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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 49,941 | $476.8 萬 | 2.46% | −1,376−2.7% | 減碼 |
| Paradigm Financial Partners, LLC | 49,999 | $477.3 萬 | 0.49% | +5,894+13.4% | 加碼 |
| Algert Global LLC | 50,726 | $484.3 萬 | 0.08% | −5,929−10.5% | 減碼 |
| Keybank National Association | 50,847 | $485.4 萬 | 0.02% | +716+1.4% | 加碼 |
| Coppell Advisory Solutions LLC | 50,222 | $486.6 萬 | 0.53% | +10,164+25.4% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 51,013 | $487.0 萬 | 2.99% | +1,941+4.0% | 加碼 |
| RNC Capital Management LLC | 51,155 | $488.4 萬 | 0.22% | +488+1.0% | 加碼 |
| Empirical Finance, LLC | 51,248 | $489.3 萬 | 0.23% | +580+1.1% | 加碼 |
| Greenleaf Trust | 51,547 | $492.1 萬 | 0.04% | −1,696−3.2% | 減碼 |
| Park Avenue Securities LLC | 51,734 | $493.9 萬 | 0.04% | +12,218+30.9% | 加碼 |
| Allworth Financial LP | 51,752 | $494.1 萬 | 0.02% | +9,361+22.1% | 加碼 |
| Ibex Wealth Advisors | 51,820 | $494.7 萬 | 0.47% | +3,040+6.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 52,056 | $497.0 萬 | 0.48% | +9,576+22.5% | 加碼 |
| CAPROCK Group, Inc. | 51,937 | $497.8 萬 | 0.12% | +51,937 | 新進 |
| Colonial Trust Co | 52,175 | $498.1 萬 | 0.67% | −59−0.1% | 減碼 |
| Gabelli Funds LLC | 52,293 | $499.2 萬 | 0.03% | −4,190−7.4% | 減碼 |
| Wetherby Asset Management Inc | 52,564 | $501.8 萬 | 0.20% | −5,339−9.2% | 減碼 |
| Delta Capital Management LLC | 52,745 | $503.6 萬 | 2.60% | −105−0.2% | 減碼 |
| Capital Analysts, LLC | 52,916 | $505.2 萬 | 0.15% | −362−0.7% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 53,049 | $506.5 萬 | 1.78% | −1,801−3.3% | 減碼 |
| Partners Capital Investment Group, LLP | 53,093 | $506.9 萬 | 0.20% | 00.0% | 不變 |
| Conning Inc. | 53,247 | $508.3 萬 | 0.17% | +1,421+2.7% | 加碼 |
| Jones Financial Companies LLLP | 53,582 | $511.5 萬 | 0.00% | +12,409+30.1% | 加碼 |
| Prospera Financial Services Inc | 53,689 | $512.7 萬 | 0.09% | +652+1.2% | 加碼 |
| First American Bank | 53,971 | $515.3 萬 | 0.32% | +832+1.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 54,384 | $519.2 萬 | 0.08% | −102−0.2% | 減碼 |
| We Are One Seven, LLC | 54,633 | $521.6 萬 | 0.12% | +7,713+16.4% | 加碼 |
| Intrinsic Value Partners, LLC | 54,903 | $524.2 萬 | 4.24% | −380−0.7% | 減碼 |
| Illinois Municipal Retirement Fund | 55,034 | $525.4 萬 | 0.07% | +20,321+58.5% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 55,080 | $525.8 萬 | 0.56% | 00.0% | 不變 |
| Bailard, Inc. | 55,418 | $529.1 萬 | 0.11% | −869−1.5% | 減碼 |
| Headlands Technologies LLC | 55,476 | $529.6 萬 | 0.42% | +46,116+492.7% | 加碼 |
| Pittenger & Anderson Inc | 55,547 | $530.3 萬 | 0.19% | +170+0.3% | 加碼 |
| Harrington Investments, INC | 56,273 | $537.2 萬 | 2.68% | −280−0.5% | 減碼 |
| HB Wealth Management, LLC | 56,358 | $538.1 萬 | 0.04% | +13,517+31.6% | 加碼 |
| Stony Point Wealth Management Inc. | 56,520 | $539.6 萬 | 2.18% | −4,051−6.7% | 減碼 |
| Plato Investment Management Ltd | 57,039 | $540.4 萬 | 0.37% | +22,764+66.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 57,034 | $544.5 萬 | 0.25% | +1,660+3.0% | 加碼 |
| Aigen Investment Management, LP | 57,070 | $544.8 萬 | 0.84% | −3,794−6.2% | 減碼 |
| DLK Investment Management, LLC | 57,187 | $546.0 萬 | 2.06% | −1,732−2.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 57,637 | $550.3 萬 | 0.20% | +2,101+3.8% | 加碼 |
| Merit Financial Group, LLC | 57,860 | $552.4 萬 | 0.05% | +3,190+5.8% | 加碼 |
| Voya Financial Advisors, Inc. | 57,178 | $554.0 萬 | 0.53% | −2,065−3.5% | 減碼 |
| Hamilton Capital Partners Inc. | 58,092 | $554.6 萬 | 0.23% | −2,843−4.7% | 減碼 |
| Condor Capital Management | 58,794 | $561.3 萬 | 0.46% | −990−1.7% | 減碼 |
| William Allan, LLC | 59,072 | $564.0 萬 | 3.16% | −993−1.7% | 減碼 |
| CenterBook Partners LP | 59,395 | $567.0 萬 | 0.28% | +36,002+153.9% | 加碼 |
| Bokf, NA | 59,628 | $569.3 萬 | 0.09% | +9,876+19.9% | 加碼 |
| Lantern Wealth Advisors, LLC | 60,303 | $572.9 萬 | 3.03% | +114+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 60,201 | $574.7 萬 | 0.31% | −2,178−3.5% | 減碼 |
| Lincoln Capital LLC | 61,205 | $575.8 萬 | 1.08% | −355−0.6% | 減碼 |
| Lincoln Capital Corp | 60,685 | $579.4 萬 | 2.08% | −1,658−2.7% | 減碼 |
| LGT Group Foundation | 63,034 | $581.5 萬 | 0.07% | −2,782−4.2% | 減碼 |
| Perkins Coie Trust Co | 61,061 | $582.9 萬 | 1.10% | +3,612+6.3% | 加碼 |
| Winton Group Ltd | 61,176 | $584.0 萬 | 0.22% | +35,860+141.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 61,347 | $585.7 萬 | 0.21% | +2,312+3.9% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 64,291 | $586.6 萬 | 0.30% | 00.0% | 不變 |
| Maltese Capital Management LLC | 62,500 | $596.7 萬 | 0.90% | +12,500+25.0% | 加碼 |
| Permanens Capital L.P. | 62,587 | $597.5 萬 | 0.89% | +1,246+2.0% | 加碼 |
| Allstate Corp | 63,030 | $601.7 萬 | 0.14% | +59,414+1,643.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 63,467 | $605.9 萬 | 0.17% | −5,079−7.4% | 減碼 |
| Group One Trading, L.P. | 63,628 | $607.5 萬 | 0.18% | −33,417−34.4% | 減碼 |
| Arkadios Wealth Advisors | 64,520 | $616.0 萬 | 0.15% | +6,738+11.7% | 加碼 |
| Oliver Luxxe Assets LLC | 64,930 | $619.9 萬 | 0.98% | +3,041+4.9% | 加碼 |
| Legal Advantage Investments, Inc. | 65,060 | $621.1 萬 | 2.80% | −1,600−2.4% | 減碼 |
| Synovus Financial Corp | 65,785 | $628.2 萬 | 0.07% | +3,545+5.7% | 加碼 |
| Twin Lakes Capital Management, LLC | 66,336 | $633.3 萬 | 2.93% | −1,343−2.0% | 減碼 |
| Investment Research & Advisory Group, Inc. | 66,686 | $636.7 萬 | 2.18% | +608+0.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 66,812 | $637.9 萬 | 0.66% | −616−0.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 66,920 | $638.9 萬 | 0.10% | −259−0.4% | 減碼 |
| Spire Wealth Management | 67,229 | $641.8 萬 | 0.22% | +8,883+15.2% | 加碼 |
| Scotia Capital Inc. | 67,912 | $648.4 萬 | 0.03% | −5,376−7.3% | 減碼 |
| Prentiss Smith & Co Inc | 67,938 | $648.6 萬 | 3.66% | −1,038−1.5% | 減碼 |
| Equitable Holdings, Inc. | 68,805 | $656.9 萬 | 0.05% | −8,764−11.3% | 減碼 |
| LaFleur & Godfrey LLC | 69,220 | $660.8 萬 | 0.80% | −3,560−4.9% | 減碼 |
| Achmea Investment Management B.V. | 69,625 | $664.7 萬 | 0.08% | 00.0% | 不變 |
| Mark Asset Management LP | 70,000 | $668.3 萬 | 0.68% | +60,000+600.0% | 加碼 |
| GHP Investment Advisors, Inc. | 70,071 | $669.0 萬 | 0.28% | +1,681+2.5% | 加碼 |
| Citizens Business Bank | 70,165 | $669.9 萬 | 1.12% | +1,050+1.5% | 加碼 |
| Smithbridge Asset Management Inc | 70,694 | $674.9 萬 | 0.98% | +70,694 | 新進 |
| Naples Global Advisors, LLC | 70,956 | $677.4 萬 | 0.53% | +268+0.4% | 加碼 |
| Abn Amro Investment Solutions | 71,006 | $677.9 萬 | 0.14% | −10,284−12.7% | 減碼 |
| Gilman Hill Asset Management, LLC | 71,309 | $680.8 萬 | 1.07% | +1,790+2.6% | 加碼 |
| Birch Capital Management, LLC | 71,427 | $681.9 萬 | 3.48% | −1,726−2.4% | 減碼 |
| Kavar Capital Partners Group, LLC | 71,467 | $682.3 萬 | 0.91% | +300+0.4% | 加碼 |
| Sendero Wealth Management, LLC | 72,300 | $690.2 萬 | 0.81% | −17,020−19.1% | 減碼 |
| Salvus Wealth Management, LLC | 72,349 | $690.7 萬 | 3.86% | −958−1.3% | 減碼 |
| Capstone Investment Advisors, LLC | 72,727 | $694.3 萬 | 0.06% | −141,743−66.1% | 減碼 |
| Marshall & Sullivan Inc | 72,973 | $696.7 萬 | 3.23% | −1,069−1.4% | 減碼 |
| Commerce Bank | 73,668 | $703.3 萬 | 0.04% | +2,431+3.4% | 加碼 |
| Tiaa Trust, National Association | 73,882 | $705.4 萬 | 0.02% | −1,166−1.6% | 減碼 |
| Alberta Investment Management Corp | 75,500 | $720.8 萬 | 0.05% | +3,300+4.6% | 加碼 |
| Parkwood LLC | 75,532 | $721.1 萬 | 0.70% | −147,722−66.2% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 75,638 | $722.1 萬 | 0.74% | −4,099−5.1% | 減碼 |
| Pring Turner Capital Group Inc | 75,649 | $722.2 萬 | 4.41% | −4,692−5.8% | 減碼 |
| FJ Capital Management LLC | 76,650 | $731.8 萬 | 0.79% | +76,650 | 新進 |
| Cloverfields Capital Group, LP | 77,074 | $735.8 萬 | 2.30% | −388−0.5% | 減碼 |
| New Mexico Educational Retirement Board | 77,187 | $736.9 萬 | 0.23% | −2,500−3.1% | 減碼 |
| Marco Investment Management LLC | 77,389 | $738.8 萬 | 0.57% | 00.0% | 不變 |
| Colonial Trust Advisors | 78,739 | $751.7 萬 | 0.58% | +3,984+5.3% | 加碼 |