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
- 2,145
- 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 | 2,318 | $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 |
|---|---|---|---|---|---|
| Next Capital Management LLC | 16,684 | $152.2 萬 | 0.56% | +702+4.4% | 加碼 |
| Grimes & Company, Inc. | 16,609 | $151.5 萬 | 0.04% | −978−5.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,551 | $151.0 萬 | 0.07% | +3,814+29.9% | 加碼 |
| Embree Financial Group | 16,522 | $150.8 萬 | 0.23% | +270+1.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 16,364 | $149.3 萬 | 0.59% | 00.0% | 不變 |
| HighVista Strategies LLC | 16,300 | $148.7 萬 | 0.55% | +16,300 | 新進 |
| IPG Investment Advisors LLC | 16,286 | $148.6 萬 | 0.29% | +16,286 | 新進 |
| Continuum Advisory, LLC | 16,273 | $148.5 萬 | 0.18% | −7,171−30.6% | 減碼 |
| S-Bank Fund Management Ltd | 16,267 | $148.4 萬 | 0.22% | −1,357−7.7% | 減碼 |
| Agf Management Ltd | 16,212 | $147.9 萬 | 0.01% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 16,201 | $147.8 萬 | 0.46% | +3,784+30.5% | 加碼 |
| Atomi Financial Group, Inc. | 16,139 | $147.2 萬 | 0.06% | +793+5.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 16,121 | $147.1 萬 | 0.05% | −114−0.7% | 減碼 |
| South Dakota Investment Council | 16,056 | $146.5 萬 | 0.03% | −2,600−13.9% | 減碼 |
| United Bank | 16,053 | $146.5 萬 | 0.56% | +1,070+7.1% | 加碼 |
| Howard Financial Services, Ltd. | 16,000 | $146.0 萬 | 0.19% | +17+0.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 15,850 | $144.6 萬 | 0.03% | −21,800−57.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 15,841 | $144.5 萬 | 0.11% | −580−3.5% | 減碼 |
| Jupiter Asset Management Ltd | 15,825 | $144.4 萬 | 0.01% | +15,825 | 新進 |
| Rothschild Investment LLC | 15,801 | $144.2 萬 | 0.09% | −4,747−23.1% | 減碼 |
| First Commonwealth Financial Corp | 15,784 | $144.0 萬 | 0.31% | +188+1.2% | 加碼 |
| Wealth Alliance | 15,732 | $143.5 萬 | 0.16% | +2,291+17.0% | 加碼 |
| Convergence Investment Partners, LLC | 15,730 | $143.5 萬 | 0.36% | −4,884−23.7% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 15,711 | $143.3 萬 | 0.13% | −1,302−7.7% | 減碼 |
| Cove Street Capital, LLC | 15,668 | $143.0 萬 | 2.10% | 00.0% | 不變 |
| Chicago Capital, LLC | 15,629 | $142.6 萬 | 0.04% | +100+0.6% | 加碼 |
| Catalytic Wealth RIA, LLC | 15,476 | $141.2 萬 | 0.12% | +10,269+197.2% | 加碼 |
| Pallas Capital Advisors LLC | 15,435 | $140.8 萬 | 0.05% | −2,562−14.2% | 減碼 |
| Sheets Smith Wealth Management | 15,325 | $139.8 萬 | 0.16% | +7,356+92.3% | 加碼 |
| Skopos Labs, Inc. | 15,295 | $139.6 萬 | 0.18% | +5,261+52.4% | 加碼 |
| Cookson Peirce & Co Inc | 15,262 | $139.3 萬 | 0.06% | +3,383+28.5% | 加碼 |
| Insigneo Advisory Services, LLC | 15,189 | $138.6 萬 | 0.12% | +1,578+11.6% | 加碼 |
| Neumann Capital Management, LLC | 15,132 | $138.1 萬 | 0.43% | −58−0.4% | 減碼 |
| First Dallas Securities Inc. | 15,109 | $137.9 萬 | 0.54% | −3,308−18.0% | 減碼 |
| Frisch Financial Group, Inc. | 15,092 | $137.7 萬 | 0.34% | +29+0.2% | 加碼 |
| Postrock Partners LLC | 15,078 | $137.6 萬 | 0.66% | 00.0% | 不變 |
| Glaxis Capital Management, LLC | 15,000 | $136.9 萬 | 1.83% | +15,000 | 新進 |
| Fusion Capital, LLC | 14,994 | $136.8 萬 | 0.47% | +847+6.0% | 加碼 |
| ING Groep NV | 14,972 | $136.6 萬 | 0.01% | +6,165+70.0% | 加碼 |
| Kelly Lawrence W & Associates Inc | 14,907 | $136.0 萬 | 0.36% | −50−0.3% | 減碼 |
| Stance Capital LLC | 14,882 | $135.8 萬 | 0.51% | +14,882 | 新進 |
| JNBA Financial Advisors | 14,855 | $135.5 萬 | 0.13% | −68−0.5% | 減碼 |
| GeoWealth Management, LLC | 14,848 | $135.5 萬 | 0.05% | +202+1.4% | 加碼 |
| Axxcess Wealth Management, LLC | 14,833 | $135.3 萬 | 0.03% | −31−0.2% | 減碼 |
| Central Trust Co | 14,795 | $135.0 萬 | 0.03% | −185−1.2% | 減碼 |
| Davis R M Inc | 14,707 | $134.2 萬 | 0.02% | −85−0.6% | 減碼 |
| Skylands Capital, LLC | 14,700 | $134.1 萬 | 0.19% | −19,900−57.5% | 減碼 |
| Checchi Capital Advisers, LLC | 14,688 | $134.0 萬 | 0.09% | +100+0.7% | 加碼 |
| Greystone Financial Group, LLC | 14,586 | $133.1 萬 | 0.22% | −83−0.6% | 減碼 |
| SCS Capital Management LLC | 14,574 | $133.0 萬 | 0.01% | +2,744+23.2% | 加碼 |
| Paradigm Asset Management Co LLC | 14,450 | $131.8 萬 | 0.33% | −33,900−70.1% | 減碼 |
| Fruth Investment Management | 14,456 | $131.8 萬 | 0.36% | 00.0% | 不變 |
| NBT Bank N A | 14,435 | $131.7 萬 | 0.09% | +2,070+16.7% | 加碼 |
| Smith, Moore & Co. | 14,435 | $131.7 萬 | 0.11% | +457+3.3% | 加碼 |
| Walter & Keenan Financial Consulting Co | 14,433 | $131.7 萬 | 0.38% | +489+3.5% | 加碼 |
| Uncommon Cents Investing LLC | 14,381 | $131.2 萬 | 0.35% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 14,365 | $131.1 萬 | 0.81% | +26+0.2% | 加碼 |
| VestGen Advisors, LLC | 14,332 | $130.8 萬 | 0.05% | +903+6.7% | 加碼 |
| Aptus Capital Advisors, LLC | 14,330 | $130.7 萬 | 0.01% | −438−3.0% | 減碼 |
| Cooper Financial Group | 14,326 | $130.7 萬 | 0.15% | +78+0.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 14,313 | $130.6 萬 | 0.03% | +5,277+58.4% | 加碼 |
| RFG Advisory, LLC | 14,299 | $130.5 萬 | 0.03% | +3,347+30.6% | 加碼 |
| Sage Rhino Capital LLC | 14,260 | $130.1 萬 | 0.28% | +10+0.1% | 加碼 |
| Integrated Quantitative Investments LLC | 14,192 | $129.5 萬 | 0.38% | +14,192 | 新進 |
| Ronald Blue Trust, Inc. | 14,179 | $129.4 萬 | 0.02% | +3,179+28.9% | 加碼 |
| JT Stratford LLC | 14,138 | $129.0 萬 | 0.20% | +1,835+14.9% | 加碼 |
| VisionPoint Advisory Group, LLC | 14,017 | $127.9 萬 | 0.28% | −18,454−56.8% | 減碼 |
| IMS Capital Management | 14,002 | $127.8 萬 | 0.60% | −199−1.4% | 減碼 |
| Sigma Planning Corp | 13,936 | $127.2 萬 | 0.04% | +420+3.1% | 加碼 |
| Hancock Whitney Corp | 13,852 | $126.4 萬 | 0.02% | +13,852 | 新進 |
| Capital Investment Advisors, LLC | 13,846 | $126.3 萬 | 0.02% | +5,850+73.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,843 | $126.3 萬 | 0.00% | −1,762−11.3% | 減碼 |
| Leisure Capital Management | 13,828 | $126.2 萬 | 0.48% | +198+1.5% | 加碼 |
| Disciplined Investors, L.L.C. | 13,806 | $126.0 萬 | 0.98% | +41+0.3% | 加碼 |
| Independence Bank of Kentucky | 13,735 | $125.3 萬 | 0.18% | −1,120−7.5% | 減碼 |
| VCI Wealth Management LLC | 13,734 | $125.3 萬 | 0.44% | +1,268+10.2% | 加碼 |
| Koshinski Asset Management, Inc. | 13,708 | $125.1 萬 | 0.09% | +512+3.9% | 加碼 |
| Qtron Investments LLC | 13,698 | $125.0 萬 | 0.16% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 13,682 | $124.8 萬 | 0.01% | +5,337+64.0% | 加碼 |
| Garner Asset Management Corp | 13,583 | $123.9 萬 | 0.57% | −1,938−12.5% | 減碼 |
| FLC Capital Advisors | 13,573 | $123.8 萬 | 0.26% | +756+5.9% | 加碼 |
| Edgestream Partners, L.P. | 13,467 | $122.9 萬 | 0.03% | +9,514+240.7% | 加碼 |
| Smartleaf Asset Management LLC | 13,592 | $122.3 萬 | 0.11% | −2,181−13.8% | 減碼 |
| Essex Financial Services, Inc. | 13,370 | $122.0 萬 | 0.08% | +303+2.3% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 13,330 | $121.9 萬 | 0.84% | +110+0.8% | 加碼 |
| Sumitomo Life Insurance Co | 13,315 | $121.5 萬 | 0.08% | −774−5.5% | 減碼 |
| Golden State Equity Partners | 13,311 | $121.4 萬 | 0.22% | +619+4.9% | 加碼 |
| Two Sigma Securities, LLC | 13,245 | $120.8 萬 | 0.15% | +8,909+205.5% | 加碼 |
| Franklin Street Advisors Inc | 13,059 | $119.2 萬 | 0.07% | 00.0% | 不變 |
| Worth Asset Management, LLC | 13,052 | $119.1 萬 | 0.59% | +13,052 | 新進 |
| Nicolet Bankshares Inc | 13,049 | $119.1 萬 | 0.21% | +107+0.8% | 加碼 |
| HCR Wealth Advisors | 13,045 | $119.0 萬 | 0.14% | +788+6.4% | 加碼 |
| Catalyst Financial Partners LLC | 13,039 | $119.0 萬 | 0.13% | +338+2.7% | 加碼 |
| Hardy Reed LLC | 13,018 | $118.8 萬 | 0.10% | −141−1.1% | 減碼 |
| R Squared Ltd | 12,994 | $118.6 萬 | 0.65% | +12,994 | 新進 |
| Raiffeisen Bank International AG | 13,171 | $118.3 萬 | 0.02% | −305−2.3% | 減碼 |
| Hamel Associates, Inc. | 12,945 | $118.1 萬 | 0.40% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 12,810 | $116.9 萬 | 0.11% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 12,793 | $116.7 萬 | 0.08% | −20.0% | 減碼 |
| Granite Investment Partners, LLC | 12,791 | $116.7 萬 | 0.06% | 00.0% | 不變 |