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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 84,517 | $661.6 萬 | 2.29% | +78+0.1% | 加碼 |
| Skba Capital Management LLC | 84,600 | $662.2 萬 | 0.99% | −300−0.4% | 減碼 |
| Bridgewater Associates, LP | 84,797 | $663.8 萬 | 0.03% | +84,797 | 新進 |
| Norinchukin Bank, The | 85,656 | $670.5 萬 | 0.12% | +18,292+27.2% | 加碼 |
| Vinva Investment Management Ltd | 86,836 | $675.7 萬 | 0.28% | +13,904+19.1% | 加碼 |
| Beck Bode, LLC | 86,364 | $676.1 萬 | 1.26% | −2,664−3.0% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $678.5 萬 | 0.59% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 87,092 | $681.8 萬 | 0.02% | −32,496−27.2% | 減碼 |
| Radnor Capital Management, LLC | 88,479 | $692.6 萬 | 1.16% | +100+0.1% | 加碼 |
| Wealthspire Advisors, LLC | 88,702 | $694.4 萬 | 0.04% | +43,394+95.8% | 加碼 |
| Burney Co | 89,401 | $699.8 萬 | 0.25% | +89,401 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $700.8 萬 | 0.12% | +89,530 | 新進 |
| Oppenheimer & Co Inc | 89,771 | $702.7 萬 | 0.11% | −1,706−1.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 90,201 | $706.1 萬 | 0.41% | −12,112−11.8% | 減碼 |
| Securian Asset Management, Inc | 90,259 | $706.5 萬 | 0.21% | +9,915+12.3% | 加碼 |
| Allen Capital Group, LLC | 90,514 | $708.5 萬 | 0.81% | +13,479+17.5% | 加碼 |
| Fortress Investment Group LLC | 90,693 | $709.9 萬 | 1.55% | +90,693 | 新進 |
| Capital Investment Counsel, Inc | 90,957 | $712.0 萬 | 1.06% | +966+1.1% | 加碼 |
| Louisiana State Employees Retirement System | 91,600 | $717.0 萬 | 0.14% | +11,200+13.9% | 加碼 |
| Aviance Capital Partners, LLC | 92,775 | $726.2 萬 | 1.02% | +1,843+2.0% | 加碼 |
| 1248 Management, LLC | 93,729 | $733.7 萬 | 3.14% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 93,943 | $735.4 萬 | 1.46% | +8,633+10.1% | 加碼 |
| Geneos Wealth Management Inc. | 94,083 | $736.5 萬 | 0.25% | −4,895−4.9% | 減碼 |
| Ascent Group, LLC | 94,902 | $742.9 萬 | 0.32% | +2,115+2.3% | 加碼 |
| KCM Investment Advisors LLC | 95,061 | $744.1 萬 | 0.27% | −8,738−8.4% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 95,179 | $745.1 萬 | 2.42% | −7,197−7.0% | 減碼 |
| Private Advisory Group LLC | 95,297 | $746.0 萬 | 0.85% | +9,366+10.9% | 加碼 |
| AMG National Trust Bank | 95,801 | $749.9 萬 | 0.21% | +16,408+20.7% | 加碼 |
| Argent Trust Co | 96,269 | $753.6 萬 | 0.31% | +2,840+3.0% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 96,724 | $757.2 萬 | 0.89% | −4,750−4.7% | 減碼 |
| Lafayette Investments, Inc. | 97,500 | $763.2 萬 | 1.61% | −730−0.7% | 減碼 |
| Redmond Asset Management, LLC | 98,007 | $767.2 萬 | 1.98% | −821−0.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 98,081 | $767.8 萬 | 0.20% | +47,575+94.2% | 加碼 |
| Roundview Capital LLC | 98,304 | $769.5 萬 | 0.56% | −1,788−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 98,881 | $774.0 萬 | 0.27% | −20,572−17.2% | 減碼 |
| Nearwater Capital Markets, Ltd | 100,000 | $782.8 萬 | 0.22% | 00.0% | 不變 |
| GWM Advisors LLC | 100,337 | $785.4 萬 | 0.05% | +2,573+2.6% | 加碼 |
| Metis Global Partners, LLC | 101,018 | $790.8 萬 | 0.22% | +19,726+24.3% | 加碼 |
| Avanza Fonder AB | 100,672 | $791.2 萬 | 0.26% | −4,218−4.0% | 減碼 |
| National Philanthropic Trust | 101,279 | $792.8 萬 | 0.13% | −61,587−37.8% | 減碼 |
| RSM US Wealth Management LLC | 101,522 | $794.7 萬 | 0.12% | −21,936−17.8% | 減碼 |
| Private Advisor Group, LLC | 101,695 | $796.1 萬 | 0.05% | +3,536+3.6% | 加碼 |
| Citizens Financial Group Inc | 101,733 | $796.4 萬 | 0.16% | +766+0.8% | 加碼 |
| Baldwin Brothers Inc | 101,868 | $797.4 萬 | 0.56% | −1,970−1.9% | 減碼 |
| Shelton Capital Management | 103,158 | $807.5 萬 | 0.19% | +12,199+13.4% | 加碼 |
| BNP Paribas | 103,382 | $809.3 萬 | 0.34% | +30,672+42.2% | 加碼 |
| Hartford Investment Management Co | 104,040 | $814.4 萬 | 0.28% | +11,631+12.6% | 加碼 |
| Private Wealth Partners, LLC | 105,088 | $822.6 萬 | 0.68% | +50,560+92.7% | 加碼 |
| Americana Partners, LLC | 105,140 | $823.0 萬 | 0.32% | −190.0% | 減碼 |
| Country Club Bank | 106,462 | $828.4 萬 | 0.56% | −20,394−16.1% | 減碼 |
| Morningstar Investment Services LLC | 105,850 | $828.6 萬 | 1.52% | −131,896−55.5% | 減碼 |
| Patten & Patten Inc | 106,511 | $833.8 萬 | 0.56% | +538+0.5% | 加碼 |
| Great Lakes Advisors, LLC | 106,589 | $837.9 萬 | 0.07% | −1,173−1.1% | 減碼 |
| Glenview Trust Co | 107,062 | $838.1 萬 | 0.16% | +4,028+3.9% | 加碼 |
| Cornerstone Advisors, LLC | 107,800 | $843.9 萬 | 0.36% | 00.0% | 不變 |
| NEOS Investment Management LLC | 109,878 | $860.1 萬 | 0.16% | +21,302+24.0% | 加碼 |
| Westpac Banking Corp | 110,999 | $868.9 萬 | 0.64% | +47,981+76.1% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 111,700 | $874.4 萬 | 4.68% | +111,700 | 新進 |
| UniSuper Management Pty Ltd | 112,318 | $879.2 萬 | 0.07% | +16,920+17.7% | 加碼 |
| Evergreen Capital Management LLC | 112,538 | $880.9 萬 | 0.30% | −37,981−25.2% | 減碼 |
| Kentucky Retirement Systems | 113,157 | $885.8 萬 | 0.27% | +10,498+10.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 114,340 | $890.1 萬 | 0.09% | +14,406+14.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 113,915 | $891.7 萬 | 0.23% | +88,373+346.0% | 加碼 |
| Point72 Hong Kong Ltd | 114,647 | $897.5 萬 | 0.64% | −265,638−69.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 114,761 | $898.3 萬 | 0.36% | +35,002+43.9% | 加碼 |
| Toroso Investments, LLC | 115,455 | $903.8 萬 | 0.08% | −22,642−16.4% | 減碼 |
| Tower Bridge Advisors | 116,118 | $909.0 萬 | 1.02% | −5,425−4.5% | 減碼 |
| Nomura Holdings Inc | 116,164 | $909.3 萬 | 0.05% | +98,710+565.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 117,357 | $918.7 萬 | 0.27% | +774+0.7% | 加碼 |
| Timber Creek Capital Management LLC | 117,690 | $921.3 萬 | 2.46% | −233−0.2% | 減碼 |
| Hyperion Capital Advisors LP | 118,254 | $925.7 萬 | 5.04% | −16,040−11.9% | 減碼 |
| Grassi Investment Management | 118,518 | $927.8 萬 | 0.86% | −200−0.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 118,781 | $929.8 萬 | 0.06% | +2,313+2.0% | 加碼 |
| Sendero Wealth Management, LLC | 118,785 | $929.8 萬 | 1.29% | +9,975+9.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,211 | $933.2 萬 | 0.24% | +14,379+13.7% | 加碼 |
| Advocate Group LLC | 119,930 | $938.8 萬 | 1.71% | −1,236−1.0% | 減碼 |
| Kinsale Capital Group, Inc. | 120,116 | $940.3 萬 | 2.31% | +14,629+13.9% | 加碼 |
| Sandy Spring Bank | 120,818 | $945.8 萬 | 0.40% | −1,295−1.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,005 | $962.2 萬 | 0.10% | +16,194+15.2% | 加碼 |
| Generali Asset Management SPA SGR | 123,755 | $968.8 萬 | 0.24% | +51,471+71.2% | 加碼 |
| Thompson Investment Management, Inc. | 124,002 | $970.7 萬 | 1.45% | −2,444−1.9% | 減碼 |
| Motco | 124,459 | $974.3 萬 | 1.03% | +1,190+1.0% | 加碼 |
| Baker Avenue Asset Management, LP | 124,882 | $977.6 萬 | 0.31% | +3,688+3.0% | 加碼 |
| Discovery Capital Management, LLC | 125,000 | $978.5 萬 | 1.17% | +125,000 | 新進 |
| Westbourne Investment Advisors, Inc. | 125,500 | $982.4 萬 | 3.49% | +1,769+1.4% | 加碼 |
| Terry L. Blaker | 125,916 | $985.7 萬 | 0.39% | +661+0.5% | 加碼 |
| Principal Securities, Inc. | 133,843 | $990.6 萬 | 0.22% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 127,353 | $996.9 萬 | 1.52% | +400.0% | 加碼 |
| Univest Financial Corp | 128,120 | $1,003 萬 | 0.66% | −9,406−6.8% | 減碼 |
| MAI Capital Management | 128,588 | $1,007 萬 | 0.08% | −1,707−1.3% | 減碼 |
| M&G Plc | 129,386 | $1,009 萬 | 0.05% | −4,827−3.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 130,507 | $1,022 萬 | 0.06% | −190,976−59.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 130,865 | $1,024 萬 | 0.13% | −3,388−2.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 131,476 | $1,029 萬 | 0.09% | +20,909+18.9% | 加碼 |
| Boston Common Asset Management, LLC | 131,612 | $1,030 萬 | 0.31% | −109,034−45.3% | 減碼 |
| McGuire Investment Group, LLC | 132,803 | $1,040 萬 | 1.54% | +210+0.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 133,361 | $1,044 萬 | 1.80% | +4,051+3.1% | 加碼 |
| Advisors Capital Management, LLC | 134,787 | $1,055 萬 | 0.16% | +18,451+15.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 135,692 | $1,062 萬 | 0.01% | +5,132+3.9% | 加碼 |
| Hanson & Doremus Investment Management | 135,963 | $1,064 萬 | 1.55% | +11,401+9.2% | 加碼 |