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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 8,142 | $63.7 萬 | 0.18% | +200+2.5% | 加碼 |
| Capital Management Associates, Inc | 8,150 | $63.8 萬 | 0.14% | +4,088+100.6% | 加碼 |
| Navellier & Associates Inc | 7,700 | $64.2 萬 | 0.09% | −3,355−30.3% | 減碼 |
| Integrity Alliance, LLC. | 8,212 | $64.3 萬 | 0.03% | +8,212 | 新進 |
| Prosperity Wealth Management, Inc. | 8,215 | $64.3 萬 | 0.30% | +8,215 | 新進 |
| Federated Hermes, Inc. | 8,216 | $64.3 萬 | 0.00% | +519+6.7% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 8,267 | $64.7 萬 | 0.16% | +66+0.8% | 加碼 |
| Cypress Wealth Services, LLC | 8,313 | $65.1 萬 | 0.13% | +20.0% | 加碼 |
| Bordeaux Wealth Advisors LLC | 8,313 | $65.1 萬 | 0.12% | +437+5.5% | 加碼 |
| Avalon Trust Co | 8,320 | $65.1 萬 | 0.05% | −1,800−17.8% | 減碼 |
| St Germain D J Co Inc | 8,327 | $65.2 萬 | 0.03% | −1,291−13.4% | 減碼 |
| Hara Capital LLC | 8,327 | $65.2 萬 | 0.44% | −715−7.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,333 | $65.2 萬 | 0.02% | +511+6.5% | 加碼 |
| Brown Brothers Harriman & Co | 8,345 | $65.3 萬 | 0.00% | −901−9.7% | 減碼 |
| Unique Wealth Strategies, LLC | 8,355 | $65.4 萬 | 0.30% | −519−5.8% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,567 | $65.9 萬 | 0.14% | −1,626−16.0% | 減碼 |
| Sage Mountain Advisors LLC | 8,461 | $66.2 萬 | 0.05% | +1,007+13.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 8,491 | $66.5 萬 | 0.16% | −2,952−25.8% | 減碼 |
| HMV Wealth Advisors, LLC | 8,491 | $66.5 萬 | 0.53% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 8,516 | $66.7 萬 | 0.02% | −1,074−11.2% | 減碼 |
| Quadcap Wealth Management, LLC | 8,528 | $66.8 萬 | 0.10% | +43+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,548 | $66.9 萬 | 0.02% | +3,473+68.4% | 加碼 |
| Sax Wealth Advisors, LLC | 8,580 | $67.2 萬 | 0.05% | +2,239+35.3% | 加碼 |
| Avondale Wealth Management | 8,600 | $67.3 萬 | 0.42% | 00.0% | 不變 |
| Trust Co of Toledo NA | 8,620 | $67.5 萬 | 0.09% | +1,613+23.0% | 加碼 |
| Citizens National Bank Trust Department | 8,625 | $67.5 萬 | 0.14% | +100+1.2% | 加碼 |
| Alta Advisers Ltd | 8,670 | $67.9 萬 | 0.29% | +3,700+74.4% | 加碼 |
| Sutton Place Investors LLC | 8,677 | $67.9 萬 | 0.46% | +140+1.6% | 加碼 |
| Future Fund LLC | 8,764 | $68.6 萬 | 0.88% | +8,764 | 新進 |
| Brookwood Investment Group LLC | 8,774 | $68.7 萬 | 0.12% | +8,774 | 新進 |
| SkyView Investment Advisors, LLC | 8,778 | $68.7 萬 | 0.10% | +607+7.4% | 加碼 |
| Allianz SE | 8,781 | $68.7 萬 | 0.02% | +202+2.4% | 加碼 |
| ING Groep NV | 8,807 | $68.9 萬 | 0.00% | +8,807 | 新進 |
| Founders Financial Securities LLC | 8,610 | $69.0 萬 | 0.06% | +135+1.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 9,050 | $69.3 萬 | 0.18% | −1,020−10.1% | 減碼 |
| Burling Wealth Partners, LLC | 8,883 | $69.5 萬 | 0.15% | −3,197−26.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 8,936 | $70.0 萬 | 0.19% | −121−1.3% | 減碼 |
| Hennessy Advisors Inc | 9,000 | $70.5 萬 | 0.02% | −5,900−39.6% | 減碼 |
| Kearns & Associates LLC | 9,000 | $70.5 萬 | 0.46% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 9,007 | $70.5 萬 | 0.08% | −878−8.9% | 減碼 |
| Fulton Bank, N.A. | 9,013 | $70.6 萬 | 0.03% | +4,733+110.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 9,019 | $70.6 萬 | 0.04% | 00.0% | 不變 |
| Weaver Capital Management LLC | 9,022 | $70.6 萬 | 0.19% | +119+1.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 9,036 | $70.7 萬 | 0.02% | +2,732+43.3% | 加碼 |
| Legacy Advisors, LLC | 9,038 | $70.7 萬 | 0.07% | +531+6.2% | 加碼 |
| Manchester Financial Inc | 9,073 | $71.0 萬 | 0.16% | 00.0% | 不變 |
| Nilsine Partners, LLC | 9,152 | $71.6 萬 | 0.08% | −2,514−21.5% | 減碼 |
| One Capital Management, LLC | 9,156 | $71.7 萬 | 0.02% | −92−1.0% | 減碼 |
| Crumly & Associates Inc. | 9,210 | $72.1 萬 | 0.20% | −122−1.3% | 減碼 |
| Novem Group | 9,219 | $72.2 萬 | 0.10% | +1,315+16.6% | 加碼 |
| Hohimer Wealth Management, LLC | 9,257 | $72.5 萬 | 0.14% | +9,257 | 新進 |
| Pure Financial Advisors, Inc. | 9,274 | $72.6 萬 | 0.02% | +3,787+69.0% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 9,287 | $72.7 萬 | 0.73% | −8−0.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 9,291 | $72.7 萬 | 0.21% | +5,053+119.2% | 加碼 |
| Castleark Management LLC | 9,360 | $73.3 萬 | 0.03% | 00.0% | 不變 |
| PDS Planning, Inc | 9,382 | $73.4 萬 | 0.06% | +1,170+14.2% | 加碼 |
| Viawealth, LLC | 9,383 | $73.5 萬 | 0.45% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 9,425 | $73.8 萬 | 0.16% | +13+0.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,447 | $74.0 萬 | 0.07% | −693−6.8% | 減碼 |
| Retirement Planning Group | 9,521 | $74.5 萬 | 0.03% | +28+0.3% | 加碼 |
| Bridgefront Capital, LLC | 9,530 | $74.6 萬 | 0.22% | −1,251−11.6% | 減碼 |
| Regatta Capital Group, LLC | 9,589 | $75.1 萬 | 0.15% | +111+1.2% | 加碼 |
| Kennebec Savings Bank | 9,642 | $75.5 萬 | 0.80% | 00.0% | 不變 |
| Clean Yield Group | 9,673 | $75.7 萬 | 0.25% | −200−2.0% | 減碼 |
| Colton Groome Financial Advisors, LLC | 9,315 | $75.8 萬 | 0.29% | +185+2.0% | 加碼 |
| International Assets Investment Management, LLC | 9,696 | $75.9 萬 | 0.07% | −46−0.5% | 減碼 |
| United Community Bank | 9,697 | $75.9 萬 | 0.28% | +117+1.2% | 加碼 |
| Sovereign's Capital Management, LLC | 9,766 | $76.4 萬 | 0.45% | +1,263+14.9% | 加碼 |
| Buckingham Strategic Partners | 9,774 | $76.5 萬 | 0.01% | +5,039+106.4% | 加碼 |
| Ironwood Financial, llc | 9,802 | $76.7 萬 | 0.16% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 9,854 | $77.1 萬 | 0.01% | −120−1.2% | 減碼 |
| Clarius Group, LLC | 9,870 | $77.3 萬 | 0.05% | +71+0.7% | 加碼 |
| Diversified Trust Co | 9,927 | $77.7 萬 | 0.02% | +1,712+20.8% | 加碼 |
| Ambassador Advisors, LLC | 9,953 | $77.9 萬 | 0.14% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 10,000 | $78.3 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $78.3 萬 | 0.21% | 00.0% | 不變 |
| Anson Funds Management LP | 10,000 | $78.3 萬 | 0.19% | +10,000 | 新進 |
| Invictus Private Wealth, LLC | 10,029 | $78.5 萬 | 0.06% | −7−0.1% | 減碼 |
| Skopos Labs, Inc. | 10,034 | $78.5 萬 | 0.17% | +939+10.3% | 加碼 |
| Jericho Financial, LLP | 10,040 | $78.6 萬 | 0.57% | −508−4.8% | 減碼 |
| Venture Visionary Partners LLC | 10,044 | $78.6 萬 | 0.03% | +2,246+28.8% | 加碼 |
| Avestar Capital, LLC | 10,118 | $79.2 萬 | 0.08% | +2,079+25.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,136 | $79.3 萬 | 0.01% | +721+7.7% | 加碼 |
| Graypoint LLC | 10,270 | $80.4 萬 | 0.05% | +991+10.7% | 加碼 |
| Marcum Wealth, LLC | 10,319 | $80.8 萬 | 0.07% | +816+8.6% | 加碼 |
| Tower Trust & Investment Co | 9,930 | $80.8 萬 | 0.65% | +9,930 | 新進 |
| Simon Quick Advisors, LLC | 10,342 | $81.0 萬 | 0.05% | +1,654+19.0% | 加碼 |
| Eschler Asset Management LLP | 10,345 | $81.0 萬 | 2.05% | −379−3.5% | 減碼 |
| Hilltop Holdings Inc. | 10,377 | $81.2 萬 | 0.05% | −856−7.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,388 | $81.3 萬 | 0.05% | −274−2.6% | 減碼 |
| First National Advisers, LLC | 10,400 | $81.4 萬 | 0.13% | −4,700−31.1% | 減碼 |
| Diversify Advisory Services, LLC | 10,051 | $81.7 萬 | 0.05% | −31,263−75.7% | 減碼 |
| Moseley Investment Management Inc | 10,439 | $81.7 萬 | 0.32% | 00.0% | 不變 |
| Bank of Stockton | 10,470 | $82.0 萬 | 0.26% | +535+5.4% | 加碼 |
| Pitcairn Co | 10,477 | $82.0 萬 | 0.05% | +146+1.4% | 加碼 |
| Variant Private Wealth, LLC | 10,486 | $82.1 萬 | 0.88% | +34+0.3% | 加碼 |
| Bayview Asset Management, LLC | 10,506 | $82.2 萬 | 0.92% | +10,506 | 新進 |
| SJS Investment Consulting Inc. | 10,539 | $82.5 萬 | 0.14% | −288−2.7% | 減碼 |
| American Money Management, LLC | 10,565 | $82.7 萬 | 0.16% | −386−3.5% | 減碼 |
| Armstrong Henry H Associates Inc | 10,591 | $82.9 萬 | 0.08% | 00.0% | 不變 |