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 |
|---|---|---|---|---|---|
| Martin Capital Advisors, LLP | 28,010 | $255.6 萬 | 1.66% | +600+2.2% | 加碼 |
| Xcel Wealth Management, LLC | 28,171 | $257.0 萬 | 0.73% | −24−0.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 28,195 | $257.3 萬 | 0.09% | −2,810−9.1% | 減碼 |
| SageView Advisory Group, LLC | 26,311 | $257.6 萬 | 0.10% | +3,957+17.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 28,264 | $257.9 萬 | 0.03% | +966+3.5% | 加碼 |
| Cetera Trust Company, N.A | 28,605 | $261.0 萬 | 1.56% | −75−0.3% | 減碼 |
| Vontobel Holding Ltd. | 28,789 | $262.7 萬 | 0.01% | −1,558−5.1% | 減碼 |
| Argus Investors' Counsel, Inc. | 28,819 | $262.9 萬 | 1.87% | −530−1.8% | 減碼 |
| Coldstream Capital Management Inc | 28,883 | $263.5 萬 | 0.04% | +5,394+23.0% | 加碼 |
| Signaturefd, LLC | 28,974 | $264.4 萬 | 0.05% | +1,177+4.2% | 加碼 |
| Napa Wealth Management | 29,098 | $265.5 萬 | 1.27% | +29,098 | 新進 |
| Bridgeway Capital Management, LLC | 29,120 | $265.7 萬 | 0.06% | +29,120 | 新進 |
| Great Valley Advisor Group, Inc. | 29,136 | $265.8 萬 | 0.06% | −16−0.1% | 減碼 |
| Secure Asset Management, LLC | 29,415 | $268.4 萬 | 0.50% | −552−1.8% | 減碼 |
| Hudson Canyon Capital Management | 29,418 | $268.4 萬 | 1.67% | −632−2.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 29,484 | $269.0 萬 | 0.25% | −4,226−12.5% | 減碼 |
| QRG Capital Management, Inc. | 29,654 | $270.6 萬 | 0.02% | +2,580+9.5% | 加碼 |
| Boston Private Wealth LLC | 29,837 | $272.2 萬 | 0.15% | +29,837 | 新進 |
| Capital Advisors Inc | 29,862 | $272.5 萬 | 0.05% | +60.0% | 加碼 |
| Hager Investment Management Services, LLC | 30,015 | $273.9 萬 | 1.63% | +1,362+4.8% | 加碼 |
| Mount Vernon Associates Inc | 30,300 | $276.5 萬 | 2.00% | +200+0.7% | 加碼 |
| Iowa State Bank | 30,415 | $277.5 萬 | 0.55% | +150+0.5% | 加碼 |
| Alpha Cubed Investments, LLC | 30,536 | $278.6 萬 | 0.11% | −710−2.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,556 | $278.8 萬 | 0.08% | +10,413+51.7% | 加碼 |
| Donoghue Forlines LLC | 30,572 | $278.9 萬 | 0.80% | +30,572 | 新進 |
| Capital Investment Advisory Services, LLC | 30,609 | $279.3 萬 | 0.23% | −143−0.5% | 減碼 |
| O'Neil Global Advisors, Inc. | 30,664 | $279.8 萬 | 0.64% | +30,664 | 新進 |
| Global Retirement Partners, LLC | 30,701 | $280.1 萬 | 0.07% | +30,701 | 新進 |
| Bard Financial Services, Inc. | 30,775 | $280.8 萬 | 0.34% | −500−1.6% | 減碼 |
| Chaney Capital Management, Inc. | 30,859 | $281.6 萬 | 1.10% | +29+0.1% | 加碼 |
| Coastline Trust Co | 30,989 | $282.7 萬 | 0.32% | −46−0.1% | 減碼 |
| Twin City Private Wealth, LLC | 31,033 | $283.1 萬 | 2.31% | +1,665+5.7% | 加碼 |
| Carmel Capital Partners, LLC | 31,094 | $283.7 萬 | 0.99% | +1,953+6.7% | 加碼 |
| CWA Asset Management Group, LLC | 31,105 | $283.8 萬 | 0.12% | +1,689+5.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 31,122 | $284.0 萬 | 0.46% | −50−0.2% | 減碼 |
| Brighton Jones LLC | 31,181 | $284.5 萬 | 0.08% | +6,325+25.4% | 加碼 |
| Anchor Investment Management, LLC | 31,336 | $285.9 萬 | 0.25% | +1,849+6.3% | 加碼 |
| Crux Wealth Advisors | 31,422 | $286.7 萬 | 1.22% | +7,807+33.1% | 加碼 |
| V-Square Quantitative Management LLC | 31,807 | $290.2 萬 | 0.39% | +2,659+9.1% | 加碼 |
| Strata Wealth Advisors, LLC | 31,817 | $290.3 萬 | 0.80% | +53+0.2% | 加碼 |
| Nomura Holdings Inc | 31,823 | $290.4 萬 | 0.02% | −84,341−72.6% | 減碼 |
| Kinneret Advisory, LLC | 31,844 | $290.5 萬 | 0.26% | −49−0.2% | 減碼 |
| Finer Wealth Management, Inc. | 31,939 | $291.4 萬 | 1.56% | +1,206+3.9% | 加碼 |
| Power Wealth Management LLC | 32,224 | $294.0 萬 | 1.13% | −1,450−4.3% | 減碼 |
| Beacon Financial Group | 32,240 | $294.2 萬 | 0.31% | −55−0.2% | 減碼 |
| GAMMA Investing LLC | 32,253 | $294.3 萬 | 0.19% | +5,131+18.9% | 加碼 |
| Scott & Selber, Inc. | 32,410 | $295.7 萬 | 0.82% | +292+0.9% | 加碼 |
| Sterling Investment Advisors, Ltd. | 32,421 | $295.8 萬 | 0.65% | −32−0.1% | 減碼 |
| Kozak & Associates, Inc. | 32,107 | $296.4 萬 | 0.60% | −776−2.4% | 減碼 |
| Groupama Asset Managment | 32,954 | $296.5 萬 | 0.05% | −3,195−8.8% | 減碼 |
| HighPoint Advisor Group LLC | 32,564 | $297.1 萬 | 0.16% | −437−1.3% | 減碼 |
| 111 Capital | 32,619 | $297.6 萬 | 0.51% | +32,619 | 新進 |
| Cary Street Partners Financial LLC | 32,700 | $298.4 萬 | 0.08% | +6,398+24.3% | 加碼 |
| GPM Growth Investors, Inc. | 33,069 | $301.7 萬 | 1.20% | −811−2.4% | 減碼 |
| Vaughan David Investments LLC | 33,084 | $301.9 萬 | 0.07% | −3,905−10.6% | 減碼 |
| Chemistry Wealth Management LLC | 33,416 | $304.9 萬 | 0.65% | −206−0.6% | 減碼 |
| IFG Advisory, LLC | 33,515 | $305.8 萬 | 0.15% | +301+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 33,526 | $305.9 萬 | 0.24% | −1,717−4.9% | 減碼 |
| Harfst & Associates, Inc. | 33,617 | $306.7 萬 | 0.63% | −10,023−23.0% | 減碼 |
| Main Street Research LLC | 33,617 | $306.7 萬 | 0.19% | −1,799−5.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $308.4 萬 | 0.36% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 34,002 | $310.2 萬 | 1.11% | +4,061+13.6% | 加碼 |
| Compass Wealth Management LLC | 34,003 | $310.2 萬 | 0.74% | −264−0.8% | 減碼 |
| Q3 Asset Management | 34,070 | $311.1 萬 | 1.10% | +34,070 | 新進 |
| Fieldview Capital Management, LLC | 34,144 | $311.5 萬 | 0.47% | +34,144 | 新進 |
| Plato Investment Management Ltd | 34,275 | $311.6 萬 | 0.23% | +3,431+11.1% | 加碼 |
| Gill Capital Partners, LLC | 34,280 | $312.8 萬 | 1.01% | −4,514−11.6% | 減碼 |
| Choate Investment Advisors | 34,475 | $314.6 萬 | 0.07% | −1,551−4.3% | 減碼 |
| Illinois Municipal Retirement Fund | 34,713 | $316.7 萬 | 0.04% | +8,895+34.5% | 加碼 |
| West Oak Capital, LLC | 34,717 | $316.8 萬 | 1.25% | +1,255+3.8% | 加碼 |
| Vestcor Inc | 34,911 | $318.5 萬 | 0.10% | +1,751+5.3% | 加碼 |
| K.J. Harrison & Partners Inc | 34,943 | $318.8 萬 | 0.53% | −20,000−36.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 34,943 | $318.8 萬 | 0.04% | −18,602−34.7% | 減碼 |
| Roundview Capital LLC | 34,983 | $319.2 萬 | 0.21% | −63,321−64.4% | 減碼 |
| Quantitative Investment Management, LLC | 35,007 | $319.4 萬 | 0.43% | +21,181+153.2% | 加碼 |
| FWL Investment Management, LLC | 35,124 | $320.5 萬 | 0.98% | −19,610−35.8% | 減碼 |
| Resonant Capital Advisors, LLC | 35,219 | $321.3 萬 | 0.21% | +2,741+8.4% | 加碼 |
| Correct Capital Wealth Management | 35,352 | $322.6 萬 | 0.63% | +1,904+5.7% | 加碼 |
| Webster Bank, N. A. | 35,462 | $323.6 萬 | 0.33% | −406−1.1% | 減碼 |
| Summit Financial, LLC | 35,577 | $324.6 萬 | 0.07% | +979+2.8% | 加碼 |
| GM Advisory Group, Inc. | 35,776 | $326.4 萬 | 0.16% | +3,228+9.9% | 加碼 |
| Everence Capital Management Inc | 35,800 | $326.6 萬 | 0.21% | −560−1.5% | 減碼 |
| Annandale Capital, LLC | 35,848 | $327.1 萬 | 0.60% | −13,900−27.9% | 減碼 |
| Cascade Investment Advisors, Inc. | 35,950 | $328.0 萬 | 2.11% | −1,435−3.8% | 減碼 |
| HF Advisory Group, LLC | 36,203 | $330.3 萬 | 1.31% | −1,770−4.7% | 減碼 |
| Bridgefront Capital, LLC | 36,332 | $331.5 萬 | 0.88% | +26,802+281.2% | 加碼 |
| Resolute Capital Asset Partners LLC | 36,401 | $332.1 萬 | 1.74% | +6,401+21.3% | 加碼 |
| Ostrum Asset Management | 36,423 | $332.3 萬 | 0.16% | +6,109+20.2% | 加碼 |
| Independent Advisor Alliance | 36,889 | $336.6 萬 | 0.10% | −2,214−5.7% | 減碼 |
| Stableford Capital II LLC | 34,825 | $338.0 萬 | 1.27% | −538−1.5% | 減碼 |
| TD Private Client Wealth LLC | 37,050 | $338.0 萬 | 0.08% | +17,242+87.0% | 加碼 |
| Sepio Capital, LP | 37,151 | $339.0 萬 | 0.24% | −396−1.1% | 減碼 |
| Central Bank & Trust Co | 37,291 | $340.2 萬 | 0.56% | −1,740−4.5% | 減碼 |
| Inkwell Capital LLC | 37,746 | $344.4 萬 | 3.69% | −324−0.9% | 減碼 |
| MUFG Securities Americas Inc. | 37,853 | $345.4 萬 | 0.30% | +7,688+25.5% | 加碼 |
| Huntington National Bank | 38,055 | $347.2 萬 | 0.02% | −541−1.4% | 減碼 |
| Gsa Capital Partners LLP | 38,080 | $347.4 萬 | 0.24% | +38,080 | 新進 |
| Apollon Wealth Management, LLC | 38,504 | $351.3 萬 | 0.07% | +785+2.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 38,616 | $352.3 萬 | 0.05% | +523+1.4% | 加碼 |
| Nelson Capital Management, LLC | 38,632 | $352.5 萬 | 0.47% | +260+0.7% | 加碼 |