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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 25,781 | $201.8 萬 | 0.01% | +110+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 25,818 | $202.1 萬 | 0.03% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 25,876 | $202.6 萬 | 0.07% | +54+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 25,892 | $202.7 萬 | 0.10% | +7,475+40.6% | 加碼 |
| Aspiriant, LLC | 25,932 | $203.0 萬 | 0.07% | +192+0.7% | 加碼 |
| Columbia Asset Management | 25,958 | $203.2 萬 | 0.41% | +395+1.5% | 加碼 |
| Valley National Advisers Inc | 25,981 | $203.2 萬 | 0.37% | −1,957−7.0% | 減碼 |
| Chicago Partners Investment Group LLC | 24,223 | $203.5 萬 | 0.07% | −93−0.4% | 減碼 |
| Cary Street Partners Financial LLC | 26,302 | $205.9 萬 | 0.07% | +6,648+33.8% | 加碼 |
| Bleakley Financial Group, LLC | 26,426 | $206.9 萬 | 0.07% | +1,082+4.3% | 加碼 |
| Bokf, NA | 26,840 | $210.1 萬 | 0.04% | +7,891+41.6% | 加碼 |
| Centaurus Financial, Inc. | 26,853 | $210.2 萬 | 0.13% | −55−0.2% | 減碼 |
| Ally Financial Inc. | 27,000 | $211.4 萬 | 0.24% | +27,000 | 新進 |
| QRG Capital Management, Inc. | 27,074 | $211.9 萬 | 0.02% | +375+1.4% | 加碼 |
| GAMMA Investing LLC | 27,122 | $212.3 萬 | 0.16% | +5,973+28.2% | 加碼 |
| HBK Sorce Advisory LLC | 27,189 | $212.8 萬 | 0.06% | +374+1.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 27,298 | $213.7 萬 | 0.02% | +1,823+7.2% | 加碼 |
| Martin Capital Advisors, LLP | 27,410 | $214.6 萬 | 1.53% | −800−2.8% | 減碼 |
| Rossmore Private Capital | 27,675 | $216.6 萬 | 0.27% | +106+0.4% | 加碼 |
| Wynn Capital, LLC | 27,743 | $217.2 萬 | 1.29% | +95+0.3% | 加碼 |
| Signaturefd, LLC | 27,797 | $217.6 萬 | 0.04% | +2,387+9.4% | 加碼 |
| Integrated Investment Consultants, LLC | 27,820 | $217.8 萬 | 0.43% | −536−1.9% | 減碼 |
| Ancora Advisors, LLC | 27,874 | $218.2 萬 | 0.05% | −2,458−8.1% | 減碼 |
| Bellwether Advisors, LLC | 28,122 | $220.1 萬 | 0.46% | +23,352+489.6% | 加碼 |
| Xcel Wealth Management, LLC | 28,195 | $220.7 萬 | 0.69% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 28,630 | $224.1 萬 | 0.49% | −8,895−23.7% | 減碼 |
| Hager Investment Management Services, LLC | 28,653 | $224.3 萬 | 1.57% | +2,162+8.2% | 加碼 |
| Cetera Trust Company, N.A | 28,680 | $224.5 萬 | 1.43% | +550+2.0% | 加碼 |
| Carmel Capital Partners, LLC | 29,141 | $228.1 萬 | 0.90% | +690+2.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 29,152 | $228.2 萬 | 0.05% | −3,675−11.2% | 減碼 |
| V-Square Quantitative Management LLC | 29,148 | $228.2 萬 | 0.33% | +3,820+15.1% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 29,145 | $228.2 萬 | 2.19% | −701−2.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 29,349 | $229.7 萬 | 1.75% | +74+0.3% | 加碼 |
| Twin City Private Wealth, LLC | 29,368 | $229.9 萬 | 2.02% | −3,209−9.9% | 減碼 |
| CWA Asset Management Group, LLC | 29,416 | $230.3 萬 | 0.11% | +473+1.6% | 加碼 |
| Lecap Asset Management Ltd | 29,431 | $230.4 萬 | 0.54% | −20,598−41.2% | 減碼 |
| Anchor Investment Management, LLC | 29,487 | $230.8 萬 | 0.22% | +1,509+5.4% | 加碼 |
| Brant Point Investment Management LLC | 29,610 | $231.8 萬 | 0.57% | +29,610 | 新進 |
| Horizon Investments, LLC | 29,779 | $232.4 萬 | 0.07% | +4,155+16.2% | 加碼 |
| Capital Advisors Inc | 29,856 | $233.7 萬 | 0.05% | +110.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 29,941 | $234.4 萬 | 0.91% | +4,525+17.8% | 加碼 |
| Secure Asset Management, LLC | 29,967 | $234.6 萬 | 0.47% | +4,902+19.6% | 加碼 |
| Resolute Capital Asset Partners LLC | 30,000 | $234.8 萬 | 1.32% | +30,000 | 新進 |
| Hudson Canyon Capital Management | 30,050 | $235.2 萬 | 1.66% | 00.0% | 不變 |
| Mount Vernon Associates Inc | 30,100 | $235.6 萬 | 1.92% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 30,165 | $236.1 萬 | 0.27% | +8,098+36.7% | 加碼 |
| Iowa State Bank | 30,265 | $236.9 萬 | 0.50% | +405+1.4% | 加碼 |
| Ostrum Asset Management | 30,314 | $237.3 萬 | 0.12% | −622−2.0% | 減碼 |
| Kampmann Melissa S. | 30,335 | $237.5 萬 | 1.88% | −7,485−19.8% | 減碼 |
| Vontobel Holding Ltd. | 30,347 | $237.6 萬 | 0.01% | −11,120−26.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 30,393 | $237.9 萬 | 0.03% | −2,982−8.9% | 減碼 |
| Stephens Inc | 30,494 | $238.7 萬 | 0.03% | −4,578−13.1% | 減碼 |
| Finer Wealth Management, Inc. | 30,733 | $240.6 萬 | 1.44% | +1,677+5.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 30,752 | $240.7 萬 | 0.22% | −578−1.8% | 減碼 |
| Chaney Capital Management, Inc. | 30,830 | $241.3 萬 | 1.08% | +100+0.3% | 加碼 |
| Rathbone Brothers plc | 30,915 | $242.0 萬 | 0.01% | −38,500−55.5% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 31,172 | $242.5 萬 | 0.42% | +50+0.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 31,005 | $242.7 萬 | 0.09% | +2,962+10.6% | 加碼 |
| Coastline Trust Co | 31,035 | $242.9 萬 | 0.30% | +157+0.5% | 加碼 |
| Gotham Asset Management, LLC | 31,160 | $243.9 萬 | 0.02% | +547+1.8% | 加碼 |
| Plato Investment Management Ltd | 30,844 | $244.1 萬 | 0.21% | +9,231+42.7% | 加碼 |
| Alpha Cubed Investments, LLC | 31,246 | $244.6 萬 | 0.11% | +9,403+43.0% | 加碼 |
| Bard Financial Services, Inc. | 31,275 | $244.8 萬 | 0.30% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 31,388 | $245.7 萬 | 0.02% | +494+1.6% | 加碼 |
| Aigen Investment Management, LP | 31,394 | $245.8 萬 | 0.39% | −1,923−5.8% | 減碼 |
| Strata Wealth Advisors, LLC | 31,764 | $248.6 萬 | 0.77% | −1,077−3.3% | 減碼 |
| Kinneret Advisory, LLC | 31,893 | $249.7 萬 | 0.25% | −107−0.3% | 減碼 |
| Twin Tree Management, LP | 32,063 | $251.0 萬 | 0.06% | −264,788−89.2% | 減碼 |
| Scott & Selber, Inc. | 32,118 | $251.4 萬 | 0.80% | +55+0.2% | 加碼 |
| Beacon Financial Group | 32,295 | $252.8 萬 | 0.28% | −139−0.4% | 減碼 |
| Kozak & Associates, Inc. | 32,883 | $252.9 萬 | 0.63% | −1,265−3.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 32,453 | $254.0 萬 | 0.61% | −1,209−3.6% | 減碼 |
| VisionPoint Advisory Group, LLC | 32,471 | $254.2 萬 | 0.87% | +11,625+55.8% | 加碼 |
| Resonant Capital Advisors, LLC | 32,478 | $254.2 萬 | 0.18% | +70.0% | 加碼 |
| GM Advisory Group, Inc. | 32,548 | $254.8 萬 | 0.14% | +11,812+57.0% | 加碼 |
| Vestcor Inc | 33,160 | $259.6 萬 | 0.09% | +3,728+12.7% | 加碼 |
| Quadrant Capital Group LLC | 33,167 | $259.6 萬 | 0.10% | +16,701+101.4% | 加碼 |
| IFG Advisory, LLC | 33,214 | $260.0 萬 | 0.14% | −112−0.3% | 減碼 |
| J. Goldman & Co LP | 33,428 | $261.7 萬 | 0.09% | +33,428 | 新進 |
| Correct Capital Wealth Management | 33,448 | $261.8 萬 | 0.52% | +2,269+7.3% | 加碼 |
| West Oak Capital, LLC | 33,462 | $261.9 萬 | 1.01% | −1,150−3.3% | 減碼 |
| Allworth Financial LP | 33,131 | $263.0 萬 | 0.01% | +1,264+4.0% | 加碼 |
| Chemistry Wealth Management LLC | 33,622 | $263.2 萬 | 0.61% | −373−1.1% | 減碼 |
| Power Wealth Management LLC | 33,674 | $263.6 萬 | 1.07% | +1,399+4.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 33,710 | $263.9 萬 | 0.26% | +534+1.6% | 加碼 |
| Ofi Invest Asset Management | 36,494 | $264.5 萬 | 0.07% | +8,811+31.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $264.6 萬 | 0.34% | 00.0% | 不變 |
| GPM Growth Investors, Inc. | 33,880 | $265.2 萬 | 1.16% | −82−0.2% | 減碼 |
| Johnson Investment Counsel Inc | 34,016 | $266.3 萬 | 0.03% | +985+3.0% | 加碼 |
| HighPoint Advisor Group LLC | 33,001 | $268.2 萬 | 0.16% | −1,390−4.0% | 減碼 |
| Compass Wealth Management LLC | 34,267 | $268.2 萬 | 0.68% | −1,598−4.5% | 減碼 |
| Stableford Capital II LLC | 35,363 | $269.3 萬 | 1.14% | +130.0% | 加碼 |
| Summit Financial, LLC | 34,598 | $270.8 萬 | 0.08% | −837−2.4% | 減碼 |
| Skylands Capital, LLC | 34,600 | $270.8 萬 | 0.39% | +4,250+14.0% | 加碼 |
| Commonwealth Retirement Investments LLC | 34,646 | $271.2 萬 | 1.10% | +2,455+7.6% | 加碼 |
| Paradigm Financial Partners, LLC | 34,687 | $271.5 萬 | 0.34% | +27,862+408.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 35,243 | $275.9 萬 | 0.24% | +6,446+22.4% | 加碼 |
| DRW Securities, LLC | 35,262 | $276.0 萬 | 0.23% | +22,366+173.4% | 加碼 |
| Main Street Research LLC | 35,416 | $277.2 萬 | 0.18% | −824−2.3% | 減碼 |
| Webster Bank, N. A. | 35,868 | $280.8 萬 | 0.31% | +277+0.8% | 加碼 |