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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 4,816 | $43.9 萬 | 0.03% | +927+23.8% | 加碼 |
| Peoples Bank | 4,808 | $43.9 萬 | 0.29% | −12−0.2% | 減碼 |
| Syon Capital LLC | 4,802 | $43.8 萬 | 0.03% | +4,802 | 新進 |
| Diversify Wealth Management, LLC | 4,439 | $43.8 萬 | 0.03% | −275−5.8% | 減碼 |
| Polymer Capital Management (US) LLC | 4,787 | $43.7 萬 | 0.07% | +4,787 | 新進 |
| Coastwise Capital Group, LLC | 4,751 | $43.4 萬 | 0.35% | −292−5.8% | 減碼 |
| Sunpointe, LLC | 4,712 | $43.0 萬 | 0.17% | +4,712 | 新進 |
| Avantax Planning Partners, Inc. | 4,706 | $42.9 萬 | 0.01% | +91+2.0% | 加碼 |
| Eagle Wealth Strategies LLC | 4,705 | $42.9 萬 | 0.24% | +82+1.8% | 加碼 |
| Versant Capital Management, Inc | 4,704 | $42.9 萬 | 0.07% | +550+13.2% | 加碼 |
| Princeton Capital Management LLC | 4,697 | $42.9 萬 | 0.13% | +4,697 | 新進 |
| Soltis Investment Advisors LLC | 4,673 | $42.6 萬 | 0.03% | +4,673 | 新進 |
| Welch & Forbes LLC | 4,657 | $42.5 萬 | 0.01% | +550+13.4% | 加碼 |
| Old Mission Investment Co LLC | 4,642 | $42.4 萬 | 0.12% | −10.0% | 減碼 |
| Orca Investment Management, LLC | 4,641 | $42.3 萬 | 0.38% | −5−0.1% | 減碼 |
| Gibbs Wealth Management | 4,639 | $42.3 萬 | 0.08% | +270+6.2% | 加碼 |
| Sonora Investment Management Group, LLC | 4,635 | $42.3 萬 | 0.03% | +13+0.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 4,380 | $42.3 萬 | 0.12% | 00.0% | 不變 |
| Westmount Partners, LLC | 4,632 | $42.3 萬 | 0.12% | −19−0.4% | 減碼 |
| Farringdon Capital, Ltd. | 4,627 | $42.2 萬 | 0.14% | +4,627 | 新進 |
| Moss Adams Wealth Advisors LLC | 4,624 | $42.2 萬 | 0.04% | +67+1.5% | 加碼 |
| Opinicus Capital, Inc. | 4,597 | $41.9 萬 | 0.32% | −613−11.8% | 減碼 |
| Parcion Private Wealth LLC | 4,585 | $41.8 萬 | 0.03% | −963−17.4% | 減碼 |
| Smith Thornton Advisors LLC | 4,581 | $41.8 萬 | 0.24% | +36+0.8% | 加碼 |
| TFG Advisers LLC | 4,569 | $41.7 萬 | 0.14% | +324+7.6% | 加碼 |
| LexAurum Advisors, LLC | 4,565 | $41.6 萬 | 0.07% | −9,224−66.9% | 減碼 |
| Sivia Capital Partners, LLC | 4,553 | $41.5 萬 | 0.14% | +809+21.6% | 加碼 |
| Bernard Wealth Management Corp. | 4,544 | $41.5 萬 | 0.19% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 4,445 | $41.4 萬 | 0.18% | +524+13.4% | 加碼 |
| RVW Wealth, LLC | 4,507 | $41.1 萬 | 0.03% | −22−0.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $41.1 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 4,482 | $40.9 萬 | 0.13% | +1,407+45.8% | 加碼 |
| GTS Securities LLC | 4,470 | $40.8 萬 | 0.02% | −2,986−40.0% | 減碼 |
| Arete Wealth Advisors, LLC | 4,458 | $40.7 萬 | 0.03% | −2,471−35.7% | 減碼 |
| LBMC Investment Advisors, LLC | 4,388 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 4,375 | $39.9 萬 | 0.06% | +61+1.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,356 | $39.7 萬 | 0.01% | +250+6.1% | 加碼 |
| Bradley Foster & Sargent Inc | 4,355 | $39.7 萬 | 0.01% | −3,587−45.2% | 減碼 |
| E Fund Management Co., Ltd. | 4,328 | $39.5 萬 | 0.02% | −121−2.7% | 減碼 |
| Opal Wealth Advisors, LLC | 4,326 | $39.5 萬 | 0.11% | +855+24.6% | 加碼 |
| HHM Wealth Advisors, LLC | 4,301 | $39.2 萬 | 0.05% | −915−17.5% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 4,297 | $39.2 萬 | 0.11% | +1,236+40.4% | 加碼 |
| Client 1st Advisory Group, LLC | 4,279 | $39.0 萬 | 0.14% | −43−1.0% | 減碼 |
| Clearview Wealth Advisors LLC | 4,270 | $39.0 萬 | 0.27% | −6−0.1% | 減碼 |
| Semus Wealth Partners LLC | 4,267 | $38.9 萬 | 0.25% | −188−4.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 4,252 | $38.8 萬 | 0.02% | +489+13.0% | 加碼 |
| CoreCap Advisors, LLC | 4,248 | $38.8 萬 | 0.02% | +147+3.6% | 加碼 |
| Fielder Capital Group LLC | 4,240 | $38.7 萬 | 0.10% | −200−4.5% | 減碼 |
| Catalyst Private Wealth, LLC | 4,218 | $38.5 萬 | 0.17% | +26+0.6% | 加碼 |
| AlphaCore Capital LLC | 4,203 | $38.4 萬 | 0.01% | +1,011+31.7% | 加碼 |
| Aberdeen Wealth Management LLC | 4,198 | $38.3 萬 | 0.25% | +10.0% | 加碼 |
| CFO4Life Group, LLC | 4,180 | $38.1 萬 | 0.06% | −216−4.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 4,169 | $38.0 萬 | 0.18% | +3+0.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,169 | $38.0 萬 | 0.18% | +511+14.0% | 加碼 |
| Souders Financial Advisors | 4,167 | $38.0 萬 | 0.05% | −242−5.5% | 減碼 |
| Affinity Capital Advisors, LLC | 4,164 | $38.0 萬 | 0.07% | −1,046−20.1% | 減碼 |
| Level Four Advisory Services, LLC | 4,141 | $37.8 萬 | 0.01% | −29−0.7% | 減碼 |
| CNB Bank | 4,140 | $37.8 萬 | 0.18% | −1,078−20.7% | 減碼 |
| KLCM Advisors, Inc. | 4,134 | $37.7 萬 | 0.04% | −112−2.6% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,126 | $37.6 萬 | 0.29% | +288+7.5% | 加碼 |
| Exchange Traded Concepts, LLC | 4,103 | $37.4 萬 | 0.00% | −13,157−76.2% | 減碼 |
| Silver Oak Securities, Inc | 4,093 | $37.3 萬 | 0.03% | +276+7.2% | 加碼 |
| Trust Co of the South | 4,088 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Oxinas Partners Wealth Management LLC | 4,087 | $37.3 萬 | 0.19% | +3+0.1% | 加碼 |
| Advisor Resource Council | 4,064 | $37.1 萬 | 0.18% | −8,085−66.5% | 減碼 |
| Essex LLC | 4,050 | $37.0 萬 | 0.07% | 00.0% | 不變 |
| Capital Management Associates, Inc | 4,045 | $36.9 萬 | 0.12% | −4,105−50.4% | 減碼 |
| Laffer Tengler Investments | 4,025 | $36.7 萬 | 0.07% | 00.0% | 不變 |
| Optiver Holding B.V. | 4,024 | $36.7 萬 | 0.01% | +3,643+956.2% | 加碼 |
| Principia Wealth Advisory, LLC | 4,016 | $36.6 萬 | 0.31% | +13+0.3% | 加碼 |
| Romano Brothers and Company | 3,974 | $36.3 萬 | 0.04% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 3,970 | $36.2 萬 | 0.10% | +1,252+46.1% | 加碼 |
| Gries Financial LLC | 3,964 | $36.2 萬 | 0.07% | +1,300+48.8% | 加碼 |
| Ariston Services Group | 3,958 | $36.1 萬 | 0.26% | 00.0% | 不變 |
| Baron Wealth Management LLC | 3,951 | $36.0 萬 | 0.13% | +310+8.5% | 加碼 |
| Van Strum & Towne Inc. | 3,950 | $36.0 萬 | 0.11% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 3,947 | $36.0 萬 | 0.06% | −6,006−60.3% | 減碼 |
| Calton & Associates, Inc. | 3,944 | $36.0 萬 | 0.06% | +747+23.4% | 加碼 |
| Nova R Wealth, Inc. | 3,936 | $35.9 萬 | 0.17% | 00.0% | 不變 |
| Onefund, LLC | 3,932 | $35.9 萬 | 0.26% | −19−0.5% | 減碼 |
| First Business Financial Services, Inc. | 3,931 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 3,915 | $35.7 萬 | 0.11% | +2+0.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 3,915 | $35.7 萬 | 0.25% | +90+2.4% | 加碼 |
| Biltmore Family Office, LLC | 3,905 | $35.6 萬 | 0.06% | +47+1.2% | 加碼 |
| Triumph Capital Management | 3,897 | $35.6 萬 | 0.11% | +250+6.9% | 加碼 |
| Klingenstein Fields & Co LP | 3,895 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Wealth Group, Ltd. | 3,893 | $35.5 萬 | 0.35% | +318+8.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,881 | $35.4 萬 | 0.03% | +123+3.3% | 加碼 |
| Opus Capital Group, LLC | 3,875 | $35.4 萬 | 0.04% | +11+0.3% | 加碼 |
| Boyar Asset Management Inc. | 3,875 | $35.4 萬 | 0.23% | −75−1.9% | 減碼 |
| Purus Wealth Management, LLC | 3,870 | $35.3 萬 | 0.12% | −35−0.9% | 減碼 |
| Studio Investment Management LLC | 3,861 | $35.2 萬 | 0.07% | −101−2.5% | 減碼 |
| Rothschild Capital Partners, LLC | 3,860 | $35.2 萬 | 0.09% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 3,860 | $35.2 萬 | 0.08% | −4,631−54.5% | 減碼 |
| Berger Financial Group, Inc | 3,786 | $34.5 萬 | 0.02% | +3+0.1% | 加碼 |
| TriaGen Wealth Management LLC | 3,781 | $34.5 萬 | 0.10% | +3,781 | 新進 |
| Marks Group Wealth Management, Inc | 3,755 | $34.3 萬 | 0.03% | −745−16.6% | 減碼 |
| Westshore Wealth, LLC | 3,752 | $34.2 萬 | 0.13% | 00.0% | 不變 |
| LRI Investments, LLC | 3,708 | $33.8 萬 | 0.03% | +1,419+62.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 3,700 | $33.8 萬 | 0.16% | +3,700 | 新進 |