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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 7,713 | $70.4 萬 | 0.06% | 00.0% | 不變 |
| Athena Investment Management | 7,708 | $70.3 萬 | 0.39% | 00.0% | 不變 |
| Navellier & Associates Inc | 7,700 | $70.3 萬 | 0.09% | 00.0% | 不變 |
| L2 Asset Management, LLC | 7,670 | $70.0 萬 | 0.11% | +1,100+16.7% | 加碼 |
| Old Port Advisors | 7,659 | $69.9 萬 | 0.19% | +176+2.4% | 加碼 |
| CMG Global Holdings, LLC | 7,108 | $69.6 萬 | 0.37% | +513+7.8% | 加碼 |
| LCNB Corp | 7,609 | $69.4 萬 | 0.24% | +800+11.7% | 加碼 |
| Harbour Investments, Inc. | 7,596 | $69.3 萬 | 0.02% | −11−0.1% | 減碼 |
| One Wealth Advisors, LLC | 7,587 | $69.2 萬 | 0.10% | −186−2.4% | 減碼 |
| Blueshift Asset Management, LLC | 7,510 | $68.5 萬 | 0.21% | +7,510 | 新進 |
| Joel Isaacson & Co., LLC | 7,462 | $68.1 萬 | 0.03% | +77+1.0% | 加碼 |
| Dempze Nancy E | 7,455 | $68.0 萬 | 0.39% | +7,455 | 新進 |
| Unique Wealth Strategies, LLC | 7,425 | $67.7 萬 | 0.28% | −930−11.1% | 減碼 |
| Heritage Wealth Management, Inc. | 7,414 | $67.6 萬 | 0.22% | 00.0% | 不變 |
| First National Advisers, LLC | 7,413 | $67.6 萬 | 0.10% | −2,987−28.7% | 減碼 |
| Trust Point Inc. | 7,382 | $67.4 萬 | 0.06% | +1,569+27.0% | 加碼 |
| Exchange Capital Management, Inc. | 7,365 | $67.2 萬 | 0.10% | +625+9.3% | 加碼 |
| Burling Wealth Partners, LLC | 7,339 | $67.0 萬 | 0.12% | −1,544−17.4% | 減碼 |
| Integral Investment Advisors, Inc. | 7,300 | $66.6 萬 | 0.19% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 7,239 | $66.0 萬 | 0.00% | −30.0% | 減碼 |
| Accredited Investors Inc. | 7,227 | $65.9 萬 | 0.04% | +7,227 | 新進 |
| Stokes Family Office, LLC | 7,216 | $65.8 萬 | 0.07% | −335−4.4% | 減碼 |
| Integrity Alliance, LLC. | 7,212 | $65.8 萬 | 0.04% | −1,000−12.2% | 減碼 |
| IHT Wealth Management, LLC | 7,203 | $65.7 萬 | 0.02% | −153−2.1% | 減碼 |
| Verity Asset Management, Inc. | 7,191 | $65.6 萬 | 0.31% | −7,733−51.8% | 減碼 |
| Total Wealth Planning & Management, Inc. | 7,188 | $65.6 萬 | 0.57% | −47−0.6% | 減碼 |
| Csenge Advisory Group | 7,419 | $65.5 萬 | 0.03% | +533+7.7% | 加碼 |
| International Assets Investment Management, LLC | 7,175 | $65.5 萬 | 0.05% | −2,521−26.0% | 減碼 |
| Platform Technology Partners | 7,172 | $65.4 萬 | 0.17% | +300+4.4% | 加碼 |
| Ellevest, Inc. | 7,156 | $65.3 萬 | 0.10% | +186+2.7% | 加碼 |
| TAGStone Capital, Inc. | 6,684 | $65.1 萬 | 0.27% | +20+0.3% | 加碼 |
| RW Investment Management LLC | 7,124 | $65.0 萬 | 0.07% | −50−0.7% | 減碼 |
| Traynor Capital Management, Inc. | 7,115 | $64.9 萬 | 0.05% | +95+1.4% | 加碼 |
| BayBridge Capital Group, LLC | 7,107 | $64.8 萬 | 0.42% | −12−0.2% | 減碼 |
| MJP Associates Inc | 7,098 | $64.8 萬 | 0.10% | +4,410+164.1% | 加碼 |
| Whalen Wealth Management Inc. | 7,089 | $64.7 萬 | 0.41% | +7,089 | 新進 |
| Howard Bailey Securities, LLC | 7,078 | $64.6 萬 | 0.20% | −213−2.9% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,049 | $64.3 萬 | 0.08% | +216+3.2% | 加碼 |
| Neville Rodie & Shaw Inc | 7,050 | $64.3 萬 | 0.05% | 00.0% | 不變 |
| Persistent Asset Partners Ltd | 7,043 | $64.3 萬 | 0.56% | +7,043 | 新進 |
| Benjamin Edwards Inc | 7,033 | $64.2 萬 | 0.01% | +606+9.4% | 加碼 |
| Michels Family Financial, LLC | 7,010 | $64.0 萬 | 0.55% | −195−2.7% | 減碼 |
| Beta Wealth Group, Inc. | 7,008 | $63.9 萬 | 0.23% | +102+1.5% | 加碼 |
| Avalon Trust Co | 7,000 | $63.9 萬 | 0.05% | −1,320−15.9% | 減碼 |
| Bridgewater Advisors Inc. | 6,514 | $63.8 萬 | 0.05% | −165−2.5% | 減碼 |
| Proficio Capital Partners LLC | 6,950 | $63.4 萬 | 0.04% | +565+8.8% | 加碼 |
| Naviter Wealth, LLC | 6,947 | $63.4 萬 | 0.08% | −96−1.4% | 減碼 |
| Elefante Mark B | 6,940 | $63.3 萬 | 0.48% | +6,940 | 新進 |
| Cozad Asset Management Inc | 6,925 | $63.2 萬 | 0.06% | −349−4.8% | 減碼 |
| Bragg Financial Advisors, Inc | 6,921 | $63.1 萬 | 0.02% | −30.0% | 減碼 |
| Intrust Bank NA | 6,915 | $63.1 萬 | 0.06% | −279−3.9% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $62.9 萬 | 0.04% | 00.0% | 不變 |
| Pointe Capital Management LLC | 6,884 | $62.8 萬 | 0.33% | +138+2.0% | 加碼 |
| Quest Partners LLC | 6,884 | $62.8 萬 | 0.06% | +6,325+1,131.5% | 加碼 |
| Garrison Point Advisors, LLC | 6,855 | $62.5 萬 | 0.29% | 00.0% | 不變 |
| Auxier Asset Management | 6,850 | $62.5 萬 | 0.09% | 00.0% | 不變 |
| Sowell Financial Services LLC | 6,846 | $62.5 萬 | 0.03% | +43+0.6% | 加碼 |
| Arcataur Capital Management LLC | 6,838 | $62.4 萬 | 0.19% | −95−1.4% | 減碼 |
| Main Street Financial Solutions, LLC | 6,828 | $62.3 萬 | 0.05% | +305+4.7% | 加碼 |
| Transcend Wealth Collective, LLC | 6,813 | $62.2 萬 | 0.05% | +4,008+142.9% | 加碼 |
| Impact Capital Partners LLC | 6,787 | $61.9 萬 | 0.20% | −266−3.8% | 減碼 |
| Defined Wealth Management, LLC | 6,737 | $61.5 萬 | 0.38% | +78+1.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 6,727 | $61.4 萬 | 0.09% | +36+0.5% | 加碼 |
| MCF Advisors LLC | 6,724 | $61.3 萬 | 0.04% | +89+1.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,702 | $61.1 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 6,682 | $61.0 萬 | 0.02% | −74−1.1% | 減碼 |
| Mission Wealth Management, LP | 6,670 | $60.9 萬 | 0.01% | −192−2.8% | 減碼 |
| Bingham Private Wealth, LLC | 6,638 | $60.6 萬 | 0.58% | −324−4.7% | 減碼 |
| Mather Group, LLC. | 6,638 | $60.6 萬 | 0.01% | +453+7.3% | 加碼 |
| 5T Wealth, LLC | 6,630 | $60.5 萬 | 0.31% | +4+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 6,595 | $60.2 萬 | 0.04% | +54+0.8% | 加碼 |
| Aspetuck Financial Management LLC | 6,577 | $60.0 萬 | 0.45% | −300−4.4% | 減碼 |
| Sweeney & Michel, LLC | 6,508 | $59.9 萬 | 0.21% | +12+0.2% | 加碼 |
| Carson Advisory Inc. | 6,557 | $59.8 萬 | 0.38% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 6,536 | $59.6 萬 | 0.02% | +460+7.6% | 加碼 |
| ASB Consultores, LLC | 6,524 | $59.5 萬 | 0.40% | +1,000+18.1% | 加碼 |
| Cassaday & Co Wealth Management LLC | 6,512 | $59.4 萬 | 0.01% | +212+3.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,494 | $59.3 萬 | 0.08% | +513+8.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 6,489 | $59.2 萬 | 0.01% | −346−5.1% | 減碼 |
| Michael B. Yongue | 6,462 | $59.0 萬 | 0.44% | +426+7.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,453 | $58.9 萬 | 0.04% | −98−1.5% | 減碼 |
| Michael S. Ryan, Inc. | 6,437 | $58.7 萬 | 0.37% | +439+7.3% | 加碼 |
| Wellington Capital Management, Inc. | 6,390 | $58.3 萬 | 0.88% | +6,390 | 新進 |
| Larson Financial Group LLC | 6,378 | $58.2 萬 | 0.02% | −55−0.9% | 減碼 |
| WNY Asset Management, LLC | 6,331 | $57.8 萬 | 0.06% | −101−1.6% | 減碼 |
| SFMG, LLC | 6,326 | $57.7 萬 | 0.04% | +31+0.5% | 加碼 |
| Prosperity Wealth Management, Inc. | 6,325 | $57.7 萬 | 0.21% | −1,890−23.0% | 減碼 |
| Lazari Capital Management, Inc. | 6,308 | $57.6 萬 | 0.22% | −540−7.9% | 減碼 |
| Intrepid Financial Planning Group LLC | 6,302 | $57.5 萬 | 0.24% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 6,302 | $57.5 萬 | 0.50% | +6,302 | 新進 |
| Centurion Wealth Management LLC | 6,300 | $57.5 萬 | 0.16% | −359−5.4% | 減碼 |
| Family Legacy, Inc. | 6,300 | $57.5 萬 | 0.19% | 00.0% | 不變 |
| Palacios Wealth Management, LLC | 6,285 | $57.3 萬 | 0.47% | +6,285 | 新進 |
| Commonwealth Retirement Investments LLC | 6,255 | $57.1 萬 | 0.22% | −28,391−81.9% | 減碼 |
| New Hampshire Trust | 6,240 | $56.9 萬 | 0.12% | −37−0.6% | 減碼 |
| Mason & Associates Inc | 6,232 | $56.9 萬 | 0.13% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 6,184 | $56.4 萬 | 0.03% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 6,169 | $56.3 萬 | 0.05% | −451−6.8% | 減碼 |
| Kathmere Capital Management, LLC | 6,152 | $56.1 萬 | 0.04% | +2,557+71.1% | 加碼 |
| Belpointe Asset Management LLC | 6,142 | $56.0 萬 | 0.02% | +421+7.4% | 加碼 |