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
- 2,174
- 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 764 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4,122 | $39.4 萬 | 0.01% | +1,929+88.0% | 加碼 |
| Trust Co of the South | 4,146 | $39.6 萬 | 0.07% | +58+1.4% | 加碼 |
| Clearview Wealth Advisors LLC | 4,158 | $39.7 萬 | 0.25% | −112−2.6% | 減碼 |
| Aprio Wealth Management, LLC | 4,160 | $39.7 萬 | 0.04% | +709+20.5% | 加碼 |
| Stonegate Investment Group, LLC | 4,167 | $39.8 萬 | 0.01% | −1,110−21.0% | 減碼 |
| Brookwood Investment Group LLC | 4,182 | $39.9 萬 | 0.05% | +573+15.9% | 加碼 |
| Aberdeen Wealth Management LLC | 4,199 | $40.1 萬 | 0.25% | +10.0% | 加碼 |
| Laffer Tengler Investments | 4,202 | $40.1 萬 | 0.06% | +177+4.4% | 加碼 |
| Opinicus Capital, Inc. | 4,210 | $40.2 萬 | 0.28% | −387−8.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,224 | $40.3 萬 | 0.17% | +55+1.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 4,233 | $40.4 萬 | 0.01% | −2,256−34.8% | 減碼 |
| Sentry Investment Management LLC | 4,320 | $40.5 萬 | 0.27% | +4,320 | 新進 |
| Fielder Capital Group LLC | 4,243 | $40.5 萬 | 0.09% | +3+0.1% | 加碼 |
| Souders Financial Advisors | 4,243 | $40.5 萬 | 0.05% | +76+1.8% | 加碼 |
| Catalyst Private Wealth, LLC | 4,247 | $40.5 萬 | 0.18% | +29+0.7% | 加碼 |
| Greenfield Savings Bank | 4,249 | $40.6 萬 | 0.17% | +4,249 | 新進 |
| Gibbs Wealth Management | 4,267 | $40.7 萬 | 0.09% | −372−8.0% | 減碼 |
| Acropolis Investment Management, LLC | 4,466 | $40.7 萬 | 0.02% | +4,466 | 新進 |
| Semus Wealth Partners LLC | 4,281 | $40.9 萬 | 0.23% | +14+0.3% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 4,303 | $41.1 萬 | 0.10% | +6+0.1% | 加碼 |
| Diversify Wealth Management, LLC | 4,412 | $41.1 萬 | 0.02% | −27−0.6% | 減碼 |
| Bradley Foster & Sargent Inc | 4,322 | $41.3 萬 | 0.01% | −33−0.8% | 減碼 |
| LexAurum Advisors, LLC | 4,324 | $41.3 萬 | 0.06% | −241−5.3% | 減碼 |
| WealthPLAN Partners, LLC | 4,345 | $41.5 萬 | 0.06% | −30−0.7% | 減碼 |
| Caerus Investment Advisors, LLC | 4,377 | $41.8 萬 | 0.17% | +4,377 | 新進 |
| LBMC Investment Advisors, LLC | 4,388 | $41.9 萬 | 0.03% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 4,400 | $41.9 萬 | 0.00% | +2,728+163.2% | 加碼 |
| Full Sail Capital, LLC | 4,424 | $42.2 萬 | 0.02% | +1,206+37.5% | 加碼 |
| Peoples Bank | 4,433 | $42.3 萬 | 0.42% | −375−7.8% | 減碼 |
| CoreCap Advisors, LLC | 4,459 | $42.6 萬 | 0.02% | +211+5.0% | 加碼 |
| Avantax Planning Partners, Inc. | 4,471 | $42.7 萬 | 0.01% | −235−5.0% | 減碼 |
| Opal Wealth Advisors, LLC | 4,473 | $42.7 萬 | 0.12% | +147+3.4% | 加碼 |
| Shum Financial Group, Inc. | 4,482 | $42.8 萬 | 0.32% | +4,482 | 新進 |
| RVW Wealth, LLC | 4,484 | $42.8 萬 | 0.03% | −23−0.5% | 減碼 |
| Westmount Partners, LLC | 4,642 | $42.8 萬 | 0.11% | +10+0.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Eagle Wealth Strategies LLC | 4,512 | $43.1 萬 | 0.21% | −193−4.1% | 減碼 |
| Sonora Investment Management Group, LLC | 4,543 | $43.4 萬 | 0.03% | −92−2.0% | 減碼 |
| Bernard Wealth Management Corp. | 4,544 | $43.4 萬 | 0.18% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 4,549 | $43.4 萬 | 0.16% | +104+2.3% | 加碼 |
| Arete Wealth Advisors, LLC | 4,611 | $44.0 萬 | 0.03% | +153+3.4% | 加碼 |
| Quarry LP | 4,616 | $44.1 萬 | 0.11% | +3,460+299.3% | 加碼 |
| Orca Investment Management, LLC | 4,641 | $44.3 萬 | 0.36% | 00.0% | 不變 |
| Tactive Advisors, LLC | 4,653 | $44.4 萬 | 0.13% | −236−4.8% | 減碼 |
| SCS Capital Management LLC | 4,656 | $44.4 萬 | 0.00% | −9,918−68.1% | 減碼 |
| Welch & Forbes LLC | 4,657 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Howard Bailey Securities, LLC | 4,663 | $44.5 萬 | 0.13% | −2,415−34.1% | 減碼 |
| Old Mission Investment Co LLC | 4,665 | $44.5 萬 | 0.11% | +23+0.5% | 加碼 |
| Wrapmanager Inc | 4,667 | $44.6 萬 | 0.14% | −917−16.4% | 減碼 |
| Princeton Capital Management LLC | 4,692 | $44.8 萬 | 0.12% | −5−0.1% | 減碼 |
| Wolverine Trading, LLC | 4,652 | $45.1 萬 | 0.01% | −135,411−96.7% | 減碼 |
| Telos Capital Management, Inc. | 4,743 | $45.3 萬 | 0.04% | −688−12.7% | 減碼 |
| Coastwise Capital Group, LLC | 4,759 | $45.4 萬 | 0.32% | +8+0.2% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,786 | $45.7 萬 | 0.04% | +162+3.5% | 加碼 |
| Impact Capital Partners LLC | 4,802 | $45.8 萬 | 0.14% | −1,985−29.2% | 減碼 |
| AlphaCore Capital LLC | 4,805 | $45.9 萬 | 0.02% | +602+14.3% | 加碼 |
| Capula Management Ltd | 4,806 | $45.9 萬 | 0.00% | +4,806 | 新進 |
| Trillium Asset Management, LLC | 4,817 | $46.0 萬 | 0.01% | −64−1.3% | 減碼 |
| Spears Abacus Advisors LLC | 4,820 | $46.0 萬 | 0.01% | −12−0.2% | 減碼 |
| Oakworth Capital, Inc. | 4,848 | $46.3 萬 | 0.03% | +2,289+89.4% | 加碼 |
| Smith Thornton Advisors LLC | 4,848 | $46.3 萬 | 0.24% | +267+5.8% | 加碼 |
| Steel Peak Wealth Management LLC | 4,850 | $46.3 萬 | 0.02% | +2,081+75.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,864 | $46.4 萬 | 0.01% | +2,173+80.8% | 加碼 |
| Advisory Alpha, LLC | 5,010 | $46.5 萬 | 0.01% | −248−4.7% | 減碼 |
| Ocean Capital Management, LLC | 4,888 | $46.7 萬 | 0.09% | +5+0.1% | 加碼 |
| Broyhill Asset Management | 4,895 | $46.7 萬 | 0.41% | 00.0% | 不變 |
| Enzi Wealth | 5,003 | $46.7 萬 | 0.16% | +3+0.1% | 加碼 |
| Optimize Financial Inc | 4,896 | $46.7 萬 | 0.24% | +4,896 | 新進 |
| Hopwood Financial Services, Inc. | 4,906 | $46.8 萬 | 0.31% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,919 | $47.0 萬 | 0.05% | +10.0% | 加碼 |
| KLCM Advisors, Inc. | 4,929 | $47.1 萬 | 0.05% | +795+19.2% | 加碼 |
| Operose Advisors LLC | 4,938 | $47.1 萬 | 0.12% | −415−7.8% | 減碼 |
| Integrity Alliance, LLC. | 4,992 | $47.7 萬 | 0.02% | −2,220−30.8% | 減碼 |
| Viewpoint Capital Management LLC | 5,000 | $47.7 萬 | 0.21% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 5,035 | $47.9 萬 | 0.17% | +1,739+52.8% | 加碼 |
| BBR Partners, LLC | 5,052 | $48.2 萬 | 0.03% | +51+1.0% | 加碼 |
| Lountzis Asset Management, LLC | 5,062 | $48.3 萬 | 0.16% | −104−2.0% | 減碼 |
| Sky Investment Group LLC | 5,070 | $48.4 萬 | 0.08% | −150−2.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,078 | $48.5 萬 | 0.24% | +43+0.9% | 加碼 |
| Soltis Investment Advisors LLC | 5,120 | $48.9 萬 | 0.03% | +447+9.6% | 加碼 |
| Meridian Wealth Management, LLC | 5,135 | $49.0 萬 | 0.02% | +66+1.3% | 加碼 |
| Versant Capital Management, Inc | 5,137 | $49.0 萬 | 0.07% | +433+9.2% | 加碼 |
| River Wealth Advisors LLC | 5,148 | $49.2 萬 | 0.06% | −272−5.0% | 減碼 |
| Financial Advisory Corp | 5,154 | $49.2 萬 | 0.14% | −291−5.3% | 減碼 |
| James Investment Research Inc | 5,154 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 5,177 | $49.4 萬 | 0.01% | −154−2.9% | 減碼 |
| BCJ Capital Management, LLC | 5,180 | $49.5 萬 | 0.03% | +364+7.6% | 加碼 |
| Gries Financial LLC | 5,197 | $49.6 萬 | 0.08% | +1,233+31.1% | 加碼 |
| Trace Wealth Advisors, LLC | 5,200 | $49.6 萬 | 0.37% | 00.0% | 不變 |
| Eaton Financial Holdings Company, LLC | 5,255 | $50.2 萬 | 0.14% | −3,869−42.4% | 減碼 |
| Keyvantage Wealth, LLC | 5,257 | $50.2 萬 | 0.21% | −28−0.5% | 減碼 |
| Aviso Financial Inc. | 5,265 | $50.3 萬 | 0.02% | −500−8.7% | 減碼 |
| Waterloo Capital, L.P. | 5,284 | $50.4 萬 | 0.04% | −778−12.8% | 減碼 |
| Tilson Financial Group, Inc. | 5,288 | $50.5 萬 | 0.17% | +3,051+136.4% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,293 | $50.5 萬 | 0.17% | −47−0.9% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 5,298 | $50.6 萬 | 0.11% | +70+1.3% | 加碼 |
| Sciencast Management LP | 5,299 | $50.6 萬 | 0.09% | −39,350−88.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $50.6 萬 | 0.11% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 5,305 | $50.6 萬 | 0.03% | +720+15.7% | 加碼 |
| Wall Street Access Asset Management, LLC | 5,313 | $50.7 萬 | 0.13% | +5,313 | 新進 |