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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 6,557 | $51.3 萬 | 0.35% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,567 | $51.4 萬 | 0.03% | +1,719+35.5% | 加碼 |
| L2 Asset Management, LLC | 6,570 | $51.4 萬 | 0.11% | +627+10.6% | 加碼 |
| NorthRock Partners, LLC | 6,595 | $51.6 萬 | 0.02% | −254−3.7% | 減碼 |
| Crescent Grove Advisors, LLC | 6,620 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| 5T Wealth, LLC | 6,626 | $51.9 萬 | 0.30% | −4−0.1% | 減碼 |
| MCF Advisors LLC | 6,635 | $51.9 萬 | 0.04% | +27+0.4% | 加碼 |
| Keel Point, LLC | 6,642 | $52.0 萬 | 0.04% | +1,685+34.0% | 加碼 |
| Defined Wealth Management, LLC | 6,659 | $52.1 萬 | 0.35% | −9−0.1% | 減碼 |
| Boston Trust Walden Corp | 6,666 | $52.2 萬 | 0.00% | 00.0% | 不變 |
| TAGStone Capital, Inc. | 6,664 | $52.2 萬 | 0.26% | −137−2.0% | 減碼 |
| CMG Global Holdings, LLC | 6,595 | $52.3 萬 | 0.34% | −6,024−47.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 6,691 | $52.4 萬 | 0.08% | −519−7.2% | 減碼 |
| Csenge Advisory Group | 6,886 | $52.4 萬 | 0.03% | +5+0.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,702 | $52.5 萬 | 0.03% | +1,096+19.6% | 加碼 |
| ISAM Funds (UK) Ltd | 6,719 | $52.6 萬 | 0.26% | +2,010+42.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,721 | $52.6 萬 | 0.04% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 6,740 | $52.8 萬 | 0.09% | +1,717+34.2% | 加碼 |
| Pointe Capital Management LLC | 6,746 | $52.8 萬 | 0.31% | −1,795−21.0% | 減碼 |
| Independent Financial Group, LLC | 6,756 | $52.9 萬 | 0.02% | −1,028−13.2% | 減碼 |
| Plante Moran Financial Advisors, LLC | 6,769 | $53.0 萬 | 0.05% | −21−0.3% | 減碼 |
| Sowell Financial Services LLC | 6,803 | $53.3 萬 | 0.02% | +6,803 | 新進 |
| LCNB Corp | 6,809 | $53.3 萬 | 0.20% | +100+1.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,833 | $53.5 萬 | 0.09% | +841+14.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 6,835 | $53.5 萬 | 0.01% | +234+3.5% | 加碼 |
| Lazari Capital Management, Inc. | 6,848 | $53.6 萬 | 0.22% | −1,466−17.6% | 減碼 |
| Auxier Asset Management | 6,850 | $53.6 萬 | 0.08% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 6,855 | $53.7 萬 | 0.26% | −200−2.8% | 減碼 |
| Mission Wealth Management, LP | 6,862 | $53.7 萬 | 0.01% | +615+9.8% | 加碼 |
| Platform Technology Partners | 6,872 | $53.8 萬 | 0.16% | +45+0.7% | 加碼 |
| Aspetuck Financial Management LLC | 6,877 | $53.8 萬 | 0.46% | −150−2.1% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $54.0 萬 | 0.03% | +245+3.7% | 加碼 |
| Voleon Capital Management LP | 6,903 | $54.0 萬 | 0.04% | +6,903 | 新進 |
| Beta Wealth Group, Inc. | 6,906 | $54.1 萬 | 0.19% | +10.0% | 加碼 |
| Arete Wealth Advisors, LLC | 6,929 | $54.2 萬 | 0.04% | +1,340+24.0% | 加碼 |
| Bragg Financial Advisors, Inc | 6,924 | $54.2 萬 | 0.02% | +103+1.5% | 加碼 |
| Inscription Capital, LLC | 7,496 | $54.2 萬 | 0.09% | +7,496 | 新進 |
| Arcataur Capital Management LLC | 6,933 | $54.3 萬 | 0.18% | −465−6.3% | 減碼 |
| Bridgewater Advisors Inc. | 6,679 | $54.3 萬 | 0.05% | +6,679 | 新進 |
| Bingham Private Wealth, LLC | 6,962 | $54.5 萬 | 0.56% | +694+11.1% | 加碼 |
| Ellevest, Inc. | 6,970 | $54.6 萬 | 0.04% | −36−0.5% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 6,980 | $54.6 萬 | 0.35% | +3,840+122.3% | 加碼 |
| Naviter Wealth, LLC | 7,043 | $54.8 萬 | 0.07% | +96+1.4% | 加碼 |
| Traynor Capital Management, Inc. | 7,020 | $54.9 萬 | 0.05% | −283−3.9% | 減碼 |
| Neville Rodie & Shaw Inc | 7,050 | $55.2 萬 | 0.04% | +1,650+30.6% | 加碼 |
| Impact Capital Partners LLC | 7,053 | $55.2 萬 | 0.20% | −223−3.1% | 減碼 |
| BayBridge Capital Group, LLC | 7,119 | $55.7 萬 | 0.40% | −12,422−63.6% | 減碼 |
| RW Investment Management LLC | 7,174 | $56.2 萬 | 0.07% | 00.0% | 不變 |
| Intrust Bank NA | 7,194 | $56.3 萬 | 0.06% | −240−3.2% | 減碼 |
| Michels Family Financial, LLC | 7,205 | $56.4 萬 | 0.51% | +105+1.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 7,213 | $56.5 萬 | 0.04% | +651+9.9% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,235 | $56.6 萬 | 0.58% | −601−7.7% | 減碼 |
| Bahl & Gaynor Inc | 7,242 | $56.7 萬 | 0.00% | +266+3.8% | 加碼 |
| Modern Wealth Management, LLC | 7,258 | $56.8 萬 | 0.02% | −3,654−33.5% | 減碼 |
| Cozad Asset Management Inc | 7,274 | $56.9 萬 | 0.06% | +10.0% | 加碼 |
| Howard Bailey Securities, LLC | 7,291 | $57.1 萬 | 0.19% | −1,163−13.8% | 減碼 |
| Integral Investment Advisors, Inc. | 7,300 | $57.1 萬 | 0.18% | −3,005−29.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,311 | $57.2 萬 | 0.10% | +673+10.1% | 加碼 |
| Kirtland Hills Capital Management, LLC | 7,552 | $57.5 萬 | 0.35% | +58+0.8% | 加碼 |
| Delaney Dennis R | 7,355 | $57.6 萬 | 0.31% | +7,355 | 新進 |
| IHT Wealth Management, LLC | 7,356 | $57.6 萬 | 0.02% | −158−2.1% | 減碼 |
| Joel Isaacson & Co., LLC | 7,385 | $57.8 萬 | 0.03% | +7+0.1% | 加碼 |
| Circle Wealth Management, LLC | 7,391 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 7,256 | $58.0 萬 | 0.06% | +677+10.3% | 加碼 |
| Heritage Wealth Management, Inc. | 7,414 | $58.0 萬 | 0.20% | +597+8.8% | 加碼 |
| GTS Securities LLC | 7,456 | $58.4 萬 | 0.03% | −4,635−38.3% | 減碼 |
| Old Port Advisors | 7,483 | $58.6 萬 | 0.17% | +61+0.8% | 加碼 |
| RMR Wealth Builders | 7,493 | $58.7 萬 | 0.06% | +201+2.8% | 加碼 |
| Versor Investments LP | 7,500 | $58.7 萬 | 0.10% | +7,500 | 新進 |
| Stokes Family Office, LLC | 7,551 | $59.1 萬 | 0.07% | −230−3.0% | 減碼 |
| CVA Family Office, LLC | 7,558 | $59.2 萬 | 0.09% | +223+3.0% | 加碼 |
| N.E.W. Advisory Services LLC | 7,584 | $59.4 萬 | 0.05% | +62+0.8% | 加碼 |
| Unified Investment Management | 7,603 | $59.5 萬 | 0.70% | −703−8.5% | 減碼 |
| Harbour Investments, Inc. | 7,607 | $59.5 萬 | 0.02% | −211−2.7% | 減碼 |
| Parkside Financial Bank & Trust | 7,646 | $59.9 萬 | 0.08% | −441−5.5% | 減碼 |
| Noble Wealth Management PBC | 7,650 | $59.9 萬 | 0.41% | −1,075−12.3% | 減碼 |
| Capital Advantage, Inc. | 8,109 | $60.0 萬 | 0.11% | 00.0% | 不變 |
| Good Life Advisors, LLC | 7,669 | $60.0 萬 | 0.04% | −904−10.5% | 減碼 |
| Athena Investment Management | 7,708 | $60.3 萬 | 0.37% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 7,713 | $60.4 萬 | 0.06% | 00.0% | 不變 |
| Boltwood Capital Management | 7,717 | $60.4 萬 | 0.18% | −95−1.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 7,720 | $60.4 萬 | 0.11% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 7,773 | $60.8 萬 | 0.09% | +7,773 | 新進 |
| Premier Path Wealth Partners, LLC | 7,817 | $61.2 萬 | 0.10% | +140+1.8% | 加碼 |
| Jackson Creek Investment Advisors LLC | 7,833 | $61.3 萬 | 0.19% | +7,833 | 新進 |
| Western Wealth Management, LLC | 7,839 | $61.4 萬 | 0.04% | −1,154−12.8% | 減碼 |
| Veracity Capital LLC | 7,859 | $61.5 萬 | 0.24% | −146−1.8% | 減碼 |
| Compass Advisory Group LLC | 7,875 | $61.6 萬 | 0.21% | −500−6.0% | 減碼 |
| Bradley Foster & Sargent Inc | 7,942 | $62.2 萬 | 0.01% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,969 | $62.4 萬 | 0.08% | +283+3.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,986 | $62.5 萬 | 0.06% | +129+1.6% | 加碼 |
| ICONIQ Capital, LLC | 7,988 | $62.5 萬 | 0.01% | +1,286+19.2% | 加碼 |
| Capital Investment Advisors, LLC | 7,996 | $62.6 萬 | 0.01% | +969+13.8% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 8,005 | $62.7 萬 | 0.15% | −55−0.7% | 減碼 |
| First Western Trust Bank | 8,031 | $62.9 萬 | 0.03% | −1,021−11.3% | 減碼 |
| Howard Capital Management Inc. | 8,037 | $62.9 萬 | 0.02% | −1,044−11.5% | 減碼 |
| Everhart Financial Group, Inc. | 8,041 | $62.9 萬 | 0.09% | +1,502+23.0% | 加碼 |
| Advisor Resource Council | 12,149 | $63.3 萬 | 0.05% | +12,149 | 新進 |
| Keebeck Wealth Management, LLC | 8,113 | $63.5 萬 | 0.09% | −757−8.5% | 減碼 |
| Apriem Advisors | 8,131 | $63.7 萬 | 0.07% | +202+2.5% | 加碼 |