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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 667 | $5.22 萬 | 0.05% | −48−6.7% | 減碼 |
| MorganRosel Wealth Management, LLC | 668 | $5.23 萬 | 0.02% | +668 | 新進 |
| Saudi Central Bank | 678 | $5.31 萬 | 0.28% | +678 | 新進 |
| Whipplewood Advisors, LLC | 23,076 | $5.38 萬 | 0.03% | +22,453+3,604.0% | 加碼 |
| Field & Main Bank | 700 | $5.48 萬 | 0.02% | 00.0% | 不變 |
| Promus Capital, LLC | 700 | $5.48 萬 | 0.04% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 705 | $5.52 萬 | 0.01% | 00.0% | 不變 |
| NewSquare Capital LLC | 761 | $5.96 萬 | 0.00% | +645+556.0% | 加碼 |
| Washington Trust Co | 764 | $5.98 萬 | 0.00% | +32+4.4% | 加碼 |
| Missouri Trust & Investment Co | 774 | $6.06 萬 | 0.02% | 00.0% | 不變 |
| Painted Porch Advisors LLC | 775 | $6.07 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 810 | $6.34 萬 | 0.00% | 00.0% | 不變 |
| TruNorth Capital Management, LLC | 834 | $6.53 萬 | 0.02% | +834 | 新進 |
| Disciplina Capital Management LLC | 839 | $6.57 萬 | 0.01% | −744−47.0% | 減碼 |
| Bullock Wealth Management Group | 858 | $6.67 萬 | 0.04% | −2,672−75.7% | 減碼 |
| Pandora Wealth, Inc. | 854 | $6.69 萬 | 0.04% | +854 | 新進 |
| Synergy Investment Management, LLC | 858 | $6.72 萬 | 0.03% | +1+0.1% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 868 | $6.79 萬 | 0.05% | −41−4.5% | 減碼 |
| Toth Financial Advisory Corp | 870 | $6.81 萬 | 0.01% | 00.0% | 不變 |
| Elite Financial, Inc. | 900 | $7.00 萬 | 0.04% | +900 | 新進 |
| Meeder Asset Management Inc | 925 | $7.24 萬 | 0.00% | +537+138.4% | 加碼 |
| Graney & King, LLC | 928 | $7.26 萬 | 0.05% | 00.0% | 不變 |
| Logan Capital Management Inc | 959 | $7.51 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 967 | $7.57 萬 | 0.01% | +147+17.9% | 加碼 |
| VSM Wealth Advisory, LLC | 980 | $7.67 萬 | 0.03% | +2+0.2% | 加碼 |
| Darwin Advisors, LLC | 1,039 | $7.69 萬 | 0.03% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,021 | $7.99 萬 | 0.04% | +209+25.7% | 加碼 |
| Sound Income Strategies, LLC | 1,036 | $8.11 萬 | 0.00% | −28−2.6% | 減碼 |
| North Capital, Inc. | 1,058 | $8.29 萬 | 0.08% | +1,058 | 新進 |
| ORG Wealth Partners, LLC | 1,075 | $8.35 萬 | 0.03% | −669−38.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,078 | $8.40 萬 | 0.01% | −14−1.3% | 減碼 |
| New Age Alpha Advisors, LLC | 1,078 | $8.44 萬 | 0.00% | +1,078 | 新進 |
| Pacifica Partners Inc. | 1,151 | $8.62 萬 | 0.04% | +41+3.7% | 加碼 |
| Crews Bank & Trust | 1,123 | $8.79 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,123 | $8.79 萬 | 0.02% | −4,008−78.1% | 減碼 |
| IMA Wealth, Inc. | 1,150 | $9.00 萬 | 0.01% | +1,150 | 新進 |
| Abound Financial, LLC | 1,173 | $9.18 萬 | 0.05% | +1,173 | 新進 |
| Hantz Financial Services, Inc. | 1,178 | $9.20 萬 | 0.00% | +392+49.9% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 1,202 | $9.41 萬 | 0.05% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 1,223 | $9.58 萬 | 0.03% | +1,223 | 新進 |
| Optimum Investment Advisors | 1,228 | $9.61 萬 | 0.05% | +1+0.1% | 加碼 |
| Millstone Evans Group, LLC | 1,243 | $9.73 萬 | 0.07% | +10+0.8% | 加碼 |
| Northwest Capital Management Inc | 1,247 | $9.76 萬 | 0.04% | +5+0.4% | 加碼 |
| Wesleyan Assurance Society | 1,250 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,266 | $9.90 萬 | 0.07% | −12−0.9% | 減碼 |
| Indiana Trust & Investment Management CO | 1,275 | $9.98 萬 | 0.04% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,327 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| Asset Planning,Inc | 1,344 | $10.5 萬 | 0.08% | +2+0.1% | 加碼 |
| Trust Co of Vermont | 1,391 | $10.9 萬 | 0.01% | −400−22.3% | 減碼 |
| Capula Management Ltd | 1,395 | $10.9 萬 | 0.00% | +1,395 | 新進 |
| eCIO, Inc. | 1,399 | $11.0 萬 | 0.04% | +1,399 | 新進 |
| Davis Capital Management | 1,408 | $11.0 萬 | 0.09% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 1,435 | $11.2 萬 | 0.02% | +1,435 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 1,448 | $11.3 萬 | 0.04% | +5+0.3% | 加碼 |
| MV Capital Management, Inc. | 1,453 | $11.4 萬 | 0.01% | +10+0.7% | 加碼 |
| Hemington Wealth Management | 1,466 | $11.4 萬 | 0.02% | +96+7.0% | 加碼 |
| Quarry LP | 1,470 | $11.5 萬 | 0.03% | −1,005−40.6% | 減碼 |
| Sherman Asset Management, Inc. | 1,512 | $11.8 萬 | 0.11% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,514 | $11.9 萬 | 0.05% | 00.0% | 不變 |
| YANKCOM Partnership | 1,516 | $11.9 萬 | 0.07% | +76+5.3% | 加碼 |
| Vestor Capital, LLC | 1,538 | $12.0 萬 | 0.01% | −18−1.2% | 減碼 |
| Truvestments Capital LLC | 1,543 | $12.1 萬 | 0.03% | +179+13.1% | 加碼 |
| State of Wyoming | 1,544 | $12.1 萬 | 0.02% | −1,500−49.3% | 減碼 |
| DT Investment Partners, LLC | 1,545 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,550 | $12.1 萬 | 0.10% | +1,550 | 新進 |
| AllSquare Wealth Management LLC | 1,559 | $12.2 萬 | 0.07% | 00.0% | 不變 |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $12.4 萬 | 0.02% | −750−32.2% | 減碼 |
| Catalyst Capital Advisors LLC | 1,580 | $12.4 萬 | 0.00% | −234−12.9% | 減碼 |
| Atlantic Trust, LLC | 1,590 | $12.4 萬 | 0.03% | +173+12.2% | 加碼 |
| City State Bank | 1,695 | $13.3 萬 | 0.04% | 00.0% | 不變 |
| Pflug Koory, LLC | 1,702 | $13.3 萬 | 0.07% | −253−12.9% | 減碼 |
| Acropolis Investment Management, LLC | 1,799 | $14.1 萬 | 0.01% | +18+1.0% | 加碼 |
| Hartford Financial Management Inc. | 1,800 | $14.1 萬 | 0.03% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 1,779 | $14.1 萬 | 0.09% | +1,779 | 新進 |
| Harbor Investment Advisory, LLC | 7,959 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 1,822 | $14.3 萬 | 0.02% | +1,822 | 新進 |
| Rocky Mountain Advisers, LLC | 1,855 | $14.5 萬 | 0.04% | −1,000−35.0% | 減碼 |
| ORG Partners LLC | 1,577 | $14.6 萬 | 0.04% | −924−36.9% | 減碼 |
| Bell Investment Advisors, Inc | 1,881 | $14.7 萬 | 0.03% | −334−15.1% | 減碼 |
| Estabrook Capital Management | 1,895 | $14.8 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,955 | $15.3 萬 | 0.00% | +144+8.0% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $15.7 萬 | 0.05% | +370+22.6% | 加碼 |
| Concord Wealth Partners | 2,013 | $15.8 萬 | 0.03% | +78+4.0% | 加碼 |
| Cito Capital Group, LLC | 2,125 | $16.6 萬 | 0.06% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 2,156 | $16.9 萬 | 0.03% | +2,156 | 新進 |
| SBI Securities Co., Ltd. | 2,161 | $16.9 萬 | 0.01% | −93−4.1% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,180 | $17.0 萬 | 0.08% | +919+72.9% | 加碼 |
| Ulland Investment Advisors, LLC | 2,245 | $17.6 萬 | 0.15% | +145+6.9% | 加碼 |
| Mowery & Schoenfeld Wealth Management, LLC | 2,254 | $17.6 萬 | 0.35% | +1,745+342.8% | 加碼 |
| Oakworth Capital, Inc. | 2,259 | $17.7 萬 | 0.01% | 00.0% | 不變 |
| BankPlus Trust Department | 2,260 | $17.7 萬 | 0.06% | +26+1.2% | 加碼 |
| Birchbrook, Inc. | 2,266 | $17.7 萬 | 0.10% | −165−6.8% | 減碼 |
| LRI Investments, LLC | 2,289 | $17.9 萬 | 0.02% | +18+0.8% | 加碼 |
| Horizon Bancorp Inc | 2,299 | $18.0 萬 | 0.10% | −208−8.3% | 減碼 |
| SRS Capital Advisors, Inc. | 2,301 | $18.0 萬 | 0.01% | +53+2.4% | 加碼 |
| Grove Bank & Trust | 2,386 | $18.7 萬 | 0.02% | +46+2.0% | 加碼 |
| Eastern Bank | 2,406 | $18.8 萬 | 0.00% | +89+3.8% | 加碼 |
| Zions Bancorporation, National Association | 2,412 | $18.9 萬 | 0.01% | +2,412 | 新進 |
| Cromwell Holdings LLC | 2,470 | $19.3 萬 | 0.12% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,489 | $19.5 萬 | 0.02% | +54+2.2% | 加碼 |