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
- 2,146
- 較 2025 年第 1 季 +142 家
- 持有股數
- 15.1 億
- 較 2025 年第 1 季 −956.9 萬 (−0.6%)
- 總市值
- $1,374 億
- 較 2025 年第 1 季 +$187.0 億 (+15.8%)
- 新進機構
- 246
- 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 |
|---|---|---|---|---|---|
| CWM, LLC | 103,054 | $940.3 萬 | 0.03% | −178,491−63.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 102,503 | $935.2 萬 | 1.76% | +8,560+9.1% | 加碼 |
| Ascent Group, LLC | 102,401 | $934.3 萬 | 0.36% | +7,499+7.9% | 加碼 |
| Hyperion Capital Advisors LP | 101,936 | $930.1 萬 | 5.83% | −16,318−13.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 101,775 | $928.6 萬 | 0.03% | −39,225−27.8% | 減碼 |
| Citizens Financial Group Inc | 101,682 | $927.7 萬 | 0.15% | −51−0.1% | 減碼 |
| Baxter Bros Inc | 101,004 | $921.6 萬 | 1.13% | +18,510+22.4% | 加碼 |
| Private Advisor Group, LLC | 100,818 | $919.9 萬 | 0.05% | −877−0.9% | 減碼 |
| National Philanthropic Trust | 100,422 | $916.3 萬 | 0.12% | −857−0.8% | 減碼 |
| Thompson Investment Management, Inc. | 100,049 | $912.8 萬 | 1.29% | −23,953−19.3% | 減碼 |
| Tribune Investment Group LP | 100,000 | $912.4 萬 | 4.49% | +100,000 | 新進 |
| Evergreen Capital Management LLC | 99,702 | $909.7 萬 | 0.27% | −12,836−11.4% | 減碼 |
| GWM Advisors LLC | 99,561 | $908.4 萬 | 0.05% | −776−0.8% | 減碼 |
| Private Wealth Partners, LLC | 99,339 | $906.4 萬 | 0.71% | −5,749−5.5% | 減碼 |
| Geneos Wealth Management Inc. | 98,584 | $899.5 萬 | 0.22% | +4,501+4.8% | 加碼 |
| Baldwin Brothers Inc | 98,509 | $898.8 萬 | 0.61% | −3,359−3.3% | 減碼 |
| Allen Capital Group, LLC | 98,268 | $896.6 萬 | 0.93% | +7,754+8.6% | 加碼 |
| Americana Partners, LLC | 97,978 | $894.0 萬 | 0.31% | −7,162−6.8% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 91,335 | $891.7 萬 | 2.40% | −3,844−4.0% | 減碼 |
| Prudential PLC | 97,710 | $891.5 萬 | 0.05% | +34,700+55.1% | 加碼 |
| Tocqueville Asset Management L.P. | 97,696 | $891.4 萬 | 0.14% | −72,898−42.7% | 減碼 |
| Erste Asset Management GmbH | 98,862 | $889.6 萬 | 0.07% | +98,862 | 新進 |
| Group One Trading, L.P. | 97,045 | $885.4 萬 | 0.29% | −116,331−54.5% | 減碼 |
| AMG National Trust Bank | 96,983 | $884.9 萬 | 0.23% | +1,182+1.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 96,862 | $883.8 萬 | 0.61% | +56,568+140.4% | 加碼 |
| Lafayette Investments, Inc. | 96,849 | $883.6 萬 | 1.79% | −651−0.7% | 減碼 |
| Westpac Banking Corp | 96,443 | $879.9 萬 | 0.59% | −14,556−13.1% | 減碼 |
| Redmond Asset Management, LLC | 95,651 | $872.7 萬 | 2.08% | −2,356−2.4% | 減碼 |
| Caisse des Depots Et Consignations | 95,120 | $867.9 萬 | 0.36% | +18,073+23.5% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 94,800 | $865.0 萬 | 3.78% | −16,900−15.1% | 減碼 |
| Norinchukin Bank, The | 94,333 | $860.7 萬 | 0.13% | +8,677+10.1% | 加碼 |
| Motley Fool Asset Management LLC | 94,232 | $859.8 萬 | 0.40% | +9,872+11.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 93,979 | $857.5 萬 | 0.08% | +12,812+15.8% | 加碼 |
| WCG Wealth Advisors LLC | 93,935 | $857.1 萬 | 0.55% | +13,467+16.7% | 加碼 |
| Jump Financial, LLC | 93,828 | $856.1 萬 | 0.10% | +93,828 | 新進 |
| KCM Investment Advisors LLC | 93,776 | $855.6 萬 | 0.29% | −1,285−1.4% | 減碼 |
| 1248 Management, LLC | 93,729 | $855.2 萬 | 3.16% | 00.0% | 不變 |
| Metis Global Partners, LLC | 93,336 | $851.6 萬 | 0.22% | −7,682−7.6% | 減碼 |
| Natixis | 92,703 | $845.8 萬 | 0.04% | −193,429−67.6% | 減碼 |
| Aviance Capital Partners, LLC | 92,314 | $842.3 萬 | 1.10% | −461−0.5% | 減碼 |
| Capital Investment Counsel, Inc | 91,013 | $830.4 萬 | 1.10% | +56+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 90,879 | $829.2 萬 | 0.09% | +9,997+12.4% | 加碼 |
| Allianz SE | 90,875 | $829.1 萬 | 0.20% | +82,094+934.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 90,842 | $828.8 萬 | 0.41% | −23,919−20.8% | 減碼 |
| GAM Holding AG | 90,152 | $822.5 萬 | 0.58% | −102,057−53.1% | 減碼 |
| Louisiana State Employees Retirement System | 90,100 | $822.1 萬 | 0.15% | −1,500−1.6% | 減碼 |
| Qsemble Capital Management, LP | 89,586 | $817.4 萬 | 0.78% | +89,586 | 新進 |
| Lighthouse Investment Partners, LLC | 89,577 | $817.3 萬 | 0.36% | −49,865−35.8% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $816.9 萬 | 0.12% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 89,367 | $815.4 萬 | 0.20% | +89,367 | 新進 |
| Sendero Wealth Management, LLC | 89,320 | $815.0 萬 | 1.02% | −29,465−24.8% | 減碼 |
| Securian Asset Management, Inc | 89,296 | $814.7 萬 | 0.23% | −963−1.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 88,205 | $804.7 萬 | 0.28% | −10,676−10.8% | 減碼 |
| Wealthspire Advisors, LLC | 87,936 | $802.3 萬 | 0.05% | −766−0.9% | 減碼 |
| Oppenheimer & Co Inc | 86,899 | $792.9 萬 | 0.10% | −2,872−3.2% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $790.8 萬 | 0.64% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 86,363 | $788.0 萬 | 0.17% | +67,904+367.9% | 加碼 |
| Trajan Wealth LLC | 86,315 | $787.5 萬 | 0.39% | +13,761+19.0% | 加碼 |
| NewEdge Wealth, LLC | 80,667 | $774.3 萬 | 0.12% | +3,786+4.9% | 加碼 |
| Radnor Capital Management, LLC | 84,650 | $772.3 萬 | 1.23% | −3,829−4.3% | 減碼 |
| Mezzasalma Advisors, LLC | 84,615 | $772.0 萬 | 2.32% | +98+0.1% | 加碼 |
| Maryland State Retirement & Pension System | 82,951 | $756.8 萬 | 0.17% | +5,473+7.1% | 加碼 |
| Vestor Capital, LLC | 68,292 | $751.9 萬 | 0.73% | +66,754+4,340.3% | 加碼 |
| Central Pacific Bank - Trust Division | 81,917 | $747.4 萬 | 0.95% | +10,915+15.4% | 加碼 |
| Abn Amro Investment Solutions | 81,290 | $741.7 萬 | 0.15% | +2,510+3.2% | 加碼 |
| iA Global Asset Management Inc. | 80,568 | $735.1 萬 | 0.11% | +22,883+39.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 80,433 | $733.9 萬 | 0.21% | −36,924−31.5% | 減碼 |
| Pring Turner Capital Group Inc | 80,341 | $733.0 萬 | 4.74% | −651−0.8% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 79,737 | $727.5 萬 | 0.81% | −16,987−17.6% | 減碼 |
| New Mexico Educational Retirement Board | 79,687 | $727.1 萬 | 0.24% | 00.0% | 不變 |
| Longaeva Partners L.P. | 78,666 | $717.7 萬 | 1.72% | −480,634−85.9% | 減碼 |
| Avantax Advisory Services, Inc. | 78,658 | $717.7 萬 | 0.04% | +8,197+11.6% | 加碼 |
| Equitable Holdings, Inc. | 77,569 | $707.7 萬 | 0.06% | −94,147−54.8% | 減碼 |
| Cloverfields Capital Group, LP | 77,462 | $706.8 萬 | 2.10% | −840−1.1% | 減碼 |
| Marco Investment Management LLC | 77,389 | $706.1 萬 | 0.59% | 00.0% | 不變 |
| Tiaa Trust, National Association | 75,048 | $684.7 萬 | 0.02% | +53,227+243.9% | 加碼 |
| Fagan Associates, Inc. | 74,838 | $682.8 萬 | 1.06% | +2,415+3.3% | 加碼 |
| Colonial Trust Advisors | 74,755 | $682.1 萬 | 0.56% | +216+0.3% | 加碼 |
| Quantbot Technologies LP | 74,713 | $681.7 萬 | 0.17% | +71,677+2,360.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 74,272 | $677.7 萬 | 0.10% | −23,809−24.3% | 減碼 |
| Marshall & Sullivan Inc | 74,042 | $675.6 萬 | 3.25% | −944−1.3% | 減碼 |
| Bryn Mawr Trust Co | 73,833 | $673.7 萬 | 0.12% | −3,595−4.6% | 減碼 |
| Salvus Wealth Management, LLC | 73,307 | $668.9 萬 | 3.90% | −1,491−2.0% | 減碼 |
| Scotia Capital Inc. | 73,288 | $668.7 萬 | 0.03% | −6,806−8.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 73,222 | $668.1 萬 | 0.42% | +73,222 | 新進 |
| Dark Forest Capital Management LP | 73,208 | $667.9 萬 | 0.27% | +73,208 | 新進 |
| Birch Capital Management, LLC | 73,153 | $667.4 萬 | 3.42% | +416+0.6% | 加碼 |
| LaFleur & Godfrey LLC | 72,780 | $664.0 萬 | 0.83% | −3,230−4.2% | 減碼 |
| Empowered Funds, LLC | 72,348 | $660.1 萬 | 0.07% | +10,308+16.6% | 加碼 |
| Alberta Investment Management Corp | 72,200 | $658.8 萬 | 0.05% | −118,879−62.2% | 減碼 |
| Commerce Bank | 71,237 | $650.0 萬 | 0.04% | −5,104−6.7% | 減碼 |
| Kavar Capital Partners Group, LLC | 71,167 | $649.3 萬 | 0.93% | −296−0.4% | 減碼 |
| Naples Global Advisors, LLC | 70,688 | $645.0 萬 | 0.55% | −954−1.3% | 減碼 |
| Achmea Investment Management B.V. | 69,625 | $635.3 萬 | 0.08% | +6,230+9.8% | 加碼 |
| Gilman Hill Asset Management, LLC | 69,519 | $634.3 萬 | 1.04% | +366+0.5% | 加碼 |
| Citizens Business Bank | 69,115 | $630.6 萬 | 1.23% | +2,160+3.2% | 加碼 |
| Prentiss Smith & Co Inc | 68,976 | $629.3 萬 | 3.74% | −1,007−1.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 68,546 | $625.4 萬 | 0.17% | +12,864+23.1% | 加碼 |
| DRW Securities, LLC | 68,478 | $624.8 萬 | 0.44% | +33,216+94.2% | 加碼 |
| GHP Investment Advisors, Inc. | 68,390 | $624.0 萬 | 0.28% | +671+1.0% | 加碼 |