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 |
|---|---|---|---|---|---|
| TAGStone Capital, Inc. | 6,697 | $63.9 萬 | 0.25% | +13+0.2% | 加碼 |
| Independent Financial Group, LLC | 6,709 | $64.1 萬 | 0.02% | +27+0.4% | 加碼 |
| Michael B. Yongue | 6,711 | $64.1 萬 | 0.45% | +249+3.9% | 加碼 |
| Palacios Wealth Management, LLC | 6,723 | $64.2 萬 | 0.42% | +438+7.0% | 加碼 |
| Defined Wealth Management, LLC | 6,741 | $64.4 萬 | 0.37% | +4+0.1% | 加碼 |
| Axq Capital, LP | 6,752 | $64.5 萬 | 0.25% | −2,629−28.0% | 減碼 |
| Secured Retirement Advisors, LLC | 6,758 | $64.5 萬 | 0.36% | −4,223−38.5% | 減碼 |
| Arcataur Capital Management LLC | 6,758 | $64.5 萬 | 0.19% | −80−1.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 6,763 | $64.6 萬 | 0.08% | +36+0.5% | 加碼 |
| Traynor Capital Management, Inc. | 6,768 | $64.6 萬 | 0.04% | −347−4.9% | 減碼 |
| Bridgewater Advisors Inc. | 6,859 | $64.6 萬 | 0.04% | +345+5.3% | 加碼 |
| MCF Advisors LLC | 6,783 | $64.8 萬 | 0.04% | +59+0.9% | 加碼 |
| Modern Wealth Management, LLC | 6,811 | $65.0 萬 | 0.01% | −1,519−18.2% | 減碼 |
| Garrison Point Advisors, LLC | 6,815 | $65.1 萬 | 0.27% | −40−0.6% | 減碼 |
| Platform Technology Partners | 6,847 | $65.4 萬 | 0.16% | −325−4.5% | 減碼 |
| Auxier Asset Management | 6,850 | $65.4 萬 | 0.09% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 7,175 | $65.4 萬 | 0.05% | 00.0% | 不變 |
| RW Investment Management LLC | 6,865 | $65.5 萬 | 0.07% | −259−3.6% | 減碼 |
| Kera Capital Partners, Inc. | 6,881 | $65.7 萬 | 0.10% | +4,508+190.0% | 加碼 |
| Pointe Capital Management LLC | 6,884 | $65.7 萬 | 0.32% | 00.0% | 不變 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $65.8 萬 | 0.04% | 00.0% | 不變 |
| MJP Associates Inc | 6,902 | $65.9 萬 | 0.09% | −196−2.8% | 減碼 |
| Quantbot Technologies LP | 6,902 | $65.9 萬 | 0.02% | −67,811−90.8% | 減碼 |
| Intrust Bank NA | 6,915 | $66.0 萬 | 0.05% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,926 | $66.1 萬 | 0.05% | +10.0% | 加碼 |
| Stokes Family Office, LLC | 6,968 | $66.5 萬 | 0.06% | −248−3.4% | 減碼 |
| Ellevest, Inc. | 7,001 | $66.8 萬 | 0.10% | −155−2.2% | 減碼 |
| Naviter Wealth, LLC | 7,011 | $66.9 萬 | 0.08% | +64+0.9% | 加碼 |
| Noble Wealth Management PBC | 7,025 | $67.1 萬 | 0.36% | +7,025 | 新進 |
| Unique Wealth Strategies, LLC | 7,028 | $67.1 萬 | 0.26% | −397−5.3% | 減碼 |
| CMG Global Holdings, LLC | 7,121 | $67.2 萬 | 0.33% | +13+0.2% | 加碼 |
| Avalon Trust Co | 7,040 | $67.2 萬 | 0.04% | +40+0.6% | 加碼 |
| PFG Investments, LLC | 7,066 | $67.5 萬 | 0.04% | +1,115+18.7% | 加碼 |
| Kathmere Capital Management, LLC | 7,087 | $67.7 萬 | 0.05% | +935+15.2% | 加碼 |
| Rehmann Capital Advisory Group | 7,120 | $68.0 萬 | 0.04% | +525+8.0% | 加碼 |
| Inscription Capital, LLC | 7,151 | $68.3 萬 | 0.07% | +4,185+141.1% | 加碼 |
| Unified Investment Management | 7,158 | $68.3 萬 | 0.68% | −598−7.7% | 減碼 |
| Benjamin Edwards Inc | 7,170 | $68.4 萬 | 0.01% | +137+1.9% | 加碼 |
| Gemmer Asset Management LLC | 7,188 | $68.6 萬 | 0.06% | −2,770−27.8% | 減碼 |
| Mather Group, LLC. | 7,226 | $69.0 萬 | 0.01% | +588+8.9% | 加碼 |
| Bahl & Gaynor Inc | 7,255 | $69.3 萬 | 0.00% | +16+0.2% | 加碼 |
| Neville Rodie & Shaw Inc | 7,280 | $69.5 萬 | 0.05% | +230+3.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 7,285 | $69.5 萬 | 0.04% | −1,671−18.7% | 減碼 |
| Integral Investment Advisors, Inc. | 7,300 | $69.7 萬 | 0.19% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 7,339 | $70.1 萬 | 0.12% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 7,338 | $70.1 萬 | 0.20% | −389−5.0% | 減碼 |
| Trust Point Inc. | 7,406 | $70.7 萬 | 0.06% | +24+0.3% | 加碼 |
| Heritage Wealth Management, Inc. | 7,408 | $70.7 萬 | 0.21% | −6−0.1% | 減碼 |
| First National Advisers, LLC | 7,413 | $70.8 萬 | 0.10% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,419 | $70.8 萬 | 0.05% | +7,419 | 新進 |
| Accredited Investors Inc. | 7,432 | $71.0 萬 | 0.04% | +205+2.8% | 加碼 |
| IHT Wealth Management, LLC | 7,488 | $71.5 萬 | 0.02% | +285+4.0% | 加碼 |
| Silver Oak Securities, Inc | 7,499 | $71.6 萬 | 0.05% | +3,406+83.2% | 加碼 |
| Old Port Advisors | 7,508 | $71.7 萬 | 0.18% | −151−2.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 7,645 | $71.7 萬 | 0.19% | +3,265+74.5% | 加碼 |
| One Wealth Advisors, LLC | 7,576 | $72.3 萬 | 0.09% | −11−0.1% | 減碼 |
| LCNB Corp | 7,609 | $72.6 萬 | 0.25% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,620 | $72.7 萬 | 0.02% | +24+0.3% | 加碼 |
| Clarius Group, LLC | 7,627 | $72.8 萬 | 0.04% | −3,174−29.4% | 減碼 |
| Transcend Wealth Collective, LLC | 7,628 | $72.8 萬 | 0.05% | +815+12.0% | 加碼 |
| Mission Wealth Management, LP | 7,660 | $73.1 萬 | 0.01% | +990+14.8% | 加碼 |
| Western Wealth Management, LLC | 7,694 | $73.5 萬 | 0.04% | −125−1.6% | 減碼 |
| Empirical Asset Management, LLC | 26,678 | $73.5 萬 | 0.20% | +26,678 | 新進 |
| Athena Investment Management | 7,708 | $73.6 萬 | 0.38% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 7,713 | $73.6 萬 | 0.05% | 00.0% | 不變 |
| 44 Wealth Management LLC | 7,727 | $73.8 萬 | 0.25% | −3,314−30.0% | 減碼 |
| CVA Family Office, LLC | 7,775 | $74.2 萬 | 0.10% | +10.0% | 加碼 |
| First Western Trust Bank | 7,781 | $74.3 萬 | 0.03% | −116−1.5% | 減碼 |
| Citizens National Bank Trust Department | 7,785 | $74.3 萬 | 0.13% | −280−3.5% | 減碼 |
| Arq Wealth Advisors, LLC | 7,785 | $74.3 萬 | 0.22% | +7,785 | 新進 |
| Apriem Advisors | 7,798 | $74.4 萬 | 0.07% | −540−6.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 7,799 | $74.5 萬 | 0.07% | +2,536+48.2% | 加碼 |
| Pitcairn Co | 7,800 | $74.5 萬 | 0.06% | −2,106−21.3% | 減碼 |
| Boltwood Capital Management | 7,851 | $75.0 萬 | 0.20% | +72+0.9% | 加碼 |
| Tred Avon Family Wealth, LLC | 7,861 | $75.0 萬 | 0.26% | +7,861 | 新進 |
| Compass Advisory Group LLC | 7,875 | $75.2 萬 | 0.21% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 7,891 | $75.3 萬 | 0.02% | +970+14.0% | 加碼 |
| Ethos Financial Group, LLC | 7,899 | $75.4 萬 | 0.06% | −482−5.8% | 減碼 |
| Agf Management Ltd | 7,900 | $75.4 萬 | 0.00% | −8,312−51.3% | 減碼 |
| West Family Investments, Inc. | 7,939 | $75.8 萬 | 0.17% | +79+1.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 7,979 | $76.2 萬 | 0.02% | −100−1.2% | 減碼 |
| Okabena Investment Services Inc | 8,006 | $76.4 萬 | 0.15% | −4,208−34.5% | 減碼 |
| Massmutual Trust Co FSB | 8,024 | $76.6 萬 | 0.02% | +1,488+22.8% | 加碼 |
| Kennebec Savings Bank | 8,037 | $76.7 萬 | 0.70% | −1,605−16.6% | 減碼 |
| Mitchell Sinkler & Starr | 8,042 | $76.8 萬 | 0.35% | −100−1.2% | 減碼 |
| TownSquare Capital, LLC | 8,051 | $76.9 萬 | 0.12% | −2,791−25.7% | 減碼 |
| L2 Asset Management, LLC | 8,083 | $77.2 萬 | 0.11% | +413+5.4% | 加碼 |
| Jericho Financial, LLP | 8,161 | $77.9 萬 | 0.47% | −718−8.1% | 減碼 |
| Klingman & Associates, LLC | 8,199 | $78.3 萬 | 0.04% | −336−3.9% | 減碼 |
| Parkside Financial Bank & Trust | 8,216 | $78.4 萬 | 0.06% | +151+1.9% | 加碼 |
| Ninety One SA (PTY) Ltd | 8,199 | $78.5 萬 | 0.04% | +8,199 | 新進 |
| ISAM Funds (UK) Ltd | 8,241 | $78.7 萬 | 0.16% | −1,194−12.7% | 減碼 |
| Founders Financial Securities LLC | 8,246 | $78.7 萬 | 0.05% | −329−3.8% | 減碼 |
| Ramirez Asset Management, Inc. | 8,268 | $78.9 萬 | 0.11% | +8,268 | 新進 |
| Quest Partners LLC | 8,346 | $79.7 萬 | 0.05% | +1,462+21.2% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 8,357 | $79.8 萬 | 0.69% | −70−0.8% | 減碼 |
| Ridgewood Investments LLC | 8,377 | $80.0 萬 | 0.34% | −1,150−12.1% | 減碼 |
| Neo Ivy Capital Management | 8,380 | $80.0 萬 | 0.20% | +8,380 | 新進 |
| Viawealth, LLC | 8,380 | $80.0 萬 | 0.44% | −828−9.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 8,473 | $80.9 萬 | 0.02% | +75+0.9% | 加碼 |