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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 23,335 | $212.9 萬 | 0.03% | −53−0.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,280 | $212.4 萬 | 0.07% | +18,309+368.3% | 加碼 |
| VELA Investment Management, LLC | 23,196 | $211.6 萬 | 0.63% | +76+0.3% | 加碼 |
| Diversified Investment Strategies, LLC | 23,112 | $210.9 萬 | 1.43% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 22,971 | $209.6 萬 | 1.09% | −493−2.1% | 減碼 |
| Kestra Investment Management, LLC | 23,036 | $209.5 萬 | 0.03% | +22,538+4,525.7% | 加碼 |
| 3Chopt Investment Partners, LLC | 22,825 | $208.3 萬 | 0.50% | −1,327−5.5% | 減碼 |
| Ballentine Partners, LLC | 22,343 | $203.9 萬 | 0.03% | +188+0.8% | 加碼 |
| Lecap Asset Management Ltd | 22,312 | $203.6 萬 | 0.72% | −7,119−24.2% | 減碼 |
| Pettee Investors, Inc. | 22,157 | $202.2 萬 | 1.21% | −21,130−48.8% | 減碼 |
| Riverwater Partners LLC | 21,985 | $200.6 萬 | 0.94% | +159+0.7% | 加碼 |
| Citizens & Northern Corp | 21,944 | $200.2 萬 | 0.54% | −252−1.1% | 減碼 |
| Essex Savings Bank | 21,741 | $198.4 萬 | 0.47% | +23+0.1% | 加碼 |
| Covey Capital Advisors, LLC | 21,713 | $198.1 萬 | 2.13% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 21,698 | $198.0 萬 | 0.03% | −2,700−11.1% | 減碼 |
| Acadian Asset Management LLC | 21,602 | $196.9 萬 | 0.00% | +5,402+33.3% | 加碼 |
| Banque Cantonale Vaudoise | 21,478 | $196.0 萬 | 0.08% | +1,359+6.8% | 加碼 |
| Umb Bank N A | 21,349 | $194.8 萬 | 0.03% | +400+1.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 21,327 | $194.6 萬 | 0.03% | −2,357−10.0% | 減碼 |
| CBOE Vest Financial, LLC | 21,112 | $192.6 萬 | 0.03% | +6,267+42.2% | 加碼 |
| Savant Capital, LLC | 20,978 | $191.4 萬 | 0.01% | +2,610+14.2% | 加碼 |
| Hills Bank & Trust Co | 20,966 | $191.3 萬 | 0.12% | +709+3.5% | 加碼 |
| Professional Financial Advisors, LLC | 20,857 | $190.3 萬 | 0.44% | −84−0.4% | 減碼 |
| Moors & Cabot, Inc. | 20,701 | $188.9 萬 | 0.09% | +803+4.0% | 加碼 |
| Integrated Wealth Concepts LLC | 20,465 | $186.7 萬 | 0.02% | +8,067+65.1% | 加碼 |
| Parsonex Advisory Services, Inc. | 20,463 | $186.7 萬 | 1.56% | +20,463 | 新進 |
| PMC FIG Opportunities LLC | 20,422 | $186.3 萬 | 2.77% | +20,422 | 新進 |
| Old National Bancorp | 20,358 | $185.7 萬 | 0.03% | +3,727+22.4% | 加碼 |
| Lummis Asset Management, LP | 19,782 | $185.3 萬 | 1.21% | −273−1.4% | 減碼 |
| Aviso Wealth Management | 20,099 | $183.4 萬 | 0.86% | +1,246+6.6% | 加碼 |
| IFP Advisors, Inc | 20,098 | $183.4 萬 | 0.05% | −2,343−10.4% | 減碼 |
| Brant Point Investment Management LLC | 20,000 | $182.5 萬 | 0.42% | −9,610−32.5% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 20,000 | $182.5 萬 | 0.03% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 19,898 | $181.5 萬 | 0.12% | +3,364+20.3% | 加碼 |
| Caldwell Trust Co | 19,805 | $180.7 萬 | 0.18% | +513+2.7% | 加碼 |
| Letko, Brosseau & Associates Inc | 19,746 | $180.2 萬 | 0.03% | −2,100−9.6% | 減碼 |
| Zullo Investment Group, Inc. | 19,675 | $179.5 萬 | 0.73% | −241−1.2% | 減碼 |
| Diversify Advisory Services, LLC | 17,966 | $177.3 萬 | 0.07% | +7,915+78.7% | 加碼 |
| Vise Technologies, Inc. | 19,342 | $176.5 萬 | 0.07% | +19,342 | 新進 |
| Forum Financial Management, LP | 19,342 | $176.5 萬 | 0.03% | +1,582+8.9% | 加碼 |
| Keystone Financial Services | 19,277 | $175.9 萬 | 0.60% | +823+4.5% | 加碼 |
| Focus Financial Network, Inc. | 19,252 | $175.7 萬 | 0.07% | +212+1.1% | 加碼 |
| Jeppson Wealth Management, LLC | 19,183 | $175.0 萬 | 0.61% | −122−0.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 19,182 | $175.0 萬 | 0.06% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 19,119 | $174.4 萬 | 0.46% | −424−2.2% | 減碼 |
| StoneX Group Inc. | 19,117 | $174.4 萬 | 0.08% | −1,172−5.8% | 減碼 |
| Profund Advisors LLC | 19,105 | $174.3 萬 | 0.06% | −4,172−17.9% | 減碼 |
| City Holding Co | 19,058 | $173.9 萬 | 0.23% | −383−2.0% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 19,000 | $173.4 萬 | 0.90% | +7,000+58.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 18,983 | $173.2 萬 | 0.05% | +5,946+45.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 18,900 | $172.4 萬 | 1.20% | −600−3.1% | 減碼 |
| Aaron Wealth Advisors | 18,814 | $171.7 萬 | 0.18% | +1,381+7.9% | 加碼 |
| Riverpark Capital Management LLC | 18,677 | $170.4 萬 | 2.76% | −1,146−5.8% | 減碼 |
| Sheets Smith Investment Management | 18,653 | $170.2 萬 | 1.49% | +18,653 | 新進 |
| Legacy Financial Advisors, Inc. | 18,624 | $169.9 萬 | 0.27% | +11,313+154.7% | 加碼 |
| RBF Capital, LLC | 18,500 | $168.8 萬 | 0.08% | −1,000−5.1% | 減碼 |
| LOM Asset Management Ltd | 18,454 | $168.4 萬 | 0.57% | +18,454 | 新進 |
| Dana Investment Advisors, Inc. | 18,448 | $168.3 萬 | 0.06% | +2,864+18.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 18,600 | $167.4 萬 | 0.04% | −1,800−8.8% | 減碼 |
| Lebenthal Global Advisors, LLC | 18,332 | $167.3 萬 | 0.31% | −1,717−8.6% | 減碼 |
| Cidel Asset Management Inc | 18,297 | $166.9 萬 | 0.10% | 00.0% | 不變 |
| Wedbush Securities Inc | 18,285 | $166.8 萬 | 0.06% | +2,121+13.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 18,168 | $165.8 萬 | 0.03% | +2,780+18.1% | 加碼 |
| Whitener Capital Management, Inc. | 18,145 | $165.6 萬 | 0.44% | +337+1.9% | 加碼 |
| LGT Fund Management Co Ltd. | 18,129 | $165.4 萬 | 0.14% | +12,625+229.4% | 加碼 |
| Providence Wealth Advisors, LLC | 17,133 | $164.4 萬 | 1.13% | +659+4.0% | 加碼 |
| Pictet & Cie (Europe) SA | 18,016 | $164.4 萬 | 0.04% | +1,747+10.7% | 加碼 |
| Drucker Wealth 3.0, LLC | 17,713 | $163.5 萬 | 0.32% | −10,917−38.1% | 減碼 |
| Arjuna Capital | 17,905 | $163.4 萬 | 0.43% | −956−5.1% | 減碼 |
| First Citizens Bank & Trust Co | 17,787 | $162.3 萬 | 0.03% | −898−4.8% | 減碼 |
| Puzo Michael J | 17,778 | $162.2 萬 | 0.46% | +12,950+268.2% | 加碼 |
| HM Payson & Co | 17,774 | $162.2 萬 | 0.03% | −1,497−7.8% | 減碼 |
| Wright Investors Service Inc | 17,746 | $161.9 萬 | 0.49% | +17,746 | 新進 |
| TLWM | 17,687 | $161.4 萬 | 0.31% | +120+0.7% | 加碼 |
| MBM Wealth Consultants, LLC | 17,522 | $159.9 萬 | 0.43% | −377−2.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 17,430 | $159.4 萬 | 0.04% | −295−1.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 17,335 | $158.2 萬 | 0.53% | +17,335 | 新進 |
| Meriwether Wealth & Planning, LLC | 17,321 | $158.0 萬 | 0.99% | −395−2.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 17,285 | $157.8 萬 | 0.04% | −1,076−5.9% | 減碼 |
| Canopy Partners, LLC | 17,292 | $157.8 萬 | 0.58% | +296+1.7% | 加碼 |
| Bayview Asset Management, LLC | 17,250 | $157.4 萬 | 1.58% | +6,744+64.2% | 加碼 |
| Trust Asset Management LLC | 17,244 | $157.3 萬 | 0.12% | 00.0% | 不變 |
| Guardian Asset Advisors, LLC | 17,218 | $157.2 萬 | 0.90% | −80−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 17,207 | $157.0 萬 | 0.02% | −1,658−8.8% | 減碼 |
| Wedmont Private Capital | 16,948 | $156.5 萬 | 0.07% | +641+3.9% | 加碼 |
| WBI Investments | 17,137 | $156.4 萬 | 0.41% | +11,725+216.6% | 加碼 |
| Wolff Wiese Magana LLC | 17,117 | $156.2 萬 | 0.97% | +13+0.1% | 加碼 |
| FineMark National Bank & Trust | 17,112 | $156.1 萬 | 0.05% | −169−1.0% | 減碼 |
| Tranquility Partners, LLC | 17,101 | $156.0 萬 | 0.56% | −14−0.1% | 減碼 |
| Bank of Hawaii | 17,031 | $155.4 萬 | 0.08% | −2,528−12.9% | 減碼 |
| Highland Capital Management, LLC | 17,026 | $155.3 萬 | 0.08% | −4,550−21.1% | 減碼 |
| Farther Finance Advisors, LLC | 16,952 | $154.7 萬 | 0.03% | +2,677+18.8% | 加碼 |
| Hickory Asset Management, Inc. | 16,933 | $154.5 萬 | 1.28% | +137+0.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 16,897 | $154.2 萬 | 0.08% | +1,344+8.6% | 加碼 |
| National Asset Management, Inc. | 16,893 | $154.1 萬 | 0.07% | −31,194−64.9% | 減碼 |
| RMR Capital Management, LLC | 16,885 | $154.1 萬 | 1.10% | −3,334−16.5% | 減碼 |
| Cigna Investments Inc | 16,831 | $153.6 萬 | 0.26% | +57+0.3% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 16,782 | $153.1 萬 | 0.04% | −4,749−22.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 16,770 | $153.0 萬 | 0.53% | +506+3.1% | 加碼 |
| Mainstream Capital Management LLC | 16,714 | $152.5 萬 | 1.11% | −111−0.7% | 減碼 |