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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 14,833 | $135.3 萬 | 0.03% | −31−0.2% | 減碼 |
| GeoWealth Management, LLC | 14,848 | $135.5 萬 | 0.05% | +202+1.4% | 加碼 |
| JNBA Financial Advisors | 14,855 | $135.5 萬 | 0.13% | −68−0.5% | 減碼 |
| Stance Capital LLC | 14,882 | $135.8 萬 | 0.51% | +14,882 | 新進 |
| Kelly Lawrence W & Associates Inc | 14,907 | $136.0 萬 | 0.36% | −50−0.3% | 減碼 |
| ING Groep NV | 14,972 | $136.6 萬 | 0.01% | +6,165+70.0% | 加碼 |
| Fusion Capital, LLC | 14,994 | $136.8 萬 | 0.47% | +847+6.0% | 加碼 |
| Glaxis Capital Management, LLC | 15,000 | $136.9 萬 | 1.83% | +15,000 | 新進 |
| Postrock Partners LLC | 15,078 | $137.6 萬 | 0.66% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 15,092 | $137.7 萬 | 0.34% | +29+0.2% | 加碼 |
| First Dallas Securities Inc. | 15,109 | $137.9 萬 | 0.54% | −3,308−18.0% | 減碼 |
| Neumann Capital Management, LLC | 15,132 | $138.1 萬 | 0.43% | −58−0.4% | 減碼 |
| Insigneo Advisory Services, LLC | 15,189 | $138.6 萬 | 0.12% | +1,578+11.6% | 加碼 |
| Cookson Peirce & Co Inc | 15,262 | $139.3 萬 | 0.06% | +3,383+28.5% | 加碼 |
| Skopos Labs, Inc. | 15,295 | $139.6 萬 | 0.18% | +5,261+52.4% | 加碼 |
| Sheets Smith Wealth Management | 15,325 | $139.8 萬 | 0.16% | +7,356+92.3% | 加碼 |
| Pallas Capital Advisors LLC | 15,435 | $140.8 萬 | 0.05% | −2,562−14.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 15,476 | $141.2 萬 | 0.12% | +10,269+197.2% | 加碼 |
| Chicago Capital, LLC | 15,629 | $142.6 萬 | 0.04% | +100+0.6% | 加碼 |
| Cove Street Capital, LLC | 15,668 | $143.0 萬 | 2.10% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 15,711 | $143.3 萬 | 0.13% | −1,302−7.7% | 減碼 |
| Convergence Investment Partners, LLC | 15,730 | $143.5 萬 | 0.36% | −4,884−23.7% | 減碼 |
| Wealth Alliance | 15,732 | $143.5 萬 | 0.16% | +2,291+17.0% | 加碼 |
| First Commonwealth Financial Corp | 15,784 | $144.0 萬 | 0.31% | +188+1.2% | 加碼 |
| Rothschild Investment LLC | 15,801 | $144.2 萬 | 0.09% | −4,747−23.1% | 減碼 |
| Jupiter Asset Management Ltd | 15,825 | $144.4 萬 | 0.01% | +15,825 | 新進 |
| Clear Harbor Asset Management, LLC | 15,841 | $144.5 萬 | 0.11% | −580−3.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 15,850 | $144.6 萬 | 0.03% | −21,800−57.9% | 減碼 |
| Howard Financial Services, Ltd. | 16,000 | $146.0 萬 | 0.19% | +17+0.1% | 加碼 |
| United Bank | 16,053 | $146.5 萬 | 0.56% | +1,070+7.1% | 加碼 |
| South Dakota Investment Council | 16,056 | $146.5 萬 | 0.03% | −2,600−13.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 16,121 | $147.1 萬 | 0.05% | −114−0.7% | 減碼 |
| Atomi Financial Group, Inc. | 16,139 | $147.2 萬 | 0.06% | +793+5.2% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 16,201 | $147.8 萬 | 0.46% | +3,784+30.5% | 加碼 |
| Agf Management Ltd | 16,212 | $147.9 萬 | 0.01% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 16,267 | $148.4 萬 | 0.22% | −1,357−7.7% | 減碼 |
| Continuum Advisory, LLC | 16,273 | $148.5 萬 | 0.18% | −7,171−30.6% | 減碼 |
| IPG Investment Advisors LLC | 16,286 | $148.6 萬 | 0.29% | +16,286 | 新進 |
| HighVista Strategies LLC | 16,300 | $148.7 萬 | 0.55% | +16,300 | 新進 |
| Elmwood Wealth Management, Inc. | 16,364 | $149.3 萬 | 0.59% | 00.0% | 不變 |
| Embree Financial Group | 16,522 | $150.8 萬 | 0.23% | +270+1.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,551 | $151.0 萬 | 0.07% | +3,814+29.9% | 加碼 |
| Grimes & Company, Inc. | 16,609 | $151.5 萬 | 0.04% | −978−5.6% | 減碼 |
| Next Capital Management LLC | 16,684 | $152.2 萬 | 0.56% | +702+4.4% | 加碼 |
| Mainstream Capital Management LLC | 16,714 | $152.5 萬 | 1.11% | −111−0.7% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 16,770 | $153.0 萬 | 0.53% | +506+3.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 16,782 | $153.1 萬 | 0.04% | −4,749−22.1% | 減碼 |
| Cigna Investments Inc | 16,831 | $153.6 萬 | 0.26% | +57+0.3% | 加碼 |
| RMR Capital Management, LLC | 16,885 | $154.1 萬 | 1.10% | −3,334−16.5% | 減碼 |
| National Asset Management, Inc. | 16,893 | $154.1 萬 | 0.07% | −31,194−64.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 16,897 | $154.2 萬 | 0.08% | +1,344+8.6% | 加碼 |
| Hickory Asset Management, Inc. | 16,933 | $154.5 萬 | 1.28% | +137+0.8% | 加碼 |
| Farther Finance Advisors, LLC | 16,952 | $154.7 萬 | 0.03% | +2,677+18.8% | 加碼 |
| Highland Capital Management, LLC | 17,026 | $155.3 萬 | 0.08% | −4,550−21.1% | 減碼 |
| Bank of Hawaii | 17,031 | $155.4 萬 | 0.08% | −2,528−12.9% | 減碼 |
| Tranquility Partners, LLC | 17,101 | $156.0 萬 | 0.56% | −14−0.1% | 減碼 |
| FineMark National Bank & Trust | 17,112 | $156.1 萬 | 0.05% | −169−1.0% | 減碼 |
| Wolff Wiese Magana LLC | 17,117 | $156.2 萬 | 0.97% | +13+0.1% | 加碼 |
| WBI Investments | 17,137 | $156.4 萬 | 0.41% | +11,725+216.6% | 加碼 |
| Wedmont Private Capital | 16,948 | $156.5 萬 | 0.07% | +641+3.9% | 加碼 |
| Foundations Investment Advisors, LLC | 17,207 | $157.0 萬 | 0.02% | −1,658−8.8% | 減碼 |
| Guardian Asset Advisors, LLC | 17,218 | $157.2 萬 | 0.90% | −80−0.5% | 減碼 |
| Trust Asset Management LLC | 17,244 | $157.3 萬 | 0.12% | 00.0% | 不變 |
| Bayview Asset Management, LLC | 17,250 | $157.4 萬 | 1.58% | +6,744+64.2% | 加碼 |
| Canopy Partners, LLC | 17,292 | $157.8 萬 | 0.58% | +296+1.7% | 加碼 |
| Commerzbank Aktiengesellschaft | 17,285 | $157.8 萬 | 0.04% | −1,076−5.9% | 減碼 |
| Meriwether Wealth & Planning, LLC | 17,321 | $158.0 萬 | 0.99% | −395−2.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 17,335 | $158.2 萬 | 0.53% | +17,335 | 新進 |
| NorthCrest Asset Manangement, LLC | 17,430 | $159.4 萬 | 0.04% | −295−1.7% | 減碼 |
| MBM Wealth Consultants, LLC | 17,522 | $159.9 萬 | 0.43% | −377−2.1% | 減碼 |
| TLWM | 17,687 | $161.4 萬 | 0.31% | +120+0.7% | 加碼 |
| Wright Investors Service Inc | 17,746 | $161.9 萬 | 0.49% | +17,746 | 新進 |
| HM Payson & Co | 17,774 | $162.2 萬 | 0.03% | −1,497−7.8% | 減碼 |
| Puzo Michael J | 17,778 | $162.2 萬 | 0.46% | +12,950+268.2% | 加碼 |
| First Citizens Bank & Trust Co | 17,787 | $162.3 萬 | 0.03% | −898−4.8% | 減碼 |
| Arjuna Capital | 17,905 | $163.4 萬 | 0.43% | −956−5.1% | 減碼 |
| Drucker Wealth 3.0, LLC | 17,713 | $163.5 萬 | 0.32% | −10,917−38.1% | 減碼 |
| Pictet & Cie (Europe) SA | 18,016 | $164.4 萬 | 0.04% | +1,747+10.7% | 加碼 |
| Providence Wealth Advisors, LLC | 17,133 | $164.4 萬 | 1.13% | +659+4.0% | 加碼 |
| LGT Fund Management Co Ltd. | 18,129 | $165.4 萬 | 0.14% | +12,625+229.4% | 加碼 |
| Whitener Capital Management, Inc. | 18,145 | $165.6 萬 | 0.44% | +337+1.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 18,168 | $165.8 萬 | 0.03% | +2,780+18.1% | 加碼 |
| Wedbush Securities Inc | 18,285 | $166.8 萬 | 0.06% | +2,121+13.1% | 加碼 |
| Cidel Asset Management Inc | 18,297 | $166.9 萬 | 0.10% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 18,332 | $167.3 萬 | 0.31% | −1,717−8.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 18,600 | $167.4 萬 | 0.04% | −1,800−8.8% | 減碼 |
| Dana Investment Advisors, Inc. | 18,448 | $168.3 萬 | 0.06% | +2,864+18.4% | 加碼 |
| LOM Asset Management Ltd | 18,454 | $168.4 萬 | 0.57% | +18,454 | 新進 |
| RBF Capital, LLC | 18,500 | $168.8 萬 | 0.08% | −1,000−5.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 18,624 | $169.9 萬 | 0.27% | +11,313+154.7% | 加碼 |
| Sheets Smith Investment Management | 18,653 | $170.2 萬 | 1.49% | +18,653 | 新進 |
| Riverpark Capital Management LLC | 18,677 | $170.4 萬 | 2.76% | −1,146−5.8% | 減碼 |
| Aaron Wealth Advisors | 18,814 | $171.7 萬 | 0.18% | +1,381+7.9% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 18,900 | $172.4 萬 | 1.20% | −600−3.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,983 | $173.2 萬 | 0.05% | +5,946+45.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $173.4 萬 | 0.90% | +7,000+58.3% | 加碼 |
| City Holding Co | 19,058 | $173.9 萬 | 0.23% | −383−2.0% | 減碼 |
| Profund Advisors LLC | 19,105 | $174.3 萬 | 0.06% | −4,172−17.9% | 減碼 |
| StoneX Group Inc. | 19,117 | $174.4 萬 | 0.08% | −1,172−5.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 19,119 | $174.4 萬 | 0.46% | −424−2.2% | 減碼 |