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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 122,053 | $1,165 萬 | 3.25% | −2,291−1.8% | 減碼 |
| Motco | 123,194 | $1,176 萬 | 1.07% | −2,771−2.2% | 減碼 |
| United Capital Financial Advisers, LLC | 123,607 | $1,180 萬 | 0.08% | +83,752+210.1% | 加碼 |
| Mizuho Securities USA LLC | 124,276 | $1,191 萬 | 0.24% | +6,231+5.3% | 加碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,193 萬 | 2.34% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 125,315 | $1,196 萬 | 0.49% | +31,083+33.0% | 加碼 |
| AlTi Global, Inc. | 125,634 | $1,199 萬 | 0.28% | −1,992−1.6% | 減碼 |
| Mizuho Markets Cayman LP | 127,093 | $1,213 萬 | 1.03% | −14,801−10.4% | 減碼 |
| Cornerstone Planning Group LLC | 327,803 | $1,215 萬 | 2.04% | +325,869+16,849.5% | 加碼 |
| Avanza Fonder AB | 127,542 | $1,218 萬 | 0.32% | +7,472+6.2% | 加碼 |
| Engineers Gate Manager LP | 127,838 | $1,220 萬 | 0.14% | −38,662−23.2% | 減碼 |
| UniSuper Management Pty Ltd | 128,018 | $1,222 萬 | 0.07% | +22,027+20.8% | 加碼 |
| Vinva Investment Management Ltd | 126,545 | $1,226 萬 | 0.25% | +11,664+10.2% | 加碼 |
| Jamison Private Wealth Management, Inc. | 129,521 | $1,237 萬 | 1.57% | +1,868+1.5% | 加碼 |
| Advisors Capital Management, LLC | 131,565 | $1,256 萬 | 0.16% | −2,014−1.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 132,033 | $1,261 萬 | 1.84% | +491+0.4% | 加碼 |
| Crestwood Advisors Group LLC | 132,110 | $1,261 萬 | 0.21% | −4,132−3.0% | 減碼 |
| McGuire Investment Group, LLC | 132,547 | $1,265 萬 | 1.43% | −896−0.7% | 減碼 |
| MAI Capital Management | 133,428 | $1,274 萬 | 0.08% | +5,813+4.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,274 萬 | 0.10% | 00.0% | 不變 |
| Cornerstone Capital, Inc. | 134,228 | $1,281 萬 | 1.25% | −4,315−3.1% | 減碼 |
| Parthenon LLC | 135,888 | $1,297 萬 | 1.44% | −4,917−3.5% | 減碼 |
| Stony Point Capital LLC | 136,929 | $1,307 萬 | 0.92% | +136,929 | 新進 |
| Pacer Advisors, Inc. | 137,441 | $1,312 萬 | 0.03% | −928−0.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 138,119 | $1,319 萬 | 0.24% | +533+0.4% | 加碼 |
| Prudential PLC | 138,697 | $1,324 萬 | 0.10% | +40,987+41.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 138,944 | $1,326 萬 | 0.15% | −5,287−3.7% | 減碼 |
| Kinsale Capital Group, Inc. | 139,688 | $1,334 萬 | 2.44% | +8,667+6.6% | 加碼 |
| 1832 Asset Management L.P. | 142,211 | $1,358 萬 | 0.02% | −1,606,711−91.9% | 減碼 |
| Banque Pictet & Cie SA | 142,533 | $1,361 萬 | 0.14% | −674−0.5% | 減碼 |
| GCM Grosvenor Holdings, LLC | 143,256 | $1,368 萬 | 2.08% | −49,577−25.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 144,929 | $1,384 萬 | 0.12% | −52,019−26.4% | 減碼 |
| Van Cleef Asset Management,Inc | 145,479 | $1,389 萬 | 1.41% | +540.0% | 加碼 |
| TCG Advisory Services, LLC | 145,625 | $1,390 萬 | 0.51% | +6,398+4.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 145,928 | $1,393 萬 | 2.17% | −36,021−19.8% | 減碼 |
| Great Lakes Retirement, Inc. | 146,990 | $1,403 萬 | 1.53% | +340+0.2% | 加碼 |
| CX Institutional | 147,364 | $1,407 萬 | 0.43% | +17,798+13.7% | 加碼 |
| ING Groep NV | 147,977 | $1,413 萬 | 0.08% | +133,005+888.4% | 加碼 |
| Financial Avengers, Inc. | 149,182 | $1,424 萬 | 6.12% | −5,358−3.5% | 減碼 |
| Modera Wealth Management, LLC | 149,245 | $1,425 萬 | 0.17% | −5,112−3.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 149,348 | $1,426 萬 | 0.42% | +149,348 | 新進 |
| Toroso Investments, LLC | 150,599 | $1,438 萬 | 0.06% | +21,484+16.6% | 加碼 |
| Fifth Third Bancorp | 150,996 | $1,442 萬 | 0.05% | −7,055−4.5% | 減碼 |
| Atlantic Union Bankshares Corp | 151,267 | $1,444 萬 | 0.27% | +30,043+24.8% | 加碼 |
| Principal Securities, Inc. | 152,070 | $1,452 萬 | 0.24% | +8,144+5.7% | 加碼 |
| Jain Global LLC | 152,807 | $1,459 萬 | 0.19% | +5,252+3.6% | 加碼 |
| Perigon Wealth Management, LLC | 153,218 | $1,463 萬 | 0.30% | −675−0.4% | 減碼 |
| Winslow Asset Management Inc | 154,132 | $1,472 萬 | 2.76% | −6,006−3.8% | 減碼 |
| Snowden Capital Advisors LLC | 154,607 | $1,476 萬 | 0.40% | +350.0% | 加碼 |
| GWM Advisors LLC | 155,095 | $1,481 萬 | 0.07% | +55,534+55.8% | 加碼 |
| Advocacy Wealth Management Services, LLC | 155,135 | $1,481 萬 | 0.64% | +155,135 | 新進 |
| Horizon Investments, LLC | 155,762 | $1,487 萬 | 0.20% | +49,370+46.4% | 加碼 |
| Elgethun Capital Management | 159,373 | $1,488 萬 | 2.70% | −1,225−0.8% | 減碼 |
| Lakehouse Capital Pty Ltd | 156,467 | $1,494 萬 | 9.13% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 157,228 | $1,501 萬 | 0.01% | +15,860+11.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 157,926 | $1,507 萬 | 0.10% | +15,177+10.6% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 158,665 | $1,515 萬 | 2.60% | −5,055−3.1% | 減碼 |
| Jacobs & Co | 159,285 | $1,521 萬 | 1.45% | −3,614−2.2% | 減碼 |
| Empower Advisory Group, LLC | 160,826 | $1,535 萬 | 0.04% | −1,834−1.1% | 減碼 |
| Brinker Capital Investments, LLC | 161,116 | $1,538 萬 | 0.12% | −15,369−8.7% | 減碼 |
| Tran Capital Management, L.P. | 161,258 | $1,540 萬 | 1.84% | −4,277−2.6% | 減碼 |
| Connors Investor Services Inc | 162,271 | $1,549 萬 | 1.32% | −8,342−4.9% | 減碼 |
| SRS Capital Advisors, Inc. | 164,484 | $1,570 萬 | 0.23% | +160,968+4,578.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 165,409 | $1,579 萬 | 0.19% | −599−0.4% | 減碼 |
| GenTrust, LLC | 165,427 | $1,579 萬 | 0.72% | −8,828−5.1% | 減碼 |
| QRG Capital Management, Inc. | 165,817 | $1,583 萬 | 0.19% | +136,163+459.2% | 加碼 |
| La Banque Postale Asset Management SA | 166,752 | $1,592 萬 | 0.20% | +2,129+1.3% | 加碼 |
| Blume Capital Management, Inc. | 168,384 | $1,608 萬 | 3.09% | −1,070−0.6% | 減碼 |
| Empowered Funds, LLC | 168,470 | $1,608 萬 | 0.16% | +96,122+132.9% | 加碼 |
| Asset Advisors Investment Management, LLC | 169,562 | $1,619 萬 | 1.53% | +3,745+2.3% | 加碼 |
| Evercore Wealth Management, LLC | 169,728 | $1,620 萬 | 0.24% | −3,675−2.1% | 減碼 |
| Blue Whale Capital LLP | 169,746 | $1,621 萬 | 0.90% | −275,376−61.9% | 減碼 |
| Point72 Hong Kong Ltd | 170,459 | $1,627 萬 | 0.75% | −93,382−35.4% | 減碼 |
| RMB Capital Management, LLC | 171,277 | $1,635 萬 | 0.30% | −1,071−0.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 172,441 | $1,646 萬 | 0.05% | +11,447+7.1% | 加碼 |
| Pensionmark Financial Group, LLC | 173,817 | $1,659 萬 | 0.34% | −452−0.3% | 減碼 |
| HFR Wealth Management, LLC | 174,715 | $1,668 萬 | 3.82% | −434−0.2% | 減碼 |
| TCTC Holdings, LLC | 175,775 | $1,678 萬 | 0.50% | +615+0.4% | 加碼 |
| Kestra Advisory Services, LLC | 175,841 | $1,679 萬 | 0.08% | +18,749+11.9% | 加碼 |
| Ethic Inc. | 176,618 | $1,686 萬 | 0.28% | +3,432+2.0% | 加碼 |
| Poehling Capital Management, LLC | 176,774 | $1,688 萬 | 3.55% | −1,466−0.8% | 減碼 |
| Sanctuary Advisors, LLC | 178,032 | $1,700 萬 | 0.10% | −32,515−15.4% | 減碼 |
| Vivaldi Capital Management, LLC | 179,023 | $1,709 萬 | 2.42% | −11,587−6.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 180,055 | $1,719 萬 | 1.33% | +154+0.1% | 加碼 |
| Atria Investments LLC | 181,568 | $1,733 萬 | 0.20% | +981+0.5% | 加碼 |
| State of Alaska, Department of Revenue | 183,358 | $1,751 萬 | 0.18% | −8,459−4.4% | 減碼 |
| Adviser Investments LLC | 184,221 | $1,759 萬 | 0.20% | −11,004−5.6% | 減碼 |
| Wealthfront Advisers LLC | 184,221 | $1,759 萬 | 0.04% | +15,973+9.5% | 加碼 |
| Lathrop Investment Management Corp | 184,343 | $1,760 萬 | 3.25% | −4,721−2.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 184,444 | $1,761 萬 | 0.10% | +7,483+4.2% | 加碼 |
| ProVise Management Group, LLC | 186,007 | $1,776 萬 | 1.31% | +4,549+2.5% | 加碼 |
| Summit Trail Advisors, LLC | 188,423 | $1,799 萬 | 0.25% | +8,852+4.9% | 加碼 |
| Greenwich Wealth Management LLC | 190,367 | $1,817 萬 | 0.91% | +139,875+277.0% | 加碼 |
| United Asset Strategies, Inc. | 190,567 | $1,819 萬 | 1.46% | −3,732−1.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 192,290 | $1,836 萬 | 0.03% | −22,058−10.3% | 減碼 |
| Talbot Financial, LLC | 192,691 | $1,840 萬 | 1.56% | +8,117+4.4% | 加碼 |
| JustInvest LLC | 192,938 | $1,844 萬 | 0.19% | +2,400+1.3% | 加碼 |
| Goodman Financial Corp | 194,440 | $1,856 萬 | 3.61% | −7,940−3.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 195,018 | $1,862 萬 | 0.24% | +47,326+32.0% | 加碼 |
| Cutler Investment Counsel LLC | 195,145 | $1,863 萬 | 1.95% | −677−0.3% | 減碼 |