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 |
|---|---|---|---|---|---|
| Semus Wealth Partners LLC | 4,267 | $38.9 萬 | 0.25% | −188−4.2% | 減碼 |
| Clearview Wealth Advisors LLC | 4,270 | $39.0 萬 | 0.27% | −6−0.1% | 減碼 |
| Client 1st Advisory Group, LLC | 4,279 | $39.0 萬 | 0.14% | −43−1.0% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 4,297 | $39.2 萬 | 0.11% | +1,236+40.4% | 加碼 |
| HHM Wealth Advisors, LLC | 4,301 | $39.2 萬 | 0.05% | −915−17.5% | 減碼 |
| Opal Wealth Advisors, LLC | 4,326 | $39.5 萬 | 0.11% | +855+24.6% | 加碼 |
| E Fund Management Co., Ltd. | 4,328 | $39.5 萬 | 0.02% | −121−2.7% | 減碼 |
| Bradley Foster & Sargent Inc | 4,355 | $39.7 萬 | 0.01% | −3,587−45.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,356 | $39.7 萬 | 0.01% | +250+6.1% | 加碼 |
| WealthPLAN Partners, LLC | 4,375 | $39.9 萬 | 0.06% | +61+1.4% | 加碼 |
| LBMC Investment Advisors, LLC | 4,388 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 4,458 | $40.7 萬 | 0.03% | −2,471−35.7% | 減碼 |
| GTS Securities LLC | 4,470 | $40.8 萬 | 0.02% | −2,986−40.0% | 減碼 |
| Fiduciary Family Office, LLC | 4,482 | $40.9 萬 | 0.13% | +1,407+45.8% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $41.1 萬 | 0.11% | 00.0% | 不變 |
| RVW Wealth, LLC | 4,507 | $41.1 萬 | 0.03% | −22−0.5% | 減碼 |
| Colonial River Wealth Management, LLC | 4,445 | $41.4 萬 | 0.18% | +524+13.4% | 加碼 |
| Bernard Wealth Management Corp. | 4,544 | $41.5 萬 | 0.19% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 4,553 | $41.5 萬 | 0.14% | +809+21.6% | 加碼 |
| LexAurum Advisors, LLC | 4,565 | $41.6 萬 | 0.07% | −9,224−66.9% | 減碼 |
| TFG Advisers LLC | 4,569 | $41.7 萬 | 0.14% | +324+7.6% | 加碼 |
| Smith Thornton Advisors LLC | 4,581 | $41.8 萬 | 0.24% | +36+0.8% | 加碼 |
| Parcion Private Wealth LLC | 4,585 | $41.8 萬 | 0.03% | −963−17.4% | 減碼 |
| Opinicus Capital, Inc. | 4,597 | $41.9 萬 | 0.32% | −613−11.8% | 減碼 |
| Moss Adams Wealth Advisors LLC | 4,624 | $42.2 萬 | 0.04% | +67+1.5% | 加碼 |
| Farringdon Capital, Ltd. | 4,627 | $42.2 萬 | 0.14% | +4,627 | 新進 |
| Westmount Partners, LLC | 4,632 | $42.3 萬 | 0.12% | −19−0.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 4,380 | $42.3 萬 | 0.12% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,635 | $42.3 萬 | 0.03% | +13+0.3% | 加碼 |
| Gibbs Wealth Management | 4,639 | $42.3 萬 | 0.08% | +270+6.2% | 加碼 |
| Orca Investment Management, LLC | 4,641 | $42.3 萬 | 0.38% | −5−0.1% | 減碼 |
| Old Mission Investment Co LLC | 4,642 | $42.4 萬 | 0.12% | −10.0% | 減碼 |
| Welch & Forbes LLC | 4,657 | $42.5 萬 | 0.01% | +550+13.4% | 加碼 |
| Soltis Investment Advisors LLC | 4,673 | $42.6 萬 | 0.03% | +4,673 | 新進 |
| Princeton Capital Management LLC | 4,697 | $42.9 萬 | 0.13% | +4,697 | 新進 |
| Versant Capital Management, Inc | 4,704 | $42.9 萬 | 0.07% | +550+13.2% | 加碼 |
| Eagle Wealth Strategies LLC | 4,705 | $42.9 萬 | 0.24% | +82+1.8% | 加碼 |
| Avantax Planning Partners, Inc. | 4,706 | $42.9 萬 | 0.01% | +91+2.0% | 加碼 |
| Sunpointe, LLC | 4,712 | $43.0 萬 | 0.17% | +4,712 | 新進 |
| Coastwise Capital Group, LLC | 4,751 | $43.4 萬 | 0.35% | −292−5.8% | 減碼 |
| Polymer Capital Management (US) LLC | 4,787 | $43.7 萬 | 0.07% | +4,787 | 新進 |
| Diversify Wealth Management, LLC | 4,439 | $43.8 萬 | 0.03% | −275−5.8% | 減碼 |
| Syon Capital LLC | 4,802 | $43.8 萬 | 0.03% | +4,802 | 新進 |
| Peoples Bank | 4,808 | $43.9 萬 | 0.29% | −12−0.2% | 減碼 |
| BCJ Capital Management, LLC | 4,816 | $43.9 萬 | 0.03% | +927+23.8% | 加碼 |
| Spears Abacus Advisors LLC | 4,832 | $44.1 萬 | 0.01% | +7+0.1% | 加碼 |
| Trillium Asset Management, LLC | 4,881 | $44.5 萬 | 0.01% | +725+17.4% | 加碼 |
| Ocean Capital Management, LLC | 4,883 | $44.6 萬 | 0.10% | +5+0.1% | 加碼 |
| Tactive Advisors, LLC | 4,889 | $44.6 萬 | 0.14% | +4,889 | 新進 |
| Broyhill Asset Management | 4,895 | $44.7 萬 | 0.41% | −19,983−80.3% | 減碼 |
| Childress Capital Advisors, LLC | 4,896 | $44.7 萬 | 0.11% | +1,319+36.9% | 加碼 |
| Hopwood Financial Services, Inc. | 4,906 | $44.8 萬 | 0.35% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,918 | $44.9 萬 | 0.06% | +10.0% | 加碼 |
| Viewpoint Capital Management LLC | 5,000 | $45.6 萬 | 0.22% | 00.0% | 不變 |
| BBR Partners, LLC | 5,001 | $45.6 萬 | 0.03% | −18−0.4% | 減碼 |
| Moser Wealth Advisors, LLC | 5,010 | $45.7 萬 | 0.22% | −700−12.3% | 減碼 |
| Fiduciary Alliance LLC | 5,032 | $45.9 萬 | 0.03% | +991+24.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,035 | $45.9 萬 | 0.25% | +191+3.9% | 加碼 |
| Enzi Wealth | 5,000 | $46.0 萬 | 0.17% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 5,047 | $46.0 萬 | 0.02% | +5,047 | 新進 |
| Meridian Wealth Management, LLC | 5,069 | $46.2 萬 | 0.02% | −1,123−18.1% | 減碼 |
| WealthPlan Investment Management, LLC | 5,094 | $46.5 萬 | 0.03% | +1,705+50.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 5,096 | $46.5 萬 | 0.08% | +5,096 | 新進 |
| James Investment Research Inc | 5,154 | $47.0 萬 | 0.06% | −279−5.1% | 減碼 |
| Private Trust Co NA | 5,163 | $47.1 萬 | 0.04% | −373−6.7% | 減碼 |
| Lountzis Asset Management, LLC | 5,166 | $47.1 萬 | 0.17% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 5,168 | $47.2 萬 | 0.06% | +923+21.7% | 加碼 |
| Maridea Wealth Management LLC | 5,176 | $47.2 萬 | 0.12% | +1,818+54.1% | 加碼 |
| Trace Wealth Advisors, LLC | 5,200 | $47.4 萬 | 0.39% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 5,208 | $47.5 萬 | 0.10% | −14−0.3% | 減碼 |
| Sky Investment Group LLC | 5,220 | $47.6 萬 | 0.08% | +75+1.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,228 | $47.7 萬 | 0.11% | −2,777−34.7% | 減碼 |
| Advisory Alpha, LLC | 5,258 | $48.0 萬 | 0.01% | +258+5.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 5,263 | $48.0 萬 | 0.06% | +5,263 | 新進 |
| Stonegate Investment Group, LLC | 5,277 | $48.1 萬 | 0.01% | +2,368+81.4% | 加碼 |
| Keyvantage Wealth, LLC | 5,285 | $48.2 萬 | 0.22% | +577+12.3% | 加碼 |
| Delta Investment Management, LLC | 5,286 | $48.2 萬 | 0.09% | +29+0.6% | 加碼 |
| First Horizon Advisors, Inc. | 5,295 | $48.3 萬 | 0.01% | +1,997+60.6% | 加碼 |
| First National Bank of Omaha | 5,300 | $48.4 萬 | 0.03% | −250−4.5% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Waddell & Associates, LLC | 5,323 | $48.6 萬 | 0.05% | +1,249+30.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,331 | $48.6 萬 | 0.01% | +2,307+76.3% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,340 | $48.7 萬 | 0.18% | +410+8.3% | 加碼 |
| Operose Advisors LLC | 5,353 | $48.8 萬 | 0.14% | +8+0.1% | 加碼 |
| Ameliora Wealth Management Ltd. | 5,355 | $48.9 萬 | 0.17% | +5,355 | 新進 |
| DAGCO, Inc. | 5,375 | $49.0 萬 | 0.14% | 00.0% | 不變 |
| Cromwell Holdings LLC | 5,381 | $49.1 萬 | 0.30% | +2,911+117.9% | 加碼 |
| Optas, LLC | 5,409 | $49.4 萬 | 0.09% | +71+1.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,414 | $49.4 萬 | 0.02% | −25−0.5% | 減碼 |
| Western Pacific Wealth Management, LP | 5,415 | $49.4 萬 | 0.47% | 00.0% | 不變 |
| Ledyard National Bank | 5,416 | $49.4 萬 | 0.05% | +1,038+23.7% | 加碼 |
| River Wealth Advisors LLC | 5,420 | $49.5 萬 | 0.06% | +391+7.8% | 加碼 |
| BSW Wealth Partners | 5,425 | $49.5 萬 | 0.07% | +240+4.6% | 加碼 |
| Telos Capital Management, Inc. | 5,431 | $49.6 萬 | 0.05% | −735−11.9% | 減碼 |
| Financial Advisory Corp | 5,445 | $49.7 萬 | 0.15% | +87+1.6% | 加碼 |
| Yarbrough Capital, LLC | 5,454 | $49.8 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 5,455 | $49.8 萬 | 0.12% | −20−0.4% | 減碼 |
| Petrus Trust Company, LTA | 5,457 | $49.8 萬 | 0.05% | +2,607+91.5% | 加碼 |
| Apexium Financial, LP | 5,473 | $49.9 萬 | 0.03% | +72+1.3% | 加碼 |
| KRS Capital Management, LLC | 5,478 | $50.0 萬 | 0.33% | +3+0.1% | 加碼 |