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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 54,341 | $495.8 萬 | 0.24% | −1,558−2.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 54,486 | $497.1 萬 | 0.08% | +286+0.5% | 加碼 |
| Merit Financial Group, LLC | 54,670 | $498.8 萬 | 0.06% | +9,784+21.8% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 54,850 | $500.5 萬 | 2.17% | −11,528−17.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 54,979 | $501.6 萬 | 0.58% | +6,776+14.1% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 55,080 | $502.5 萬 | 0.63% | −26,000−32.1% | 減碼 |
| Intrinsic Value Partners, LLC | 55,283 | $504.4 萬 | 4.49% | +1,045+1.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 55,374 | $505.2 萬 | 0.26% | −179−0.3% | 減碼 |
| Pittenger & Anderson Inc | 55,377 | $505.3 萬 | 0.18% | +1,255+2.3% | 加碼 |
| Gs Investments, Inc. | 55,455 | $506.0 萬 | 2.24% | −643−1.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 55,477 | $506.2 萬 | 0.27% | −34,724−38.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 55,536 | $506.7 萬 | 0.19% | +3,446+6.6% | 加碼 |
| Svenska Handelsbanken AB (publ) | 56,230 | $513.0 萬 | 4.84% | +43,955+358.1% | 加碼 |
| Bailard, Inc. | 56,287 | $513.6 萬 | 0.12% | +8,468+17.7% | 加碼 |
| Gabelli Funds LLC | 56,483 | $515.4 萬 | 0.04% | −2,279−3.9% | 減碼 |
| Harrington Investments, INC | 56,553 | $516.0 萬 | 2.73% | −510−0.9% | 減碼 |
| Algert Global LLC | 56,655 | $516.9 萬 | 0.11% | +4,051+7.7% | 加碼 |
| Spire Wealth Management | 58,346 | $519.0 萬 | 0.19% | −79,243−57.6% | 減碼 |
| Perkins Coie Trust Co | 57,449 | $524.2 萬 | 0.89% | −9,097−13.7% | 減碼 |
| Arkadios Wealth Advisors | 57,782 | $527.2 萬 | 0.16% | +738+1.3% | 加碼 |
| Wetherby Asset Management Inc | 57,903 | $528.3 萬 | 0.24% | +57,903 | 新進 |
| Voya Financial Advisors, Inc. | 59,243 | $533.1 萬 | 0.54% | +2,204+3.9% | 加碼 |
| DLK Investment Management, LLC | 58,919 | $537.6 萬 | 2.03% | −202−0.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 59,035 | $538.6 萬 | 0.22% | +1,052+1.8% | 加碼 |
| Condor Capital Management | 59,784 | $545.5 萬 | 0.47% | −1,502−2.5% | 減碼 |
| William Allan, LLC | 60,065 | $548.0 萬 | 3.19% | +5,910+10.9% | 加碼 |
| Stony Point Wealth Management Inc. | 60,571 | $552.6 萬 | 2.35% | −10,038−14.2% | 減碼 |
| Aigen Investment Management, LP | 60,864 | $555.3 萬 | 0.76% | +29,470+93.9% | 加碼 |
| Hamilton Capital Partners Inc. | 60,935 | $556.0 萬 | 0.28% | +6,054+11.0% | 加碼 |
| Permanens Capital L.P. | 61,341 | $559.7 萬 | 0.76% | +6,813+12.5% | 加碼 |
| Lincoln Capital LLC | 61,560 | $561.7 萬 | 1.08% | −92−0.1% | 減碼 |
| Oliver Luxxe Assets LLC | 61,889 | $564.7 萬 | 1.01% | +1,552+2.6% | 加碼 |
| Synovus Financial Corp | 62,240 | $568.0 萬 | 0.07% | −143−0.2% | 減碼 |
| Semmax Financial Advisors Inc. | 58,410 | $568.6 萬 | 1.46% | −2,888−4.7% | 減碼 |
| Lincoln Capital Corp | 62,343 | $568.8 萬 | 2.18% | +414+0.7% | 加碼 |
| Siemens Fonds Invest GmbH | 62,379 | $569.1 萬 | 0.33% | +2,185+3.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 64,291 | $586.6 萬 | 0.30% | +525+0.8% | 加碼 |
| LGT Group Foundation | 65,816 | $600.5 萬 | 0.08% | +1,613+2.5% | 加碼 |
| Investment Research & Advisory Group, Inc. | 66,078 | $602.9 萬 | 2.26% | +896+1.4% | 加碼 |
| Legal Advantage Investments, Inc. | 66,660 | $608.2 萬 | 2.84% | −1,240−1.8% | 減碼 |
| Bayesian Capital Management, LP | 67,000 | $611.3 萬 | 0.97% | +67,000 | 新進 |
| Thompson Siegel & Walmsley LLC | 67,179 | $612.9 萬 | 0.10% | −3,753−5.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 67,428 | $615.2 萬 | 0.67% | +5,341+8.6% | 加碼 |
| Twin Lakes Capital Management, LLC | 67,679 | $617.5 萬 | 3.76% | −82−0.1% | 減碼 |
| GHP Investment Advisors, Inc. | 68,390 | $624.0 萬 | 0.28% | +671+1.0% | 加碼 |
| DRW Securities, LLC | 68,478 | $624.8 萬 | 0.44% | +33,216+94.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 68,546 | $625.4 萬 | 0.17% | +12,864+23.1% | 加碼 |
| Prentiss Smith & Co Inc | 68,976 | $629.3 萬 | 3.74% | −1,007−1.4% | 減碼 |
| Citizens Business Bank | 69,115 | $630.6 萬 | 1.23% | +2,160+3.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 69,519 | $634.3 萬 | 1.04% | +366+0.5% | 加碼 |
| Achmea Investment Management B.V. | 69,625 | $635.3 萬 | 0.08% | +6,230+9.8% | 加碼 |
| Naples Global Advisors, LLC | 70,688 | $645.0 萬 | 0.55% | −954−1.3% | 減碼 |
| Kavar Capital Partners Group, LLC | 71,167 | $649.3 萬 | 0.93% | −296−0.4% | 減碼 |
| Commerce Bank | 71,237 | $650.0 萬 | 0.04% | −5,104−6.7% | 減碼 |
| Alberta Investment Management Corp | 72,200 | $658.8 萬 | 0.05% | −118,879−62.2% | 減碼 |
| Empowered Funds, LLC | 72,348 | $660.1 萬 | 0.07% | +10,308+16.6% | 加碼 |
| LaFleur & Godfrey LLC | 72,780 | $664.0 萬 | 0.83% | −3,230−4.2% | 減碼 |
| Birch Capital Management, LLC | 73,153 | $667.4 萬 | 3.42% | +416+0.6% | 加碼 |
| Dark Forest Capital Management LP | 73,208 | $667.9 萬 | 0.27% | +73,208 | 新進 |
| Campbell & CO Investment Adviser LLC | 73,222 | $668.1 萬 | 0.42% | +73,222 | 新進 |
| Scotia Capital Inc. | 73,288 | $668.7 萬 | 0.03% | −6,806−8.5% | 減碼 |
| Salvus Wealth Management, LLC | 73,307 | $668.9 萬 | 3.90% | −1,491−2.0% | 減碼 |
| Bryn Mawr Trust Co | 73,833 | $673.7 萬 | 0.12% | −3,595−4.6% | 減碼 |
| Marshall & Sullivan Inc | 74,042 | $675.6 萬 | 3.25% | −944−1.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 74,272 | $677.7 萬 | 0.10% | −23,809−24.3% | 減碼 |
| Quantbot Technologies LP | 74,713 | $681.7 萬 | 0.17% | +71,677+2,360.9% | 加碼 |
| Colonial Trust Advisors | 74,755 | $682.1 萬 | 0.56% | +216+0.3% | 加碼 |
| Fagan Associates, Inc. | 74,838 | $682.8 萬 | 1.06% | +2,415+3.3% | 加碼 |
| Tiaa Trust, National Association | 75,048 | $684.7 萬 | 0.02% | +53,227+243.9% | 加碼 |
| Marco Investment Management LLC | 77,389 | $706.1 萬 | 0.59% | 00.0% | 不變 |
| Cloverfields Capital Group, LP | 77,462 | $706.8 萬 | 2.10% | −840−1.1% | 減碼 |
| Equitable Holdings, Inc. | 77,569 | $707.7 萬 | 0.06% | −94,147−54.8% | 減碼 |
| Avantax Advisory Services, Inc. | 78,658 | $717.7 萬 | 0.04% | +8,197+11.6% | 加碼 |
| Longaeva Partners L.P. | 78,666 | $717.7 萬 | 1.72% | −480,634−85.9% | 減碼 |
| New Mexico Educational Retirement Board | 79,687 | $727.1 萬 | 0.24% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 79,737 | $727.5 萬 | 0.81% | −16,987−17.6% | 減碼 |
| Pring Turner Capital Group Inc | 80,341 | $733.0 萬 | 4.74% | −651−0.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 80,433 | $733.9 萬 | 0.21% | −36,924−31.5% | 減碼 |
| iA Global Asset Management Inc. | 80,568 | $735.1 萬 | 0.11% | +22,883+39.7% | 加碼 |
| Abn Amro Investment Solutions | 81,290 | $741.7 萬 | 0.15% | +2,510+3.2% | 加碼 |
| Central Pacific Bank - Trust Division | 81,917 | $747.4 萬 | 0.95% | +10,915+15.4% | 加碼 |
| Vestor Capital, LLC | 68,292 | $751.9 萬 | 0.73% | +66,754+4,340.3% | 加碼 |
| Maryland State Retirement & Pension System | 82,951 | $756.8 萬 | 0.17% | +5,473+7.1% | 加碼 |
| Mezzasalma Advisors, LLC | 84,615 | $772.0 萬 | 2.32% | +98+0.1% | 加碼 |
| Radnor Capital Management, LLC | 84,650 | $772.3 萬 | 1.23% | −3,829−4.3% | 減碼 |
| NewEdge Wealth, LLC | 80,667 | $774.3 萬 | 0.12% | +3,786+4.9% | 加碼 |
| Trajan Wealth LLC | 86,315 | $787.5 萬 | 0.39% | +13,761+19.0% | 加碼 |
| Pinnacle Financial Partners Inc | 86,363 | $788.0 萬 | 0.17% | +67,904+367.9% | 加碼 |
| American Assets Investment Management, LLC | 86,674 | $790.8 萬 | 0.64% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 86,899 | $792.9 萬 | 0.10% | −2,872−3.2% | 減碼 |
| Wealthspire Advisors, LLC | 87,936 | $802.3 萬 | 0.05% | −766−0.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 88,205 | $804.7 萬 | 0.28% | −10,676−10.8% | 減碼 |
| Securian Asset Management, Inc | 89,296 | $814.7 萬 | 0.23% | −963−1.1% | 減碼 |
| Sendero Wealth Management, LLC | 89,320 | $815.0 萬 | 1.02% | −29,465−24.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 89,367 | $815.4 萬 | 0.20% | +89,367 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $816.9 萬 | 0.12% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 89,577 | $817.3 萬 | 0.36% | −49,865−35.8% | 減碼 |
| Qsemble Capital Management, LP | 89,586 | $817.4 萬 | 0.78% | +89,586 | 新進 |
| Louisiana State Employees Retirement System | 90,100 | $822.1 萬 | 0.15% | −1,500−1.6% | 減碼 |
| GAM Holding AG | 90,152 | $822.5 萬 | 0.58% | −102,057−53.1% | 減碼 |