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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 79,016 | $754.4 萬 | 0.04% | −8,920−10.1% | 減碼 |
| Fagan Associates, Inc. | 79,378 | $757.8 萬 | 1.05% | +4,540+6.1% | 加碼 |
| Central Pacific Bank - Trust Division | 79,586 | $759.8 萬 | 0.92% | −2,331−2.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 79,614 | $760.1 萬 | 0.14% | +5,342+7.2% | 加碼 |
| Resolute Capital Asset Partners LLC | 80,000 | $763.8 萬 | 4.00% | +43,599+119.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 80,059 | $764.3 萬 | 0.19% | −374−0.5% | 減碼 |
| Eisler Capital Management Ltd. | 83,256 | $768.5 萬 | 0.17% | −158,393−65.5% | 減碼 |
| NewEdge Wealth, LLC | 83,135 | $778.8 萬 | 0.11% | +2,468+3.1% | 加碼 |
| Securian Asset Management, Inc | 82,404 | $786.7 萬 | 0.21% | −6,892−7.7% | 減碼 |
| Pragma Gestao de Patrimonio Ltd | 83,300 | $795.3 萬 | 3.42% | −11,500−12.1% | 減碼 |
| Investment Management Corp of Ontario | 83,376 | $796.0 萬 | 0.12% | +31,907+62.0% | 加碼 |
| Nomura Holdings Inc | 83,502 | $797.2 萬 | 0.04% | +51,679+162.4% | 加碼 |
| WCG Wealth Advisors LLC | 84,096 | $802.9 萬 | 0.50% | −9,839−10.5% | 減碼 |
| Mezzasalma Advisors, LLC | 84,460 | $806.3 萬 | 2.06% | −155−0.2% | 減碼 |
| Radnor Capital Management, LLC | 84,650 | $808.2 萬 | 1.23% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 84,837 | $809.9 萬 | 0.10% | −2,062−2.4% | 減碼 |
| Maryland State Retirement & Pension System | 85,112 | $812.6 萬 | 0.17% | +2,161+2.6% | 加碼 |
| Hemenway Trust Co LLC | 85,682 | $818.0 萬 | 0.63% | +31,417+57.9% | 加碼 |
| American Assets Investment Management, LLC | 86,674 | $827.5 萬 | 0.61% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 86,682 | $827.6 萬 | 0.27% | −1,523−1.7% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 88,008 | $840.2 萬 | 2.06% | −3,327−3.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 88,378 | $843.7 萬 | 0.40% | −2,464−2.7% | 減碼 |
| Capital Investment Counsel, Inc | 88,438 | $844.3 萬 | 1.03% | −2,575−2.8% | 減碼 |
| Metis Global Partners, LLC | 88,700 | $846.8 萬 | 0.20% | −4,636−5.0% | 減碼 |
| First National Trust Co | 89,224 | $851.8 萬 | 0.29% | +40,257+82.2% | 加碼 |
| Louisiana State Employees Retirement System | 89,500 | $854.5 萬 | 0.14% | −600−0.7% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $854.7 萬 | 0.12% | 00.0% | 不變 |
| Country Club Bank | 88,714 | $859.5 萬 | 0.51% | −17,038−16.1% | 減碼 |
| Allianz SE | 90,478 | $863.8 萬 | 0.18% | −397−0.4% | 減碼 |
| M&G Plc | 91,474 | $869.0 萬 | 0.05% | −23,374−20.4% | 減碼 |
| GAM Holding AG | 92,574 | $883.8 萬 | 0.55% | +2,422+2.7% | 加碼 |
| Tocqueville Asset Management L.P. | 92,824 | $886.2 萬 | 0.13% | −4,872−5.0% | 減碼 |
| Aviance Capital Partners, LLC | 93,139 | $889.2 萬 | 1.06% | +825+0.9% | 加碼 |
| Warren Averett Asset Management, LLC | 93,558 | $893.2 萬 | 0.09% | +2,679+2.9% | 加碼 |
| Redmond Asset Management, LLC | 93,704 | $894.6 萬 | 2.20% | −1,947−2.0% | 減碼 |
| 1248 Management, LLC | 93,729 | $894.8 萬 | 5.05% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 93,769 | $895.2 萬 | 0.33% | +93,769 | 新進 |
| KCM Investment Advisors LLC | 94,206 | $899.4 萬 | 0.29% | +430+0.5% | 加碼 |
| Concentric Capital Strategies, LP | 94,754 | $904.6 萬 | 0.43% | −9,098−8.8% | 減碼 |
| Caisse des Depots Et Consignations | 95,120 | $908.1 萬 | 0.39% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 95,293 | $909.8 萬 | 0.08% | −12,988−12.0% | 減碼 |
| AMG National Trust Bank | 95,500 | $911.7 萬 | 0.22% | −1,483−1.5% | 減碼 |
| Pinnacle Financial Partners Inc | 95,607 | $912.8 萬 | 0.22% | +9,244+10.7% | 加碼 |
| Lafayette Investments, Inc. | 95,948 | $916.0 萬 | 1.75% | −901−0.9% | 減碼 |
| Thompson Investment Management, Inc. | 96,558 | $921.8 萬 | 1.23% | −3,491−3.5% | 減碼 |
| Norinchukin Bank, The | 96,565 | $921.9 萬 | 0.12% | +2,232+2.4% | 加碼 |
| Shelton Capital Management | 97,058 | $926.6 萬 | 0.20% | −12,000−11.0% | 減碼 |
| iA Global Asset Management Inc. | 97,214 | $928.1 萬 | 0.13% | +16,646+20.7% | 加碼 |
| Baldwin Brothers Inc | 97,266 | $928.6 萬 | 0.60% | −1,243−1.3% | 減碼 |
| Verition Fund Management LLC | 97,398 | $929.9 萬 | 0.05% | −98,130−50.2% | 減碼 |
| Geneos Wealth Management Inc. | 97,565 | $931.5 萬 | 0.24% | −1,019−1.0% | 減碼 |
| Hyperion Capital Advisors LP | 97,880 | $934.5 萬 | 5.00% | −4,056−4.0% | 減碼 |
| Brevan Howard Capital Management LP | 97,931 | $934.9 萬 | 0.13% | −34,578−26.1% | 減碼 |
| Evergreen Capital Management LLC | 98,058 | $936.2 萬 | 0.22% | −1,644−1.6% | 減碼 |
| Private Advisor Group, LLC | 98,280 | $938.3 萬 | 0.05% | −2,538−2.5% | 減碼 |
| Point72 (DIFC) Ltd | 99,493 | $949.9 萬 | 0.66% | +45,215+83.3% | 加碼 |
| AE Wealth Management LLC | 99,832 | $953.1 萬 | 0.06% | +56,609+131.0% | 加碼 |
| Scopus Asset Management, L.P. | 100,000 | $954.7 萬 | 0.23% | +100,000 | 新進 |
| Hartford Investment Management Co | 100,132 | $956.0 萬 | 0.29% | −2,983−2.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 100,795 | $962.3 萬 | 0.04% | −980−1.0% | 減碼 |
| Private Wealth Partners, LLC | 101,029 | $964.5 萬 | 0.69% | +1,690+1.7% | 加碼 |
| National Philanthropic Trust | 101,310 | $967.2 萬 | 0.11% | +888+0.9% | 加碼 |
| Americana Partners, LLC | 102,920 | $982.6 萬 | 0.30% | +4,942+5.0% | 加碼 |
| Timber Creek Capital Management LLC | 103,728 | $990.3 萬 | 2.39% | −453−0.4% | 減碼 |
| Generali Asset Management SPA SGR | 104,264 | $995.4 萬 | 0.21% | −20,462−16.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 104,505 | $997.7 萬 | 1.76% | +2,002+2.0% | 加碼 |
| Allen Capital Group, LLC | 105,236 | $1,005 萬 | 0.96% | +6,968+7.1% | 加碼 |
| Sig Brokerage, LP | 106,554 | $1,017 萬 | 2.56% | −92,656−46.5% | 減碼 |
| Patten & Patten Inc | 107,001 | $1,022 萬 | 0.60% | +277+0.3% | 加碼 |
| Kentucky Retirement Systems | 107,152 | $1,023 萬 | 0.28% | +953+0.9% | 加碼 |
| Omers Administration Corp | 107,391 | $1,025 萬 | 0.07% | −1,800−1.6% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 107,601 | $1,027 萬 | 0.66% | +10,739+11.1% | 加碼 |
| RSM US Wealth Management LLC | 109,503 | $1,045 萬 | 0.14% | −1,753−1.6% | 減碼 |
| Argent Trust Co | 109,683 | $1,047 萬 | 0.37% | +4,569+4.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 110,463 | $1,055 萬 | 0.10% | +16,484+17.5% | 加碼 |
| Citizens Financial Group Inc | 110,926 | $1,059 萬 | 0.15% | +9,244+9.1% | 加碼 |
| Trajan Wealth LLC | 111,673 | $1,066 萬 | 0.46% | +25,358+29.4% | 加碼 |
| HRT Financial LP | 111,843 | $1,068 萬 | 0.04% | −59,147−34.6% | 減碼 |
| Andra AP-fonden | 112,903 | $1,078 萬 | 0.14% | +66,100+141.2% | 加碼 |
| Nicholas Company, Inc. | 114,467 | $1,093 萬 | 0.19% | −12,275−9.7% | 減碼 |
| Rathbone Brothers plc | 114,554 | $1,094 萬 | 0.04% | −3,514−3.0% | 減碼 |
| Advocate Group LLC | 114,736 | $1,095 萬 | 1.80% | −3,619−3.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 116,139 | $1,109 萬 | 0.18% | −11,174−8.8% | 減碼 |
| Baker Avenue Asset Management, LP | 116,229 | $1,110 萬 | 0.27% | +352+0.3% | 加碼 |
| Westend Capital Management, LLC | 116,481 | $1,112 萬 | 3.24% | +1,997+1.7% | 加碼 |
| Ascent Group, LLC | 118,013 | $1,127 萬 | 0.40% | +15,612+15.2% | 加碼 |
| Univest Financial Corp | 118,699 | $1,133 萬 | 0.63% | −8,327−6.6% | 減碼 |
| Terry L. Blaker | 118,761 | $1,134 萬 | 0.43% | −4,662−3.8% | 減碼 |
| Boston Common Asset Management, LLC | 119,012 | $1,136 萬 | 0.32% | −9,012−7.0% | 減碼 |
| Baxter Bros Inc | 119,036 | $1,136 萬 | 1.31% | +18,032+17.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 121,113 | $1,139 萬 | 0.24% | +3,247+2.8% | 加碼 |
| Cornerstone Advisors, LLC | 119,400 | $1,140 萬 | 0.38% | −13,400−10.1% | 減碼 |
| Optiver Holding B.V. | 119,660 | $1,142 萬 | 0.19% | +115,636+2,873.7% | 加碼 |
| BNP Paribas | 119,715 | $1,143 萬 | 0.35% | +10,986+10.1% | 加碼 |
| Glenview Trust Co | 119,839 | $1,144 萬 | 0.18% | +5,461+4.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120,223 | $1,148 萬 | 0.23% | +950+0.8% | 加碼 |
| CWM, LLC | 120,424 | $1,150 萬 | 0.03% | +17,370+16.9% | 加碼 |
| Tower Bridge Advisors | 121,243 | $1,158 萬 | 1.16% | −2,785−2.2% | 減碼 |
| Hanson & Doremus Investment Management | 121,397 | $1,159 萬 | 1.46% | −3,841−3.1% | 減碼 |
| Sienna Gestion | 133,597 | $1,163 萬 | 0.81% | +133,597 | 新進 |