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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 3,921 | $30.7 萬 | 0.17% | +3,921 | 新進 |
| Delta Financial Advisors LLC | 3,923 | $30.7 萬 | 0.12% | −500−11.3% | 減碼 |
| Kovack Advisors, Inc. | 3,930 | $30.8 萬 | 0.03% | −226−5.4% | 減碼 |
| First Business Financial Services, Inc. | 3,931 | $30.8 萬 | 0.03% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 3,936 | $30.8 萬 | 0.15% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 3,950 | $30.9 萬 | 0.10% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 3,950 | $30.9 萬 | 0.22% | 00.0% | 不變 |
| Onefund, LLC | 3,951 | $30.9 萬 | 0.32% | −5−0.1% | 減碼 |
| Edgestream Partners, L.P. | 3,953 | $30.9 萬 | 0.01% | −16,272−80.5% | 減碼 |
| Ariston Services Group | 3,958 | $31.0 萬 | 0.26% | 00.0% | 不變 |
| Studio Investment Management LLC | 3,962 | $31.0 萬 | 0.06% | −109−2.7% | 減碼 |
| Sanders Morris Harris LLC | 4,000 | $31.1 萬 | 0.05% | 00.0% | 不變 |
| Romano Brothers and Company | 3,974 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 3,982 | $31.2 萬 | 0.06% | −601−13.1% | 減碼 |
| Laffer Tengler Investments | 4,025 | $31.5 萬 | 0.07% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 4,027 | $31.5 萬 | 0.02% | −4,038−50.1% | 減碼 |
| Fiduciary Alliance LLC | 4,041 | $31.6 萬 | 0.03% | −127−3.0% | 減碼 |
| Essex LLC | 4,050 | $31.7 萬 | 0.07% | 00.0% | 不變 |
| Waddell & Associates, LLC | 4,074 | $31.9 萬 | 0.04% | −54−1.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,076 | $31.9 萬 | 0.16% | +214+5.5% | 加碼 |
| Oxinas Partners Wealth Management LLC | 4,084 | $32.0 萬 | 0.19% | +20.0% | 加碼 |
| Hemenway Trust Co LLC | 4,085 | $32.0 萬 | 0.03% | +4,085 | 新進 |
| Trust Co of the South | 4,088 | $32.0 萬 | 0.07% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 4,101 | $32.1 萬 | 0.01% | −1,372−25.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,106 | $32.1 萬 | 0.01% | 00.0% | 不變 |
| Welch & Forbes LLC | 4,107 | $32.1 萬 | 0.00% | −450−9.9% | 減碼 |
| Trillium Asset Management, LLC | 4,156 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,154 | $32.5 萬 | 0.05% | +2,622+171.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,166 | $32.6 萬 | 0.16% | −597−12.5% | 減碼 |
| Level Four Advisory Services, LLC | 4,170 | $32.6 萬 | 0.01% | +144+3.6% | 加碼 |
| J. Safra Sarasin Holding AG | 4,190 | $32.8 萬 | 0.01% | +1,215+40.8% | 加碼 |
| Catalyst Private Wealth, LLC | 4,192 | $32.8 萬 | 0.16% | +8+0.2% | 加碼 |
| Aberdeen Wealth Management LLC | 4,197 | $32.9 萬 | 0.23% | +20.0% | 加碼 |
| MBB Public Markets I LLC | 4,209 | $32.9 萬 | 0.04% | +4,209 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 4,228 | $33.1 萬 | 0.01% | +4,228 | 新進 |
| Gryphon Financial Partners LLC | 4,245 | $33.2 萬 | 0.05% | +940+28.4% | 加碼 |
| TFG Advisers LLC | 4,245 | $33.2 萬 | 0.12% | +7+0.2% | 加碼 |
| KLCM Advisors, Inc. | 4,246 | $33.2 萬 | 0.04% | −12−0.3% | 減碼 |
| Clearview Wealth Advisors LLC | 4,276 | $33.5 萬 | 0.25% | −137−3.1% | 減碼 |
| WealthPLAN Partners, LLC | 4,314 | $33.8 萬 | 0.05% | +257+6.3% | 加碼 |
| Client 1st Advisory Group, LLC | 4,322 | $33.8 萬 | 0.13% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,336 | $33.9 萬 | 0.05% | −1,159−21.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 4,380 | $34.1 萬 | 0.12% | 00.0% | 不變 |
| Gibbs Wealth Management | 4,369 | $34.2 萬 | 0.08% | +4,369 | 新進 |
| Ledyard National Bank | 4,378 | $34.3 萬 | 0.03% | +26+0.6% | 加碼 |
| Caas Capital Management LP | 4,384 | $34.3 萬 | 0.16% | −2,556−36.8% | 減碼 |
| LBMC Investment Advisors, LLC | 4,388 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| CFO4Life Group, LLC | 4,396 | $34.4 萬 | 0.06% | −909−17.1% | 減碼 |
| Benin Management CORP | 4,403 | $34.5 萬 | 0.10% | +403+10.1% | 加碼 |
| Souders Financial Advisors | 4,409 | $34.5 萬 | 0.05% | +415+10.4% | 加碼 |
| West Family Investments, Inc. | 4,421 | $34.6 萬 | 0.13% | 00.0% | 不變 |
| Fielder Capital Group LLC | 4,440 | $34.8 萬 | 0.10% | +1,063+31.5% | 加碼 |
| E Fund Management Co., Ltd. | 4,449 | $34.8 萬 | 0.02% | +749+20.2% | 加碼 |
| Semus Wealth Partners LLC | 4,455 | $34.9 萬 | 0.24% | +34+0.8% | 加碼 |
| Journey Strategic Wealth LLC | 4,486 | $35.1 萬 | 0.01% | +135+3.1% | 加碼 |
| Marks Group Wealth Management, Inc | 4,500 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 4,510 | $35.3 萬 | 0.10% | 00.0% | 不變 |
| RVW Wealth, LLC | 4,529 | $35.5 萬 | 0.03% | +4,529 | 新進 |
| Bernard Wealth Management Corp. | 4,544 | $35.6 萬 | 0.17% | +825+22.2% | 加碼 |
| Smith Thornton Advisors LLC | 4,545 | $35.6 萬 | 0.22% | +189+4.3% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,557 | $35.7 萬 | 0.04% | +1,145+33.6% | 加碼 |
| Quotient Wealth Partners, LLC | 4,593 | $36.0 萬 | 0.01% | +479+11.6% | 加碼 |
| Advisor OS, LLC | 4,595 | $36.0 萬 | 0.04% | +4,595 | 新進 |
| Rockland Trust Co | 4,610 | $36.1 萬 | 0.02% | +4,610 | 新進 |
| Avantax Planning Partners, Inc. | 4,615 | $36.1 萬 | 0.01% | −678−12.8% | 減碼 |
| PharVision Advisers, LLC | 4,621 | $36.2 萬 | 0.50% | −329−6.6% | 減碼 |
| Sonora Investment Management Group, LLC | 4,622 | $36.2 萬 | 0.03% | −187−3.9% | 減碼 |
| Eagle Wealth Strategies LLC | 4,623 | $36.2 萬 | 0.22% | +31+0.7% | 加碼 |
| Old Mission Investment Co LLC | 4,643 | $36.3 萬 | 0.11% | 00.0% | 不變 |
| Orca Investment Management, LLC | 4,646 | $36.4 萬 | 0.36% | 00.0% | 不變 |
| Westmount Partners, LLC | 4,651 | $36.4 萬 | 0.11% | −5,036−52.0% | 減碼 |
| Icon Wealth Advisors, LLC | 4,688 | $36.7 萬 | 0.03% | +331+7.6% | 加碼 |
| Simplicity Wealth,LLC | 4,696 | $36.8 萬 | 0.03% | −376−7.4% | 減碼 |
| Keyvantage Wealth, LLC | 4,708 | $36.9 萬 | 0.18% | −748−13.7% | 減碼 |
| Peoples Bank | 4,820 | $37.7 萬 | 0.26% | −10−0.2% | 減碼 |
| Phoenix Holdings Ltd. | 4,800 | $37.8 萬 | 0.01% | −488−9.2% | 減碼 |
| Spears Abacus Advisors LLC | 4,825 | $37.8 萬 | 0.01% | −448−8.5% | 減碼 |
| Puzo Michael J | 4,828 | $37.8 萬 | 0.11% | +4,828 | 新進 |
| Alliance Wealth Advisors, LLC | 4,844 | $37.9 萬 | 0.22% | −521−9.7% | 減碼 |
| Claro Advisors LLC | 4,868 | $38.1 萬 | 0.05% | +461+10.5% | 加碼 |
| Ocean Capital Management, LLC | 4,878 | $38.2 萬 | 0.09% | +7+0.1% | 加碼 |
| GW&K Investment Management, LLC | 4,887 | $38.3 萬 | 0.00% | +108+2.3% | 加碼 |
| Diversify Wealth Management, LLC | 4,714 | $38.3 萬 | 0.03% | +4,714 | 新進 |
| Hopwood Financial Services, Inc. | 4,906 | $38.4 萬 | 0.30% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,917 | $38.5 萬 | 0.05% | +301+6.5% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,930 | $38.6 萬 | 0.16% | +450+10.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,950 | $38.7 萬 | 0.47% | −2,850−36.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,971 | $38.9 萬 | 0.01% | −22,645−82.0% | 減碼 |
| Advisory Alpha, LLC | 5,000 | $39.1 萬 | 0.01% | −103−2.0% | 減碼 |
| Viewpoint Capital Management LLC | 5,000 | $39.1 萬 | 0.21% | 00.0% | 不變 |
| BBR Partners, LLC | 5,019 | $39.3 萬 | 0.03% | −62−1.2% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,029 | $39.4 萬 | 0.18% | +1,647+48.7% | 加碼 |
| River Wealth Advisors LLC | 5,029 | $39.4 萬 | 0.05% | −90−1.8% | 減碼 |
| Kingsview Wealth Management, LLC | 5,035 | $39.4 萬 | 0.01% | −7,751−60.6% | 減碼 |
| Coastwise Capital Group, LLC | 5,043 | $39.5 萬 | 0.33% | −1,215−19.4% | 減碼 |
| Freestone Capital Holdings, LLC | 5,044 | $39.5 萬 | 0.01% | −1,726−25.5% | 減碼 |
| Enzi Wealth | 5,000 | $39.7 萬 | 0.16% | −39−0.8% | 減碼 |
| Affinity Capital Advisors, LLC | 5,210 | $40.1 萬 | 0.08% | +1,689+48.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 5,137 | $40.2 萬 | 0.02% | −1,110−17.8% | 減碼 |
| Sky Investment Group LLC | 5,145 | $40.3 萬 | 0.07% | 00.0% | 不變 |