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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 36,149 | $281.3 萬 | 0.06% | +3,368+10.3% | 加碼 |
| Choate Investment Advisors | 36,026 | $282.0 萬 | 0.07% | −66−0.2% | 減碼 |
| D L Carlson Investment Group Inc | 36,064 | $282.3 萬 | 0.54% | −322−0.9% | 減碼 |
| Everence Capital Management Inc | 36,360 | $284.6 萬 | 0.19% | +1,320+3.8% | 加碼 |
| Vaughan David Investments LLC | 36,989 | $289.5 萬 | 0.07% | −13,360−26.5% | 減碼 |
| GFG Capital, LLC | 37,147 | $290.8 萬 | 0.89% | −354−0.9% | 減碼 |
| Voloridge Investment Management, LLC | 37,249 | $291.6 萬 | 0.01% | +37,249 | 新進 |
| Cascade Investment Advisors, Inc. | 37,385 | $292.6 萬 | 1.98% | +20+0.1% | 加碼 |
| Sepio Capital, LP | 37,547 | $293.9 萬 | 0.23% | −7,367−16.4% | 減碼 |
| ArrowMark Colorado Holdings LLC | 37,650 | $294.7 萬 | 0.05% | −183,300−83.0% | 減碼 |
| Apollon Wealth Management, LLC | 37,719 | $295.3 萬 | 0.06% | +1,985+5.6% | 加碼 |
| HF Advisory Group, LLC | 37,973 | $297.3 萬 | 1.30% | +104+0.3% | 加碼 |
| Inkwell Capital LLC | 38,070 | $298.0 萬 | 3.26% | −12,260−24.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 38,093 | $298.2 萬 | 0.05% | −5,187−12.0% | 減碼 |
| EP Wealth Advisors, LLC | 38,324 | $300.0 萬 | 0.02% | −240−0.6% | 減碼 |
| Nelson Capital Management, LLC | 38,372 | $300.4 萬 | 0.52% | +1,011+2.7% | 加碼 |
| Huntington National Bank | 38,596 | $302.1 萬 | 0.02% | +3,448+9.8% | 加碼 |
| Valeo Financial Advisors, LLC | 38,605 | $302.2 萬 | 0.08% | +40+0.1% | 加碼 |
| Gill Capital Partners, LLC | 38,794 | $303.7 萬 | 1.05% | −2,999−7.2% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 38,813 | $303.8 萬 | 2.36% | −250−0.6% | 減碼 |
| Central Bank & Trust Co | 39,031 | $305.5 萬 | 0.51% | −3,790−8.9% | 減碼 |
| Independent Advisor Alliance | 39,103 | $306.1 萬 | 0.10% | +4,754+13.8% | 加碼 |
| Parallel Advisors, LLC | 39,272 | $307.4 萬 | 0.07% | +3,279+9.1% | 加碼 |
| United Services Automobile Association | 39,512 | $307.4 萬 | 0.09% | +4,869+14.1% | 加碼 |
| United Capital Financial Advisers, LLC | 39,742 | $311.1 萬 | 0.03% | +1,889+5.0% | 加碼 |
| RNC Capital Management LLC | 39,895 | $312.3 萬 | 0.16% | +16,279+68.9% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 40,077 | $313.7 萬 | 1.66% | +211+0.5% | 加碼 |
| Linscomb & Williams, Inc. | 40,214 | $314.8 萬 | 0.16% | +735+1.9% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 40,294 | $315.4 萬 | 0.23% | −199−0.5% | 減碼 |
| Clough Capital Partners L P | 40,600 | $317.8 萬 | 0.40% | −58,090−58.9% | 減碼 |
| Marvin & Palmer Associates Inc | 40,726 | $318.8 萬 | 4.76% | +40,726 | 新進 |
| Sig Brokerage, LP | 40,734 | $318.9 萬 | 0.93% | +40,734 | 新進 |
| Sculati Wealth Management, LLC | 41,060 | $321.4 萬 | 1.30% | −845−2.0% | 減碼 |
| AE Wealth Management LLC | 41,329 | $323.5 萬 | 0.03% | +1,172+2.9% | 加碼 |
| Victrix Investment Advisors | 43,248 | $323.9 萬 | 1.70% | −641−1.5% | 減碼 |
| Stonebridge Capital Advisors LLC | 41,402 | $324.1 萬 | 0.26% | +800+2.0% | 加碼 |
| Ci Investments Inc. | 41,652 | $326.1 萬 | 0.01% | +4,762+12.9% | 加碼 |
| Pine Haven Investment Counsel, Inc | 41,683 | $326.3 萬 | 2.74% | −626−1.5% | 減碼 |
| Miracle Mile Advisors, LLC | 41,900 | $328.0 萬 | 0.07% | +161+0.4% | 加碼 |
| Goelzer Investment Management, Inc. | 41,936 | $328.3 萬 | 0.19% | +105+0.3% | 加碼 |
| Oak Harvest Investment Services | 41,952 | $328.4 萬 | 0.46% | +41,952 | 新進 |
| Red Spruce Capital, LLC | 42,180 | $330.2 萬 | 1.55% | +149+0.4% | 加碼 |
| SGL Investment Advisors, Inc. | 39,205 | $330.8 萬 | 1.71% | +525+1.4% | 加碼 |
| American Trust | 42,802 | $335.1 萬 | 0.83% | +1,023+2.4% | 加碼 |
| Fiduciary Group LLC | 42,838 | $335.3 萬 | 0.34% | −1,127−2.6% | 減碼 |
| 180 Wealth Advisors, LLC | 42,870 | $335.6 萬 | 0.53% | +780+1.9% | 加碼 |
| Maia Wealth LLC | 44,050 | $338.8 萬 | 0.77% | +878+2.0% | 加碼 |
| Pettee Investors, Inc. | 43,287 | $338.9 萬 | 2.02% | −1,400−3.1% | 減碼 |
| Courier Capital LLC | 43,587 | $341.2 萬 | 0.22% | −1,521−3.4% | 減碼 |
| Dakota Wealth Management | 43,594 | $341.3 萬 | 0.08% | +3,667+9.2% | 加碼 |
| Harfst & Associates, Inc. | 43,640 | $341.6 萬 | 0.79% | −531−1.2% | 減碼 |
| Banco Santander, S.A. | 43,803 | $342.9 萬 | 0.04% | +27,487+168.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 43,867 | $343.4 萬 | 1.51% | −152−0.3% | 減碼 |
| TCW Group Inc | 44,023 | $344.6 萬 | 0.03% | +6,702+18.0% | 加碼 |
| Chatham Capital Group, Inc. | 44,137 | $345.5 萬 | 0.58% | −665−1.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 44,702 | $349.9 萬 | 1.05% | +44,702 | 新進 |
| Cabot Wealth Management Inc | 44,873 | $351.3 萬 | 0.45% | −177−0.4% | 減碼 |
| CAPROCK Group, Inc. | 44,879 | $351.3 萬 | 0.11% | −7,962−15.1% | 減碼 |
| Merit Financial Group, LLC | 44,886 | $351.4 萬 | 0.05% | +11,340+33.8% | 加碼 |
| East Coast Asset Management, LLC. | 44,889 | $351.4 萬 | 1.24% | −1,101−2.4% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 44,934 | $351.7 萬 | 0.36% | −591,668−92.9% | 減碼 |
| LS Investment Advisors, LLC | 45,095 | $353.0 萬 | 0.54% | +13,161+41.2% | 加碼 |
| First National Trust Co | 45,471 | $355.9 萬 | 0.14% | +45,471 | 新進 |
| Barnes Dennig Private Wealth Management LLC | 46,791 | $366.3 萬 | 5.54% | +46,791 | 新進 |
| La Banque Postale Asset Management SA | 46,806 | $366.4 萬 | 0.06% | −1,778−3.7% | 減碼 |
| Modus Advisors, LLC | 46,813 | $366.5 萬 | 1.20% | +558+1.2% | 加碼 |
| Means Investment Co., Inc. | 46,958 | $367.6 萬 | 0.39% | −60,801−56.4% | 減碼 |
| Greenup Street Wealth Management LLC | 47,027 | $368.1 萬 | 0.73% | +2,223+5.0% | 加碼 |
| SAM Advisors, LLC | 47,060 | $368.4 萬 | 1.38% | −1,348−2.8% | 減碼 |
| Resources Investment Advisors, LLC. | 47,116 | $368.8 萬 | 0.04% | −475−1.0% | 減碼 |
| Fiduciary Financial Group, LLC | 50,156 | $370.4 萬 | 0.81% | −1,347−2.6% | 減碼 |
| Bailard, Inc. | 47,819 | $374.3 萬 | 0.10% | −1,635−3.3% | 減碼 |
| Malaga Cove Capital, LLC | 47,882 | $374.8 萬 | 1.62% | +161+0.3% | 加碼 |
| Twin Capital Management Inc | 48,027 | $376.0 萬 | 0.44% | +42,986+852.7% | 加碼 |
| National Asset Management, Inc. | 48,087 | $376.4 萬 | 0.11% | +5,933+14.1% | 加碼 |
| Conscious Wealth Investments, LLC | 44,651 | $377.2 萬 | 2.62% | +288+0.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 48,197 | $377.3 萬 | 0.27% | +7,108+17.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 48,203 | $377.3 萬 | 0.51% | +4,275+9.7% | 加碼 |
| Hunter Perkins Capital Management, LLC | 48,268 | $377.8 萬 | 0.88% | −6,772−12.3% | 減碼 |
| Paradigm Asset Management Co LLC | 48,350 | $378.5 萬 | 1.01% | 00.0% | 不變 |
| JB Capital LLC | 48,409 | $378.9 萬 | 0.21% | −1,104−2.2% | 減碼 |
| Southeast Asset Advisors Inc. | 48,654 | $380.9 萬 | 0.47% | −406−0.8% | 減碼 |
| SOL Capital Management CO | 49,026 | $383.8 萬 | 0.42% | +100+0.2% | 加碼 |
| Tandem Capital Management Corp | 49,551 | $387.9 萬 | 2.17% | 00.0% | 不變 |
| Keybank National Association | 49,608 | $388.3 萬 | 0.02% | −13,454−21.3% | 減碼 |
| Daymark Wealth Partners, LLC | 49,704 | $389.1 萬 | 0.17% | −279−0.6% | 減碼 |
| Annandale Capital, LLC | 49,748 | $389.4 萬 | 0.73% | −10,100−16.9% | 減碼 |
| Empirical Finance, LLC | 50,212 | $393.1 萬 | 0.24% | +848+1.7% | 加碼 |
| Community Financial Services Group, LLC | 50,423 | $394.7 萬 | 0.86% | −9,358−15.7% | 減碼 |
| Hixon Zuercher, LLC | 50,724 | $397.1 萬 | 1.40% | +723+1.4% | 加碼 |
| We Are One Seven, LLC | 51,159 | $400.5 萬 | 0.16% | +2,181+4.5% | 加碼 |
| Colonial Trust Co | 51,757 | $405.2 萬 | 0.63% | +1,318+2.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 52,090 | $407.8 萬 | 0.15% | +5,789+12.5% | 加碼 |
| Algert Global LLC | 52,604 | $411.8 萬 | 0.10% | +52,604 | 新進 |
| First American Bank | 52,842 | $413.6 萬 | 0.31% | +104+0.2% | 加碼 |
| Delta Capital Management LLC | 52,850 | $413.7 萬 | 2.40% | −1,660−3.0% | 減碼 |
| Capital Analysts, LLC | 52,882 | $414.0 萬 | 0.15% | +3,087+6.2% | 加碼 |
| HB Wealth Management, LLC | 52,946 | $414.5 萬 | 0.03% | +7,390+16.2% | 加碼 |
| Prospera Financial Services Inc | 53,054 | $415.3 萬 | 0.10% | +2,145+4.2% | 加碼 |
| AlTi Global, Inc. | 53,312 | $417.3 萬 | 0.11% | +695+1.3% | 加碼 |