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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 34,707 | $331.3 萬 | 0.05% | +34,707 | 新進 |
| Stableford Capital II LLC | 34,883 | $333.0 萬 | 1.20% | +58+0.2% | 加碼 |
| Ostrum Asset Management | 34,889 | $333.1 萬 | 0.15% | −1,534−4.2% | 減碼 |
| Roundview Capital LLC | 34,914 | $333.3 萬 | 0.21% | −69−0.2% | 減碼 |
| Brant Point Investment Management LLC | 35,000 | $334.1 萬 | 0.74% | +15,000+75.0% | 加碼 |
| GAMMA Investing LLC | 35,041 | $334.5 萬 | 0.18% | +2,788+8.6% | 加碼 |
| GM Advisory Group, Inc. | 35,084 | $334.9 萬 | 0.14% | −692−1.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 35,400 | $338.0 萬 | 0.26% | −37,822−51.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 35,585 | $339.7 萬 | 2.06% | −365−1.0% | 減碼 |
| Brighton Jones LLC | 35,717 | $341.0 萬 | 0.08% | +4,536+14.5% | 加碼 |
| Everence Capital Management Inc | 35,800 | $341.8 萬 | 0.20% | 00.0% | 不變 |
| Annandale Capital, LLC | 35,848 | $342.2 萬 | 0.60% | 00.0% | 不變 |
| West Oak Capital, LLC | 36,067 | $344.3 萬 | 1.38% | +1,350+3.9% | 加碼 |
| Centiva Capital, LP | 36,095 | $344.6 萬 | 0.32% | +36,095 | 新進 |
| Correct Capital Wealth Management | 36,224 | $345.8 萬 | 0.64% | +872+2.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 36,260 | $346.2 萬 | 0.03% | +1,317+3.8% | 加碼 |
| Valeo Financial Advisors, LLC | 36,644 | $349.8 萬 | 0.08% | −2,082−5.4% | 減碼 |
| Dakota Wealth Management | 36,653 | $349.9 萬 | 0.07% | −13,710−27.2% | 減碼 |
| Central Bank & Trust Co | 37,127 | $354.5 萬 | 0.56% | −164−0.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 37,139 | $354.6 萬 | 1.17% | +3,137+9.2% | 加碼 |
| Centaurus Financial, Inc. | 37,155 | $354.7 萬 | 0.17% | +10,994+42.0% | 加碼 |
| HF Advisory Group, LLC | 37,162 | $354.8 萬 | 1.30% | +959+2.6% | 加碼 |
| Vontobel Holding Ltd. | 37,286 | $356.0 萬 | 0.01% | +8,497+29.5% | 加碼 |
| Secure Asset Management, LLC | 38,594 | $356.0 萬 | 0.59% | +9,179+31.2% | 加碼 |
| Inkwell Capital LLC | 37,295 | $356.1 萬 | 3.63% | −451−1.2% | 減碼 |
| Groupama Asset Managment | 37,753 | $360.4 萬 | 0.05% | +4,799+14.6% | 加碼 |
| Summit Financial, LLC | 38,034 | $363.1 萬 | 0.06% | +2,457+6.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 38,173 | $364.4 萬 | 0.47% | −16,806−30.6% | 減碼 |
| Twin Capital Management Inc | 38,443 | $367.0 萬 | 0.46% | −9,426−19.7% | 減碼 |
| SGL Investment Advisors, Inc. | 39,461 | $367.6 萬 | 1.53% | +745+1.9% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 38,620 | $368.7 萬 | 2.36% | −42−0.1% | 減碼 |
| TD Private Client Wealth LLC | 38,712 | $369.6 萬 | 0.08% | +1,662+4.5% | 加碼 |
| Nelson Capital Management, LLC | 39,009 | $372.4 萬 | 0.44% | +377+1.0% | 加碼 |
| GeoWealth Management, LLC | 39,143 | $373.7 萬 | 0.14% | +24,295+163.6% | 加碼 |
| Johnson Investment Counsel Inc | 39,169 | $373.9 萬 | 0.03% | +494+1.3% | 加碼 |
| Independent Advisor Alliance | 39,217 | $374.4 萬 | 0.10% | +2,328+6.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 39,305 | $375.2 萬 | 0.27% | +198+0.5% | 加碼 |
| Apollon Wealth Management, LLC | 40,131 | $383.1 萬 | 0.07% | +1,627+4.2% | 加碼 |
| Threadgill Financial, LLC | 40,131 | $383.1 萬 | 1.86% | +40,131 | 新進 |
| Sepio Capital, LP | 40,237 | $384.1 萬 | 0.23% | +3,086+8.3% | 加碼 |
| Sculati Wealth Management, LLC | 40,322 | $385.0 萬 | 1.36% | −317−0.8% | 減碼 |
| Lighthouse Investment Partners, LLC | 40,340 | $385.1 萬 | 0.14% | −49,237−55.0% | 減碼 |
| Goelzer Investment Management, Inc. | 40,455 | $386.2 萬 | 0.20% | −566−1.4% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 40,484 | $386.5 萬 | 0.56% | −4,281−9.6% | 減碼 |
| Gs Investments, Inc. | 40,488 | $386.5 萬 | 1.91% | −14,967−27.0% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 40,494 | $386.6 萬 | 1.67% | +518+1.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 40,503 | $386.7 萬 | 0.10% | +12,308+43.7% | 加碼 |
| Quadrant Capital Group LLC | 41,261 | $393.9 萬 | 0.13% | +290+0.7% | 加碼 |
| Parallel Advisors, LLC | 41,292 | $394.2 萬 | 0.07% | +2,582+6.7% | 加碼 |
| Pine Haven Investment Counsel, Inc | 41,438 | $395.6 萬 | 2.86% | −355−0.8% | 減碼 |
| Huntington National Bank | 41,496 | $396.2 萬 | 0.02% | +3,441+9.0% | 加碼 |
| Red Spruce Capital, LLC | 41,546 | $396.6 萬 | 1.62% | −171−0.4% | 減碼 |
| Fiduciary Group LLC | 41,595 | $397.1 萬 | 0.35% | −473−1.1% | 減碼 |
| Mengis Capital Management, Inc. | 41,906 | $400.1 萬 | 0.79% | −349−0.8% | 減碼 |
| Courier Capital LLC | 41,913 | $400.1 萬 | 0.23% | −833−1.9% | 減碼 |
| Means Investment Co., Inc. | 42,321 | $404.0 萬 | 0.35% | −2,553−5.7% | 減碼 |
| Miracle Mile Advisors, LLC | 42,846 | $409.1 萬 | 0.06% | +65+0.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 42,979 | $410.3 萬 | 1.41% | −500−1.1% | 減碼 |
| FWL Investment Management, LLC | 43,381 | $414.2 萬 | 1.08% | +8,257+23.5% | 加碼 |
| Resources Investment Advisors, LLC. | 43,386 | $414.2 萬 | 0.04% | −2,111−4.6% | 減碼 |
| 180 Wealth Advisors, LLC | 43,480 | $415.1 萬 | 0.51% | −248−0.6% | 減碼 |
| Conscious Wealth Investments, LLC | 44,232 | $418.1 萬 | 2.48% | −465−1.0% | 減碼 |
| Somerville Kurt F | 43,793 | $418.1 萬 | 0.69% | +19,425+79.7% | 加碼 |
| Ci Investments Inc. | 43,806 | $418.2 萬 | 0.02% | +1,087+2.5% | 加碼 |
| Victrix Investment Advisors | 43,838 | $418.5 萬 | 2.29% | +902+2.1% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 43,867 | $418.8 萬 | 4.50% | −3,586−7.6% | 減碼 |
| American Trust | 43,970 | $419.8 萬 | 0.35% | −838−1.9% | 減碼 |
| Westpac Banking Corp | 44,128 | $421.3 萬 | 0.26% | −52,315−54.2% | 減碼 |
| Linscomb & Williams, Inc. | 44,228 | $422.2 萬 | 0.18% | +452+1.0% | 加碼 |
| Fiduciary Financial Group, LLC | 44,751 | $427.2 萬 | 0.67% | −2,502−5.3% | 減碼 |
| East Coast Asset Management, LLC. | 44,892 | $428.6 萬 | 1.34% | −24−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $428.8 萬 | 0.28% | −159−0.4% | 減碼 |
| JB Capital LLC | 45,186 | $431.4 萬 | 0.19% | −2,503−5.2% | 減碼 |
| Chatham Capital Group, Inc. | 45,212 | $431.6 萬 | 0.62% | −30−0.1% | 減碼 |
| Leelyn Smith, LLC | 45,370 | $433.1 萬 | 0.65% | +45,370 | 新進 |
| Bryn Mawr Trust Co | 45,456 | $434.0 萬 | 0.10% | −28,377−38.4% | 減碼 |
| Community Financial Services Group, LLC | 45,554 | $434.9 萬 | 0.80% | −1,072−2.3% | 減碼 |
| MUFG Securities Americas Inc. | 46,013 | $439.3 萬 | 0.28% | +8,160+21.6% | 加碼 |
| Vestcor Inc | 46,044 | $439.6 萬 | 0.13% | +11,133+31.9% | 加碼 |
| SAM Advisors, LLC | 46,319 | $442.2 萬 | 1.43% | −822−1.7% | 減碼 |
| Malaga Cove Capital, LLC | 46,798 | $446.8 萬 | 1.62% | −300−0.6% | 減碼 |
| Oak Harvest Investment Services | 46,993 | $448.6 萬 | 0.52% | +2,327+5.2% | 加碼 |
| Gotham Asset Management, LLC | 47,040 | $449.1 萬 | 0.02% | +7,897+20.2% | 加碼 |
| Modus Advisors, LLC | 47,439 | $452.9 萬 | 1.23% | +233+0.5% | 加碼 |
| Brookstone Capital Management | 47,708 | $455.5 萬 | 0.05% | −6,405−11.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 47,874 | $457.1 萬 | 0.05% | +9,258+24.0% | 加碼 |
| LS Investment Advisors, LLC | 47,878 | $457.1 萬 | 0.64% | +2,091+4.6% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 47,886 | $457.2 萬 | 0.89% | +47,886 | 新進 |
| Hunter Perkins Capital Management, LLC | 48,170 | $459.9 萬 | 1.02% | −48−0.1% | 減碼 |
| Integrated Advisors Network LLC | 48,471 | $462.8 萬 | 0.19% | −1,232−2.5% | 減碼 |
| Strategic Global Advisors, LLC | 48,518 | $463.2 萬 | 0.70% | +48,518 | 新進 |
| Montag A & Associates Inc | 48,616 | $464.1 萬 | 0.21% | −5,725−10.5% | 減碼 |
| Alerus Financial NA | 48,683 | $464.8 萬 | 0.24% | +971+2.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 48,806 | $466.0 萬 | 0.25% | −6,671−12.0% | 減碼 |
| Hixon Zuercher, LLC | 49,044 | $468.2 萬 | 1.43% | −1,663−3.3% | 減碼 |
| Southeast Asset Advisors Inc. | 49,191 | $469.6 萬 | 0.51% | +334+0.7% | 加碼 |
| Tandem Capital Management Corp | 49,319 | $470.8 萬 | 2.19% | −50−0.1% | 減碼 |
| SOL Capital Management CO | 49,366 | $471.3 萬 | 0.42% | +710+1.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 49,441 | $472.0 萬 | 0.11% | −39,926−44.7% | 減碼 |
| Daymark Wealth Partners, LLC | 49,449 | $472.1 萬 | 0.16% | −568−1.1% | 減碼 |