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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 14,144 | $135.0 萬 | 0.10% | −291−2.0% | 減碼 |
| Stance Capital LLC | 14,365 | $137.1 萬 | 0.50% | −517−3.5% | 減碼 |
| Greystone Financial Group, LLC | 14,371 | $137.2 萬 | 0.21% | −215−1.5% | 減碼 |
| Uncommon Cents Investing LLC | 14,400 | $137.5 萬 | 0.34% | +19+0.1% | 加碼 |
| Nicolet Bankshares Inc | 14,429 | $137.8 萬 | 0.22% | +1,380+10.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 14,445 | $137.9 萬 | 0.38% | +12+0.1% | 加碼 |
| Paradigm Asset Management Co LLC | 14,450 | $138.0 萬 | 0.32% | 00.0% | 不變 |
| Fruth Investment Management | 14,456 | $138.0 萬 | 0.37% | 00.0% | 不變 |
| Torrey Growth & Income Advisors | 14,512 | $138.5 萬 | 0.41% | +14,512 | 新進 |
| Toth Financial Advisory Corp | 14,543 | $138.8 萬 | 0.15% | +9,048+164.7% | 加碼 |
| Davis R M Inc | 14,707 | $140.4 萬 | 0.02% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 14,719 | $140.5 萬 | 0.33% | −373−2.5% | 減碼 |
| Insigneo Advisory Services, LLC | 14,721 | $140.5 萬 | 0.10% | −468−3.1% | 減碼 |
| NorthRock Partners, LLC | 14,740 | $140.7 萬 | 0.03% | +5,357+57.1% | 加碼 |
| Verity Asset Management, Inc. | 14,750 | $140.8 萬 | 0.46% | +7,559+105.1% | 加碼 |
| VELA Investment Management, LLC | 14,785 | $141.2 萬 | 0.41% | −8,411−36.3% | 減碼 |
| Fusion Capital, LLC | 14,936 | $141.2 萬 | 0.41% | −58−0.4% | 減碼 |
| JNBA Financial Advisors | 14,805 | $141.3 萬 | 0.13% | −50−0.3% | 減碼 |
| Kelly Lawrence W & Associates Inc | 14,807 | $141.4 萬 | 0.34% | −100−0.7% | 減碼 |
| Continuum Advisory, LLC | 14,915 | $142.4 萬 | 0.15% | −1,358−8.3% | 減碼 |
| Aptus Capital Advisors, LLC | 14,922 | $142.5 萬 | 0.01% | +592+4.1% | 加碼 |
| Foundations Investment Advisors, LLC | 14,928 | $142.5 萬 | 0.02% | −2,279−13.2% | 減碼 |
| Axxcess Wealth Management, LLC | 14,981 | $143.0 萬 | 0.03% | +148+1.0% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 15,000 | $143.2 萬 | 0.02% | −5,000−25.0% | 減碼 |
| Triglav Skladi, D.O.O. | 15,000 | $143.2 萬 | 0.09% | +15,000 | 新進 |
| Blackstone Group Inc. | 15,022 | $143.4 萬 | 0.01% | +15,022 | 新進 |
| Neumann Capital Management, LLC | 15,032 | $143.5 萬 | 0.42% | −100−0.7% | 減碼 |
| South Dakota Investment Council | 15,056 | $143.7 萬 | 0.03% | −1,000−6.2% | 減碼 |
| Westover Capital Advisors, LLC | 15,062 | $143.8 萬 | 0.27% | +5,691+60.7% | 加碼 |
| Postrock Partners LLC | 15,078 | $143.9 萬 | 0.64% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 15,144 | $144.6 萬 | 0.25% | +15,144 | 新進 |
| Rothschild Investment LLC | 15,190 | $145.0 萬 | 0.08% | −611−3.9% | 減碼 |
| VestGen Advisors, LLC | 15,225 | $145.4 萬 | 0.05% | +893+6.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 15,250 | $145.6 萬 | 0.03% | −600−3.8% | 減碼 |
| Brown Brothers Harriman & Co | 15,250 | $145.6 萬 | 0.01% | +1,568+11.5% | 加碼 |
| Cookson Peirce & Co Inc | 15,324 | $146.3 萬 | 0.06% | +62+0.4% | 加碼 |
| Oak Thistle LLC | 15,325 | $146.3 萬 | 0.22% | +15,325 | 新進 |
| Sheets Smith Wealth Management | 15,325 | $146.3 萬 | 0.17% | 00.0% | 不變 |
| Central Trust Co | 15,326 | $146.3 萬 | 0.03% | +531+3.6% | 加碼 |
| Buckingham Strategic Partners | 15,325 | $146.4 萬 | 0.02% | +3,339+27.9% | 加碼 |
| Tranquility Partners, LLC | 15,407 | $147.1 萬 | 0.50% | −1,694−9.9% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 15,420 | $147.2 萬 | 0.97% | −3,480−18.4% | 減碼 |
| Cove Street Capital, LLC | 15,424 | $147.3 萬 | 1.92% | −244−1.6% | 減碼 |
| Chicago Capital, LLC | 15,429 | $147.3 萬 | 0.04% | −200−1.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,453 | $147.5 萬 | 0.87% | +1,088+7.6% | 加碼 |
| Perpetual Ltd | 15,481 | $147.8 萬 | 0.02% | +4,204+37.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 15,521 | $148.2 萬 | 0.10% | −320−2.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 15,553 | $148.5 萬 | 0.05% | −568−3.5% | 減碼 |
| Pallas Capital Advisors LLC | 15,577 | $148.7 萬 | 0.05% | +142+0.9% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 15,601 | $148.9 萬 | 0.13% | −110−0.7% | 減碼 |
| First Commonwealth Financial Corp | 15,825 | $151.1 萬 | 0.25% | +41+0.3% | 加碼 |
| Canopy Partners, LLC | 15,849 | $151.3 萬 | 0.51% | −1,443−8.3% | 減碼 |
| Riverpark Capital Management LLC | 15,865 | $151.5 萬 | 2.74% | −2,812−15.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 15,883 | $151.6 萬 | 0.03% | +1,570+11.0% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 15,954 | $152.3 萬 | 0.27% | +15,954 | 新進 |
| Howard Financial Services, Ltd. | 16,045 | $153.2 萬 | 0.19% | +45+0.3% | 加碼 |
| S-Bank Fund Management Ltd | 16,058 | $153.3 萬 | 0.20% | −209−1.3% | 減碼 |
| NBT Bank N A | 15,474 | $154.3 萬 | 0.10% | +1,039+7.2% | 加碼 |
| Montecito Bank & Trust | 16,193 | $154.6 萬 | 0.24% | +16,193 | 新進 |
| Wedbush Securities Inc | 16,266 | $155.3 萬 | 0.05% | −2,019−11.0% | 減碼 |
| Cooper Financial Group | 16,300 | $155.6 萬 | 0.17% | +1,974+13.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 16,364 | $156.2 萬 | 0.55% | 00.0% | 不變 |
| Wealth Alliance | 16,412 | $156.7 萬 | 0.16% | +680+4.3% | 加碼 |
| IPG Investment Advisors LLC | 16,413 | $156.7 萬 | 0.28% | +127+0.8% | 加碼 |
| United Bank | 16,483 | $157.4 萬 | 0.55% | +430+2.7% | 加碼 |
| FineMark National Bank & Trust | 16,621 | $158.7 萬 | 0.05% | −491−2.9% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 16,624 | $158.7 萬 | 0.46% | +423+2.6% | 加碼 |
| Retirement Planning Group | 16,679 | $159.2 萬 | 0.06% | +6,899+70.5% | 加碼 |
| Embree Financial Group | 16,679 | $159.2 萬 | 0.21% | +157+1.0% | 加碼 |
| Cigna Investments Inc | 16,736 | $159.8 萬 | 0.23% | −95−0.6% | 減碼 |
| Highland Capital Management, LLC | 16,747 | $159.9 萬 | 0.08% | −279−1.6% | 減碼 |
| HBW Advisory Services LLC | 16,789 | $160.3 萬 | 0.18% | +16,789 | 新進 |
| Nicholas Hoffman & Company, LLC. | 16,834 | $160.7 萬 | 0.04% | +52+0.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,877 | $161.1 萬 | 0.06% | +326+2.0% | 加碼 |
| RMR Capital Management, LLC | 16,885 | $161.2 萬 | 1.13% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 17,005 | $162.3 萬 | 1.08% | +291+1.7% | 加碼 |
| Johnson Financial Group, Inc. | 17,014 | $162.4 萬 | 0.06% | +7,063+71.0% | 加碼 |
| AIA Group Ltd | 17,024 | $162.5 萬 | 0.03% | +6,210+57.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 17,048 | $162.8 萬 | 0.10% | +17,048 | 新進 |
| Notis-McConarty Edward | 17,050 | $162.8 萬 | 0.76% | +5,155+43.3% | 加碼 |
| JT Stratford LLC | 17,071 | $163.0 萬 | 0.22% | +2,933+20.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 17,118 | $163.4 萬 | 0.11% | −16,408−48.9% | 減碼 |
| Providence Wealth Advisors, LLC | 17,426 | $163.5 萬 | 1.03% | +293+1.7% | 加碼 |
| First Citizens Bank & Trust Co | 17,186 | $164.1 萬 | 0.04% | −601−3.4% | 減碼 |
| HM Payson & Co | 17,236 | $164.6 萬 | 0.02% | −538−3.0% | 減碼 |
| Trust Asset Management LLC | 17,244 | $164.6 萬 | 0.11% | 00.0% | 不變 |
| Meriwether Wealth & Planning, LLC | 17,249 | $164.7 萬 | 0.95% | −72−0.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 17,285 | $165.1 萬 | 0.03% | 00.0% | 不變 |
| Wedmont Private Capital | 17,596 | $165.4 萬 | 0.06% | +648+3.8% | 加碼 |
| Dark Forest Capital Management LP | 17,365 | $165.8 萬 | 0.06% | −55,843−76.3% | 減碼 |
| MBM Wealth Consultants, LLC | 17,514 | $167.2 萬 | 0.42% | −80.0% | 減碼 |
| Cypress Capital, LLC | 17,692 | $168.9 萬 | 0.48% | +17,692 | 新進 |
| Dynasty Wealth Management, LLC | 17,786 | $169.8 萬 | 0.02% | +8,891+100.0% | 加碼 |
| Wolff Wiese Magana LLC | 17,900 | $170.9 萬 | 0.97% | +783+4.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 18,008 | $171.9 萬 | 0.24% | −616−3.3% | 減碼 |
| Arjuna Capital | 18,020 | $172.0 萬 | 0.43% | +115+0.6% | 加碼 |
| Cidel Asset Management Inc | 18,028 | $172.1 萬 | 0.10% | −269−1.5% | 減碼 |
| Pictet & Cie (Europe) SA | 18,084 | $172.6 萬 | 0.03% | +68+0.4% | 加碼 |
| Bank of Hawaii | 18,166 | $173.4 萬 | 0.09% | +1,135+6.7% | 加碼 |
| Guardian Asset Advisors, LLC | 18,257 | $174.4 萬 | 0.94% | +1,039+6.0% | 加碼 |