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、27 筆賣出；2026 年第 2 季末有 2,319 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 | 2,319 | $1,338 億 |
| 2026 年第 1 季 | 2,341 | $1,335 億 |
| 2025 年第 4 季 | 2,330 | $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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 90,842 | $828.8 萬 | 0.41% | −23,919−20.8% | 減碼 |
| Allianz SE | 90,875 | $829.1 萬 | 0.20% | +82,094+934.9% | 加碼 |
| Warren Averett Asset Management, LLC | 90,879 | $829.2 萬 | 0.09% | +9,997+12.4% | 加碼 |
| Capital Investment Counsel, Inc | 91,013 | $830.4 萬 | 1.10% | +56+0.1% | 加碼 |
| Aviance Capital Partners, LLC | 92,314 | $842.3 萬 | 1.10% | −461−0.5% | 減碼 |
| Natixis | 92,703 | $845.8 萬 | 0.04% | −193,429−67.6% | 減碼 |
| Metis Global Partners, LLC | 93,336 | $851.6 萬 | 0.22% | −7,682−7.6% | 減碼 |
| 1248 Management, LLC | 93,729 | $855.2 萬 | 3.16% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 93,776 | $855.6 萬 | 0.29% | −1,285−1.4% | 減碼 |
| Jump Financial, LLC | 93,828 | $856.1 萬 | 0.10% | +93,828 | 新進 |
| WCG Wealth Advisors LLC | 93,935 | $857.1 萬 | 0.55% | +13,467+16.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 93,979 | $857.5 萬 | 0.08% | +12,812+15.8% | 加碼 |
| Motley Fool Asset Management LLC | 94,232 | $859.8 萬 | 0.40% | +9,872+11.7% | 加碼 |
| Norinchukin Bank, The | 94,333 | $860.7 萬 | 0.13% | +8,677+10.1% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 94,800 | $865.0 萬 | 3.78% | −16,900−15.1% | 減碼 |
| Caisse des Depots Et Consignations | 95,120 | $867.9 萬 | 0.36% | +18,073+23.5% | 加碼 |
| Redmond Asset Management, LLC | 95,651 | $872.7 萬 | 2.08% | −2,356−2.4% | 減碼 |
| Westpac Banking Corp | 96,443 | $879.9 萬 | 0.59% | −14,556−13.1% | 減碼 |
| Lafayette Investments, Inc. | 96,849 | $883.6 萬 | 1.79% | −651−0.7% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 96,862 | $883.8 萬 | 0.61% | +56,568+140.4% | 加碼 |
| AMG National Trust Bank | 96,983 | $884.9 萬 | 0.23% | +1,182+1.2% | 加碼 |
| Group One Trading, L.P. | 97,045 | $885.4 萬 | 0.29% | −116,331−54.5% | 減碼 |
| Erste Asset Management GmbH | 98,862 | $889.6 萬 | 0.07% | +98,862 | 新進 |
| Tocqueville Asset Management L.P. | 97,696 | $891.4 萬 | 0.14% | −72,898−42.7% | 減碼 |
| Prudential PLC | 97,710 | $891.5 萬 | 0.05% | +34,700+55.1% | 加碼 |
| Spectrum Financial Alliance Ltd LLC | 91,335 | $891.7 萬 | 2.40% | −3,844−4.0% | 減碼 |
| Americana Partners, LLC | 97,978 | $894.0 萬 | 0.31% | −7,162−6.8% | 減碼 |
| Allen Capital Group, LLC | 98,268 | $896.6 萬 | 0.93% | +7,754+8.6% | 加碼 |
| Baldwin Brothers Inc | 98,509 | $898.8 萬 | 0.61% | −3,359−3.3% | 減碼 |
| Geneos Wealth Management Inc. | 98,584 | $899.5 萬 | 0.22% | +4,501+4.8% | 加碼 |
| Private Wealth Partners, LLC | 99,339 | $906.4 萬 | 0.71% | −5,749−5.5% | 減碼 |
| GWM Advisors LLC | 99,561 | $908.4 萬 | 0.05% | −776−0.8% | 減碼 |
| Evergreen Capital Management LLC | 99,702 | $909.7 萬 | 0.27% | −12,836−11.4% | 減碼 |
| Tribune Investment Group LP | 100,000 | $912.4 萬 | 4.49% | +100,000 | 新進 |
| Thompson Investment Management, Inc. | 100,049 | $912.8 萬 | 1.29% | −23,953−19.3% | 減碼 |
| National Philanthropic Trust | 100,422 | $916.3 萬 | 0.12% | −857−0.8% | 減碼 |
| Private Advisor Group, LLC | 100,818 | $919.9 萬 | 0.05% | −877−0.9% | 減碼 |
| Baxter Bros Inc | 101,004 | $921.6 萬 | 1.13% | +18,510+22.4% | 加碼 |
| Citizens Financial Group Inc | 101,682 | $927.7 萬 | 0.15% | −51−0.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 101,775 | $928.6 萬 | 0.03% | −39,225−27.8% | 減碼 |
| Hyperion Capital Advisors LP | 101,936 | $930.1 萬 | 5.83% | −16,318−13.8% | 減碼 |
| Ascent Group, LLC | 102,401 | $934.3 萬 | 0.36% | +7,499+7.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 102,503 | $935.2 萬 | 1.76% | +8,560+9.1% | 加碼 |
| CWM, LLC | 103,054 | $940.3 萬 | 0.03% | −178,491−63.4% | 減碼 |
| Hartford Investment Management Co | 103,115 | $940.8 萬 | 0.30% | −925−0.9% | 減碼 |
| Concentric Capital Strategies, LP | 103,852 | $947.5 萬 | 0.53% | +19,787+23.5% | 加碼 |
| Country Club Bank | 105,752 | $951.6 萬 | 0.60% | −710−0.7% | 減碼 |
| Argent Trust Co | 105,114 | $959.1 萬 | 0.36% | +8,845+9.2% | 加碼 |
| UniSuper Management Pty Ltd | 105,991 | $967.1 萬 | 0.06% | −6,327−5.6% | 減碼 |
| Horizon Investments, LLC | 106,392 | $968.0 萬 | 0.15% | +76,613+257.3% | 加碼 |
| Kentucky Retirement Systems | 106,199 | $969.0 萬 | 0.28% | −6,958−6.1% | 減碼 |
| Patten & Patten Inc | 106,724 | $973.7 萬 | 0.63% | +213+0.2% | 加碼 |
| Great Lakes Advisors, LLC | 108,281 | $988.0 萬 | 0.08% | +1,692+1.6% | 加碼 |
| BNP Paribas | 108,729 | $992.0 萬 | 0.32% | +5,347+5.2% | 加碼 |
| Voleon Capital Management LP | 108,877 | $993.4 萬 | 0.54% | +101,974+1,477.2% | 加碼 |
| Shelton Capital Management | 109,058 | $995.0 萬 | 0.23% | +5,900+5.7% | 加碼 |
| Omers Administration Corp | 109,191 | $996.3 萬 | 0.08% | +43,300+65.7% | 加碼 |
| Timber Creek Capital Management LLC | 104,181 | $1,005 萬 | 2.56% | −13,509−11.5% | 減碼 |
| Aquatic Capital Management LLC | 110,294 | $1,006 萬 | 0.20% | +110,294 | 新進 |
| RSM US Wealth Management LLC | 111,256 | $1,015 萬 | 0.14% | +9,734+9.6% | 加碼 |
| Vinva Investment Management Ltd | 114,881 | $1,034 萬 | 0.28% | +28,045+32.3% | 加碼 |
| Glenview Trust Co | 114,378 | $1,044 萬 | 0.18% | +7,316+6.8% | 加碼 |
| Westend Capital Management, LLC | 114,484 | $1,045 萬 | 3.22% | +114,484 | 新進 |
| M&G Plc | 114,848 | $1,045 萬 | 0.06% | −14,538−11.2% | 減碼 |
| Baker Avenue Asset Management, LP | 115,877 | $1,057 萬 | 0.30% | −9,005−7.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,913 | $1,066 萬 | 0.10% | −6,092−5.0% | 減碼 |
| Grassi Investment Management | 117,018 | $1,068 萬 | 0.85% | −1,500−1.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 117,043 | $1,068 萬 | 0.06% | −1,738−1.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 117,866 | $1,075 萬 | 0.24% | +3,951+3.5% | 加碼 |
| Mizuho Securities USA LLC | 118,045 | $1,077 萬 | 0.23% | +118,045 | 新進 |
| Rathbone Brothers plc | 118,068 | $1,077 萬 | 0.05% | +87,153+281.9% | 加碼 |
| Advocate Group LLC | 118,355 | $1,080 萬 | 1.93% | −1,575−1.3% | 減碼 |
| Intech Investment Management LLC | 118,914 | $1,085 萬 | 0.10% | −46,494−28.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,273 | $1,088 萬 | 0.25% | +62+0.1% | 加碼 |
| Avanza Fonder AB | 120,070 | $1,096 萬 | 0.32% | +19,398+19.3% | 加碼 |
| Atlantic Union Bankshares Corp | 121,224 | $1,106 萬 | 0.25% | +121,224 | 新進 |
| Terry L. Blaker | 123,423 | $1,126 萬 | 0.44% | −2,493−2.0% | 減碼 |
| Tower Bridge Advisors | 124,028 | $1,132 萬 | 1.22% | +7,910+6.8% | 加碼 |
| Westbourne Investment Advisors, Inc. | 124,344 | $1,135 萬 | 3.44% | −1,156−0.9% | 減碼 |
| Generali Asset Management SPA SGR | 124,726 | $1,138 萬 | 0.26% | +971+0.8% | 加碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,141 萬 | 2.31% | +125,000 | 新進 |
| Hanson & Doremus Investment Management | 125,238 | $1,143 萬 | 1.53% | −10,725−7.9% | 減碼 |
| Nicholas Company, Inc. | 126,742 | $1,156 萬 | 0.19% | −9,995−7.3% | 減碼 |
| Univest Financial Corp | 127,026 | $1,159 萬 | 0.70% | −1,094−0.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 127,313 | $1,162 萬 | 0.24% | +46,309+57.2% | 加碼 |
| MAI Capital Management | 127,615 | $1,164 萬 | 0.08% | −973−0.8% | 減碼 |
| Jamison Private Wealth Management, Inc. | 127,653 | $1,165 萬 | 1.67% | +300+0.2% | 加碼 |
| AlTi Global, Inc. | 127,626 | $1,166 萬 | 0.29% | +74,314+139.4% | 加碼 |
| Boston Common Asset Management, LLC | 128,024 | $1,168 萬 | 0.33% | −3,588−2.7% | 減碼 |
| Toroso Investments, LLC | 129,115 | $1,178 萬 | 0.08% | +13,660+11.8% | 加碼 |
| CX Institutional | 129,566 | $1,182 萬 | 0.41% | −51,347−28.4% | 減碼 |
| Kinsale Capital Group, Inc. | 131,021 | $1,195 萬 | 2.45% | +10,905+9.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 131,542 | $1,200 萬 | 1.85% | −1,819−1.4% | 減碼 |
| Brevan Howard Capital Management LP | 132,509 | $1,209 萬 | 0.13% | +76,806+137.9% | 加碼 |
| Cornerstone Advisors, LLC | 132,800 | $1,212 萬 | 0.42% | +25,000+23.2% | 加碼 |
| McGuire Investment Group, LLC | 133,443 | $1,218 萬 | 1.56% | +640+0.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,218 萬 | 0.10% | +1,985+1.5% | 加碼 |
| Advisors Capital Management, LLC | 133,579 | $1,219 萬 | 0.17% | −1,208−0.9% | 減碼 |
| Motco | 125,965 | $1,231 萬 | 1.18% | +1,506+1.2% | 加碼 |
| Crestwood Advisors Group LLC | 136,242 | $1,243 萬 | 0.22% | −504,686−78.7% | 減碼 |