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 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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 19,182 | $175.0 萬 | 0.06% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 19,183 | $175.0 萬 | 0.61% | −122−0.6% | 減碼 |
| Focus Financial Network, Inc. | 19,252 | $175.7 萬 | 0.07% | +212+1.1% | 加碼 |
| Keystone Financial Services | 19,277 | $175.9 萬 | 0.60% | +823+4.5% | 加碼 |
| Forum Financial Management, LP | 19,342 | $176.5 萬 | 0.03% | +1,582+8.9% | 加碼 |
| Vise Technologies, Inc. | 19,342 | $176.5 萬 | 0.07% | +19,342 | 新進 |
| Diversify Advisory Services, LLC | 17,966 | $177.3 萬 | 0.07% | +7,915+78.7% | 加碼 |
| Zullo Investment Group, Inc. | 19,675 | $179.5 萬 | 0.73% | −241−1.2% | 減碼 |
| Letko, Brosseau & Associates Inc | 19,746 | $180.2 萬 | 0.03% | −2,100−9.6% | 減碼 |
| Caldwell Trust Co | 19,805 | $180.7 萬 | 0.18% | +513+2.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 19,898 | $181.5 萬 | 0.12% | +3,364+20.3% | 加碼 |
| Brant Point Investment Management LLC | 20,000 | $182.5 萬 | 0.42% | −9,610−32.5% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $182.5 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 20,098 | $183.4 萬 | 0.05% | −2,343−10.4% | 減碼 |
| Aviso Wealth Management | 20,099 | $183.4 萬 | 0.86% | +1,246+6.6% | 加碼 |
| Lummis Asset Management, LP | 19,782 | $185.3 萬 | 1.21% | −273−1.4% | 減碼 |
| Old National Bancorp | 20,358 | $185.7 萬 | 0.03% | +3,727+22.4% | 加碼 |
| PMC FIG Opportunities LLC | 20,422 | $186.3 萬 | 2.77% | +20,422 | 新進 |
| Parsonex Advisory Services, Inc. | 20,463 | $186.7 萬 | 1.56% | +20,463 | 新進 |
| Integrated Wealth Concepts LLC | 20,465 | $186.7 萬 | 0.02% | +8,067+65.1% | 加碼 |
| Moors & Cabot, Inc. | 20,701 | $188.9 萬 | 0.09% | +803+4.0% | 加碼 |
| Professional Financial Advisors, LLC | 20,857 | $190.3 萬 | 0.44% | −84−0.4% | 減碼 |
| Hills Bank & Trust Co | 20,966 | $191.3 萬 | 0.12% | +709+3.5% | 加碼 |
| Savant Capital, LLC | 20,978 | $191.4 萬 | 0.01% | +2,610+14.2% | 加碼 |
| CBOE Vest Financial, LLC | 21,112 | $192.6 萬 | 0.03% | +6,267+42.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 21,327 | $194.6 萬 | 0.03% | −2,357−10.0% | 減碼 |
| Umb Bank N A | 21,349 | $194.8 萬 | 0.03% | +400+1.9% | 加碼 |
| Banque Cantonale Vaudoise | 21,478 | $196.0 萬 | 0.08% | +1,359+6.8% | 加碼 |
| Acadian Asset Management LLC | 21,602 | $196.9 萬 | 0.00% | +5,402+33.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 21,698 | $198.0 萬 | 0.03% | −2,700−11.1% | 減碼 |
| Covey Capital Advisors, LLC | 21,713 | $198.1 萬 | 2.13% | 00.0% | 不變 |
| Essex Savings Bank | 21,741 | $198.4 萬 | 0.47% | +23+0.1% | 加碼 |
| Citizens & Northern Corp | 21,944 | $200.2 萬 | 0.54% | −252−1.1% | 減碼 |
| Riverwater Partners LLC | 21,985 | $200.6 萬 | 0.94% | +159+0.7% | 加碼 |
| Pettee Investors, Inc. | 22,157 | $202.2 萬 | 1.21% | −21,130−48.8% | 減碼 |
| Lecap Asset Management Ltd | 22,312 | $203.6 萬 | 0.72% | −7,119−24.2% | 減碼 |
| Ballentine Partners, LLC | 22,343 | $203.9 萬 | 0.03% | +188+0.8% | 加碼 |
| 3Chopt Investment Partners, LLC | 22,825 | $208.3 萬 | 0.50% | −1,327−5.5% | 減碼 |
| Kestra Investment Management, LLC | 23,036 | $209.5 萬 | 0.03% | +22,538+4,525.7% | 加碼 |
| Cornercap Investment Counsel Inc | 22,971 | $209.6 萬 | 1.09% | −493−2.1% | 減碼 |
| Diversified Investment Strategies, LLC | 23,112 | $210.9 萬 | 1.43% | 00.0% | 不變 |
| VELA Investment Management, LLC | 23,196 | $211.6 萬 | 0.63% | +76+0.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,280 | $212.4 萬 | 0.07% | +18,309+368.3% | 加碼 |
| Pinnacle Associates Ltd | 23,335 | $212.9 萬 | 0.03% | −53−0.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 23,348 | $213.0 萬 | 0.61% | +51+0.2% | 加碼 |
| CenterBook Partners LP | 23,393 | $213.4 萬 | 0.12% | +23,393 | 新進 |
| Chesley Taft & Associates LLC | 23,623 | $215.5 萬 | 0.10% | +750+3.3% | 加碼 |
| 1st Source Bank | 23,680 | $216.1 萬 | 0.12% | +117+0.5% | 加碼 |
| Bridges Investment Management Inc | 23,706 | $216.3 萬 | 0.03% | −750−3.1% | 減碼 |
| Advisory Services Network, LLC | 22,208 | $217.0 萬 | 0.03% | −832−3.6% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 23,800 | $217.3 萬 | 2.08% | −5,345−18.3% | 減碼 |
| Ascent Wealth Partners, LLC | 24,013 | $219.1 萬 | 0.27% | +170+0.7% | 加碼 |
| Ritholtz Wealth Management | 24,071 | $219.6 萬 | 0.05% | +3,409+16.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 24,103 | $219.9 萬 | 0.05% | −6,290−20.7% | 減碼 |
| Moody National Bank Trust Division | 24,138 | $220.2 萬 | 0.20% | −1,404−5.5% | 減碼 |
| Financial Partners Group, LLC | 24,142 | $220.3 萬 | 0.80% | −815−3.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 24,181 | $220.6 萬 | 0.13% | +242+1.0% | 加碼 |
| Krilogy Financial LLC | 24,330 | $222.0 萬 | 0.13% | +3,491+16.8% | 加碼 |
| Somerville Kurt F | 24,368 | $222.3 萬 | 0.37% | +24,368 | 新進 |
| Stephens Inc | 24,393 | $222.6 萬 | 0.03% | −6,101−20.0% | 減碼 |
| Aspen Investment Management Inc | 24,470 | $223.3 萬 | 0.94% | +305+1.3% | 加碼 |
| Tealwood Asset Management Inc | 24,602 | $224.5 萬 | 1.00% | −661−2.6% | 減碼 |
| Cullen Investment Group, Ltd. | 24,622 | $224.7 萬 | 0.32% | +979+4.1% | 加碼 |
| Norden Group LLC | 24,634 | $224.8 萬 | 0.24% | +451+1.9% | 加碼 |
| Texas Yale Capital Corp. | 24,715 | $225.5 萬 | 0.07% | −784−3.1% | 減碼 |
| Hutchinson Financial Advisors, INC | 24,769 | $226.0 萬 | 2.53% | +24,769 | 新進 |
| Pettyjohn, Wood & White, Inc | 24,791 | $226.2 萬 | 0.40% | +1,111+4.7% | 加碼 |
| Copperleaf Capital, LLC | 24,804 | $226.3 萬 | 1.15% | +355+1.5% | 加碼 |
| Aspiriant, LLC | 24,806 | $226.3 萬 | 0.07% | −1,126−4.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 24,933 | $227.5 萬 | 0.07% | −666−2.6% | 減碼 |
| JFS Wealth Advisors, LLC | 24,963 | $227.8 萬 | 0.14% | −288−1.1% | 減碼 |
| Integrated Investment Consultants, LLC | 24,966 | $227.8 萬 | 0.45% | −2,854−10.3% | 減碼 |
| Greenline Partners, LLC | 25,066 | $228.7 萬 | 0.31% | +730+3.0% | 加碼 |
| David Loasby | 24,049 | $229.7 萬 | 0.20% | +2,091+9.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 25,238 | $230.3 萬 | 0.18% | +25,238 | 新進 |
| RiverPark Advisors, LLC | 25,243 | $230.3 萬 | 1.41% | +10,054+66.2% | 加碼 |
| Investment Advisory Services Inc | 25,286 | $230.7 萬 | 0.77% | −110−0.4% | 減碼 |
| Winton Group Ltd | 25,316 | $231.0 萬 | 0.12% | +8,370+49.4% | 加碼 |
| Regions Financial Corp | 25,494 | $232.6 萬 | 0.02% | +10,579+70.9% | 加碼 |
| Valley National Advisers Inc | 25,639 | $233.8 萬 | 0.38% | −342−1.3% | 減碼 |
| Ancora Advisors, LLC | 25,663 | $234.2 萬 | 0.05% | −2,211−7.9% | 減碼 |
| Columbia Asset Management | 25,677 | $234.3 萬 | 0.46% | −281−1.1% | 減碼 |
| Salem Investment Counselors Inc | 25,881 | $236.1 萬 | 0.07% | +50.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 26,018 | $237.4 萬 | 0.05% | +17,470+204.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 26,024 | $237.4 萬 | 0.10% | +132+0.5% | 加碼 |
| Cape Investment Advisory, Inc. | 26,043 | $237.6 萬 | 0.87% | +1,165+4.7% | 加碼 |
| Savvy Advisors, Inc. | 26,068 | $237.8 萬 | 0.16% | +5,293+25.5% | 加碼 |
| Centaurus Financial, Inc. | 26,161 | $238.7 萬 | 0.14% | −692−2.6% | 減碼 |
| EPG Wealth Management LLC | 26,187 | $238.9 萬 | 0.72% | +409+1.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 26,610 | $242.8 萬 | 0.33% | +26,610 | 新進 |
| Stenger Family Office, LLC | 24,759 | $244.0 萬 | 0.64% | +24,759 | 新進 |
| Guggenheim Capital LLC | 26,997 | $246.3 萬 | 0.02% | +1,258+4.9% | 加碼 |
| Meeder Advisory Services, Inc. | 27,281 | $248.9 萬 | 0.13% | +4,044+17.4% | 加碼 |
| HBK Sorce Advisory LLC | 27,635 | $252.1 萬 | 0.07% | +446+1.6% | 加碼 |
| Rossmore Private Capital | 27,700 | $252.7 萬 | 0.30% | +25+0.1% | 加碼 |
| Chicago Partners Investment Group LLC | 26,589 | $253.0 萬 | 0.07% | +2,366+9.8% | 加碼 |
| Shell Asset Management Co | 27,855 | $254.1 萬 | 0.09% | +10,457+60.1% | 加碼 |
| Garrison Bradford & Associates Inc | 27,850 | $254.1 萬 | 2.81% | +3,577+14.7% | 加碼 |
| Wynn Capital, LLC | 27,867 | $254.3 萬 | 1.36% | +124+0.4% | 加碼 |
| Bleakley Financial Group, LLC | 27,922 | $254.8 萬 | 0.06% | +1,496+5.7% | 加碼 |