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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 5,185 | $40.6 萬 | 0.06% | −1,216−19.0% | 減碼 |
| Trace Wealth Advisors, LLC | 5,200 | $40.7 萬 | 0.36% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 5,207 | $40.8 萬 | 0.07% | +286+5.8% | 加碼 |
| Opinicus Capital, Inc. | 5,210 | $40.8 萬 | 0.36% | −4,682−47.3% | 減碼 |
| HHM Wealth Advisors, LLC | 5,216 | $40.8 萬 | 0.05% | +336+6.9% | 加碼 |
| CNB Bank | 5,218 | $40.8 萬 | 0.21% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 5,222 | $40.9 萬 | 0.10% | −374−6.7% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 5,236 | $41.0 萬 | 0.22% | 00.0% | 不變 |
| Delta Investment Management, LLC | 5,257 | $41.2 萬 | 0.08% | +5,257 | 新進 |
| Angeles Wealth Management, LLC | 5,268 | $41.2 萬 | 0.03% | +74+1.4% | 加碼 |
| Lountzis Asset Management, LLC | 5,166 | $41.4 萬 | 0.16% | −3,950−43.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $41.5 萬 | 0.10% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 5,311 | $41.6 萬 | 0.11% | +5,311 | 新進 |
| Optas, LLC | 5,338 | $41.8 萬 | 0.07% | +630+13.4% | 加碼 |
| Trustmark National Bank Trust Department | 5,345 | $41.8 萬 | 0.03% | −124−2.3% | 減碼 |
| Operose Advisors LLC | 5,345 | $41.8 萬 | 0.14% | +432+8.8% | 加碼 |
| Financial Advisory Corp | 5,358 | $41.9 萬 | 0.13% | +68+1.3% | 加碼 |
| DAGCO, Inc. | 5,375 | $42.1 萬 | 0.14% | 00.0% | 不變 |
| Olistico Wealth, LLC | 5,380 | $42.1 萬 | 0.26% | +10.0% | 加碼 |
| WSFS Capital Management, LLC | 5,382 | $42.1 萬 | 0.03% | +576+12.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,385 | $42.2 萬 | 0.04% | −183−3.3% | 減碼 |
| PFG Investments, LLC | 5,401 | $42.3 萬 | 0.03% | −22−0.4% | 減碼 |
| Apexium Financial, LP | 5,401 | $42.3 萬 | 0.03% | +1,123+26.3% | 加碼 |
| Rosenberg Matthew Hamilton | 5,403 | $42.3 萬 | 0.11% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 5,406 | $42.3 萬 | 0.04% | +2,550+89.3% | 加碼 |
| WBI Investments | 5,412 | $42.4 萬 | 0.11% | +868+19.1% | 加碼 |
| Western Pacific Wealth Management, LP | 5,415 | $42.4 萬 | 0.38% | 00.0% | 不變 |
| James Investment Research Inc | 5,433 | $42.5 萬 | 0.05% | +279+5.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,439 | $42.6 萬 | 0.02% | +154+2.9% | 加碼 |
| Yarbrough Capital, LLC | 5,454 | $42.7 萬 | 0.02% | 00.0% | 不變 |
| Root Financial Partners, LLC | 5,463 | $42.8 萬 | 0.05% | −10,883−66.6% | 減碼 |
| Aviso Financial Inc. | 5,465 | $42.8 萬 | 0.02% | +1,258+29.9% | 加碼 |
| Addison Advisors LLC | 5,475 | $42.9 萬 | 0.12% | +15+0.3% | 加碼 |
| KRS Capital Management, LLC | 5,475 | $42.9 萬 | 0.34% | +3+0.1% | 加碼 |
| Credit Industriel Et Commercial | 5,478 | $42.9 萬 | 0.08% | +5,478 | 新進 |
| Capital A Wealth Management, LLC | 5,486 | $42.9 萬 | 0.45% | 00.0% | 不變 |
| New Century Financial Group, LLC | 5,491 | $43.0 萬 | 0.50% | −10,734−66.2% | 減碼 |
| LGT Fund Management Co Ltd. | 5,504 | $43.1 萬 | 0.04% | 00.0% | 不變 |
| ASB Consultores, LLC | 5,524 | $43.2 萬 | 0.28% | −1,155−17.3% | 減碼 |
| Private Trust Co NA | 5,536 | $43.3 萬 | 0.04% | +168+3.1% | 加碼 |
| Parcion Private Wealth LLC | 5,548 | $43.4 萬 | 0.04% | +5,548 | 新進 |
| First National Bank of Omaha | 5,550 | $43.4 萬 | 0.03% | −3,440−38.3% | 減碼 |
| Ameritas Advisory Services, LLC | 5,725 | $43.6 萬 | 0.02% | +23+0.4% | 加碼 |
| Haverford Trust Co | 5,598 | $43.8 萬 | 0.00% | −10.0% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,635 | $44.1 萬 | 0.06% | +222+4.1% | 加碼 |
| Wesbanco Bank Inc | 5,639 | $44.1 萬 | 0.02% | −733−11.5% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $44.4 萬 | 0.04% | +3,320+141.3% | 加碼 |
| Journey Advisory Group, LLC | 5,694 | $44.6 萬 | 0.04% | −450−7.3% | 減碼 |
| Moser Wealth Advisors, LLC | 5,710 | $44.7 萬 | 0.23% | −250−4.2% | 減碼 |
| Belpointe Asset Management LLC | 5,721 | $44.8 萬 | 0.02% | −5,633−49.6% | 減碼 |
| Diligent Investors, LLC | 5,735 | $44.9 萬 | 0.11% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 5,745 | $45.0 萬 | 0.13% | +4+0.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Trust Co | 5,748 | $45.0 萬 | 0.01% | +266+4.9% | 加碼 |
| Tempus Wealth Planning, LLC | 5,768 | $45.1 萬 | 0.13% | −92−1.6% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,768 | $45.2 萬 | 0.24% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,777 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Klingman & Associates, LLC | 5,787 | $45.3 萬 | 0.03% | +1,704+41.7% | 加碼 |
| Sweeney & Michel, LLC | 6,496 | $45.4 萬 | 0.20% | +6,496 | 新進 |
| WESPAC Advisors SoCal, LLC | 5,805 | $45.4 萬 | 0.12% | 00.0% | 不變 |
| Trust Point Inc. | 5,813 | $45.5 萬 | 0.04% | −1,706−22.7% | 減碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $45.5 萬 | 0.06% | −251−4.1% | 減碼 |
| David R. Rahn & Associates Inc. | 5,871 | $46.0 萬 | 0.13% | −175−2.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 5,899 | $46.2 萬 | 0.04% | −299−4.8% | 減碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $46.2 萬 | 0.17% | 00.0% | 不變 |
| Whelan Financial | 5,906 | $46.2 萬 | 0.18% | +5,906 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 5,981 | $46.8 萬 | 0.07% | +187+3.2% | 加碼 |
| Michael S. Ryan, Inc. | 5,998 | $47.0 萬 | 0.33% | 00.0% | 不變 |
| Michael B. Yongue | 6,036 | $47.2 萬 | 0.60% | +438+7.8% | 加碼 |
| Heartland Bank & Trust Co | 6,038 | $47.3 萬 | 0.24% | −2,060−25.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,049 | $47.4 萬 | 0.00% | −7,372−54.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,059 | $47.4 萬 | 0.01% | +3,143+107.8% | 加碼 |
| Alpha Family Trust | 6,070 | $47.5 萬 | 0.28% | 00.0% | 不變 |
| South State Corp. | 6,071 | $47.5 萬 | 0.02% | +5,880+3,078.5% | 加碼 |
| Massmutual Trust Co FSB | 6,076 | $47.6 萬 | 0.01% | +652+12.0% | 加碼 |
| Wealth Quarterback LLC | 6,109 | $47.8 萬 | 0.27% | +35+0.6% | 加碼 |
| Milestone Asset Management, LLC | 6,157 | $48.2 萬 | 0.10% | +59+1.0% | 加碼 |
| Telos Capital Management, Inc. | 6,166 | $48.3 萬 | 0.05% | −1,598−20.6% | 減碼 |
| Strategic Financial Services, Inc, | 6,184 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Mather Group, LLC. | 6,185 | $48.4 萬 | 0.01% | +266+4.5% | 加碼 |
| Meridian Wealth Management, LLC | 6,192 | $48.5 萬 | 0.02% | +136+2.2% | 加碼 |
| Virtue Capital Management, LLC | 6,199 | $48.5 萬 | 0.06% | +1,100+21.6% | 加碼 |
| Mason & Associates Inc | 6,232 | $48.8 萬 | 0.12% | −10.0% | 減碼 |
| Change Path, LLC | 6,232 | $48.8 萬 | 0.01% | +673+12.1% | 加碼 |
| Octavia Wealth Advisors, LLC | 6,274 | $49.1 萬 | 0.06% | −389−5.8% | 減碼 |
| New Hampshire Trust | 6,277 | $49.1 萬 | 0.11% | −162−2.5% | 減碼 |
| SFMG, LLC | 6,295 | $49.3 萬 | 0.04% | −684−9.8% | 減碼 |
| Centurion Wealth Management LLC | 6,659 | $49.3 萬 | 0.15% | 00.0% | 不變 |
| Family Legacy, Inc. | 6,300 | $49.3 萬 | 0.17% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 6,300 | $49.3 萬 | 0.01% | +1,800+40.0% | 加碼 |
| Intrepid Financial Planning Group LLC | 6,302 | $49.3 萬 | 0.23% | −270−4.1% | 減碼 |
| Proficio Capital Partners LLC | 6,385 | $50.0 萬 | 0.04% | +426+7.1% | 加碼 |
| Benjamin Edwards Inc | 6,427 | $50.3 萬 | 0.01% | +557+9.5% | 加碼 |
| WNY Asset Management, LLC | 6,432 | $50.3 萬 | 0.06% | −386−5.7% | 減碼 |
| Larson Financial Group LLC | 6,433 | $50.4 萬 | 0.02% | −1,330−17.1% | 減碼 |
| Leonteq Securities AG | 6,447 | $50.4 萬 | 0.04% | +1,286+24.9% | 加碼 |
| Evoke Wealth, LLC | 6,467 | $50.6 萬 | 0.01% | +216+3.5% | 加碼 |
| Main Street Financial Solutions, LLC | 6,523 | $51.1 萬 | 0.04% | −196−2.9% | 減碼 |
| Rehmann Capital Advisory Group | 6,541 | $51.2 萬 | 0.03% | −57−0.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,551 | $51.3 萬 | 0.03% | +132+2.1% | 加碼 |