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 |
|---|---|---|---|---|---|
| Papp L Roy & Associates | 2,518 | $23.0 萬 | 0.03% | +2,518 | 新進 |
| Farmers Trust Co | 2,510 | $22.9 萬 | 0.04% | −152−5.7% | 減碼 |
| Creative Financial Designs Inc | 2,508 | $22.9 萬 | 0.02% | +19+0.8% | 加碼 |
| Northside Capital Management, LLC | 2,506 | $22.9 萬 | 0.02% | +2,506 | 新進 |
| Clear Creek Financial Management, LLC | 2,498 | $22.8 萬 | 0.02% | +2,498 | 新進 |
| Meyer Handelman Co | 2,492 | $22.7 萬 | 0.01% | +2,492 | 新進 |
| SOA Wealth Advisors, LLC. | 2,492 | $22.7 萬 | 0.04% | +3+0.1% | 加碼 |
| Grandfield & Dodd, LLC | 2,480 | $22.6 萬 | 0.01% | +2,480 | 新進 |
| Almanack Investment Partners, LLC. | 2,480 | $22.6 萬 | 0.04% | +2,480 | 新進 |
| Guyasuta Investment Advisors Inc | 2,472 | $22.6 萬 | 0.01% | +2,472 | 新進 |
| GW&K Investment Management, LLC | 2,471 | $22.5 萬 | 0.00% | −2,416−49.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 2,460 | $22.4 萬 | 0.03% | −697−22.1% | 減碼 |
| Family Wealth Group, LLC | 2,458 | $22.4 萬 | 0.17% | +2,458 | 新進 |
| Invenio Wealth Partners LLC | 2,452 | $22.4 萬 | 0.09% | +2,452 | 新進 |
| Simon Quick Advisors, LLC | 2,439 | $22.3 萬 | 0.01% | −7,903−76.4% | 減碼 |
| ORG Partners LLC | 2,439 | $22.2 萬 | 0.05% | +862+54.7% | 加碼 |
| ZRC Wealth Management, LLC | 2,434 | $22.2 萬 | 0.09% | −94−3.7% | 減碼 |
| Pine Harbor Wealth Management, LLC | 2,429 | $22.2 萬 | 0.08% | +2,429 | 新進 |
| Alteri Wealth LLC | 2,428 | $22.1 萬 | 0.09% | +2,428 | 新進 |
| Rainey & Randall Investment Management Inc. | 2,419 | $22.1 萬 | 0.04% | +2,419 | 新進 |
| Lifeworks Advisors, LLC | 2,410 | $22.0 萬 | 0.03% | +2,410 | 新進 |
| D'Orazio & Associates, Inc. | 2,409 | $22.0 萬 | 0.03% | −219−8.3% | 減碼 |
| Elyxium Wealth, LLC | 2,406 | $21.9 萬 | 0.08% | +2,406 | 新進 |
| Violich Capital Management, Inc. | 2,400 | $21.9 萬 | 0.03% | +2,400 | 新進 |
| Fedenia Advisers LLC | 2,398 | $21.9 萬 | 0.10% | +2,398 | 新進 |
| Asset Management Group, Inc. | 2,388 | $21.8 萬 | 0.04% | +2,388 | 新進 |
| Ignite Planners, LLC | 2,273 | $21.8 萬 | 0.04% | +2,273 | 新進 |
| Morling Financial Advisors, LLC | 2,386 | $21.8 萬 | 0.07% | −684−22.3% | 減碼 |
| McAdam, LLC | 2,384 | $21.7 萬 | 0.01% | +2,384 | 新進 |
| Teza Capital Management LLC | 2,380 | $21.7 萬 | 0.16% | +2,380 | 新進 |
| Segment Wealth Management, LLC | 2,376 | $21.7 萬 | 0.01% | +2,376 | 新進 |
| D.B. Root & Company, LLC | 2,375 | $21.7 萬 | 0.06% | +2,375 | 新進 |
| Kera Capital Partners, Inc. | 2,373 | $21.7 萬 | 0.04% | +2,373 | 新進 |
| First Nebraska Trust Co | 2,373 | $21.7 萬 | 0.02% | +2,373 | 新進 |
| Bellwether Advisors, LLC | 2,363 | $21.6 萬 | 0.04% | −25,759−91.6% | 減碼 |
| Acorn Financial Advisory Services Inc | 2,356 | $21.5 萬 | 0.04% | +2,356 | 新進 |
| Foster Group, Inc. | 2,351 | $21.5 萬 | 0.01% | +2,351 | 新進 |
| Brooklyn FI, LLC | 2,344 | $21.4 萬 | 0.05% | +2,344 | 新進 |
| Bruce G. Allen Investments, LLC | 2,343 | $21.4 萬 | 0.16% | −841−26.4% | 減碼 |
| Hilltop National Bank | 2,336 | $21.3 萬 | 0.06% | +2,336 | 新進 |
| Prospera Capital Management, LLC | 2,332 | $21.3 萬 | 0.12% | +2,332 | 新進 |
| Camden National Bank | 2,325 | $21.2 萬 | 0.03% | −467−16.7% | 減碼 |
| Tower View Investment Management & Research LLC | 2,323 | $21.2 萬 | 0.11% | +2,323 | 新進 |
| Atwood & Palmer Inc | 2,313 | $21.1 萬 | 0.01% | +2,000+639.0% | 加碼 |
| Cardiff Park Advisors, LLC | 2,310 | $21.1 萬 | 0.02% | +2,310 | 新進 |
| New Republic Capital, LLC | 2,301 | $21.0 萬 | 0.07% | +2,301 | 新進 |
| Jacobsen Capital Management | 2,294 | $20.9 萬 | 0.08% | +2,294 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 2,289 | $20.9 萬 | 0.07% | +2,289 | 新進 |
| ZWJ Investment Counsel Inc | 2,284 | $20.8 萬 | 0.01% | +2,284 | 新進 |
| Interchange Capital Partners, LLC | 2,281 | $20.8 萬 | 0.05% | +2,281 | 新進 |
| Muirfield Wealth Advisors LLC | 2,266 | $20.7 萬 | 0.16% | +2,266 | 新進 |
| WorthPointe, LLC | 2,252 | $20.5 萬 | 0.09% | −1,121−33.2% | 減碼 |
| CAP Partners, LLC | 2,250 | $20.5 萬 | 0.13% | +2,250 | 新進 |
| SLT Holdings LLC | 2,250 | $20.5 萬 | 0.15% | +2,250 | 新進 |
| Teamwork Financial Advisors, LLC | 2,239 | $20.4 萬 | 0.03% | +2,239 | 新進 |
| WP Advisors, LLC | 2,237 | $20.4 萬 | 0.06% | +2,237 | 新進 |
| Tilson Financial Group, Inc. | 2,237 | $20.4 萬 | 0.08% | +2,237 | 新進 |
| BankPlus Trust Department | 2,234 | $20.4 萬 | 0.06% | −26−1.2% | 減碼 |
| Tumwater Wealth Management, LLC | 2,228 | $20.3 萬 | 0.09% | +2,228 | 新進 |
| Annex Advisory Services, LLC | 2,223 | $20.3 萬 | 0.00% | +2,223 | 新進 |
| Sather Financial Group Inc | 2,219 | $20.2 萬 | 0.01% | +2,219 | 新進 |
| Medallion Wealth Advisors, LLC | 2,210 | $20.2 萬 | 0.08% | +30+1.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,205 | $20.1 萬 | 0.02% | +2,205 | 新進 |
| Gillespie Robinson & Grimm Inc | 2,200 | $20.1 萬 | 0.01% | +2,200 | 新進 |
| SBI Securities Co., Ltd. | 2,193 | $20.0 萬 | 0.01% | +32+1.5% | 加碼 |
| Birchbrook, Inc. | 2,167 | $19.8 萬 | 0.11% | −99−4.4% | 減碼 |
| Cito Capital Group, LLC | 2,125 | $19.4 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,934 | $18.7 萬 | 0.04% | +1,471+317.7% | 加碼 |
| Ulland Investment Advisors, LLC | 2,035 | $18.6 萬 | 0.14% | −210−9.4% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,010 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,951 | $17.8 萬 | 0.00% | +1,367+234.1% | 加碼 |
| Bell Investment Advisors, Inc | 1,901 | $17.3 萬 | 0.03% | +20+1.1% | 加碼 |
| Rocky Mountain Advisers, LLC | 1,855 | $16.9 萬 | 0.05% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,965 | $16.4 萬 | 0.01% | +6+0.1% | 加碼 |
| VSM Wealth Advisory, LLC | 1,769 | $16.1 萬 | 0.05% | +789+80.5% | 加碼 |
| Hartford Financial Management Inc. | 1,742 | $15.9 萬 | 0.04% | −58−3.2% | 減碼 |
| WFA of San Diego, LLC | 1,736 | $15.8 萬 | 0.12% | +1,736 | 新進 |
| Hemington Wealth Management | 1,729 | $15.7 萬 | 0.02% | +263+17.9% | 加碼 |
| City State Bank | 1,695 | $15.5 萬 | 0.05% | 00.0% | 不變 |
| Eastern Bank | 1,688 | $15.4 萬 | 0.00% | −718−29.8% | 減碼 |
| Leonteq Securities AG | 1,685 | $15.4 萬 | 0.01% | −4,762−73.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,672 | $15.3 萬 | 0.00% | +1,672 | 新進 |
| Global Trust Asset Management, LLC | 1,671 | $15.2 萬 | 0.08% | +1,600+2,253.5% | 加碼 |
| Pflug Koory, LLC | 1,662 | $15.2 萬 | 0.08% | −40−2.4% | 減碼 |
| Rexford Capital Inc | 1,651 | $15.1 萬 | 0.12% | +1,651 | 新進 |
| Concord Wealth Partners | 1,618 | $14.8 萬 | 0.02% | −395−19.6% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 1,580 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,559 | $14.2 萬 | 0.08% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,545 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| MTM Investment Management, LLC | 1,545 | $14.1 萬 | 0.05% | +1,545 | 新進 |
| Atlantic Trust, LLC | 1,530 | $14.0 萬 | 0.03% | −60−3.8% | 減碼 |
| Riverview Trust Co | 1,524 | $13.9 萬 | 0.17% | −1,031−40.4% | 減碼 |
| YANKCOM Partnership | 1,516 | $13.8 萬 | 0.07% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,514 | $13.8 萬 | 0.05% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,492 | $13.6 萬 | 0.01% | +39+2.7% | 加碼 |
| Rowland & Co Investment Counsel | 1,435 | $13.1 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Vermont | 1,391 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,367 | $12.5 萬 | 0.02% | −176−11.4% | 減碼 |
| Catalyst Capital Advisors LLC | 1,360 | $12.4 萬 | 0.00% | −220−13.9% | 減碼 |
| Asset Planning,Inc | 1,345 | $12.3 萬 | 0.09% | +1+0.1% | 加碼 |