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、28 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 2 季 13F 持有人
Schwab Charles Corp 在 2025/6/30 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
- 2,145
- 較 2025 年第 1 季 +141 家
- 持有股數
- 15.1 億
- 較 2025 年第 1 季 −957.2 萬 (−0.6%)
- 總市值
- $1,374 億
- 較 2025 年第 1 季 +$187.0 億 (+15.8%)
- 新進機構
- 245
- 另有 872 家加碼
- 清倉機構
- 104
- 另有 781 家減碼
另有 26 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 11,535 | $105.2 萬 | 0.09% | −300−2.5% | 減碼 |
| Oder Investment Management, LLC | 11,548 | $105.4 萬 | 0.80% | −302−2.5% | 減碼 |
| Mystic Asset Management, Inc. | 11,551 | $105.4 萬 | 0.25% | +165+1.4% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,556 | $105.4 萬 | 0.28% | +140+1.2% | 加碼 |
| Fundamentun, LLC | 11,572 | $105.6 萬 | 0.05% | +645+5.9% | 加碼 |
| Personal Cfo Solutions, LLC | 11,591 | $105.8 萬 | 0.20% | +134+1.2% | 加碼 |
| Sovereign's Capital Management, LLC | 11,622 | $106.0 萬 | 0.57% | +1,856+19.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 11,695 | $106.7 萬 | 0.52% | +340+3.0% | 加碼 |
| Lodestone Wealth Management LLC | 11,723 | $107.0 萬 | 0.52% | +36+0.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,742 | $107.1 萬 | 0.03% | +686+6.2% | 加碼 |
| Notis-McConarty Edward | 11,895 | $108.5 萬 | 0.53% | +11,895 | 新進 |
| Cullinan Associates Inc | 11,900 | $108.6 萬 | 0.07% | 00.0% | 不變 |
| Buckingham Strategic Partners | 11,986 | $109.3 萬 | 0.01% | +2,212+22.6% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 12,002 | $109.5 萬 | 0.41% | −3,433−22.2% | 減碼 |
| Summit Asset Management, LLC | 12,002 | $109.5 萬 | 0.18% | −600−4.8% | 減碼 |
| Enterprise Bank & Trust Co | 12,006 | $109.5 萬 | 0.41% | +410+3.5% | 加碼 |
| Matisse Capital | 12,010 | $109.6 萬 | 0.52% | −1,260−9.5% | 減碼 |
| O'Rourke & Company, Inc | 12,057 | $110.0 萬 | 0.51% | −671−5.3% | 減碼 |
| Hodges Capital Management Inc. | 12,096 | $110.4 萬 | 0.11% | −4,085−25.2% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,107 | $110.5 萬 | 0.21% | +415+3.5% | 加碼 |
| Mutual Advisors, LLC | 11,396 | $110.6 萬 | 0.03% | +37+0.3% | 加碼 |
| BIP Wealth, LLC | 12,133 | $110.7 萬 | 0.07% | −4,556−27.3% | 減碼 |
| H&H Retirement Design & Management INC | 11,536 | $111.0 萬 | 0.61% | +299+2.7% | 加碼 |
| Leavell Investment Management, Inc. | 12,173 | $111.1 萬 | 0.05% | +118+1.0% | 加碼 |
| Okabena Investment Services Inc | 12,214 | $111.4 萬 | 0.25% | +12,214 | 新進 |
| Equitable Trust Co | 12,233 | $111.6 萬 | 0.06% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 12,337 | $112.6 萬 | 0.17% | +934+8.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 12,409 | $113.2 萬 | 0.36% | +675+5.8% | 加碼 |
| Interval Partners, LP | 12,424 | $113.4 萬 | 0.03% | −162,451−92.9% | 減碼 |
| Islay Capital Management, LLC | 12,473 | $113.8 萬 | 0.73% | +100+0.8% | 加碼 |
| Nautilus Advisors LLC | 12,481 | $113.9 萬 | 0.84% | 00.0% | 不變 |
| Delaney Dennis R | 12,500 | $114.0 萬 | 0.59% | +5,145+70.0% | 加碼 |
| Advisors Asset Management, Inc. | 12,503 | $114.1 萬 | 0.02% | −4,606−26.9% | 減碼 |
| Panoramic Investment Advisors, LLC | 12,533 | $114.4 萬 | 0.70% | 00.0% | 不變 |
| Maven Securities LTD | 12,598 | $114.9 萬 | 0.30% | −6,483−34.0% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $115.0 萬 | 0.20% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 12,623 | $115.2 萬 | 0.09% | 00.0% | 不變 |
| Avestar Capital, LLC | 12,635 | $115.3 萬 | 0.08% | +2,517+24.9% | 加碼 |
| Stablepoint Partners, LLC | 12,677 | $115.7 萬 | 0.20% | +448+3.7% | 加碼 |
| Capricorn Fund Managers Ltd | 12,701 | $115.9 萬 | 0.55% | −224−1.7% | 減碼 |
| Costello Asset Management, INC | 12,740 | $116.2 萬 | 0.44% | +26+0.2% | 加碼 |
| Destination Wealth Management | 12,741 | $116.2 萬 | 0.03% | −971−7.1% | 減碼 |
| Proffitt & Goodson Inc | 12,765 | $116.5 萬 | 0.18% | +21+0.2% | 加碼 |
| Blalock Williams, LLC | 12,786 | $116.7 萬 | 1.17% | +456+3.7% | 加碼 |
| Granite Investment Partners, LLC | 12,791 | $116.7 萬 | 0.06% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 12,793 | $116.7 萬 | 0.08% | −20.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 12,810 | $116.9 萬 | 0.11% | 00.0% | 不變 |
| Hamel Associates, Inc. | 12,945 | $118.1 萬 | 0.40% | 00.0% | 不變 |
| Raiffeisen Bank International AG | 13,171 | $118.3 萬 | 0.02% | −305−2.3% | 減碼 |
| R Squared Ltd | 12,994 | $118.6 萬 | 0.65% | +12,994 | 新進 |
| Hardy Reed LLC | 13,018 | $118.8 萬 | 0.10% | −141−1.1% | 減碼 |
| Catalyst Financial Partners LLC | 13,039 | $119.0 萬 | 0.13% | +338+2.7% | 加碼 |
| HCR Wealth Advisors | 13,045 | $119.0 萬 | 0.14% | +788+6.4% | 加碼 |
| Nicolet Bankshares Inc | 13,049 | $119.1 萬 | 0.21% | +107+0.8% | 加碼 |
| Worth Asset Management, LLC | 13,052 | $119.1 萬 | 0.59% | +13,052 | 新進 |
| Franklin Street Advisors Inc | 13,059 | $119.2 萬 | 0.07% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 13,245 | $120.8 萬 | 0.15% | +8,909+205.5% | 加碼 |
| Golden State Equity Partners | 13,311 | $121.4 萬 | 0.22% | +619+4.9% | 加碼 |
| Sumitomo Life Insurance Co | 13,315 | $121.5 萬 | 0.08% | −774−5.5% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 13,330 | $121.9 萬 | 0.84% | +110+0.8% | 加碼 |
| Essex Financial Services, Inc. | 13,370 | $122.0 萬 | 0.08% | +303+2.3% | 加碼 |
| Smartleaf Asset Management LLC | 13,592 | $122.3 萬 | 0.11% | −2,181−13.8% | 減碼 |
| Edgestream Partners, L.P. | 13,467 | $122.9 萬 | 0.03% | +9,514+240.7% | 加碼 |
| FLC Capital Advisors | 13,573 | $123.8 萬 | 0.26% | +756+5.9% | 加碼 |
| Garner Asset Management Corp | 13,583 | $123.9 萬 | 0.57% | −1,938−12.5% | 減碼 |
| Brown Brothers Harriman & Co | 13,682 | $124.8 萬 | 0.01% | +5,337+64.0% | 加碼 |
| Qtron Investments LLC | 13,698 | $125.0 萬 | 0.16% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 13,708 | $125.1 萬 | 0.09% | +512+3.9% | 加碼 |
| VCI Wealth Management LLC | 13,734 | $125.3 萬 | 0.44% | +1,268+10.2% | 加碼 |
| Independence Bank of Kentucky | 13,735 | $125.3 萬 | 0.18% | −1,120−7.5% | 減碼 |
| Disciplined Investors, L.L.C. | 13,806 | $126.0 萬 | 0.98% | +41+0.3% | 加碼 |
| Leisure Capital Management | 13,828 | $126.2 萬 | 0.48% | +198+1.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,843 | $126.3 萬 | 0.00% | −1,762−11.3% | 減碼 |
| Capital Investment Advisors, LLC | 13,846 | $126.3 萬 | 0.02% | +5,850+73.2% | 加碼 |
| Hancock Whitney Corp | 13,852 | $126.4 萬 | 0.02% | +13,852 | 新進 |
| Sigma Planning Corp | 13,936 | $127.2 萬 | 0.04% | +420+3.1% | 加碼 |
| IMS Capital Management | 14,002 | $127.8 萬 | 0.60% | −199−1.4% | 減碼 |
| VisionPoint Advisory Group, LLC | 14,017 | $127.9 萬 | 0.28% | −18,454−56.8% | 減碼 |
| JT Stratford LLC | 14,138 | $129.0 萬 | 0.20% | +1,835+14.9% | 加碼 |
| Ronald Blue Trust, Inc. | 14,179 | $129.4 萬 | 0.02% | +3,179+28.9% | 加碼 |
| Integrated Quantitative Investments LLC | 14,192 | $129.5 萬 | 0.38% | +14,192 | 新進 |
| Sage Rhino Capital LLC | 14,260 | $130.1 萬 | 0.28% | +10+0.1% | 加碼 |
| RFG Advisory, LLC | 14,299 | $130.5 萬 | 0.03% | +3,347+30.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 14,313 | $130.6 萬 | 0.03% | +5,277+58.4% | 加碼 |
| Cooper Financial Group | 14,326 | $130.7 萬 | 0.15% | +78+0.5% | 加碼 |
| Aptus Capital Advisors, LLC | 14,330 | $130.7 萬 | 0.01% | −438−3.0% | 減碼 |
| VestGen Advisors, LLC | 14,332 | $130.8 萬 | 0.05% | +903+6.7% | 加碼 |
| Tranquilli Financial Advisor LLC | 14,365 | $131.1 萬 | 0.81% | +26+0.2% | 加碼 |
| Uncommon Cents Investing LLC | 14,381 | $131.2 萬 | 0.35% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 14,433 | $131.7 萬 | 0.38% | +489+3.5% | 加碼 |
| Smith, Moore & Co. | 14,435 | $131.7 萬 | 0.11% | +457+3.3% | 加碼 |
| NBT Bank N A | 14,435 | $131.7 萬 | 0.09% | +2,070+16.7% | 加碼 |
| Fruth Investment Management | 14,456 | $131.8 萬 | 0.36% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 14,450 | $131.8 萬 | 0.33% | −33,900−70.1% | 減碼 |
| SCS Capital Management LLC | 14,574 | $133.0 萬 | 0.01% | +2,744+23.2% | 加碼 |
| Greystone Financial Group, LLC | 14,586 | $133.1 萬 | 0.22% | −83−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 14,688 | $134.0 萬 | 0.09% | +100+0.7% | 加碼 |
| Skylands Capital, LLC | 14,700 | $134.1 萬 | 0.19% | −19,900−57.5% | 減碼 |
| Davis R M Inc | 14,707 | $134.2 萬 | 0.02% | −85−0.6% | 減碼 |
| Central Trust Co | 14,795 | $135.0 萬 | 0.03% | −185−1.2% | 減碼 |