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 |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 38,662 | $352.8 萬 | 2.47% | −151−0.4% | 減碼 |
| Johnson Investment Counsel Inc | 38,675 | $352.9 萬 | 0.03% | +4,659+13.7% | 加碼 |
| Parallel Advisors, LLC | 38,710 | $353.2 萬 | 0.07% | −562−1.4% | 減碼 |
| Valeo Financial Advisors, LLC | 38,726 | $353.3 萬 | 0.09% | +121+0.3% | 加碼 |
| SGL Investment Advisors, Inc. | 38,716 | $356.0 萬 | 1.69% | −489−1.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 39,107 | $356.8 萬 | 0.27% | −2,295−5.5% | 減碼 |
| Gotham Asset Management, LLC | 39,143 | $357.1 萬 | 0.02% | +7,983+25.6% | 加碼 |
| EP Wealth Advisors, LLC | 39,425 | $359.7 萬 | 0.02% | +1,101+2.9% | 加碼 |
| Maia Wealth LLC | 39,431 | $359.8 萬 | 0.69% | −4,619−10.5% | 減碼 |
| Coppell Advisory Solutions LLC | 40,058 | $360.4 萬 | 0.43% | +28,670+251.8% | 加碼 |
| Park Avenue Securities LLC | 39,516 | $360.5 萬 | 0.03% | +39,516 | 新進 |
| United Capital Financial Advisers, LLC | 39,855 | $363.6 萬 | 0.03% | +113+0.3% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 39,976 | $364.7 萬 | 1.74% | −101−0.3% | 減碼 |
| Caption Management, LLC | 40,000 | $365.0 萬 | 0.33% | +40,000 | 新進 |
| Marvin & Palmer Associates Inc | 40,111 | $366.0 萬 | 3.14% | −615−1.5% | 減碼 |
| D L Carlson Investment Group Inc | 40,370 | $368.3 萬 | 0.67% | +4,306+11.9% | 加碼 |
| Quadrature Capital Ltd | 40,477 | $369.2 萬 | 0.06% | +40,477 | 新進 |
| Clough Capital Partners L P | 40,600 | $370.4 萬 | 0.37% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 41,173 | $370.5 萬 | 0.00% | +15,589+60.9% | 加碼 |
| Sculati Wealth Management, LLC | 40,639 | $370.8 萬 | 1.39% | −421−1.0% | 減碼 |
| Quadrant Capital Group LLC | 40,971 | $373.8 萬 | 0.13% | +7,804+23.5% | 加碼 |
| Goelzer Investment Management, Inc. | 41,021 | $374.3 萬 | 0.21% | −915−2.2% | 減碼 |
| XTX Topco Ltd | 41,488 | $378.5 萬 | 0.16% | +41,488 | 新進 |
| Red Spruce Capital, LLC | 41,717 | $380.6 萬 | 1.65% | −463−1.1% | 減碼 |
| Pine Haven Investment Counsel, Inc | 41,793 | $381.3 萬 | 3.00% | +110+0.3% | 加碼 |
| Fiduciary Group LLC | 42,068 | $383.8 萬 | 0.36% | −770−1.8% | 減碼 |
| Mengis Capital Management, Inc. | 42,255 | $385.5 萬 | 0.82% | −11,587−21.5% | 減碼 |
| Mach-1 Financial Group, Inc. | 42,367 | $386.6 萬 | 1.13% | −2,335−5.2% | 減碼 |
| Allworth Financial LP | 42,391 | $386.8 萬 | 0.02% | +9,260+27.9% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 42,480 | $387.6 萬 | 0.41% | +42,480 | 新進 |
| Ci Investments Inc. | 42,719 | $389.8 萬 | 0.01% | +1,067+2.6% | 加碼 |
| Courier Capital LLC | 42,746 | $390.0 萬 | 0.24% | −841−1.9% | 減碼 |
| Miracle Mile Advisors, LLC | 42,781 | $390.3 萬 | 0.07% | +881+2.1% | 加碼 |
| HB Wealth Management, LLC | 42,841 | $390.9 萬 | 0.03% | −10,105−19.1% | 減碼 |
| Lantern Wealth Advisors, LLC | 60,189 | $391.5 萬 | 2.34% | +60,189 | 新進 |
| Victrix Investment Advisors | 42,936 | $391.8 萬 | 1.73% | −312−0.7% | 減碼 |
| AE Wealth Management LLC | 43,223 | $394.4 萬 | 0.03% | +1,894+4.6% | 加碼 |
| Buttonwood Financial Advisors Inc. | 43,479 | $396.7 萬 | 1.59% | −388−0.9% | 減碼 |
| 180 Wealth Advisors, LLC | 43,728 | $399.0 萬 | 0.56% | +858+2.0% | 加碼 |
| Linscomb & Williams, Inc. | 43,776 | $399.4 萬 | 0.18% | +3,562+8.9% | 加碼 |
| Paradigm Financial Partners, LLC | 44,105 | $402.4 萬 | 0.44% | +9,418+27.2% | 加碼 |
| Sciencast Management LP | 44,649 | $407.4 萬 | 0.84% | +44,649 | 新進 |
| Oak Harvest Investment Services | 44,666 | $407.5 萬 | 0.51% | +2,714+6.5% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 44,765 | $408.4 萬 | 0.64% | +42,609+1,976.3% | 加碼 |
| American Trust | 44,808 | $408.8 萬 | 0.39% | +2,006+4.7% | 加碼 |
| Means Investment Co., Inc. | 44,874 | $409.4 萬 | 0.39% | −2,084−4.4% | 減碼 |
| East Coast Asset Management, LLC. | 44,916 | $409.8 萬 | 1.36% | +27+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 45,072 | $411.2 萬 | 0.28% | −3,125−6.5% | 減碼 |
| Chatham Capital Group, Inc. | 45,242 | $412.8 萬 | 0.63% | +1,105+2.5% | 加碼 |
| Resources Investment Advisors, LLC. | 45,497 | $415.1 萬 | 0.05% | −1,619−3.4% | 減碼 |
| LS Investment Advisors, LLC | 45,787 | $417.8 萬 | 0.61% | +692+1.5% | 加碼 |
| TCW Group Inc | 46,241 | $421.9 萬 | 0.03% | +2,218+5.0% | 加碼 |
| Community Financial Services Group, LLC | 46,626 | $425.4 萬 | 0.85% | −3,797−7.5% | 減碼 |
| Andra AP-fonden | 46,803 | $427.0 萬 | 0.06% | +46,803 | 新進 |
| We Are One Seven, LLC | 46,920 | $428.1 萬 | 0.14% | −4,239−8.3% | 減碼 |
| Malaga Cove Capital, LLC | 47,098 | $429.7 萬 | 1.69% | −784−1.6% | 減碼 |
| SAM Advisors, LLC | 47,141 | $430.1 萬 | 1.49% | +81+0.2% | 加碼 |
| Greenup Street Wealth Management LLC | 47,177 | $430.4 萬 | 0.75% | +150+0.3% | 加碼 |
| Modus Advisors, LLC | 47,206 | $430.7 萬 | 1.28% | +393+0.8% | 加碼 |
| Fiduciary Financial Group, LLC | 47,253 | $430.8 萬 | 0.78% | −2,903−5.8% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 47,453 | $433.0 萬 | 5.19% | +662+1.4% | 加碼 |
| JB Capital LLC | 47,689 | $435.1 萬 | 0.21% | −720−1.5% | 減碼 |
| Alerus Financial NA | 47,712 | $435.3 萬 | 0.31% | +23,504+97.1% | 加碼 |
| Twin Capital Management Inc | 47,869 | $436.8 萬 | 0.46% | −158−0.3% | 減碼 |
| Conscious Wealth Investments, LLC | 44,697 | $437.6 萬 | 2.80% | +46+0.1% | 加碼 |
| Hunter Perkins Capital Management, LLC | 48,218 | $439.9 萬 | 1.04% | −50−0.1% | 減碼 |
| SOL Capital Management CO | 48,656 | $443.9 萬 | 0.43% | −370−0.8% | 減碼 |
| Ibex Wealth Advisors | 48,780 | $445.1 萬 | 0.47% | +48,780 | 新進 |
| Southeast Asset Advisors Inc. | 48,857 | $445.8 萬 | 0.53% | +203+0.4% | 加碼 |
| First National Trust Co | 48,967 | $446.8 萬 | 0.17% | +3,496+7.7% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 49,072 | $447.7 萬 | 2.99% | −9,536−16.3% | 減碼 |
| Tandem Capital Management Corp | 49,369 | $450.4 萬 | 2.28% | −182−0.4% | 減碼 |
| Boothbay Fund Management, LLC | 49,648 | $453.0 萬 | 0.14% | +49,648 | 新進 |
| Integrated Advisors Network LLC | 49,703 | $453.5 萬 | 0.20% | −6,654−11.8% | 減碼 |
| Bokf, NA | 49,752 | $453.9 萬 | 0.07% | +22,912+85.4% | 加碼 |
| Congress Wealth Management LLC | 49,823 | $454.6 萬 | 0.04% | +29,466+144.7% | 加碼 |
| Maltese Capital Management LLC | 50,000 | $456.2 萬 | 0.64% | +35,000+233.3% | 加碼 |
| Daymark Wealth Partners, LLC | 50,017 | $456.4 萬 | 0.17% | +313+0.6% | 加碼 |
| Keybank National Association | 50,131 | $457.4 萬 | 0.02% | +523+1.1% | 加碼 |
| Dakota Wealth Management | 50,363 | $459.5 萬 | 0.10% | +6,769+15.5% | 加碼 |
| Greenwich Wealth Management LLC | 50,492 | $460.7 萬 | 0.22% | +50,492 | 新進 |
| RNC Capital Management LLC | 50,667 | $462.3 萬 | 0.22% | +10,772+27.0% | 加碼 |
| Empirical Finance, LLC | 50,668 | $462.3 萬 | 0.24% | +456+0.9% | 加碼 |
| Hixon Zuercher, LLC | 50,707 | $462.6 萬 | 1.49% | −170.0% | 減碼 |
| American Trust Investment Advisors, LLC | 51,317 | $468.2 萬 | 2.36% | −18,055−26.0% | 減碼 |
| Bain Capital Public Equity, LP | 51,331 | $468.3 萬 | 3.10% | −10,190−16.6% | 減碼 |
| Investment Management Corp of Ontario | 51,469 | $469.6 萬 | 0.07% | −6,500−11.2% | 減碼 |
| Conning Inc. | 51,826 | $472.9 萬 | 0.16% | −3,821−6.9% | 減碼 |
| Colonial Trust Co | 52,234 | $476.6 萬 | 0.69% | +477+0.9% | 加碼 |
| FORA Capital, LLC | 52,261 | $476.8 萬 | 0.53% | +52,261 | 新進 |
| Delta Capital Management LLC | 52,850 | $482.2 萬 | 2.70% | 00.0% | 不變 |
| Prospera Financial Services Inc | 53,037 | $484.0 萬 | 0.09% | −170.0% | 減碼 |
| Partners Capital Investment Group, LLP | 53,093 | $484.4 萬 | 0.19% | +53,093 | 新進 |
| First American Bank | 53,139 | $484.8 萬 | 0.33% | +297+0.6% | 加碼 |
| Greenleaf Trust | 53,243 | $485.8 萬 | 0.04% | −4,414−7.7% | 減碼 |
| Capital Analysts, LLC | 53,278 | $486.1 萬 | 0.16% | +396+0.7% | 加碼 |
| Machina Capital S.A.S. | 53,310 | $486.4 萬 | 1.01% | +30,311+131.8% | 加碼 |
| Brookstone Capital Management | 54,113 | $493.7 萬 | 0.06% | +52+0.1% | 加碼 |
| Hemenway Trust Co LLC | 54,265 | $495.1 萬 | 0.38% | +50,180+1,228.4% | 加碼 |
| Point72 (DIFC) Ltd | 54,278 | $495.2 萬 | 0.39% | +31,858+142.1% | 加碼 |