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 |
|---|---|---|---|---|---|
| Blalock Williams, LLC | 12,786 | $116.7 萬 | 1.17% | +456+3.7% | 加碼 |
| Proffitt & Goodson Inc | 12,765 | $116.5 萬 | 0.18% | +21+0.2% | 加碼 |
| Destination Wealth Management | 12,741 | $116.2 萬 | 0.03% | −971−7.1% | 減碼 |
| Costello Asset Management, INC | 12,740 | $116.2 萬 | 0.44% | +26+0.2% | 加碼 |
| Capricorn Fund Managers Ltd | 12,701 | $115.9 萬 | 0.55% | −224−1.7% | 減碼 |
| Stablepoint Partners, LLC | 12,677 | $115.7 萬 | 0.20% | +448+3.7% | 加碼 |
| Avestar Capital, LLC | 12,635 | $115.3 萬 | 0.08% | +2,517+24.9% | 加碼 |
| Kanawha Capital Management LLC | 12,623 | $115.2 萬 | 0.09% | 00.0% | 不變 |
| West Financial Advisors, LLC | 12,600 | $115.0 萬 | 0.20% | 00.0% | 不變 |
| Maven Securities LTD | 12,598 | $114.9 萬 | 0.30% | −6,483−34.0% | 減碼 |
| Panoramic Investment Advisors, LLC | 12,533 | $114.4 萬 | 0.70% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 12,503 | $114.1 萬 | 0.02% | −4,606−26.9% | 減碼 |
| Delaney Dennis R | 12,500 | $114.0 萬 | 0.59% | +5,145+70.0% | 加碼 |
| Nautilus Advisors LLC | 12,481 | $113.9 萬 | 0.84% | 00.0% | 不變 |
| Islay Capital Management, LLC | 12,473 | $113.8 萬 | 0.73% | +100+0.8% | 加碼 |
| Interval Partners, LP | 12,424 | $113.4 萬 | 0.03% | −162,451−92.9% | 減碼 |
| Boyd Watterson Asset Management LLC | 12,409 | $113.2 萬 | 0.36% | +675+5.8% | 加碼 |
| Portside Wealth Group, LLC | 12,337 | $112.6 萬 | 0.17% | +934+8.2% | 加碼 |
| Equitable Trust Co | 12,233 | $111.6 萬 | 0.06% | 00.0% | 不變 |
| Okabena Investment Services Inc | 12,214 | $111.4 萬 | 0.25% | +12,214 | 新進 |
| Leavell Investment Management, Inc. | 12,173 | $111.1 萬 | 0.05% | +118+1.0% | 加碼 |
| H&H Retirement Design & Management INC | 11,536 | $111.0 萬 | 0.61% | +299+2.7% | 加碼 |
| BIP Wealth, LLC | 12,133 | $110.7 萬 | 0.07% | −4,556−27.3% | 減碼 |
| Mutual Advisors, LLC | 11,396 | $110.6 萬 | 0.03% | +37+0.3% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,107 | $110.5 萬 | 0.21% | +415+3.5% | 加碼 |
| Hodges Capital Management Inc. | 12,096 | $110.4 萬 | 0.11% | −4,085−25.2% | 減碼 |
| O'Rourke & Company, Inc | 12,057 | $110.0 萬 | 0.51% | −671−5.3% | 減碼 |
| Matisse Capital | 12,010 | $109.6 萬 | 0.52% | −1,260−9.5% | 減碼 |
| Enterprise Bank & Trust Co | 12,006 | $109.5 萬 | 0.41% | +410+3.5% | 加碼 |
| Summit Asset Management, LLC | 12,002 | $109.5 萬 | 0.18% | −600−4.8% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 12,002 | $109.5 萬 | 0.41% | −3,433−22.2% | 減碼 |
| Buckingham Strategic Partners | 11,986 | $109.3 萬 | 0.01% | +2,212+22.6% | 加碼 |
| Cullinan Associates Inc | 11,900 | $108.6 萬 | 0.07% | 00.0% | 不變 |
| Notis-McConarty Edward | 11,895 | $108.5 萬 | 0.53% | +11,895 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 11,742 | $107.1 萬 | 0.03% | +686+6.2% | 加碼 |
| Lodestone Wealth Management LLC | 11,723 | $107.0 萬 | 0.52% | +36+0.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 11,695 | $106.7 萬 | 0.52% | +340+3.0% | 加碼 |
| Sovereign's Capital Management, LLC | 11,622 | $106.0 萬 | 0.57% | +1,856+19.0% | 加碼 |
| Personal Cfo Solutions, LLC | 11,591 | $105.8 萬 | 0.20% | +134+1.2% | 加碼 |
| Fundamentun, LLC | 11,572 | $105.6 萬 | 0.05% | +645+5.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,556 | $105.4 萬 | 0.28% | +140+1.2% | 加碼 |
| Mystic Asset Management, Inc. | 11,551 | $105.4 萬 | 0.25% | +165+1.4% | 加碼 |
| Oder Investment Management, LLC | 11,548 | $105.4 萬 | 0.80% | −302−2.5% | 減碼 |
| Novare Capital Management LLC | 11,535 | $105.2 萬 | 0.09% | −300−2.5% | 減碼 |
| Investment House LLC | 11,500 | $104.9 萬 | 0.05% | +11,500 | 新進 |
| MidWestOne Financial Group, Inc. | 11,450 | $104.5 萬 | 0.14% | −260−2.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,411 | $104.0 萬 | 0.05% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 11,391 | $103.9 萬 | 0.04% | +384+3.5% | 加碼 |
| Birmingham Capital Management Co Inc | 11,375 | $103.8 萬 | 0.46% | −4,700−29.2% | 減碼 |
| Davidson Kahn Capital Management, LLC | 11,330 | $103.4 萬 | 0.66% | −20−0.2% | 減碼 |
| Forbes J M & Co LLP | 11,300 | $103.1 萬 | 0.09% | 00.0% | 不變 |
| Perpetual Ltd | 11,277 | $102.9 萬 | 0.01% | −172−1.5% | 減碼 |
| Institute for Wealth Management, LLC. | 11,262 | $102.8 萬 | 0.11% | −23−0.2% | 減碼 |
| Palisade Asset Management, LLC | 11,229 | $102.5 萬 | 0.10% | −40−0.4% | 減碼 |
| Thomasville National Bank | 11,204 | $102.2 萬 | 0.07% | −142−1.3% | 減碼 |
| Balboa Wealth Partners | 11,177 | $102.0 萬 | 0.20% | +521+4.9% | 加碼 |
| Polar Asset Management Partners Inc. | 11,100 | $101.3 萬 | 0.03% | +11,100 | 新進 |
| Capital Advantage, Inc. | 11,088 | $101.2 萬 | 0.16% | +2,979+36.7% | 加碼 |
| Burns Matteson Capital Management, LLC | 11,082 | $101.1 萬 | 0.49% | −304−2.7% | 減碼 |
| Cynosure Management, LLC | 11,066 | $101.0 萬 | 0.11% | +42+0.4% | 加碼 |
| 44 Wealth Management LLC | 11,041 | $100.7 萬 | 0.36% | +11,041 | 新進 |
| Nabity-Jensen Investment Management Inc | 11,039 | $100.7 萬 | 0.74% | +7+0.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,037 | $100.7 萬 | 0.01% | +1,183+12.0% | 加碼 |
| Kidder Stephen W | 11,025 | $100.6 萬 | 0.30% | +11,025 | 新進 |
| Simplicity Wealth,LLC | 10,996 | $100.3 萬 | 0.04% | +6,300+134.2% | 加碼 |
| Secured Retirement Advisors, LLC | 10,981 | $100.2 萬 | 0.60% | −812−6.9% | 減碼 |
| Shira Ridge Wealth Management | 10,976 | $100.1 萬 | 0.46% | +10.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 10,948 | $99.9 萬 | 0.03% | +7,370+206.0% | 加碼 |
| ICONIQ Capital, LLC | 10,868 | $99.2 萬 | 0.02% | +2,880+36.1% | 加碼 |
| Howard Capital Management Inc. | 10,849 | $99.0 萬 | 0.01% | +2,812+35.0% | 加碼 |
| TownSquare Capital, LLC | 10,842 | $98.9 萬 | 0.10% | −129,109−92.3% | 減碼 |
| AIA Group Ltd | 10,814 | $98.7 萬 | 0.02% | −1,736−13.8% | 減碼 |
| Clarius Group, LLC | 10,801 | $98.5 萬 | 0.06% | +931+9.4% | 加碼 |
| Thor Investment Management Inc | 10,740 | $98.0 萬 | 0.67% | +33+0.3% | 加碼 |
| Uhlmann Price Securities, LLC | 10,732 | $97.9 萬 | 0.70% | −2,026−15.9% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 10,660 | $97.2 萬 | 0.45% | −11−0.1% | 減碼 |
| Northcape Wealth Management, LLC | 10,637 | $97.1 萬 | 0.30% | 00.0% | 不變 |
| Bank of Stockton | 10,593 | $96.7 萬 | 0.29% | +123+1.2% | 加碼 |
| Invictus Private Wealth, LLC | 10,529 | $96.1 萬 | 0.07% | +500+5.0% | 加碼 |
| SJS Investment Consulting Inc. | 10,479 | $95.6 萬 | 0.15% | −60−0.6% | 減碼 |
| Moseley Investment Management Inc | 10,439 | $95.2 萬 | 0.33% | 00.0% | 不變 |
| Navalign, LLC | 10,430 | $95.2 萬 | 0.26% | −881−7.8% | 減碼 |
| Tower Trust & Investment Co | 10,385 | $94.7 萬 | 0.67% | +455+4.6% | 加碼 |
| Canandaigua National Trust Co of Florida | 10,361 | $94.5 萬 | 0.67% | −2,481−19.3% | 減碼 |
| Graypoint LLC | 10,260 | $93.6 萬 | 0.05% | −10−0.1% | 減碼 |
| Variant Private Wealth, LLC | 10,206 | $93.1 萬 | 0.97% | −280−2.7% | 減碼 |
| Figure 8 Investment Strategies LLC | 10,124 | $92.4 萬 | 0.90% | +10,124 | 新進 |
| Silvercrest Asset Management Group LLC | 10,091 | $92.1 萬 | 0.01% | −21,297−67.9% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 10,046 | $91.7 萬 | 0.25% | +755+8.1% | 加碼 |
| Vigilare Wealth Management | 10,024 | $91.5 萬 | 0.34% | +10,024 | 新進 |
| American Money Management, LLC | 10,014 | $91.4 萬 | 0.16% | −551−5.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 10,000 | $91.2 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $91.2 萬 | 0.23% | 00.0% | 不變 |
| Mark Asset Management LP | 10,000 | $91.2 萬 | 0.11% | +10,000 | 新進 |
| Gemmer Asset Management LLC | 9,958 | $90.9 萬 | 0.08% | −645−6.1% | 減碼 |
| Sage Mountain Advisors LLC | 9,956 | $90.8 萬 | 0.06% | +1,495+17.7% | 加碼 |
| Johnson Financial Group, Inc. | 9,951 | $90.8 萬 | 0.04% | −2,555−20.4% | 減碼 |
| Diversified Trust Co | 9,936 | $90.7 萬 | 0.02% | +9+0.1% | 加碼 |
| Advisor OS, LLC | 9,926 | $90.6 萬 | 0.09% | +5,331+116.0% | 加碼 |
| Pitcairn Co | 9,906 | $90.4 萬 | 0.06% | −571−5.5% | 減碼 |