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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 96,724 | $757.2 萬 | 0.89% | −4,750−4.7% | 減碼 |
| Argent Trust Co | 96,269 | $753.6 萬 | 0.31% | +2,840+3.0% | 加碼 |
| AMG National Trust Bank | 95,801 | $749.9 萬 | 0.21% | +16,408+20.7% | 加碼 |
| Private Advisory Group LLC | 95,297 | $746.0 萬 | 0.85% | +9,366+10.9% | 加碼 |
| Spectrum Financial Alliance Ltd LLC | 95,179 | $745.1 萬 | 2.42% | −7,197−7.0% | 減碼 |
| KCM Investment Advisors LLC | 95,061 | $744.1 萬 | 0.27% | −8,738−8.4% | 減碼 |
| Ascent Group, LLC | 94,902 | $742.9 萬 | 0.32% | +2,115+2.3% | 加碼 |
| Geneos Wealth Management Inc. | 94,083 | $736.5 萬 | 0.25% | −4,895−4.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 93,943 | $735.4 萬 | 1.46% | +8,633+10.1% | 加碼 |
| 1248 Management, LLC | 93,729 | $733.7 萬 | 3.14% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 92,775 | $726.2 萬 | 1.02% | +1,843+2.0% | 加碼 |
| Louisiana State Employees Retirement System | 91,600 | $717.0 萬 | 0.14% | +11,200+13.9% | 加碼 |
| Capital Investment Counsel, Inc | 90,957 | $712.0 萬 | 1.06% | +966+1.1% | 加碼 |
| Fortress Investment Group LLC | 90,693 | $709.9 萬 | 1.55% | +90,693 | 新進 |
| Allen Capital Group, LLC | 90,514 | $708.5 萬 | 0.81% | +13,479+17.5% | 加碼 |
| Securian Asset Management, Inc | 90,259 | $706.5 萬 | 0.21% | +9,915+12.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 90,201 | $706.1 萬 | 0.41% | −12,112−11.8% | 減碼 |
| Oppenheimer & Co Inc | 89,771 | $702.7 萬 | 0.11% | −1,706−1.9% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $700.8 萬 | 0.12% | +89,530 | 新進 |
| Burney Co | 89,401 | $699.8 萬 | 0.25% | +89,401 | 新進 |
| Wealthspire Advisors, LLC | 88,702 | $694.4 萬 | 0.04% | +43,394+95.8% | 加碼 |
| Radnor Capital Management, LLC | 88,479 | $692.6 萬 | 1.16% | +100+0.1% | 加碼 |
| Pacer Advisors, Inc. | 87,092 | $681.8 萬 | 0.02% | −32,496−27.2% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $678.5 萬 | 0.59% | 00.0% | 不變 |
| Beck Bode, LLC | 86,364 | $676.1 萬 | 1.26% | −2,664−3.0% | 減碼 |
| Vinva Investment Management Ltd | 86,836 | $675.7 萬 | 0.28% | +13,904+19.1% | 加碼 |
| Norinchukin Bank, The | 85,656 | $670.5 萬 | 0.12% | +18,292+27.2% | 加碼 |
| Bridgewater Associates, LP | 84,797 | $663.8 萬 | 0.03% | +84,797 | 新進 |
| Skba Capital Management LLC | 84,600 | $662.2 萬 | 0.99% | −300−0.4% | 減碼 |
| Mezzasalma Advisors, LLC | 84,517 | $661.6 萬 | 2.29% | +78+0.1% | 加碼 |
| Motley Fool Asset Management LLC | 84,360 | $660.4 萬 | 0.37% | +1,044+1.3% | 加碼 |
| Concentric Capital Strategies, LP | 84,065 | $658.1 萬 | 0.66% | +84,065 | 新進 |
| Baxter Bros Inc | 82,494 | $645.8 萬 | 0.85% | +24,876+43.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 81,167 | $635.4 萬 | 0.07% | −5,846−6.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 81,080 | $634.7 萬 | 0.83% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 81,004 | $634.1 萬 | 0.14% | −65,063−44.5% | 減碼 |
| Pring Turner Capital Group Inc | 80,992 | $634.0 萬 | 3.93% | +337+0.4% | 加碼 |
| Warren Averett Asset Management, LLC | 80,882 | $633.1 萬 | 0.08% | +40,713+101.4% | 加碼 |
| WCG Wealth Advisors LLC | 80,468 | $629.9 萬 | 0.48% | −4,379−5.2% | 減碼 |
| Jefferies Financial Group Inc. | 80,370 | $629.1 萬 | 0.11% | +72,449+914.6% | 加碼 |
| Scotia Capital Inc. | 80,094 | $627.0 萬 | 0.03% | +1,733+2.2% | 加碼 |
| New Mexico Educational Retirement Board | 79,687 | $623.8 萬 | 0.22% | +8,500+11.9% | 加碼 |
| Abn Amro Investment Solutions | 78,780 | $616.7 萬 | 0.13% | +5,843+8.0% | 加碼 |
| Cloverfields Capital Group, LP | 78,302 | $612.9 萬 | 2.02% | −4,847−5.8% | 減碼 |
| Maryland State Retirement & Pension System | 77,478 | $606.5 萬 | 0.14% | −2,575−3.2% | 減碼 |
| Bryn Mawr Trust Co | 77,428 | $606.1 萬 | 0.11% | +5,065+7.0% | 加碼 |
| Marco Investment Management LLC | 77,389 | $605.8 萬 | 0.56% | +250+0.3% | 加碼 |
| Caisse des Depots Et Consignations | 77,047 | $603.1 萬 | 0.29% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 76,881 | $601.8 萬 | 0.11% | +2,529+3.4% | 加碼 |
| SG Americas Securities, LLC | 76,396 | $598.0 萬 | 0.02% | +23,570+44.6% | 加碼 |
| Commerce Bank | 76,341 | $597.6 萬 | 0.04% | −948−1.2% | 減碼 |
| LaFleur & Godfrey LLC | 76,010 | $595.0 萬 | 0.81% | −10,476−12.1% | 減碼 |
| Steel Peak Wealth Management LLC | 75,839 | $593.7 萬 | 0.25% | −1,632−2.1% | 減碼 |
| Cinctive Capital Management LP | 75,400 | $590.2 萬 | 0.47% | +75,400 | 新進 |
| Monashee Investment Management LLC | 75,000 | $587.1 萬 | 0.69% | +75,000 | 新進 |
| Marshall & Sullivan Inc | 74,986 | $587.0 萬 | 2.98% | −1,411−1.8% | 減碼 |
| Salvus Wealth Management, LLC | 74,798 | $585.5 萬 | 3.67% | +365+0.5% | 加碼 |
| Colonial Trust Advisors | 74,539 | $583.5 萬 | 0.52% | +9,277+14.2% | 加碼 |
| Birch Capital Management, LLC | 72,737 | $569.4 萬 | 2.96% | −1,542−2.1% | 減碼 |
| Trajan Wealth LLC | 72,554 | $568.0 萬 | 0.31% | +7,809+12.1% | 加碼 |
| Fagan Associates, Inc. | 72,423 | $566.9 萬 | 0.95% | +2,795+4.0% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 63,766 | $563.3 萬 | 0.31% | +63,766 | 新進 |
| Naples Global Advisors, LLC | 71,642 | $560.8 萬 | 0.53% | −147−0.2% | 減碼 |
| Kavar Capital Partners Group, LLC | 71,463 | $559.4 萬 | 0.93% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 71,002 | $555.8 萬 | 0.77% | −5,942−7.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 70,932 | $555.3 萬 | 0.09% | −16,157−18.6% | 減碼 |
| Stony Point Wealth Management Inc. | 70,609 | $552.7 萬 | 2.36% | −182−0.3% | 減碼 |
| Avantax Advisory Services, Inc. | 70,461 | $551.6 萬 | 0.03% | +9,769+16.1% | 加碼 |
| Prentiss Smith & Co Inc | 69,983 | $547.8 萬 | 3.55% | +13,353+23.6% | 加碼 |
| American Trust Investment Advisors, LLC | 69,372 | $543.0 萬 | 2.27% | +2,355+3.5% | 加碼 |
| Gilman Hill Asset Management, LLC | 69,153 | $541.3 萬 | 0.94% | +2,150+3.2% | 加碼 |
| Legal Advantage Investments, Inc. | 67,900 | $531.5 萬 | 2.87% | +4,000+6.3% | 加碼 |
| Twin Lakes Capital Management, LLC | 67,761 | $530.4 萬 | 3.57% | −2,217−3.2% | 減碼 |
| GHP Investment Advisors, Inc. | 67,719 | $530.1 萬 | 0.25% | +2,560+3.9% | 加碼 |
| Callan Family Office, LLC | 67,694 | $529.9 萬 | 0.40% | −2,225−3.2% | 減碼 |
| Citizens Business Bank | 66,955 | $524.1 萬 | 1.14% | −27,451−29.1% | 減碼 |
| Perkins Coie Trust Co | 66,546 | $520.9 萬 | 1.18% | −370−0.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 66,378 | $519.6 萬 | 2.31% | +747+1.1% | 加碼 |
| Semmax Financial Advisors Inc. | 61,298 | $517.8 萬 | 1.40% | −5,742−8.6% | 減碼 |
| Omers Administration Corp | 65,891 | $515.8 萬 | 0.05% | +2,948+4.7% | 加碼 |
| Investment Research & Advisory Group, Inc. | 65,182 | $510.2 萬 | 2.15% | +1,251+2.0% | 加碼 |
| LGT Group Foundation | 64,203 | $502.6 萬 | 0.07% | −2,632−3.9% | 減碼 |
| Allstate Corp | 63,617 | $498.0 萬 | 0.15% | +16,134+34.0% | 加碼 |
| Achmea Investment Management B.V. | 63,395 | $496.2 萬 | 0.07% | +19,614+44.8% | 加碼 |
| Quinn Opportunity Partners LLC | 63,214 | $494.8 萬 | 0.35% | +63,214 | 新進 |
| Prudential PLC | 63,010 | $493.2 萬 | 0.02% | −2,477−3.8% | 減碼 |
| Synovus Financial Corp | 62,383 | $488.3 萬 | 0.06% | +9,276+17.5% | 加碼 |
| Engineers Gate Manager LP | 62,271 | $487.5 萬 | 0.08% | −50,975−45.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 62,087 | $486.0 萬 | 0.58% | +3,974+6.8% | 加碼 |
| Empowered Funds, LLC | 62,040 | $485.6 萬 | 0.07% | +12,967+26.4% | 加碼 |
| Lincoln Capital Corp | 61,929 | $484.8 萬 | 2.02% | −2,326−3.6% | 減碼 |
| Bain Capital Public Equity, LP | 61,521 | $481.6 萬 | 5.30% | +61,521 | 新進 |
| Condor Capital Management | 61,286 | $479.7 萬 | 0.45% | −1,066−1.7% | 減碼 |
| FJ Capital Management LLC | 61,043 | $477.8 萬 | 0.49% | +61,043 | 新進 |
| Wolverine Trading, LLC | 61,065 | $475.1 萬 | 0.15% | +16,020+35.6% | 加碼 |
| Oliver Luxxe Assets LLC | 60,337 | $472.3 萬 | 0.88% | +22,869+61.0% | 加碼 |
| Lincoln Capital LLC | 61,652 | $472.1 萬 | 0.99% | −1,265−2.0% | 減碼 |
| Siemens Fonds Invest GmbH | 60,194 | $471.2 萬 | 0.32% | +2,175+3.7% | 加碼 |
| DLK Investment Management, LLC | 59,121 | $462.8 萬 | 1.94% | +452+0.8% | 加碼 |
| Gabelli Funds LLC | 58,762 | $460.0 萬 | 0.04% | −2,475−4.0% | 減碼 |