 | 0.05% | +13,429 | 新進 |
| Wealth Alliance | 13,441 | $105.2 萬 | 0.13% | +5,425+67.7% | 加碼 |
| Sigma Planning Corp | 13,516 | $105.8 萬 | 0.03% | +4,965+58.1% | 加碼 |
| Insigneo Advisory Services, LLC | 13,611 | $106.5 萬 | 0.11% | +3,833+39.2% | 加碼 |