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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 6,514 | $63.8 萬 | 0.05% | −165−2.5% | 減碼 |
| Avalon Trust Co | 7,000 | $63.9 萬 | 0.05% | −1,320−15.9% | 減碼 |
| Beta Wealth Group, Inc. | 7,008 | $63.9 萬 | 0.23% | +102+1.5% | 加碼 |
| Michels Family Financial, LLC | 7,010 | $64.0 萬 | 0.55% | −195−2.7% | 減碼 |
| Benjamin Edwards Inc | 7,033 | $64.2 萬 | 0.01% | +606+9.4% | 加碼 |
| Persistent Asset Partners Ltd | 7,043 | $64.3 萬 | 0.56% | +7,043 | 新進 |
| Neville Rodie & Shaw Inc | 7,050 | $64.3 萬 | 0.05% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,049 | $64.3 萬 | 0.08% | +216+3.2% | 加碼 |
| Howard Bailey Securities, LLC | 7,078 | $64.6 萬 | 0.20% | −213−2.9% | 減碼 |
| Whalen Wealth Management Inc. | 7,089 | $64.7 萬 | 0.41% | +7,089 | 新進 |
| MJP Associates Inc | 7,098 | $64.8 萬 | 0.10% | +4,410+164.1% | 加碼 |
| BayBridge Capital Group, LLC | 7,107 | $64.8 萬 | 0.42% | −12−0.2% | 減碼 |
| Traynor Capital Management, Inc. | 7,115 | $64.9 萬 | 0.05% | +95+1.4% | 加碼 |
| RW Investment Management LLC | 7,124 | $65.0 萬 | 0.07% | −50−0.7% | 減碼 |
| TAGStone Capital, Inc. | 6,684 | $65.1 萬 | 0.27% | +20+0.3% | 加碼 |
| Ellevest, Inc. | 7,156 | $65.3 萬 | 0.10% | +186+2.7% | 加碼 |
| Platform Technology Partners | 7,172 | $65.4 萬 | 0.17% | +300+4.4% | 加碼 |
| International Assets Investment Management, LLC | 7,175 | $65.5 萬 | 0.05% | −2,521−26.0% | 減碼 |
| Csenge Advisory Group | 7,419 | $65.5 萬 | 0.03% | +533+7.7% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,188 | $65.6 萬 | 0.57% | −47−0.6% | 減碼 |
| Verity Asset Management, Inc. | 7,191 | $65.6 萬 | 0.31% | −7,733−51.8% | 減碼 |
| IHT Wealth Management, LLC | 7,203 | $65.7 萬 | 0.02% | −153−2.1% | 減碼 |
| Integrity Alliance, LLC. | 7,212 | $65.8 萬 | 0.04% | −1,000−12.2% | 減碼 |
| Stokes Family Office, LLC | 7,216 | $65.8 萬 | 0.07% | −335−4.4% | 減碼 |
| Accredited Investors Inc. | 7,227 | $65.9 萬 | 0.04% | +7,227 | 新進 |
| Bahl & Gaynor Inc | 7,239 | $66.0 萬 | 0.00% | −30.0% | 減碼 |
| Integral Investment Advisors, Inc. | 7,300 | $66.6 萬 | 0.19% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 7,339 | $67.0 萬 | 0.12% | −1,544−17.4% | 減碼 |
| Exchange Capital Management, Inc. | 7,365 | $67.2 萬 | 0.10% | +625+9.3% | 加碼 |
| Trust Point Inc. | 7,382 | $67.4 萬 | 0.06% | +1,569+27.0% | 加碼 |
| First National Advisers, LLC | 7,413 | $67.6 萬 | 0.10% | −2,987−28.7% | 減碼 |
| Heritage Wealth Management, Inc. | 7,414 | $67.6 萬 | 0.22% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 7,425 | $67.7 萬 | 0.28% | −930−11.1% | 減碼 |
| Dempze Nancy E | 7,455 | $68.0 萬 | 0.39% | +7,455 | 新進 |
| Joel Isaacson & Co., LLC | 7,462 | $68.1 萬 | 0.03% | +77+1.0% | 加碼 |
| Blueshift Asset Management, LLC | 7,510 | $68.5 萬 | 0.21% | +7,510 | 新進 |
| One Wealth Advisors, LLC | 7,587 | $69.2 萬 | 0.10% | −186−2.4% | 減碼 |
| Harbour Investments, Inc. | 7,596 | $69.3 萬 | 0.02% | −11−0.1% | 減碼 |
| LCNB Corp | 7,609 | $69.4 萬 | 0.24% | +800+11.7% | 加碼 |
| CMG Global Holdings, LLC | 7,108 | $69.6 萬 | 0.37% | +513+7.8% | 加碼 |
| Old Port Advisors | 7,659 | $69.9 萬 | 0.19% | +176+2.4% | 加碼 |
| L2 Asset Management, LLC | 7,670 | $70.0 萬 | 0.11% | +1,100+16.7% | 加碼 |
| Navellier & Associates Inc | 7,700 | $70.3 萬 | 0.09% | 00.0% | 不變 |
| Athena Investment Management | 7,708 | $70.3 萬 | 0.39% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 7,713 | $70.4 萬 | 0.06% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 7,720 | $70.4 萬 | 0.12% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 7,727 | $70.5 萬 | 0.19% | −106−1.4% | 減碼 |
| Journey Strategic Wealth LLC | 7,729 | $70.5 萬 | 0.02% | +3,243+72.3% | 加碼 |
| RMR Wealth Builders | 7,732 | $70.5 萬 | 0.06% | +239+3.2% | 加碼 |
| Unified Investment Management | 7,756 | $70.8 萬 | 0.76% | +153+2.0% | 加碼 |
| CVA Family Office, LLC | 7,774 | $70.9 萬 | 0.10% | +216+2.9% | 加碼 |
| Boltwood Capital Management | 7,779 | $71.0 萬 | 0.20% | +62+0.8% | 加碼 |
| Whelan Financial | 7,781 | $71.0 萬 | 0.26% | +1,875+31.7% | 加碼 |
| Western Wealth Management, LLC | 7,819 | $71.3 萬 | 0.04% | −20−0.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 7,834 | $71.5 萬 | 0.28% | +2,805+55.8% | 加碼 |
| West Family Investments, Inc. | 7,860 | $71.7 萬 | 0.19% | +3,439+77.8% | 加碼 |
| Titleist Asset Management, LLC | 7,869 | $71.8 萬 | 0.07% | −1,138−12.6% | 減碼 |
| Compass Advisory Group LLC | 7,875 | $71.9 萬 | 0.23% | 00.0% | 不變 |
| First Western Trust Bank | 7,897 | $72.1 萬 | 0.03% | −134−1.7% | 減碼 |
| Aspen Grove Capital, LLC | 7,926 | $72.3 萬 | 0.12% | −3,030−27.7% | 減碼 |
| Herold Advisors, Inc. | 7,955 | $72.6 萬 | 0.15% | −2,683−25.2% | 減碼 |
| Ameritas Advisory Services, LLC | 7,960 | $72.6 萬 | 0.04% | +2,235+39.0% | 加碼 |
| Parkside Financial Bank & Trust | 8,065 | $73.6 萬 | 0.08% | +419+5.5% | 加碼 |
| Citizens National Bank Trust Department | 8,065 | $73.6 萬 | 0.15% | −560−6.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 8,079 | $73.7 萬 | 0.02% | −254−3.0% | 減碼 |
| Keebeck Wealth Management, LLC | 8,113 | $74.0 萬 | 0.10% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 8,142 | $74.3 萬 | 0.36% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 8,188 | $74.7 萬 | 0.14% | +1,989+32.1% | 加碼 |
| Ofi Invest Asset Management | 9,659 | $75.1 萬 | 0.02% | −26,835−73.5% | 減碼 |
| Change Path, LLC | 8,244 | $75.2 萬 | 0.02% | +2,012+32.3% | 加碼 |
| Twinbeech Capital LP | 8,272 | $75.5 萬 | 0.02% | +8,272 | 新進 |
| Fulton Bank, N.A. | 8,325 | $76.0 萬 | 0.03% | −688−7.6% | 減碼 |
| Modern Wealth Management, LLC | 8,330 | $76.0 萬 | 0.02% | +1,072+14.8% | 加碼 |
| Apriem Advisors | 8,338 | $76.1 萬 | 0.08% | +207+2.5% | 加碼 |
| Nine Masts Capital Ltd | 8,362 | $76.3 萬 | 0.30% | +8,362 | 新進 |
| Ethos Financial Group, LLC | 8,381 | $76.5 萬 | 0.07% | +8,381 | 新進 |
| Wealthcare Advisory Partners LLC | 8,398 | $76.6 萬 | 0.02% | −118−1.4% | 減碼 |
| Ironwood Financial, llc | 9,802 | $76.7 萬 | 0.16% | 00.0% | 不變 |
| Oregon Pacific Wealth Management, LLC | 8,427 | $76.9 萬 | 0.73% | −860−9.3% | 減碼 |
| HMV Wealth Advisors, LLC | 8,491 | $77.5 萬 | 0.51% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 8,495 | $77.5 萬 | 0.10% | +182+2.2% | 加碼 |
| Klingman & Associates, LLC | 8,535 | $77.9 萬 | 0.04% | +2,748+47.5% | 加碼 |
| Fidelis Capital Partners, LLC | 8,086 | $78.2 萬 | 0.07% | +830+11.4% | 加碼 |
| SkyView Investment Advisors, LLC | 8,688 | $78.2 萬 | 0.11% | −90−1.0% | 減碼 |
| Founders Financial Securities LLC | 8,575 | $78.2 萬 | 0.06% | −35−0.4% | 減碼 |
| Avondale Wealth Management | 8,600 | $78.5 萬 | 0.44% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 8,602 | $78.5 萬 | 0.14% | +289+3.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,634 | $78.8 萬 | 0.04% | −385−4.3% | 減碼 |
| N.E.W. Advisory Services LLC | 8,635 | $78.8 萬 | 0.08% | +1,051+13.9% | 加碼 |
| St Germain D J Co Inc | 8,643 | $78.9 萬 | 0.03% | +316+3.8% | 加碼 |
| Quadcap Wealth Management, LLC | 8,664 | $79.1 萬 | 0.10% | +136+1.6% | 加碼 |
| Alta Advisers Ltd | 8,670 | $79.1 萬 | 0.28% | 00.0% | 不變 |
| Boston Trust Walden Corp | 8,670 | $79.1 萬 | 0.01% | +2,004+30.1% | 加碼 |
| Sunbelt Securities, Inc. | 10,689 | $79.1 萬 | 0.07% | −813−7.1% | 減碼 |
| Keel Point, LLC | 8,702 | $79.4 萬 | 0.05% | +2,060+31.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 8,739 | $79.7 萬 | 0.11% | +922+11.8% | 加碼 |
| Sax Wealth Advisors, LLC | 8,794 | $80.2 萬 | 0.05% | +214+2.5% | 加碼 |
| Angeles Wealth Management, LLC | 8,809 | $80.4 萬 | 0.06% | +3,541+67.2% | 加碼 |
| Trust Co of Toledo NA | 8,838 | $80.6 萬 | 0.09% | +218+2.5% | 加碼 |
| Sutton Place Investors LLC | 8,860 | $80.8 萬 | 0.49% | +183+2.1% | 加碼 |