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 |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 32,224 | $294.0 萬 | 1.13% | −1,450−4.3% | 減碼 |
| Finer Wealth Management, Inc. | 31,939 | $291.4 萬 | 1.56% | +1,206+3.9% | 加碼 |
| Kinneret Advisory, LLC | 31,844 | $290.5 萬 | 0.26% | −49−0.2% | 減碼 |
| Nomura Holdings Inc | 31,823 | $290.4 萬 | 0.02% | −84,341−72.6% | 減碼 |
| Strata Wealth Advisors, LLC | 31,817 | $290.3 萬 | 0.80% | +53+0.2% | 加碼 |
| V-Square Quantitative Management LLC | 31,807 | $290.2 萬 | 0.39% | +2,659+9.1% | 加碼 |
| Crux Wealth Advisors | 31,422 | $286.7 萬 | 1.22% | +7,807+33.1% | 加碼 |
| Anchor Investment Management, LLC | 31,336 | $285.9 萬 | 0.25% | +1,849+6.3% | 加碼 |
| Brighton Jones LLC | 31,181 | $284.5 萬 | 0.08% | +6,325+25.4% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 31,122 | $284.0 萬 | 0.46% | −50−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 31,105 | $283.8 萬 | 0.12% | +1,689+5.7% | 加碼 |
| Carmel Capital Partners, LLC | 31,094 | $283.7 萬 | 0.99% | +1,953+6.7% | 加碼 |
| Twin City Private Wealth, LLC | 31,033 | $283.1 萬 | 2.31% | +1,665+5.7% | 加碼 |
| Coastline Trust Co | 30,989 | $282.7 萬 | 0.32% | −46−0.1% | 減碼 |
| Chaney Capital Management, Inc. | 30,859 | $281.6 萬 | 1.10% | +29+0.1% | 加碼 |
| Bard Financial Services, Inc. | 30,775 | $280.8 萬 | 0.34% | −500−1.6% | 減碼 |
| Global Retirement Partners, LLC | 30,701 | $280.1 萬 | 0.07% | +30,701 | 新進 |
| O'Neil Global Advisors, Inc. | 30,664 | $279.8 萬 | 0.64% | +30,664 | 新進 |
| Capital Investment Advisory Services, LLC | 30,609 | $279.3 萬 | 0.23% | −143−0.5% | 減碼 |
| Donoghue Forlines LLC | 30,572 | $278.9 萬 | 0.80% | +30,572 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,556 | $278.8 萬 | 0.08% | +10,413+51.7% | 加碼 |
| Alpha Cubed Investments, LLC | 30,536 | $278.6 萬 | 0.11% | −710−2.3% | 減碼 |
| Iowa State Bank | 30,415 | $277.5 萬 | 0.55% | +150+0.5% | 加碼 |
| Mount Vernon Associates Inc | 30,300 | $276.5 萬 | 2.00% | +200+0.7% | 加碼 |
| Hager Investment Management Services, LLC | 30,015 | $273.9 萬 | 1.63% | +1,362+4.8% | 加碼 |
| Capital Advisors Inc | 29,862 | $272.5 萬 | 0.05% | +60.0% | 加碼 |
| Boston Private Wealth LLC | 29,837 | $272.2 萬 | 0.15% | +29,837 | 新進 |
| QRG Capital Management, Inc. | 29,654 | $270.6 萬 | 0.02% | +2,580+9.5% | 加碼 |
| Canandaigua National Bank & Trust Co | 29,484 | $269.0 萬 | 0.25% | −4,226−12.5% | 減碼 |
| Hudson Canyon Capital Management | 29,418 | $268.4 萬 | 1.67% | −632−2.1% | 減碼 |
| Secure Asset Management, LLC | 29,415 | $268.4 萬 | 0.50% | −552−1.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,136 | $265.8 萬 | 0.06% | −16−0.1% | 減碼 |
| Bridgeway Capital Management, LLC | 29,120 | $265.7 萬 | 0.06% | +29,120 | 新進 |
| Napa Wealth Management | 29,098 | $265.5 萬 | 1.27% | +29,098 | 新進 |
| Signaturefd, LLC | 28,974 | $264.4 萬 | 0.05% | +1,177+4.2% | 加碼 |
| Coldstream Capital Management Inc | 28,883 | $263.5 萬 | 0.04% | +5,394+23.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 28,819 | $262.9 萬 | 1.87% | −530−1.8% | 減碼 |
| Vontobel Holding Ltd. | 28,789 | $262.7 萬 | 0.01% | −1,558−5.1% | 減碼 |
| Cetera Trust Company, N.A | 28,605 | $261.0 萬 | 1.56% | −75−0.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 28,264 | $257.9 萬 | 0.03% | +966+3.5% | 加碼 |
| SageView Advisory Group, LLC | 26,311 | $257.6 萬 | 0.10% | +3,957+17.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 28,195 | $257.3 萬 | 0.09% | −2,810−9.1% | 減碼 |
| Xcel Wealth Management, LLC | 28,171 | $257.0 萬 | 0.73% | −24−0.1% | 減碼 |
| Martin Capital Advisors, LLP | 28,010 | $255.6 萬 | 1.66% | +600+2.2% | 加碼 |
| Bleakley Financial Group, LLC | 27,922 | $254.8 萬 | 0.06% | +1,496+5.7% | 加碼 |
| Wynn Capital, LLC | 27,867 | $254.3 萬 | 1.36% | +124+0.4% | 加碼 |
| Garrison Bradford & Associates Inc | 27,850 | $254.1 萬 | 2.81% | +3,577+14.7% | 加碼 |
| Shell Asset Management Co | 27,855 | $254.1 萬 | 0.09% | +10,457+60.1% | 加碼 |
| Chicago Partners Investment Group LLC | 26,589 | $253.0 萬 | 0.07% | +2,366+9.8% | 加碼 |
| Rossmore Private Capital | 27,700 | $252.7 萬 | 0.30% | +25+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 27,635 | $252.1 萬 | 0.07% | +446+1.6% | 加碼 |
| Meeder Advisory Services, Inc. | 27,281 | $248.9 萬 | 0.13% | +4,044+17.4% | 加碼 |
| Guggenheim Capital LLC | 26,997 | $246.3 萬 | 0.02% | +1,258+4.9% | 加碼 |
| Stenger Family Office, LLC | 24,759 | $244.0 萬 | 0.64% | +24,759 | 新進 |
| Dynamic Technology Lab Private Ltd | 26,610 | $242.8 萬 | 0.33% | +26,610 | 新進 |
| EPG Wealth Management LLC | 26,187 | $238.9 萬 | 0.72% | +409+1.6% | 加碼 |
| Centaurus Financial, Inc. | 26,161 | $238.7 萬 | 0.14% | −692−2.6% | 減碼 |
| Savvy Advisors, Inc. | 26,068 | $237.8 萬 | 0.16% | +5,293+25.5% | 加碼 |
| Cape Investment Advisory, Inc. | 26,043 | $237.6 萬 | 0.87% | +1,165+4.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 26,024 | $237.4 萬 | 0.10% | +132+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 26,018 | $237.4 萬 | 0.05% | +17,470+204.4% | 加碼 |
| Salem Investment Counselors Inc | 25,881 | $236.1 萬 | 0.07% | +50.0% | 加碼 |
| Columbia Asset Management | 25,677 | $234.3 萬 | 0.46% | −281−1.1% | 減碼 |
| Ancora Advisors, LLC | 25,663 | $234.2 萬 | 0.05% | −2,211−7.9% | 減碼 |
| Valley National Advisers Inc | 25,639 | $233.8 萬 | 0.38% | −342−1.3% | 減碼 |
| Regions Financial Corp | 25,494 | $232.6 萬 | 0.02% | +10,579+70.9% | 加碼 |
| Winton Group Ltd | 25,316 | $231.0 萬 | 0.12% | +8,370+49.4% | 加碼 |
| Investment Advisory Services Inc | 25,286 | $230.7 萬 | 0.77% | −110−0.4% | 減碼 |
| RiverPark Advisors, LLC | 25,243 | $230.3 萬 | 1.41% | +10,054+66.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 25,238 | $230.3 萬 | 0.18% | +25,238 | 新進 |
| David Loasby | 24,049 | $229.7 萬 | 0.20% | +2,091+9.5% | 加碼 |
| Greenline Partners, LLC | 25,066 | $228.7 萬 | 0.31% | +730+3.0% | 加碼 |
| Integrated Investment Consultants, LLC | 24,966 | $227.8 萬 | 0.45% | −2,854−10.3% | 減碼 |
| JFS Wealth Advisors, LLC | 24,963 | $227.8 萬 | 0.14% | −288−1.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 24,933 | $227.5 萬 | 0.07% | −666−2.6% | 減碼 |
| Aspiriant, LLC | 24,806 | $226.3 萬 | 0.07% | −1,126−4.3% | 減碼 |
| Copperleaf Capital, LLC | 24,804 | $226.3 萬 | 1.15% | +355+1.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 24,791 | $226.2 萬 | 0.40% | +1,111+4.7% | 加碼 |
| Hutchinson Financial Advisors, INC | 24,769 | $226.0 萬 | 2.53% | +24,769 | 新進 |
| Texas Yale Capital Corp. | 24,715 | $225.5 萬 | 0.07% | −784−3.1% | 減碼 |
| Norden Group LLC | 24,634 | $224.8 萬 | 0.24% | +451+1.9% | 加碼 |
| Cullen Investment Group, Ltd. | 24,622 | $224.7 萬 | 0.32% | +979+4.1% | 加碼 |
| Tealwood Asset Management Inc | 24,602 | $224.5 萬 | 1.00% | −661−2.6% | 減碼 |
| Aspen Investment Management Inc | 24,470 | $223.3 萬 | 0.94% | +305+1.3% | 加碼 |
| Stephens Inc | 24,393 | $222.6 萬 | 0.03% | −6,101−20.0% | 減碼 |
| Somerville Kurt F | 24,368 | $222.3 萬 | 0.37% | +24,368 | 新進 |
| Krilogy Financial LLC | 24,330 | $222.0 萬 | 0.13% | +3,491+16.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 24,181 | $220.6 萬 | 0.13% | +242+1.0% | 加碼 |
| Financial Partners Group, LLC | 24,142 | $220.3 萬 | 0.80% | −815−3.3% | 減碼 |
| Moody National Bank Trust Division | 24,138 | $220.2 萬 | 0.20% | −1,404−5.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 24,103 | $219.9 萬 | 0.05% | −6,290−20.7% | 減碼 |
| Ritholtz Wealth Management | 24,071 | $219.6 萬 | 0.05% | +3,409+16.5% | 加碼 |
| Ascent Wealth Partners, LLC | 24,013 | $219.1 萬 | 0.27% | +170+0.7% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 23,800 | $217.3 萬 | 2.08% | −5,345−18.3% | 減碼 |
| Advisory Services Network, LLC | 22,208 | $217.0 萬 | 0.03% | −832−3.6% | 減碼 |
| Bridges Investment Management Inc | 23,706 | $216.3 萬 | 0.03% | −750−3.1% | 減碼 |
| 1st Source Bank | 23,680 | $216.1 萬 | 0.12% | +117+0.5% | 加碼 |
| Chesley Taft & Associates LLC | 23,623 | $215.5 萬 | 0.10% | +750+3.3% | 加碼 |
| CenterBook Partners LP | 23,393 | $213.4 萬 | 0.12% | +23,393 | 新進 |
| Roberts Wealth Advisors, LLC | 23,348 | $213.0 萬 | 0.61% | +51+0.2% | 加碼 |