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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 9,864 | $90.0 萬 | 0.15% | +9,864 | 新進 |
| Hilltop Holdings Inc. | 9,844 | $89.8 萬 | 0.06% | −533−5.1% | 減碼 |
| United Community Bank | 9,839 | $89.8 萬 | 0.31% | +142+1.5% | 加碼 |
| Retirement Planning Group | 9,780 | $89.2 萬 | 0.04% | +259+2.7% | 加碼 |
| Canvas Wealth Advisors, LLC | 9,103 | $89.1 萬 | 0.18% | +53+0.6% | 加碼 |
| NBC Securities, Inc. | 9,695 | $89.1 萬 | 0.07% | −2,397−19.8% | 減碼 |
| Pure Financial Advisors, Inc. | 9,737 | $88.8 萬 | 0.02% | +463+5.0% | 加碼 |
| Colton Groome Financial Advisors, LLC | 9,735 | $88.8 萬 | 0.30% | +420+4.5% | 加碼 |
| Circle Wealth Management, LLC | 9,719 | $88.7 萬 | 0.02% | +2,328+31.5% | 加碼 |
| Clean Yield Group | 9,673 | $88.3 萬 | 0.26% | 00.0% | 不變 |
| Future Fund LLC | 9,661 | $88.1 萬 | 0.39% | +897+10.2% | 加碼 |
| Kennebec Savings Bank | 9,642 | $88.0 萬 | 0.86% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,631 | $87.9 萬 | 0.07% | +184+1.9% | 加碼 |
| Regatta Capital Group, LLC | 9,626 | $87.8 萬 | 0.15% | +37+0.4% | 加碼 |
| PDS Planning, Inc | 9,580 | $87.4 萬 | 0.07% | +198+2.1% | 加碼 |
| Ridgewood Investments LLC | 9,527 | $86.9 萬 | 0.38% | −4,756−33.3% | 減碼 |
| Bryce Point Capital, LLC | 9,510 | $86.8 萬 | 0.73% | +9,510 | 新進 |
| Novem Group | 9,509 | $86.8 萬 | 0.11% | +290+3.1% | 加碼 |
| Hedges Asset Management LLC | 9,500 | $86.7 萬 | 0.70% | −10,500−52.5% | 減碼 |
| Evoke Wealth, LLC | 9,466 | $86.4 萬 | 0.02% | +2,999+46.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,455 | $86.3 萬 | 0.01% | −681−6.7% | 減碼 |
| ISAM Funds (UK) Ltd | 9,435 | $86.1 萬 | 0.19% | +2,716+40.4% | 加碼 |
| Kirtland Hills Capital Management, LLC | 9,405 | $85.8 萬 | 0.40% | +1,853+24.5% | 加碼 |
| Hohimer Wealth Management, LLC | 9,389 | $85.7 萬 | 0.15% | +132+1.4% | 加碼 |
| Axq Capital, LP | 9,381 | $85.6 萬 | 0.28% | +9,381 | 新進 |
| NorthRock Partners, LLC | 9,383 | $85.6 萬 | 0.02% | +2,788+42.3% | 加碼 |
| Westover Capital Advisors, LLC | 9,371 | $85.5 萬 | 0.17% | −54−0.6% | 減碼 |
| Headlands Technologies LLC | 9,360 | $85.4 萬 | 0.10% | −13,078−58.3% | 減碼 |
| Viawealth, LLC | 9,208 | $84.0 萬 | 0.50% | −175−1.9% | 減碼 |
| Everhart Financial Group, Inc. | 9,183 | $83.8 萬 | 0.10% | +1,142+14.2% | 加碼 |
| RiverFront Investment Group, LLC | 9,173 | $83.7 萬 | 0.02% | +9,173 | 新進 |
| One Capital Management, LLC | 9,158 | $83.6 萬 | 0.03% | +20.0% | 加碼 |
| Eaton Financial Holdings Company, LLC | 9,124 | $83.3 萬 | 0.26% | +9,124 | 新進 |
| SeaCrest Wealth Management, LLC | 9,108 | $83.1 萬 | 0.09% | −2,345−20.5% | 減碼 |
| Weaver Capital Management LLC | 9,028 | $82.4 萬 | 0.20% | +6+0.1% | 加碼 |
| Crumly & Associates Inc. | 9,027 | $82.4 萬 | 0.20% | −183−2.0% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,010 | $82.2 萬 | 0.16% | +443+5.2% | 加碼 |
| Nilsine Partners, LLC | 9,007 | $82.2 萬 | 0.08% | −145−1.6% | 減碼 |
| Kearns & Associates LLC | 9,000 | $82.1 萬 | 0.47% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 8,956 | $81.7 萬 | 0.06% | +3,571+66.3% | 加碼 |
| Manchester Financial Inc | 8,956 | $81.7 萬 | 0.17% | −117−1.3% | 減碼 |
| Venture Visionary Partners LLC | 8,955 | $81.7 萬 | 0.03% | −1,089−10.8% | 減碼 |
| Dynasty Wealth Management, LLC | 8,895 | $81.2 萬 | 0.01% | −1,772−16.6% | 減碼 |
| Jericho Financial, LLP | 8,879 | $81.0 萬 | 0.53% | −1,161−11.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 8,867 | $80.9 萬 | 0.21% | −69−0.8% | 減碼 |
| Sutton Place Investors LLC | 8,860 | $80.8 萬 | 0.49% | +183+2.1% | 加碼 |
| Trust Co of Toledo NA | 8,838 | $80.6 萬 | 0.09% | +218+2.5% | 加碼 |
| Angeles Wealth Management, LLC | 8,809 | $80.4 萬 | 0.06% | +3,541+67.2% | 加碼 |
| Sax Wealth Advisors, LLC | 8,794 | $80.2 萬 | 0.05% | +214+2.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 8,739 | $79.7 萬 | 0.11% | +922+11.8% | 加碼 |
| Keel Point, LLC | 8,702 | $79.4 萬 | 0.05% | +2,060+31.0% | 加碼 |
| Sunbelt Securities, Inc. | 10,689 | $79.1 萬 | 0.07% | −813−7.1% | 減碼 |
| 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 |
| Quadcap Wealth Management, LLC | 8,664 | $79.1 萬 | 0.10% | +136+1.6% | 加碼 |
| St Germain D J Co Inc | 8,643 | $78.9 萬 | 0.03% | +316+3.8% | 加碼 |
| N.E.W. Advisory Services LLC | 8,635 | $78.8 萬 | 0.08% | +1,051+13.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,634 | $78.8 萬 | 0.04% | −385−4.3% | 減碼 |
| Cypress Wealth Services, LLC | 8,602 | $78.5 萬 | 0.14% | +289+3.5% | 加碼 |
| Avondale Wealth Management | 8,600 | $78.5 萬 | 0.44% | 00.0% | 不變 |
| Founders Financial Securities LLC | 8,575 | $78.2 萬 | 0.06% | −35−0.4% | 減碼 |
| SkyView Investment Advisors, LLC | 8,688 | $78.2 萬 | 0.11% | −90−1.0% | 減碼 |
| Fidelis Capital Partners, LLC | 8,086 | $78.2 萬 | 0.07% | +830+11.4% | 加碼 |
| Klingman & Associates, LLC | 8,535 | $77.9 萬 | 0.04% | +2,748+47.5% | 加碼 |
| Bordeaux Wealth Advisors LLC | 8,495 | $77.5 萬 | 0.10% | +182+2.2% | 加碼 |
| HMV Wealth Advisors, LLC | 8,491 | $77.5 萬 | 0.51% | 00.0% | 不變 |
| Oregon Pacific Wealth Management, LLC | 8,427 | $76.9 萬 | 0.73% | −860−9.3% | 減碼 |
| Ironwood Financial, llc | 9,802 | $76.7 萬 | 0.16% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 8,398 | $76.6 萬 | 0.02% | −118−1.4% | 減碼 |
| Ethos Financial Group, LLC | 8,381 | $76.5 萬 | 0.07% | +8,381 | 新進 |
| Nine Masts Capital Ltd | 8,362 | $76.3 萬 | 0.30% | +8,362 | 新進 |
| Apriem Advisors | 8,338 | $76.1 萬 | 0.08% | +207+2.5% | 加碼 |
| Modern Wealth Management, LLC | 8,330 | $76.0 萬 | 0.02% | +1,072+14.8% | 加碼 |
| Fulton Bank, N.A. | 8,325 | $76.0 萬 | 0.03% | −688−7.6% | 減碼 |
| Twinbeech Capital LP | 8,272 | $75.5 萬 | 0.02% | +8,272 | 新進 |
| Change Path, LLC | 8,244 | $75.2 萬 | 0.02% | +2,012+32.3% | 加碼 |
| Ofi Invest Asset Management | 9,659 | $75.1 萬 | 0.02% | −26,835−73.5% | 減碼 |
| Virtue Capital Management, LLC | 8,188 | $74.7 萬 | 0.14% | +1,989+32.1% | 加碼 |
| Mitchell Sinkler & Starr | 8,142 | $74.3 萬 | 0.36% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 8,113 | $74.0 萬 | 0.10% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 8,079 | $73.7 萬 | 0.02% | −254−3.0% | 減碼 |
| Citizens National Bank Trust Department | 8,065 | $73.6 萬 | 0.15% | −560−6.5% | 減碼 |
| Parkside Financial Bank & Trust | 8,065 | $73.6 萬 | 0.08% | +419+5.5% | 加碼 |
| Ameritas Advisory Services, LLC | 7,960 | $72.6 萬 | 0.04% | +2,235+39.0% | 加碼 |
| Herold Advisors, Inc. | 7,955 | $72.6 萬 | 0.15% | −2,683−25.2% | 減碼 |
| Aspen Grove Capital, LLC | 7,926 | $72.3 萬 | 0.12% | −3,030−27.7% | 減碼 |
| First Western Trust Bank | 7,897 | $72.1 萬 | 0.03% | −134−1.7% | 減碼 |
| Compass Advisory Group LLC | 7,875 | $71.9 萬 | 0.23% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 7,869 | $71.8 萬 | 0.07% | −1,138−12.6% | 減碼 |
| West Family Investments, Inc. | 7,860 | $71.7 萬 | 0.19% | +3,439+77.8% | 加碼 |
| Paragon Private Wealth Management, LLC | 7,834 | $71.5 萬 | 0.28% | +2,805+55.8% | 加碼 |
| Western Wealth Management, LLC | 7,819 | $71.3 萬 | 0.04% | −20−0.3% | 減碼 |
| Whelan Financial | 7,781 | $71.0 萬 | 0.26% | +1,875+31.7% | 加碼 |
| Boltwood Capital Management | 7,779 | $71.0 萬 | 0.20% | +62+0.8% | 加碼 |
| CVA Family Office, LLC | 7,774 | $70.9 萬 | 0.10% | +216+2.9% | 加碼 |
| Unified Investment Management | 7,756 | $70.8 萬 | 0.76% | +153+2.0% | 加碼 |
| RMR Wealth Builders | 7,732 | $70.5 萬 | 0.06% | +239+3.2% | 加碼 |
| Journey Strategic Wealth LLC | 7,729 | $70.5 萬 | 0.02% | +3,243+72.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 7,727 | $70.5 萬 | 0.19% | −106−1.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 7,720 | $70.4 萬 | 0.12% | 00.0% | 不變 |