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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 29,152 | $228.2 萬 | 0.05% | −3,675−11.2% | 減碼 |
| Carmel Capital Partners, LLC | 29,141 | $228.1 萬 | 0.90% | +690+2.4% | 加碼 |
| Cetera Trust Company, N.A | 28,680 | $224.5 萬 | 1.43% | +550+2.0% | 加碼 |
| Hager Investment Management Services, LLC | 28,653 | $224.3 萬 | 1.57% | +2,162+8.2% | 加碼 |
| Drucker Wealth 3.0, LLC | 28,630 | $224.1 萬 | 0.49% | −8,895−23.7% | 減碼 |
| Xcel Wealth Management, LLC | 28,195 | $220.7 萬 | 0.69% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 28,122 | $220.1 萬 | 0.46% | +23,352+489.6% | 加碼 |
| Ancora Advisors, LLC | 27,874 | $218.2 萬 | 0.05% | −2,458−8.1% | 減碼 |
| Integrated Investment Consultants, LLC | 27,820 | $217.8 萬 | 0.43% | −536−1.9% | 減碼 |
| Signaturefd, LLC | 27,797 | $217.6 萬 | 0.04% | +2,387+9.4% | 加碼 |
| Wynn Capital, LLC | 27,743 | $217.2 萬 | 1.29% | +95+0.3% | 加碼 |
| Rossmore Private Capital | 27,675 | $216.6 萬 | 0.27% | +106+0.4% | 加碼 |
| Martin Capital Advisors, LLP | 27,410 | $214.6 萬 | 1.53% | −800−2.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 27,298 | $213.7 萬 | 0.02% | +1,823+7.2% | 加碼 |
| HBK Sorce Advisory LLC | 27,189 | $212.8 萬 | 0.06% | +374+1.4% | 加碼 |
| GAMMA Investing LLC | 27,122 | $212.3 萬 | 0.16% | +5,973+28.2% | 加碼 |
| QRG Capital Management, Inc. | 27,074 | $211.9 萬 | 0.02% | +375+1.4% | 加碼 |
| Ally Financial Inc. | 27,000 | $211.4 萬 | 0.24% | +27,000 | 新進 |
| Centaurus Financial, Inc. | 26,853 | $210.2 萬 | 0.13% | −55−0.2% | 減碼 |
| Bokf, NA | 26,840 | $210.1 萬 | 0.04% | +7,891+41.6% | 加碼 |
| Bleakley Financial Group, LLC | 26,426 | $206.9 萬 | 0.07% | +1,082+4.3% | 加碼 |
| Cary Street Partners Financial LLC | 26,302 | $205.9 萬 | 0.07% | +6,648+33.8% | 加碼 |
| Chicago Partners Investment Group LLC | 24,223 | $203.5 萬 | 0.07% | −93−0.4% | 減碼 |
| Valley National Advisers Inc | 25,981 | $203.2 萬 | 0.37% | −1,957−7.0% | 減碼 |
| Columbia Asset Management | 25,958 | $203.2 萬 | 0.41% | +395+1.5% | 加碼 |
| Aspiriant, LLC | 25,932 | $203.0 萬 | 0.07% | +192+0.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 25,892 | $202.7 萬 | 0.10% | +7,475+40.6% | 加碼 |
| Salem Investment Counselors Inc | 25,876 | $202.6 萬 | 0.07% | +54+0.2% | 加碼 |
| Illinois Municipal Retirement Fund | 25,818 | $202.1 萬 | 0.03% | 00.0% | 不變 |
| King Luther Capital Management Corp | 25,781 | $201.8 萬 | 0.01% | +110+0.4% | 加碼 |
| EPG Wealth Management LLC | 25,778 | $201.8 萬 | 0.56% | +1,486+6.1% | 加碼 |
| Guggenheim Capital LLC | 25,739 | $201.5 萬 | 0.02% | −2,042−7.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,599 | $200.4 萬 | 0.04% | +5,522+27.5% | 加碼 |
| Moody National Bank Trust Division | 25,542 | $199.9 萬 | 0.21% | +610+2.4% | 加碼 |
| Texas Yale Capital Corp. | 25,499 | $199.6 萬 | 0.08% | +609+2.4% | 加碼 |
| Jones Financial Companies LLLP | 25,584 | $199.1 萬 | 0.00% | +5,817+29.4% | 加碼 |
| Investment Advisory Services Inc | 25,396 | $198.8 萬 | 0.72% | −441−1.7% | 減碼 |
| Tealwood Asset Management Inc | 25,263 | $197.8 萬 | 0.92% | −269−1.1% | 減碼 |
| JFS Wealth Advisors, LLC | 25,251 | $197.7 萬 | 0.13% | +226+0.9% | 加碼 |
| Cumberland Partners Ltd | 25,000 | $195.7 萬 | 0.15% | +25,000 | 新進 |
| Financial Partners Group, LLC | 24,957 | $195.4 萬 | 0.85% | −1,226−4.7% | 減碼 |
| Broyhill Asset Management | 24,878 | $194.7 萬 | 1.58% | +1,889+8.2% | 加碼 |
| Cape Investment Advisory, Inc. | 24,878 | $194.7 萬 | 0.78% | −775−3.0% | 減碼 |
| Brighton Jones LLC | 24,856 | $194.6 萬 | 0.06% | +616+2.5% | 加碼 |
| Bridges Investment Management Inc | 24,456 | $191.4 萬 | 0.03% | −3,740−13.3% | 減碼 |
| Copperleaf Capital, LLC | 24,449 | $191.4 萬 | 1.14% | +1,526+6.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 24,398 | $191.0 萬 | 0.03% | +347+1.4% | 加碼 |
| Greenline Partners, LLC | 24,336 | $190.5 萬 | 0.28% | 00.0% | 不變 |
| Garrison Bradford & Associates Inc | 24,273 | $190.0 萬 | 2.09% | +40.0% | 加碼 |
| Alerus Financial NA | 24,208 | $189.5 萬 | 0.15% | +24,208 | 新進 |
| Norden Group LLC | 24,183 | $189.3 萬 | 0.22% | +14,431+148.0% | 加碼 |
| Aspen Investment Management Inc | 24,165 | $189.2 萬 | 0.87% | +7,908+48.6% | 加碼 |
| 3Chopt Investment Partners, LLC | 24,152 | $189.1 萬 | 0.50% | −2,920−10.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 23,939 | $187.4 萬 | 0.12% | −133−0.6% | 減碼 |
| Ascent Wealth Partners, LLC | 23,843 | $186.6 萬 | 0.25% | +312+1.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,684 | $185.4 萬 | 0.02% | +4,503+23.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 23,680 | $185.4 萬 | 0.36% | +155+0.7% | 加碼 |
| Cullen Investment Group, Ltd. | 23,643 | $185.1 萬 | 0.28% | +23,643 | 新進 |
| Crux Wealth Advisors | 23,615 | $184.9 萬 | 0.96% | +6,727+39.8% | 加碼 |
| 1st Source Bank | 23,563 | $184.5 萬 | 0.11% | −70−0.3% | 減碼 |
| Coldstream Capital Management Inc | 23,489 | $183.9 萬 | 0.04% | +2,571+12.3% | 加碼 |
| Cornercap Investment Counsel Inc | 23,464 | $183.7 萬 | 0.96% | −260−1.1% | 減碼 |
| Continuum Advisory, LLC | 23,444 | $183.5 萬 | 0.24% | +14,442+160.4% | 加碼 |
| Pinnacle Associates Ltd | 23,388 | $183.1 萬 | 0.03% | −793−3.3% | 減碼 |
| Roberts Wealth Advisors, LLC | 23,297 | $182.4 萬 | 0.56% | −62−0.3% | 減碼 |
| Profund Advisors LLC | 23,277 | $182.2 萬 | 0.08% | +2,317+11.1% | 加碼 |
| Meeder Advisory Services, Inc. | 23,237 | $181.9 萬 | 0.11% | +1,998+9.4% | 加碼 |
| VELA Investment Management, LLC | 23,120 | $181.0 萬 | 0.62% | −512−2.2% | 減碼 |
| Diversified Investment Strategies, LLC | 23,112 | $180.9 萬 | 1.23% | −125−0.5% | 減碼 |
| Advisory Services Network, LLC | 23,040 | $180.4 萬 | 0.03% | +2,896+14.4% | 加碼 |
| Machina Capital S.A.S. | 22,999 | $180.0 萬 | 0.53% | −385−1.6% | 減碼 |
| Chesley Taft & Associates LLC | 22,873 | $179.0 萬 | 0.09% | −275−1.2% | 減碼 |
| IFP Advisors, Inc | 22,441 | $175.7 萬 | 0.05% | +478+2.2% | 加碼 |
| Headlands Technologies LLC | 22,438 | $175.6 萬 | 0.20% | −36,525−61.9% | 減碼 |
| Point72 (DIFC) Ltd | 22,420 | $175.5 萬 | 0.17% | −66,958−74.9% | 減碼 |
| SageView Advisory Group, LLC | 22,354 | $175.0 萬 | 0.07% | −162−0.7% | 減碼 |
| Citizens & Northern Corp | 22,196 | $173.8 萬 | 0.49% | +728+3.4% | 加碼 |
| Ballentine Partners, LLC | 22,155 | $173.4 萬 | 0.03% | −900−3.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 21,846 | $171.0 萬 | 0.04% | 00.0% | 不變 |
| Riverwater Partners LLC | 21,826 | $170.9 萬 | 0.88% | −213−1.0% | 減碼 |
| Tiaa Trust, National Association | 21,821 | $170.8 萬 | 0.01% | −995−4.4% | 減碼 |
| Essex Savings Bank | 21,718 | $170.0 萬 | 0.42% | −146−0.7% | 減碼 |
| Covey Capital Advisors, LLC | 21,713 | $170.0 萬 | 1.96% | +181+0.8% | 加碼 |
| Highland Capital Management, LLC | 21,576 | $168.9 萬 | 0.10% | −557−2.5% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 21,531 | $168.5 萬 | 0.06% | +523+2.5% | 加碼 |
| Umb Bank N A | 20,949 | $164.0 萬 | 0.03% | −336−1.6% | 減碼 |
| Professional Financial Advisors, LLC | 20,941 | $163.9 萬 | 0.42% | +304+1.5% | 加碼 |
| Krilogy Financial LLC | 20,839 | $163.1 萬 | 0.11% | +1,558+8.1% | 加碼 |
| Savvy Advisors, Inc. | 20,775 | $162.6 萬 | 0.16% | +1,378+7.1% | 加碼 |
| David Loasby | 21,958 | $162.2 萬 | 0.16% | +784+3.7% | 加碼 |
| Ritholtz Wealth Management | 20,662 | $161.7 萬 | 0.05% | +3,089+17.6% | 加碼 |
| Convergence Investment Partners, LLC | 20,614 | $161.4 萬 | 0.45% | +20,614 | 新進 |
| Rothschild Investment LLC | 20,548 | $160.9 萬 | 0.11% | −297−1.4% | 減碼 |
| Rokos Capital Management LLP | 20,524 | $160.6 萬 | 0.04% | +20,524 | 新進 |
| Congress Wealth Management LLC | 20,357 | $159.8 萬 | 0.02% | +17,377+583.1% | 加碼 |
| Lummis Asset Management, LP | 20,055 | $159.5 萬 | 1.11% | +8,086+67.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 20,400 | $159.4 萬 | 0.04% | +20,400 | 新進 |
| StoneX Group Inc. | 20,289 | $158.8 萬 | 0.09% | +2,708+15.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 20,279 | $158.7 萬 | 0.27% | 00.0% | 不變 |
| Hills Bank & Trust Co | 20,257 | $158.6 萬 | 0.11% | +595+3.0% | 加碼 |