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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 67,679 | $617.5 萬 | 3.76% | −82−0.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 67,428 | $615.2 萬 | 0.67% | +5,341+8.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 67,179 | $612.9 萬 | 0.10% | −3,753−5.3% | 減碼 |
| Bayesian Capital Management, LP | 67,000 | $611.3 萬 | 0.97% | +67,000 | 新進 |
| Legal Advantage Investments, Inc. | 66,660 | $608.2 萬 | 2.84% | −1,240−1.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 66,078 | $602.9 萬 | 2.26% | +896+1.4% | 加碼 |
| LGT Group Foundation | 65,816 | $600.5 萬 | 0.08% | +1,613+2.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 64,291 | $586.6 萬 | 0.30% | +525+0.8% | 加碼 |
| Siemens Fonds Invest GmbH | 62,379 | $569.1 萬 | 0.33% | +2,185+3.6% | 加碼 |
| Lincoln Capital Corp | 62,343 | $568.8 萬 | 2.18% | +414+0.7% | 加碼 |
| Semmax Financial Advisors Inc. | 58,410 | $568.6 萬 | 1.46% | −2,888−4.7% | 減碼 |
| Synovus Financial Corp | 62,240 | $568.0 萬 | 0.07% | −143−0.2% | 減碼 |
| Oliver Luxxe Assets LLC | 61,889 | $564.7 萬 | 1.01% | +1,552+2.6% | 加碼 |
| Lincoln Capital LLC | 61,560 | $561.7 萬 | 1.08% | −92−0.1% | 減碼 |
| Permanens Capital L.P. | 61,341 | $559.7 萬 | 0.76% | +6,813+12.5% | 加碼 |
| Hamilton Capital Partners Inc. | 60,935 | $556.0 萬 | 0.28% | +6,054+11.0% | 加碼 |
| Aigen Investment Management, LP | 60,864 | $555.3 萬 | 0.76% | +29,470+93.9% | 加碼 |
| Stony Point Wealth Management Inc. | 60,571 | $552.6 萬 | 2.35% | −10,038−14.2% | 減碼 |
| William Allan, LLC | 60,065 | $548.0 萬 | 3.19% | +5,910+10.9% | 加碼 |
| Condor Capital Management | 59,784 | $545.5 萬 | 0.47% | −1,502−2.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 59,035 | $538.6 萬 | 0.22% | +1,052+1.8% | 加碼 |
| DLK Investment Management, LLC | 58,919 | $537.6 萬 | 2.03% | −202−0.3% | 減碼 |
| Voya Financial Advisors, Inc. | 59,243 | $533.1 萬 | 0.54% | +2,204+3.9% | 加碼 |
| Wetherby Asset Management Inc | 57,903 | $528.3 萬 | 0.24% | +57,903 | 新進 |
| Arkadios Wealth Advisors | 57,782 | $527.2 萬 | 0.16% | +738+1.3% | 加碼 |
| Perkins Coie Trust Co | 57,449 | $524.2 萬 | 0.89% | −9,097−13.7% | 減碼 |
| Spire Wealth Management | 58,346 | $519.0 萬 | 0.19% | −79,243−57.6% | 減碼 |
| Algert Global LLC | 56,655 | $516.9 萬 | 0.11% | +4,051+7.7% | 加碼 |
| Harrington Investments, INC | 56,553 | $516.0 萬 | 2.73% | −510−0.9% | 減碼 |
| Gabelli Funds LLC | 56,483 | $515.4 萬 | 0.04% | −2,279−3.9% | 減碼 |
| Bailard, Inc. | 56,287 | $513.6 萬 | 0.12% | +8,468+17.7% | 加碼 |
| Svenska Handelsbanken AB (publ) | 56,230 | $513.0 萬 | 4.84% | +43,955+358.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 55,536 | $506.7 萬 | 0.19% | +3,446+6.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 55,477 | $506.2 萬 | 0.27% | −34,724−38.5% | 減碼 |
| Gs Investments, Inc. | 55,455 | $506.0 萬 | 2.24% | −643−1.1% | 減碼 |
| Pittenger & Anderson Inc | 55,377 | $505.3 萬 | 0.18% | +1,255+2.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 55,374 | $505.2 萬 | 0.26% | −179−0.3% | 減碼 |
| Intrinsic Value Partners, LLC | 55,283 | $504.4 萬 | 4.49% | +1,045+1.9% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 55,080 | $502.5 萬 | 0.63% | −26,000−32.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 54,979 | $501.6 萬 | 0.58% | +6,776+14.1% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 54,850 | $500.5 萬 | 2.17% | −11,528−17.4% | 減碼 |
| Merit Financial Group, LLC | 54,670 | $498.8 萬 | 0.06% | +9,784+21.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 54,486 | $497.1 萬 | 0.08% | +286+0.5% | 加碼 |
| Montag A & Associates Inc | 54,341 | $495.8 萬 | 0.24% | −1,558−2.8% | 減碼 |
| Point72 (DIFC) Ltd | 54,278 | $495.2 萬 | 0.39% | +31,858+142.1% | 加碼 |
| Hemenway Trust Co LLC | 54,265 | $495.1 萬 | 0.38% | +50,180+1,228.4% | 加碼 |
| Brookstone Capital Management | 54,113 | $493.7 萬 | 0.06% | +52+0.1% | 加碼 |
| Machina Capital S.A.S. | 53,310 | $486.4 萬 | 1.01% | +30,311+131.8% | 加碼 |
| Capital Analysts, LLC | 53,278 | $486.1 萬 | 0.16% | +396+0.7% | 加碼 |
| Greenleaf Trust | 53,243 | $485.8 萬 | 0.04% | −4,414−7.7% | 減碼 |
| First American Bank | 53,139 | $484.8 萬 | 0.33% | +297+0.6% | 加碼 |
| Partners Capital Investment Group, LLP | 53,093 | $484.4 萬 | 0.19% | +53,093 | 新進 |
| Prospera Financial Services Inc | 53,037 | $484.0 萬 | 0.09% | −170.0% | 減碼 |
| Delta Capital Management LLC | 52,850 | $482.2 萬 | 2.70% | 00.0% | 不變 |
| FORA Capital, LLC | 52,261 | $476.8 萬 | 0.53% | +52,261 | 新進 |
| Colonial Trust Co | 52,234 | $476.6 萬 | 0.69% | +477+0.9% | 加碼 |
| Conning Inc. | 51,826 | $472.9 萬 | 0.16% | −3,821−6.9% | 減碼 |
| Investment Management Corp of Ontario | 51,469 | $469.6 萬 | 0.07% | −6,500−11.2% | 減碼 |
| Bain Capital Public Equity, LP | 51,331 | $468.3 萬 | 3.10% | −10,190−16.6% | 減碼 |
| American Trust Investment Advisors, LLC | 51,317 | $468.2 萬 | 2.36% | −18,055−26.0% | 減碼 |
| Hixon Zuercher, LLC | 50,707 | $462.6 萬 | 1.49% | −170.0% | 減碼 |
| Empirical Finance, LLC | 50,668 | $462.3 萬 | 0.24% | +456+0.9% | 加碼 |
| RNC Capital Management LLC | 50,667 | $462.3 萬 | 0.22% | +10,772+27.0% | 加碼 |
| Greenwich Wealth Management LLC | 50,492 | $460.7 萬 | 0.22% | +50,492 | 新進 |
| Dakota Wealth Management | 50,363 | $459.5 萬 | 0.10% | +6,769+15.5% | 加碼 |
| Keybank National Association | 50,131 | $457.4 萬 | 0.02% | +523+1.1% | 加碼 |
| Daymark Wealth Partners, LLC | 50,017 | $456.4 萬 | 0.17% | +313+0.6% | 加碼 |
| Maltese Capital Management LLC | 50,000 | $456.2 萬 | 0.64% | +35,000+233.3% | 加碼 |
| Congress Wealth Management LLC | 49,823 | $454.6 萬 | 0.04% | +29,466+144.7% | 加碼 |
| Bokf, NA | 49,752 | $453.9 萬 | 0.07% | +22,912+85.4% | 加碼 |
| Integrated Advisors Network LLC | 49,703 | $453.5 萬 | 0.20% | −6,654−11.8% | 減碼 |
| Boothbay Fund Management, LLC | 49,648 | $453.0 萬 | 0.14% | +49,648 | 新進 |
| Tandem Capital Management Corp | 49,369 | $450.4 萬 | 2.28% | −182−0.4% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 49,072 | $447.7 萬 | 2.99% | −9,536−16.3% | 減碼 |
| First National Trust Co | 48,967 | $446.8 萬 | 0.17% | +3,496+7.7% | 加碼 |
| Southeast Asset Advisors Inc. | 48,857 | $445.8 萬 | 0.53% | +203+0.4% | 加碼 |
| Ibex Wealth Advisors | 48,780 | $445.1 萬 | 0.47% | +48,780 | 新進 |
| SOL Capital Management CO | 48,656 | $443.9 萬 | 0.43% | −370−0.8% | 減碼 |
| Hunter Perkins Capital Management, LLC | 48,218 | $439.9 萬 | 1.04% | −50−0.1% | 減碼 |
| Conscious Wealth Investments, LLC | 44,697 | $437.6 萬 | 2.80% | +46+0.1% | 加碼 |
| Twin Capital Management Inc | 47,869 | $436.8 萬 | 0.46% | −158−0.3% | 減碼 |
| Alerus Financial NA | 47,712 | $435.3 萬 | 0.31% | +23,504+97.1% | 加碼 |
| JB Capital LLC | 47,689 | $435.1 萬 | 0.21% | −720−1.5% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 47,453 | $433.0 萬 | 5.19% | +662+1.4% | 加碼 |
| Fiduciary Financial Group, LLC | 47,253 | $430.8 萬 | 0.78% | −2,903−5.8% | 減碼 |
| Modus Advisors, LLC | 47,206 | $430.7 萬 | 1.28% | +393+0.8% | 加碼 |
| Greenup Street Wealth Management LLC | 47,177 | $430.4 萬 | 0.75% | +150+0.3% | 加碼 |
| SAM Advisors, LLC | 47,141 | $430.1 萬 | 1.49% | +81+0.2% | 加碼 |
| Malaga Cove Capital, LLC | 47,098 | $429.7 萬 | 1.69% | −784−1.6% | 減碼 |
| We Are One Seven, LLC | 46,920 | $428.1 萬 | 0.14% | −4,239−8.3% | 減碼 |
| Andra AP-fonden | 46,803 | $427.0 萬 | 0.06% | +46,803 | 新進 |
| Community Financial Services Group, LLC | 46,626 | $425.4 萬 | 0.85% | −3,797−7.5% | 減碼 |
| TCW Group Inc | 46,241 | $421.9 萬 | 0.03% | +2,218+5.0% | 加碼 |
| LS Investment Advisors, LLC | 45,787 | $417.8 萬 | 0.61% | +692+1.5% | 加碼 |
| Resources Investment Advisors, LLC. | 45,497 | $415.1 萬 | 0.05% | −1,619−3.4% | 減碼 |
| Chatham Capital Group, Inc. | 45,242 | $412.8 萬 | 0.63% | +1,105+2.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 45,072 | $411.2 萬 | 0.28% | −3,125−6.5% | 減碼 |
| East Coast Asset Management, LLC. | 44,916 | $409.8 萬 | 1.36% | +27+0.1% | 加碼 |
| Means Investment Co., Inc. | 44,874 | $409.4 萬 | 0.39% | −2,084−4.4% | 減碼 |
| American Trust | 44,808 | $408.8 萬 | 0.39% | +2,006+4.7% | 加碼 |