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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 13,630 | $106.7 萬 | 0.44% | 00.0% | 不變 |
| Qtron Investments LLC | 13,698 | $107.2 萬 | 0.16% | 00.0% | 不變 |
| Destination Wealth Management | 13,712 | $107.3 萬 | 0.03% | −594−4.2% | 減碼 |
| Disciplined Investors, L.L.C. | 13,765 | $107.8 萬 | 0.97% | −229−1.6% | 減碼 |
| LexAurum Advisors, LLC | 13,789 | $107.9 萬 | 0.21% | −1,087−7.3% | 減碼 |
| Quantitative Investment Management, LLC | 13,826 | $108.2 萬 | 0.10% | −3,476−20.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 13,944 | $109.2 萬 | 0.33% | +31+0.2% | 加碼 |
| Smith, Moore & Co. | 13,978 | $109.4 萬 | 0.10% | −717−4.9% | 減碼 |
| Sumitomo Life Insurance Co | 14,089 | $110.3 萬 | 0.04% | −144−1.0% | 減碼 |
| Fusion Capital, LLC | 14,147 | $110.7 萬 | 0.42% | +2,072+17.2% | 加碼 |
| Farther Finance Advisors, LLC | 14,275 | $110.9 萬 | 0.03% | +3,199+28.9% | 加碼 |
| IMS Capital Management | 14,201 | $111.2 萬 | 0.56% | 00.0% | 不變 |
| Cooper Financial Group | 14,248 | $111.5 萬 | 0.15% | +298+2.1% | 加碼 |
| Sage Rhino Capital LLC | 14,250 | $111.5 萬 | 0.26% | +366+2.6% | 加碼 |
| Ridgewood Investments LLC | 14,283 | $111.8 萬 | 0.52% | −605−4.1% | 減碼 |
| Tranquilli Financial Advisor LLC | 14,339 | $112.2 萬 | 0.71% | −76−0.5% | 減碼 |
| Uncommon Cents Investing LLC | 14,381 | $112.6 萬 | 0.33% | 00.0% | 不變 |
| Fruth Investment Management | 14,456 | $113.1 萬 | 0.31% | −300−2.0% | 減碼 |
| Checchi Capital Advisers, LLC | 14,588 | $114.2 萬 | 0.08% | +369+2.6% | 加碼 |
| GeoWealth Management, LLC | 14,646 | $114.6 萬 | 0.05% | −4,341−22.9% | 減碼 |
| Greystone Financial Group, LLC | 14,669 | $114.8 萬 | 0.21% | −394−2.6% | 減碼 |
| Scharf Investments, LLC | 14,765 | $115.6 萬 | 0.03% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 14,768 | $115.6 萬 | 0.01% | +1,624+12.4% | 加碼 |
| Davis R M Inc | 14,792 | $115.8 萬 | 0.02% | −210−1.4% | 減碼 |
| CBOE Vest Financial, LLC | 14,845 | $116.2 萬 | 0.02% | +6,289+73.5% | 加碼 |
| Independence Bank of Kentucky | 14,855 | $116.3 萬 | 0.18% | −1,060−6.7% | 減碼 |
| Axxcess Wealth Management, LLC | 14,864 | $116.4 萬 | 0.03% | +1,659+12.6% | 加碼 |
| Regions Financial Corp | 14,915 | $116.8 萬 | 0.01% | +1,880+14.4% | 加碼 |
| JNBA Financial Advisors | 14,923 | $116.8 萬 | 0.12% | −345−2.3% | 減碼 |
| Verity Asset Management, Inc. | 14,924 | $116.8 萬 | 0.48% | +7,760+108.3% | 加碼 |
| Kelly Lawrence W & Associates Inc | 14,957 | $117.1 萬 | 0.28% | −50−0.3% | 減碼 |
| Central Trust Co | 14,980 | $117.3 萬 | 0.03% | +3,471+30.2% | 加碼 |
| United Bank | 14,983 | $117.3 萬 | 0.48% | +2,377+18.9% | 加碼 |
| Maltese Capital Management LLC | 15,000 | $117.4 萬 | 0.19% | +15,000 | 新進 |
| PCJ Investment Counsel Ltd. | 15,000 | $117.4 萬 | 0.46% | +15,000 | 新進 |
| Frisch Financial Group, Inc. | 15,063 | $117.9 萬 | 0.33% | −161−1.1% | 減碼 |
| Postrock Partners LLC | 15,078 | $118.0 萬 | 0.58% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 15,189 | $118.9 萬 | 0.92% | −692−4.4% | 減碼 |
| Neumann Capital Management, LLC | 15,190 | $118.9 萬 | 0.41% | +125+0.8% | 加碼 |
| Atomi Financial Group, Inc. | 15,346 | $120.1 萬 | 0.05% | +144+0.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,388 | $120.5 萬 | 0.03% | +1,973+14.7% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 15,435 | $120.8 萬 | 0.57% | −1,046−6.3% | 減碼 |
| Garner Asset Management Corp | 15,521 | $121.5 萬 | 0.53% | −1,606−9.4% | 減碼 |
| Chicago Capital, LLC | 15,529 | $121.6 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 15,553 | $121.8 萬 | 0.07% | +1,544+11.0% | 加碼 |
| Dana Investment Advisors, Inc. | 15,584 | $122.0 萬 | 0.04% | +446+2.9% | 加碼 |
| First Commonwealth Financial Corp | 15,596 | $122.1 萬 | 0.29% | +2,618+20.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,605 | $122.2 萬 | 0.00% | +1,082+7.5% | 加碼 |
| Cove Street Capital, LLC | 15,668 | $122.6 萬 | 1.93% | −14,156−47.5% | 減碼 |
| Smartleaf Asset Management LLC | 15,773 | $122.7 萬 | 0.12% | +1,193+8.2% | 加碼 |
| Next Capital Management LLC | 15,982 | $125.1 萬 | 0.60% | −2,360−12.9% | 減碼 |
| Howard Financial Services, Ltd. | 15,983 | $125.1 萬 | 0.17% | +119+0.8% | 加碼 |
| Wedmont Private Capital | 16,307 | $125.5 萬 | 0.06% | +1,739+11.9% | 加碼 |
| Birmingham Capital Management Co Inc | 16,075 | $125.8 萬 | 0.47% | −100−0.6% | 減碼 |
| Wedbush Securities Inc | 16,164 | $126.5 萬 | 0.05% | +563+3.6% | 加碼 |
| Acadian Asset Management LLC | 16,200 | $126.5 萬 | 0.00% | +15,287+1,674.4% | 加碼 |
| Hodges Capital Management Inc. | 16,181 | $126.7 萬 | 0.13% | −9,106−36.0% | 減碼 |
| Agf Management Ltd | 16,212 | $126.9 萬 | 0.01% | +16,212 | 新進 |
| Ameritas Investment Partners, Inc. | 16,235 | $127.1 萬 | 0.04% | +1,669+11.5% | 加碼 |
| Embree Financial Group | 16,252 | $127.2 萬 | 0.21% | +215+1.3% | 加碼 |
| Providence Wealth Advisors, LLC | 16,474 | $127.3 萬 | 0.96% | +110+0.7% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 16,264 | $127.3 萬 | 0.54% | −8,203−33.5% | 減碼 |
| Pictet & Cie (Europe) SA | 16,269 | $127.4 萬 | 0.03% | +16,269 | 新進 |
| Elmwood Wealth Management, Inc. | 16,364 | $128.1 萬 | 0.53% | −982−5.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 16,421 | $128.5 萬 | 0.10% | −1,100−6.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 16,534 | $129.4 萬 | 0.10% | +2,472+17.6% | 加碼 |
| AXS Investments LLC | 16,617 | $130.1 萬 | 0.36% | −36−0.2% | 減碼 |
| Old National Bancorp | 16,631 | $130.2 萬 | 0.03% | +3,428+26.0% | 加碼 |
| BIP Wealth, LLC | 16,689 | $130.6 萬 | 0.09% | −1,569−8.6% | 減碼 |
| Montecito Bank & Trust | 16,697 | $130.7 萬 | 0.23% | 00.0% | 不變 |
| Cigna Investments Inc | 16,774 | $131.3 萬 | 0.25% | +1,306+8.4% | 加碼 |
| Hickory Asset Management, Inc. | 16,796 | $131.5 萬 | 1.17% | −788−4.5% | 減碼 |
| Mainstream Capital Management LLC | 16,825 | $131.7 萬 | 1.04% | +794+5.0% | 加碼 |
| Winton Group Ltd | 16,946 | $132.7 萬 | 0.08% | +16,946 | 新進 |
| Canopy Partners, LLC | 16,996 | $133.0 萬 | 0.52% | +777+4.8% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 17,013 | $133.2 萬 | 0.14% | −700−4.0% | 減碼 |
| Wolff Wiese Magana LLC | 17,104 | $133.9 萬 | 0.91% | +12,807+298.0% | 加碼 |
| Advisors Asset Management, Inc. | 17,109 | $133.9 萬 | 0.03% | −529−3.0% | 減碼 |
| Tranquility Partners, LLC | 17,115 | $134.0 萬 | 0.52% | −249−1.4% | 減碼 |
| Trust Asset Management LLC | 17,244 | $135.0 萬 | 0.11% | −1,211−6.6% | 減碼 |
| Exchange Traded Concepts, LLC | 17,260 | $135.1 萬 | 0.02% | −119,568−87.4% | 減碼 |
| FineMark National Bank & Trust | 17,281 | $135.3 萬 | 0.05% | −169−1.0% | 減碼 |
| Guardian Asset Advisors, LLC | 17,298 | $135.4 萬 | 0.88% | −247−1.4% | 減碼 |
| Shell Asset Management Co | 17,398 | $136.2 萬 | 0.06% | −388−2.2% | 減碼 |
| Aaron Wealth Advisors | 17,433 | $136.5 萬 | 0.16% | +282+1.6% | 加碼 |
| TLWM | 17,567 | $137.5 萬 | 0.27% | +1,106+6.7% | 加碼 |
| Grimes & Company, Inc. | 17,587 | $137.7 萬 | 0.04% | −17,789−50.3% | 減碼 |
| S-Bank Fund Management Ltd | 17,624 | $138.0 萬 | 0.26% | +17,624 | 新進 |
| Meriwether Wealth & Planning, LLC | 17,716 | $138.7 萬 | 0.90% | +1,860+11.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,725 | $138.7 萬 | 0.04% | +2,537+16.7% | 加碼 |
| Forum Financial Management, LP | 17,760 | $139.0 萬 | 0.02% | −1,876−9.6% | 減碼 |
| Whitener Capital Management, Inc. | 17,808 | $139.4 萬 | 0.39% | +6,278+54.4% | 加碼 |
| MBM Wealth Consultants, LLC | 17,899 | $140.1 萬 | 0.41% | +222+1.3% | 加碼 |
| Pallas Capital Advisors LLC | 17,997 | $140.9 萬 | 0.06% | +17,997 | 新進 |
| Panagora Asset Management Inc | 18,192 | $142.4 萬 | 0.01% | −108−0.6% | 減碼 |
| Cidel Asset Management Inc | 18,297 | $143.2 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 18,459 | $143.7 萬 | 0.03% | +16,664+928.4% | 加碼 |
| Savant Capital, LLC | 18,368 | $143.8 萬 | 0.01% | −10,149−35.6% | 減碼 |
| Commerzbank Aktiengesellschaft | 18,361 | $143.8 萬 | 0.03% | +7,227+64.9% | 加碼 |
| First Dallas Securities Inc. | 18,417 | $144.2 萬 | 0.60% | −398−2.1% | 減碼 |