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 3 季 13F 持有人
Schwab Charles Corp 在 2025/9/30 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
- 2,173
- 較 2025 年第 2 季 +61 家
- 持有股數
- 14.6 億
- 較 2025 年第 2 季 −2,752 萬 (−1.9%)
- 總市值
- $1,392 億
- 較 2025 年第 2 季 +$37.4 億 (+2.8%)
- 新進機構
- 177
- 另有 932 家加碼
- 清倉機構
- 116
- 另有 763 家減碼
另有 33 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HMV Wealth Advisors, LLC | 8,491 | $81.1 萬 | 0.45% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 8,506 | $81.2 萬 | 0.03% | +2,364+38.5% | 加碼 |
| Fidelis Capital Partners, LLC | 8,519 | $81.3 萬 | 0.06% | +433+5.4% | 加碼 |
| SkyView Investment Advisors, LLC | 8,539 | $81.5 萬 | 0.10% | −149−1.7% | 減碼 |
| Fulton Bank, N.A. | 8,572 | $81.8 萬 | 0.03% | +247+3.0% | 加碼 |
| Avondale Wealth Management | 8,600 | $82.1 萬 | 0.44% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 8,611 | $82.2 萬 | 0.13% | +9+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 8,615 | $82.3 萬 | 0.05% | −4,178−32.7% | 減碼 |
| St Germain D J Co Inc | 8,623 | $82.3 萬 | 0.03% | −20−0.2% | 減碼 |
| N.E.W. Advisory Services LLC | 8,637 | $82.5 萬 | 0.07% | +20.0% | 加碼 |
| Mangrove Partners | 8,659 | $82.7 萬 | 0.07% | +8,659 | 新進 |
| Boston Trust Walden Corp | 8,670 | $82.8 萬 | 0.01% | 00.0% | 不變 |
| Alta Advisers Ltd | 8,670 | $82.8 萬 | 0.25% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 8,672 | $82.8 萬 | 0.03% | +3,008+53.1% | 加碼 |
| Quadcap Wealth Management, LLC | 8,679 | $82.9 萬 | 0.10% | +15+0.2% | 加碼 |
| Capital Investment Advisors, LLC | 8,725 | $83.3 萬 | 0.01% | −5,121−37.0% | 減碼 |
| Keebeck Wealth Management, LLC | 8,767 | $83.7 萬 | 0.10% | +654+8.1% | 加碼 |
| Angeles Wealth Management, LLC | 8,776 | $83.8 萬 | 0.05% | −33−0.4% | 減碼 |
| Advyzon Investment Management, LLC | 8,781 | $83.8 萬 | 0.14% | +5,150+141.8% | 加碼 |
| Journey Strategic Wealth LLC | 8,785 | $83.9 萬 | 0.02% | +1,056+13.7% | 加碼 |
| Weaver Capital Management LLC | 8,824 | $84.2 萬 | 0.18% | −204−2.3% | 減碼 |
| Keel Point, LLC | 8,837 | $84.4 萬 | 0.05% | +135+1.6% | 加碼 |
| Regatta Capital Group, LLC | 8,848 | $84.5 萬 | 0.13% | −778−8.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,848 | $84.5 萬 | 0.04% | +214+2.5% | 加碼 |
| Main Street Financial Solutions, LLC | 8,856 | $84.6 萬 | 0.05% | +2,028+29.7% | 加碼 |
| Manchester Financial Inc | 8,884 | $84.8 萬 | 0.17% | −72−0.8% | 減碼 |
| Sutton Place Investors LLC | 8,918 | $85.1 萬 | 0.49% | +58+0.7% | 加碼 |
| Canvas Wealth Advisors, LLC | 9,070 | $85.3 萬 | 0.16% | −33−0.4% | 減碼 |
| EntryPoint Capital, LLC | 8,968 | $85.6 萬 | 0.33% | +8,968 | 新進 |
| Joel Isaacson & Co., LLC | 8,968 | $85.6 萬 | 0.03% | +1,506+20.2% | 加碼 |
| Kearns & Associates LLC | 9,000 | $85.9 萬 | 0.46% | 00.0% | 不變 |
| One Capital Management, LLC | 9,025 | $86.2 萬 | 0.03% | −133−1.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 9,076 | $86.6 萬 | 0.11% | +337+3.9% | 加碼 |
| RiverFront Investment Group, LLC | 9,114 | $87.0 萬 | 0.02% | −59−0.6% | 減碼 |
| Change Path, LLC | 9,150 | $87.4 萬 | 0.02% | +906+11.0% | 加碼 |
| Hohimer Wealth Management, LLC | 9,250 | $88.3 萬 | 0.12% | −139−1.5% | 減碼 |
| Venture Visionary Partners LLC | 9,293 | $88.7 萬 | 0.03% | +338+3.8% | 加碼 |
| Crumly & Associates Inc. | 9,302 | $88.8 萬 | 0.19% | +275+3.0% | 加碼 |
| Herold Advisors, Inc. | 9,355 | $89.3 萬 | 0.21% | +1,400+17.6% | 加碼 |
| Integrated Quantitative Investments LLC | 9,370 | $89.5 萬 | 0.25% | −4,822−34.0% | 減碼 |
| Kirtland Hills Capital Management, LLC | 9,392 | $89.7 萬 | 0.36% | −13−0.1% | 減碼 |
| Hedges Asset Management LLC | 9,400 | $89.7 萬 | 0.69% | −100−1.1% | 減碼 |
| Sax Wealth Advisors, LLC | 9,424 | $90.0 萬 | 0.05% | +630+7.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 9,618 | $90.2 萬 | 0.10% | +510+5.6% | 加碼 |
| Sage Mountain Advisors LLC | 9,461 | $90.3 萬 | 0.05% | −495−5.0% | 減碼 |
| Nilsine Partners, LLC | 9,469 | $90.4 萬 | 0.08% | +462+5.1% | 加碼 |
| Legacy Capital Group California, Inc. | 9,520 | $90.9 萬 | 0.23% | +9,520 | 新進 |
| Kestra Private Wealth Services, LLC | 9,521 | $90.9 萬 | 0.01% | +66+0.7% | 加碼 |
| Trust Co of Toledo NA | 9,530 | $91.0 萬 | 0.09% | +692+7.8% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,535 | $91.0 萬 | 0.17% | +525+5.8% | 加碼 |
| PFG Advisors | 9,625 | $91.9 萬 | 0.04% | −1,985,311−99.5% | 減碼 |
| Matisse Capital | 9,625 | $91.9 萬 | 0.41% | −2,385−19.9% | 減碼 |
| Erste Asset Management GmbH | 9,529 | $92.3 萬 | 0.01% | −89,333−90.4% | 減碼 |
| Hillsdale Investment Management Inc. | 9,680 | $92.4 萬 | 0.03% | +9,680 | 新進 |
| Canandaigua National Trust Co of Florida | 9,746 | $93.0 萬 | 0.74% | −615−5.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,778 | $93.4 萬 | 0.07% | +147+1.5% | 加碼 |
| Syon Capital LLC | 9,780 | $93.4 萬 | 0.05% | +4,978+103.7% | 加碼 |
| Ironwood Financial, llc | 9,802 | $93.6 萬 | 0.17% | 00.0% | 不變 |
| Balboa Wealth Partners | 9,862 | $94.2 萬 | 0.16% | −1,315−11.8% | 減碼 |
| Novem Group | 9,903 | $94.5 萬 | 0.11% | +394+4.1% | 加碼 |
| Colton Groome Financial Advisors, LLC | 9,975 | $95.2 萬 | 0.29% | +240+2.5% | 加碼 |
| Pure Financial Advisors, Inc. | 9,985 | $95.3 萬 | 0.02% | +248+2.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,080 | $95.4 萬 | 0.01% | +10,080 | 新進 |
| Edmond de Rothschild Holding S.A. | 10,000 | $95.5 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $95.5 萬 | 0.23% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 10,020 | $95.7 萬 | 0.02% | −2,483−19.9% | 減碼 |
| American Money Management, LLC | 10,049 | $95.9 萬 | 0.16% | +35+0.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 10,083 | $96.3 萬 | 0.38% | −577−5.4% | 減碼 |
| Variant Private Wealth, LLC | 10,085 | $96.3 萬 | 0.89% | −121−1.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 10,091 | $96.3 萬 | 0.01% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 10,179 | $97.2 萬 | 0.02% | +460+4.7% | 加碼 |
| Kanawha Capital Management LLC | 10,182 | $97.2 萬 | 0.07% | −2,441−19.3% | 減碼 |
| Navalign, LLC | 10,214 | $97.5 萬 | 0.26% | −216−2.1% | 減碼 |
| PDS Planning, Inc | 10,220 | $97.6 萬 | 0.07% | +640+6.7% | 加碼 |
| Figure 8 Investment Strategies LLC | 10,224 | $97.6 萬 | 0.87% | +100+1.0% | 加碼 |
| Tower Trust & Investment Co | 10,291 | $98.2 萬 | 0.66% | −94−0.9% | 減碼 |
| Advisor OS, LLC | 10,365 | $99.0 萬 | 0.09% | +439+4.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 10,394 | $99.2 萬 | 0.04% | +3,692+55.1% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $99.7 萬 | 0.30% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 10,482 | $100.1 萬 | 0.25% | +436+4.3% | 加碼 |
| Mizuho Markets Americas LLC | 10,500 | $100.2 萬 | 0.02% | +10,500 | 新進 |
| Invictus Private Wealth, LLC | 10,529 | $100.5 萬 | 0.06% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 10,637 | $101.6 萬 | 0.30% | 00.0% | 不變 |
| Independence Bank of Kentucky | 10,639 | $101.6 萬 | 0.13% | −3,096−22.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,694 | $102.1 萬 | 0.04% | +4,632+76.4% | 加碼 |
| Eschler Asset Management LLP | 10,724 | $102.4 萬 | 0.76% | +10,724 | 新進 |
| Navellier & Associates Inc | 10,755 | $102.7 萬 | 0.10% | +3,055+39.7% | 加碼 |
| Capital Advantage, Inc. | 10,768 | $102.8 萬 | 0.15% | −320−2.9% | 減碼 |
| Thor Investment Management Inc | 10,770 | $102.8 萬 | 0.62% | +30+0.3% | 加碼 |
| Walleye Capital LLC | 10,780 | $102.9 萬 | 0.01% | −240,362−95.7% | 減碼 |
| SJS Investment Consulting Inc. | 10,843 | $103.5 萬 | 0.14% | +364+3.5% | 加碼 |
| Burns Matteson Capital Management, LLC | 10,845 | $103.5 萬 | 0.43% | −237−2.1% | 減碼 |
| Stone Point Wealth LLC | 10,900 | $104.1 萬 | 0.30% | +10,900 | 新進 |
| Mutual Advisors, LLC | 11,014 | $104.2 萬 | 0.02% | −382−3.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,939 | $104.4 萬 | 0.03% | −803−6.8% | 減碼 |
| WBI Investments | 10,942 | $104.5 萬 | 0.27% | −6,195−36.1% | 減碼 |
| Shira Ridge Wealth Management | 10,976 | $104.8 萬 | 0.44% | 00.0% | 不變 |
| Bank of Stockton | 11,023 | $105.2 萬 | 0.30% | +430+4.1% | 加碼 |
| Davidson Kahn Capital Management, LLC | 11,037 | $105.4 萬 | 0.59% | −293−2.6% | 減碼 |
| Nabity-Jensen Investment Management Inc | 11,039 | $105.4 萬 | 0.73% | 00.0% | 不變 |