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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 44,765 | $408.4 萬 | 0.64% | +42,609+1,976.3% | 加碼 |
| Oak Harvest Investment Services | 44,666 | $407.5 萬 | 0.51% | +2,714+6.5% | 加碼 |
| Sciencast Management LP | 44,649 | $407.4 萬 | 0.84% | +44,649 | 新進 |
| Paradigm Financial Partners, LLC | 44,105 | $402.4 萬 | 0.44% | +9,418+27.2% | 加碼 |
| Linscomb & Williams, Inc. | 43,776 | $399.4 萬 | 0.18% | +3,562+8.9% | 加碼 |
| 180 Wealth Advisors, LLC | 43,728 | $399.0 萬 | 0.56% | +858+2.0% | 加碼 |
| Buttonwood Financial Advisors Inc. | 43,479 | $396.7 萬 | 1.59% | −388−0.9% | 減碼 |
| AE Wealth Management LLC | 43,223 | $394.4 萬 | 0.03% | +1,894+4.6% | 加碼 |
| Victrix Investment Advisors | 42,936 | $391.8 萬 | 1.73% | −312−0.7% | 減碼 |
| Lantern Wealth Advisors, LLC | 60,189 | $391.5 萬 | 2.34% | +60,189 | 新進 |
| HB Wealth Management, LLC | 42,841 | $390.9 萬 | 0.03% | −10,105−19.1% | 減碼 |
| Miracle Mile Advisors, LLC | 42,781 | $390.3 萬 | 0.07% | +881+2.1% | 加碼 |
| Courier Capital LLC | 42,746 | $390.0 萬 | 0.24% | −841−1.9% | 減碼 |
| Ci Investments Inc. | 42,719 | $389.8 萬 | 0.01% | +1,067+2.6% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 42,480 | $387.6 萬 | 0.41% | +42,480 | 新進 |
| Allworth Financial LP | 42,391 | $386.8 萬 | 0.02% | +9,260+27.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 42,367 | $386.6 萬 | 1.13% | −2,335−5.2% | 減碼 |
| Mengis Capital Management, Inc. | 42,255 | $385.5 萬 | 0.82% | −11,587−21.5% | 減碼 |
| Fiduciary Group LLC | 42,068 | $383.8 萬 | 0.36% | −770−1.8% | 減碼 |
| Pine Haven Investment Counsel, Inc | 41,793 | $381.3 萬 | 3.00% | +110+0.3% | 加碼 |
| Red Spruce Capital, LLC | 41,717 | $380.6 萬 | 1.65% | −463−1.1% | 減碼 |
| XTX Topco Ltd | 41,488 | $378.5 萬 | 0.16% | +41,488 | 新進 |
| Goelzer Investment Management, Inc. | 41,021 | $374.3 萬 | 0.21% | −915−2.2% | 減碼 |
| Quadrant Capital Group LLC | 40,971 | $373.8 萬 | 0.13% | +7,804+23.5% | 加碼 |
| Sculati Wealth Management, LLC | 40,639 | $370.8 萬 | 1.39% | −421−1.0% | 減碼 |
| Jones Financial Companies LLLP | 41,173 | $370.5 萬 | 0.00% | +15,589+60.9% | 加碼 |
| Clough Capital Partners L P | 40,600 | $370.4 萬 | 0.37% | 00.0% | 不變 |
| Quadrature Capital Ltd | 40,477 | $369.2 萬 | 0.06% | +40,477 | 新進 |
| D L Carlson Investment Group Inc | 40,370 | $368.3 萬 | 0.67% | +4,306+11.9% | 加碼 |
| Marvin & Palmer Associates Inc | 40,111 | $366.0 萬 | 3.14% | −615−1.5% | 減碼 |
| Caption Management, LLC | 40,000 | $365.0 萬 | 0.33% | +40,000 | 新進 |
| Eagle Bluffs Wealth Management LLC | 39,976 | $364.7 萬 | 1.74% | −101−0.3% | 減碼 |
| United Capital Financial Advisers, LLC | 39,855 | $363.6 萬 | 0.03% | +113+0.3% | 加碼 |
| Park Avenue Securities LLC | 39,516 | $360.5 萬 | 0.03% | +39,516 | 新進 |
| Coppell Advisory Solutions LLC | 40,058 | $360.4 萬 | 0.43% | +28,670+251.8% | 加碼 |
| Maia Wealth LLC | 39,431 | $359.8 萬 | 0.69% | −4,619−10.5% | 減碼 |
| EP Wealth Advisors, LLC | 39,425 | $359.7 萬 | 0.02% | +1,101+2.9% | 加碼 |
| Gotham Asset Management, LLC | 39,143 | $357.1 萬 | 0.02% | +7,983+25.6% | 加碼 |
| Stonebridge Capital Advisors LLC | 39,107 | $356.8 萬 | 0.27% | −2,295−5.5% | 減碼 |
| SGL Investment Advisors, Inc. | 38,716 | $356.0 萬 | 1.69% | −489−1.2% | 減碼 |
| Valeo Financial Advisors, LLC | 38,726 | $353.3 萬 | 0.09% | +121+0.3% | 加碼 |
| Parallel Advisors, LLC | 38,710 | $353.2 萬 | 0.07% | −562−1.4% | 減碼 |
| Johnson Investment Counsel Inc | 38,675 | $352.9 萬 | 0.03% | +4,659+13.7% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 38,662 | $352.8 萬 | 2.47% | −151−0.4% | 減碼 |
| Nelson Capital Management, LLC | 38,632 | $352.5 萬 | 0.47% | +260+0.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 38,616 | $352.3 萬 | 0.05% | +523+1.4% | 加碼 |
| Apollon Wealth Management, LLC | 38,504 | $351.3 萬 | 0.07% | +785+2.1% | 加碼 |
| Gsa Capital Partners LLP | 38,080 | $347.4 萬 | 0.24% | +38,080 | 新進 |
| Huntington National Bank | 38,055 | $347.2 萬 | 0.02% | −541−1.4% | 減碼 |
| MUFG Securities Americas Inc. | 37,853 | $345.4 萬 | 0.30% | +7,688+25.5% | 加碼 |
| Inkwell Capital LLC | 37,746 | $344.4 萬 | 3.69% | −324−0.9% | 減碼 |
| Central Bank & Trust Co | 37,291 | $340.2 萬 | 0.56% | −1,740−4.5% | 減碼 |
| Sepio Capital, LP | 37,151 | $339.0 萬 | 0.24% | −396−1.1% | 減碼 |
| TD Private Client Wealth LLC | 37,050 | $338.0 萬 | 0.08% | +17,242+87.0% | 加碼 |
| Stableford Capital II LLC | 34,825 | $338.0 萬 | 1.27% | −538−1.5% | 減碼 |
| Independent Advisor Alliance | 36,889 | $336.6 萬 | 0.10% | −2,214−5.7% | 減碼 |
| Ostrum Asset Management | 36,423 | $332.3 萬 | 0.16% | +6,109+20.2% | 加碼 |
| Resolute Capital Asset Partners LLC | 36,401 | $332.1 萬 | 1.74% | +6,401+21.3% | 加碼 |
| Bridgefront Capital, LLC | 36,332 | $331.5 萬 | 0.88% | +26,802+281.2% | 加碼 |
| HF Advisory Group, LLC | 36,203 | $330.3 萬 | 1.31% | −1,770−4.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 35,950 | $328.0 萬 | 2.11% | −1,435−3.8% | 減碼 |
| Annandale Capital, LLC | 35,848 | $327.1 萬 | 0.60% | −13,900−27.9% | 減碼 |
| Everence Capital Management Inc | 35,800 | $326.6 萬 | 0.21% | −560−1.5% | 減碼 |
| GM Advisory Group, Inc. | 35,776 | $326.4 萬 | 0.16% | +3,228+9.9% | 加碼 |
| Summit Financial, LLC | 35,577 | $324.6 萬 | 0.07% | +979+2.8% | 加碼 |
| Webster Bank, N. A. | 35,462 | $323.6 萬 | 0.33% | −406−1.1% | 減碼 |
| Correct Capital Wealth Management | 35,352 | $322.6 萬 | 0.63% | +1,904+5.7% | 加碼 |
| Resonant Capital Advisors, LLC | 35,219 | $321.3 萬 | 0.21% | +2,741+8.4% | 加碼 |
| FWL Investment Management, LLC | 35,124 | $320.5 萬 | 0.98% | −19,610−35.8% | 減碼 |
| Quantitative Investment Management, LLC | 35,007 | $319.4 萬 | 0.43% | +21,181+153.2% | 加碼 |
| Roundview Capital LLC | 34,983 | $319.2 萬 | 0.21% | −63,321−64.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 34,943 | $318.8 萬 | 0.04% | −18,602−34.7% | 減碼 |
| K.J. Harrison & Partners Inc | 34,943 | $318.8 萬 | 0.53% | −20,000−36.4% | 減碼 |
| Vestcor Inc | 34,911 | $318.5 萬 | 0.10% | +1,751+5.3% | 加碼 |
| West Oak Capital, LLC | 34,717 | $316.8 萬 | 1.25% | +1,255+3.8% | 加碼 |
| Illinois Municipal Retirement Fund | 34,713 | $316.7 萬 | 0.04% | +8,895+34.5% | 加碼 |
| Choate Investment Advisors | 34,475 | $314.6 萬 | 0.07% | −1,551−4.3% | 減碼 |
| Gill Capital Partners, LLC | 34,280 | $312.8 萬 | 1.01% | −4,514−11.6% | 減碼 |
| Plato Investment Management Ltd | 34,275 | $311.6 萬 | 0.23% | +3,431+11.1% | 加碼 |
| Fieldview Capital Management, LLC | 34,144 | $311.5 萬 | 0.47% | +34,144 | 新進 |
| Q3 Asset Management | 34,070 | $311.1 萬 | 1.10% | +34,070 | 新進 |
| Compass Wealth Management LLC | 34,003 | $310.2 萬 | 0.74% | −264−0.8% | 減碼 |
| FSB Premier Wealth Management, Inc. | 34,002 | $310.2 萬 | 1.11% | +4,061+13.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 33,800 | $308.4 萬 | 0.36% | 00.0% | 不變 |
| Main Street Research LLC | 33,617 | $306.7 萬 | 0.19% | −1,799−5.1% | 減碼 |
| Harfst & Associates, Inc. | 33,617 | $306.7 萬 | 0.63% | −10,023−23.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 33,526 | $305.9 萬 | 0.24% | −1,717−4.9% | 減碼 |
| IFG Advisory, LLC | 33,515 | $305.8 萬 | 0.15% | +301+0.9% | 加碼 |
| Chemistry Wealth Management LLC | 33,416 | $304.9 萬 | 0.65% | −206−0.6% | 減碼 |
| Vaughan David Investments LLC | 33,084 | $301.9 萬 | 0.07% | −3,905−10.6% | 減碼 |
| GPM Growth Investors, Inc. | 33,069 | $301.7 萬 | 1.20% | −811−2.4% | 減碼 |
| Cary Street Partners Financial LLC | 32,700 | $298.4 萬 | 0.08% | +6,398+24.3% | 加碼 |
| 111 Capital | 32,619 | $297.6 萬 | 0.51% | +32,619 | 新進 |
| HighPoint Advisor Group LLC | 32,564 | $297.1 萬 | 0.16% | −437−1.3% | 減碼 |
| Groupama Asset Managment | 32,954 | $296.5 萬 | 0.05% | −3,195−8.8% | 減碼 |
| Kozak & Associates, Inc. | 32,107 | $296.4 萬 | 0.60% | −776−2.4% | 減碼 |
| Sterling Investment Advisors, Ltd. | 32,421 | $295.8 萬 | 0.65% | −32−0.1% | 減碼 |
| Scott & Selber, Inc. | 32,410 | $295.7 萬 | 0.82% | +292+0.9% | 加碼 |
| GAMMA Investing LLC | 32,253 | $294.3 萬 | 0.19% | +5,131+18.9% | 加碼 |
| Beacon Financial Group | 32,240 | $294.2 萬 | 0.31% | −55−0.2% | 減碼 |