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
- 2,146
- 較 2025 年第 1 季 +142 家
- 持有股數
- 15.1 億
- 較 2025 年第 1 季 −956.9 萬 (−0.6%)
- 總市值
- $1,374 億
- 較 2025 年第 1 季 +$187.0 億 (+15.8%)
- 新進機構
- 246
- 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 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 2,777 | $25.3 萬 | 0.06% | +58+2.1% | 加碼 |
| Kovack Advisors, Inc. | 2,787 | $25.4 萬 | 0.02% | −1,143−29.1% | 減碼 |
| TRUE Private Wealth Advisors | 2,791 | $25.5 萬 | 0.03% | +38+1.4% | 加碼 |
| Encompass More Asset Management | 2,799 | $25.5 萬 | 0.06% | +2,799 | 新進 |
| LJI Wealth Management, LLC | 2,802 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Longview Financial Advisors LLC | 2,822 | $25.7 萬 | 0.16% | +6+0.2% | 加碼 |
| Asset Dedication, LLC | 2,824 | $25.8 萬 | 0.02% | +334+13.4% | 加碼 |
| Cypress Capital Group | 2,828 | $25.8 萬 | 0.03% | +2,828 | 新進 |
| BKD Wealth Advisors, LLC | 2,829 | $25.8 萬 | 0.01% | +2,829 | 新進 |
| Verdence Capital Advisors LLC | 2,835 | $25.9 萬 | 0.02% | −144−4.8% | 減碼 |
| WealthShield Partners, LLC | 2,837 | $25.9 萬 | 0.03% | −664−19.0% | 減碼 |
| Traveka Wealth, LLC | 2,841 | $25.9 萬 | 0.14% | +117+4.3% | 加碼 |
| Onyx Bridge Wealth Group LLC | 2,851 | $26.0 萬 | 0.03% | +194+7.3% | 加碼 |
| Zions Bancorporation, National Association | 2,856 | $26.1 萬 | 0.01% | +444+18.4% | 加碼 |
| Bernardo Wealth Planning LLC | 2,866 | $26.1 萬 | 0.06% | +98+3.5% | 加碼 |
| Brio Consultants, LLC | 2,866 | $26.1 萬 | 0.04% | +229+8.7% | 加碼 |
| Pines Wealth Management, LLC | 2,861 | $26.2 萬 | 0.09% | +2,861 | 新進 |
| Confluence Wealth Services, Inc. | 2,871 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 2,875 | $26.2 萬 | 0.12% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 2,878 | $26.3 萬 | 0.04% | +39+1.4% | 加碼 |
| Acas, LLC | 2,751 | $26.3 萬 | 0.18% | −50−1.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,890 | $26.4 萬 | 0.02% | +140+5.1% | 加碼 |
| Caliber Wealth Management, LLC | 2,893 | $26.4 萬 | 0.03% | +47+1.7% | 加碼 |
| CRA Financial Services, LLC | 2,894 | $26.4 萬 | 0.04% | −136−4.5% | 減碼 |
| Coordinated Financial Services, Inc. | 2,902 | $26.5 萬 | 0.18% | +2,902 | 新進 |
| Horizon Bancorp Inc | 2,904 | $26.5 萬 | 0.13% | +605+26.3% | 加碼 |
| Stevens Capital Management LP | 2,915 | $26.6 萬 | 0.07% | −8,103−73.5% | 減碼 |
| Wimmer Associates 1, LLC | 2,924 | $26.7 萬 | 0.14% | 00.0% | 不變 |
| RDA Financial Network | 2,929 | $26.7 萬 | 0.07% | +2,929 | 新進 |
| Stockman Wealth Management, Inc. | 2,935 | $26.8 萬 | 0.04% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,935 | $26.8 萬 | 0.03% | −2,528−46.3% | 減碼 |
| B&L Asset Management LLC | 2,941 | $26.8 萬 | 0.15% | +2,941 | 新進 |
| Chilton Capital Management LLC | 2,954 | $27.0 萬 | 0.01% | +28+1.0% | 加碼 |
| Prelude Capital Management, LLC | 2,963 | $27.0 萬 | 0.03% | +2,963 | 新進 |
| Inscription Capital, LLC | 2,966 | $27.1 萬 | 0.04% | −4,530−60.4% | 減碼 |
| Brave Asset Management Inc | 2,988 | $27.3 萬 | 0.07% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,992 | $27.3 萬 | 0.02% | −329−9.9% | 減碼 |
| Cornerstone Advisory, LLC | 2,995 | $27.3 萬 | 0.03% | +2+0.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,996 | $27.3 萬 | 0.01% | −61−2.0% | 減碼 |
| Sentinus, LLC | 2,999 | $27.4 萬 | 0.07% | −490−14.0% | 減碼 |
| Hennessy Advisors Inc | 3,000 | $27.4 萬 | 0.01% | −6,000−66.7% | 減碼 |
| Sanders Morris Harris LLC | 3,000 | $27.4 萬 | 0.07% | −1,000−25.0% | 減碼 |
| Sierra Summit Advisors LLC | 3,000 | $27.4 萬 | 0.05% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $27.4 萬 | 0.05% | 00.0% | 不變 |
| Manuka Financial, LLC | 3,000 | $27.4 萬 | 0.15% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 3,000 | $27.5 萬 | 0.11% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,019 | $27.5 萬 | 0.02% | +5+0.2% | 加碼 |
| Wedge Capital Management L L P | 3,032 | $27.7 萬 | 0.00% | −241−7.4% | 減碼 |
| Signature Wealth Management Group | 3,062 | $27.9 萬 | 0.11% | −675−18.1% | 減碼 |
| Lantz Financial LLC | 3,062 | $27.9 萬 | 0.07% | +41+1.4% | 加碼 |
| SMART Wealth LLC | 3,066 | $28.0 萬 | 0.09% | +479+18.5% | 加碼 |
| Burton Enright Welch | 3,067 | $28.0 萬 | 0.05% | +3,067 | 新進 |
| RWM Asset Management, LLC | 3,068 | $28.0 萬 | 0.04% | +3,068 | 新進 |
| Diversified Enterprises, LLC | 3,075 | $28.1 萬 | 0.02% | −173−5.3% | 減碼 |
| Pinnacle Bancorp, Inc. | 3,075 | $28.1 萬 | 0.09% | 00.0% | 不變 |
| Hara Capital LLC | 3,078 | $28.1 萬 | 0.17% | −5,249−63.0% | 減碼 |
| Highline Wealth Partners LLC | 3,091 | $28.2 萬 | 0.08% | +13+0.4% | 加碼 |
| Benin Management CORP | 3,103 | $28.3 萬 | 0.07% | −1,300−29.5% | 減碼 |
| Financial Management Professionals, Inc. | 3,103 | $28.3 萬 | 0.03% | +387+14.2% | 加碼 |
| Red Door Wealth Management, LLC | 3,104 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,107 | $28.3 萬 | 0.01% | −6−0.2% | 減碼 |
| Green Square Capital Advisors LLC | 3,120 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,128 | $28.5 萬 | 0.03% | +30+1.0% | 加碼 |
| MQS Management LLC | 3,134 | $28.6 萬 | 0.16% | +3,134 | 新進 |
| Austin Private Wealth, LLC | 3,136 | $28.6 萬 | 0.02% | +154+5.2% | 加碼 |
| Oarsman Capital, Inc. | 3,137 | $28.6 萬 | 0.04% | −845−21.2% | 減碼 |
| Little House Capital LLC | 3,143 | $28.7 萬 | 0.07% | −86−2.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 3,149 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 3,154 | $28.8 萬 | 0.01% | −28−0.9% | 減碼 |
| Marshall Financial Group LLC | 3,115 | $28.8 萬 | 0.06% | −286−8.4% | 減碼 |
| Whalerock Point Partners, LLC | 3,166 | $28.9 萬 | 0.06% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 3,167 | $28.9 萬 | 0.23% | 00.0% | 不變 |
| Essential Partners LLC | 3,172 | $28.9 萬 | 0.12% | +3,172 | 新進 |
| Morton Community Bank | 3,178 | $29.0 萬 | 0.07% | −555−14.9% | 減碼 |
| Broderick Brian C | 3,180 | $29.0 萬 | 0.06% | +3,180 | 新進 |
| Procyon Private Wealth Partners, LLC | 3,186 | $29.1 萬 | 0.03% | −3,381−51.5% | 減碼 |
| Sigma Investment Counselors Inc | 3,199 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Camden Capital, LLC | 3,199 | $29.2 萬 | 0.03% | +194+6.5% | 加碼 |
| Marion Wealth Management | 3,217 | $29.3 萬 | 0.07% | +391+13.8% | 加碼 |
| Full Sail Capital, LLC | 3,218 | $29.4 萬 | 0.02% | +3,218 | 新進 |
| MONECO Advisors, LLC | 3,229 | $29.5 萬 | 0.03% | −172−5.1% | 減碼 |
| Plancorp, LLC | 3,236 | $29.5 萬 | 0.01% | +86+2.7% | 加碼 |
| Lodestar Private Asset Management LLC | 3,250 | $29.7 萬 | 0.03% | −354−9.8% | 減碼 |
| Canal Capital Management, LLC | 3,254 | $29.7 萬 | 0.05% | +3,254 | 新進 |
| BOS Asset Management, LLC | 3,257 | $29.7 萬 | 0.09% | 00.0% | 不變 |
| Legacy Private Trust Co. | 3,265 | $29.8 萬 | 0.02% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 3,268 | $29.8 萬 | 0.17% | +458+16.3% | 加碼 |
| TrueWealth Advisors, LLC | 3,266 | $29.8 萬 | 0.09% | −25−0.8% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,296 | $29.8 萬 | 0.12% | +2,777+535.1% | 加碼 |
| Caxton Associates LLP | 3,267 | $29.8 萬 | 0.01% | +3,267 | 新進 |
| Everpar Advisors LLC | 3,268 | $29.8 萬 | 0.14% | +251+8.3% | 加碼 |
| Chicago Trust Co NA | 3,281 | $29.9 萬 | 0.04% | +3,281 | 新進 |
| Noesis Capital Mangement Corp | 3,296 | $30.1 萬 | 0.05% | −552−14.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,297 | $30.1 萬 | 0.02% | +604+22.4% | 加碼 |
| Delta Financial Advisors LLC | 3,299 | $30.1 萬 | 0.11% | −624−15.9% | 減碼 |
| Sym Financial Corp | 3,302 | $30.1 萬 | 0.03% | +416+14.4% | 加碼 |
| Armis Advisers, LLC | 3,279 | $30.2 萬 | 0.02% | +3,279 | 新進 |
| LongView Wealth Management | 3,309 | $30.2 萬 | 0.09% | +10+0.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,315 | $30.2 萬 | 0.04% | +13+0.4% | 加碼 |
| Peterson Wealth Services | 3,320 | $30.3 萬 | 0.08% | −336−9.2% | 減碼 |