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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 23,943 | $222.0 萬 | 0.32% | −11,000−31.5% | 減碼 |
| Weiss Asset Management LP | 23,169 | $221.2 萬 | 0.03% | +23,169 | 新進 |
| Diversified Investment Strategies, LLC | 23,112 | $220.7 萬 | 1.45% | 00.0% | 不變 |
| David Loasby | 23,445 | $220.4 萬 | 0.17% | −604−2.5% | 減碼 |
| 3Chopt Investment Partners, LLC | 23,033 | $219.9 萬 | 0.50% | +208+0.9% | 加碼 |
| Pacific Capital Partners Ltd | 22,924 | $218.9 萬 | 2.44% | +22,924 | 新進 |
| Diversify Advisory Services, LLC | 23,490 | $218.8 萬 | 0.07% | +5,524+30.7% | 加碼 |
| Roberts Wealth Advisors, LLC | 22,856 | $218.2 萬 | 0.58% | −492−2.1% | 減碼 |
| Horizon Investment Services, LLC | 22,614 | $215.9 萬 | 0.82% | +22,614 | 新進 |
| Cornercap Investment Counsel Inc | 22,591 | $215.7 萬 | 1.07% | −380−1.7% | 減碼 |
| Profund Advisors LLC | 22,534 | $215.1 萬 | 0.07% | +3,429+17.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 22,450 | $214.3 萬 | 0.11% | −1,731−7.2% | 減碼 |
| Savant Capital, LLC | 22,371 | $213.6 萬 | 0.01% | +1,393+6.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,348 | $213.3 萬 | 2.05% | −1,452−6.1% | 減碼 |
| Pettee Investors, Inc. | 22,157 | $211.5 萬 | 1.16% | 00.0% | 不變 |
| Citizens & Northern Corp | 22,098 | $211.0 萬 | 0.52% | +154+0.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 21,971 | $209.8 萬 | 0.03% | +644+3.0% | 加碼 |
| LOM Asset Management Ltd | 21,921 | $209.3 萬 | 0.64% | +3,467+18.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 21,834 | $208.4 萬 | 0.03% | +136+0.6% | 加碼 |
| Old National Bancorp | 21,787 | $208.0 萬 | 0.04% | +1,429+7.0% | 加碼 |
| Riverwater Partners LLC | 21,780 | $207.9 萬 | 0.86% | −205−0.9% | 減碼 |
| Essex Savings Bank | 21,702 | $207.2 萬 | 0.47% | −39−0.2% | 減碼 |
| Professional Financial Advisors, LLC | 21,498 | $205.2 萬 | 0.43% | +641+3.1% | 加碼 |
| Graham Capital Management, L.P. | 21,312 | $203.5 萬 | 0.08% | −119,175−84.8% | 減碼 |
| Hills Bank & Trust Co | 21,267 | $203.0 萬 | 0.12% | +301+1.4% | 加碼 |
| Sunbelt Securities, Inc. | 21,174 | $202.1 萬 | 0.14% | +10,485+98.1% | 加碼 |
| Vise Technologies, Inc. | 21,143 | $201.8 萬 | 0.08% | +1,801+9.3% | 加碼 |
| Convergence Investment Partners, LLC | 20,918 | $199.7 萬 | 0.45% | +5,188+33.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 20,815 | $198.7 萬 | 0.13% | +917+4.6% | 加碼 |
| Forum Financial Management, LP | 20,720 | $197.8 萬 | 0.03% | +1,378+7.1% | 加碼 |
| IFP Advisors, Inc | 20,700 | $197.6 萬 | 0.05% | +602+3.0% | 加碼 |
| Dana Investment Advisors, Inc. | 20,692 | $197.5 萬 | 0.06% | +2,244+12.2% | 加碼 |
| Aviso Wealth Management | 20,650 | $197.1 萬 | 0.86% | +551+2.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,574 | $196.4 萬 | 0.06% | −2,706−11.6% | 減碼 |
| Banque Cantonale Vaudoise | 20,553 | $196.2 萬 | 0.07% | −925−4.3% | 減碼 |
| Moors & Cabot, Inc. | 20,408 | $194.8 萬 | 0.09% | −293−1.4% | 減碼 |
| Keystone Financial Services | 20,369 | $194.5 萬 | 0.60% | +1,092+5.7% | 加碼 |
| Copperleaf Capital, LLC | 20,297 | $193.8 萬 | 0.93% | −4,507−18.2% | 減碼 |
| IMC-Chicago, LLC | 20,224 | $193.1 萬 | 0.03% | +20,224 | 新進 |
| Bridges Investment Management Inc | 20,178 | $192.6 萬 | 0.02% | −3,528−14.9% | 減碼 |
| Raiffeisen Bank International AG | 19,817 | $192.0 萬 | 0.03% | +6,646+50.5% | 加碼 |
| TCW Group Inc | 20,032 | $191.2 萬 | 0.02% | −26,209−56.7% | 減碼 |
| Caldwell Trust Co | 20,006 | $191.0 萬 | 0.18% | +201+1.0% | 加碼 |
| City Holding Co | 19,990 | $190.8 萬 | 0.24% | +932+4.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 19,870 | $189.7 萬 | 0.33% | +1,538+8.4% | 加碼 |
| Next Capital Management LLC | 26,840 | $189.4 萬 | 0.63% | +10,156+60.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,833 | $189.3 萬 | 0.03% | +1,665+9.2% | 加碼 |
| Delaney Dennis R | 19,765 | $188.7 萬 | 0.94% | +7,265+58.1% | 加碼 |
| Hancock Whitney Corp | 19,761 | $188.7 萬 | 0.03% | +5,909+42.7% | 加碼 |
| Letko, Brosseau & Associates Inc | 19,746 | $188.5 萬 | 0.03% | 00.0% | 不變 |
| Csenge Advisory Group | 19,639 | $187.5 萬 | 0.09% | +12,220+164.7% | 加碼 |
| StoneX Group Inc. | 19,564 | $186.8 萬 | 0.08% | +447+2.3% | 加碼 |
| Lummis Asset Management, LP | 19,546 | $186.6 萬 | 1.23% | −236−1.2% | 減碼 |
| Integrated Investment Consultants, LLC | 19,487 | $186.0 萬 | 0.32% | −5,479−21.9% | 減碼 |
| Zullo Investment Group, Inc. | 19,379 | $185.0 萬 | 0.68% | −296−1.5% | 減碼 |
| Smartleaf Asset Management LLC | 19,006 | $184.2 萬 | 0.11% | +5,414+39.8% | 加碼 |
| Farther Finance Advisors, LLC | 19,275 | $184.0 萬 | 0.03% | +2,323+13.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 19,182 | $183.1 萬 | 0.06% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 19,119 | $182.5 萬 | 0.47% | 00.0% | 不變 |
| Machina Capital S.A.S. | 18,932 | $180.7 萬 | 0.32% | −34,378−64.5% | 減碼 |
| Jeppson Wealth Management, LLC | 18,918 | $180.6 萬 | 0.58% | −265−1.4% | 減碼 |
| Focus Financial Network, Inc. | 18,849 | $179.9 萬 | 0.06% | −403−2.1% | 減碼 |
| National Asset Management, Inc. | 18,800 | $179.5 萬 | 0.09% | +1,907+11.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 18,520 | $179.5 萬 | 0.04% | −80−0.4% | 減碼 |
| Kidder Stephen W | 18,795 | $179.4 萬 | 0.51% | +7,770+70.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 19,058 | $179.2 萬 | 0.04% | +1,628+9.3% | 加碼 |
| TLWM | 18,763 | $179.1 萬 | 0.32% | +1,076+6.1% | 加碼 |
| Virtus Investment Advisers, Inc. | 18,714 | $178.7 萬 | 0.51% | +1,379+8.0% | 加碼 |
| Sheets Smith Investment Management | 18,668 | $178.2 萬 | 1.16% | +15+0.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 18,524 | $176.9 萬 | 0.09% | +1,627+9.6% | 加碼 |
| RBF Capital, LLC | 18,500 | $176.6 萬 | 0.08% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 18,490 | $176.5 萬 | 0.06% | +2,351+14.6% | 加碼 |
| Whitener Capital Management, Inc. | 18,481 | $176.4 萬 | 0.42% | +336+1.9% | 加碼 |
| Guardian Asset Advisors, LLC | 18,257 | $174.4 萬 | 0.94% | +1,039+6.0% | 加碼 |
| Bank of Hawaii | 18,166 | $173.4 萬 | 0.09% | +1,135+6.7% | 加碼 |
| Pictet & Cie (Europe) SA | 18,084 | $172.6 萬 | 0.03% | +68+0.4% | 加碼 |
| Cidel Asset Management Inc | 18,028 | $172.1 萬 | 0.10% | −269−1.5% | 減碼 |
| Arjuna Capital | 18,020 | $172.0 萬 | 0.43% | +115+0.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 18,008 | $171.9 萬 | 0.24% | −616−3.3% | 減碼 |
| Wolff Wiese Magana LLC | 17,900 | $170.9 萬 | 0.97% | +783+4.6% | 加碼 |
| Dynasty Wealth Management, LLC | 17,786 | $169.8 萬 | 0.02% | +8,891+100.0% | 加碼 |
| Cypress Capital, LLC | 17,692 | $168.9 萬 | 0.48% | +17,692 | 新進 |
| MBM Wealth Consultants, LLC | 17,514 | $167.2 萬 | 0.42% | −80.0% | 減碼 |
| Dark Forest Capital Management LP | 17,365 | $165.8 萬 | 0.06% | −55,843−76.3% | 減碼 |
| Wedmont Private Capital | 17,596 | $165.4 萬 | 0.06% | +648+3.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 17,285 | $165.1 萬 | 0.03% | 00.0% | 不變 |
| Meriwether Wealth & Planning, LLC | 17,249 | $164.7 萬 | 0.95% | −72−0.4% | 減碼 |
| Trust Asset Management LLC | 17,244 | $164.6 萬 | 0.11% | 00.0% | 不變 |
| HM Payson & Co | 17,236 | $164.6 萬 | 0.02% | −538−3.0% | 減碼 |
| First Citizens Bank & Trust Co | 17,186 | $164.1 萬 | 0.04% | −601−3.4% | 減碼 |
| Providence Wealth Advisors, LLC | 17,426 | $163.5 萬 | 1.03% | +293+1.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 17,118 | $163.4 萬 | 0.11% | −16,408−48.9% | 減碼 |
| JT Stratford LLC | 17,071 | $163.0 萬 | 0.22% | +2,933+20.7% | 加碼 |
| Notis-McConarty Edward | 17,050 | $162.8 萬 | 0.76% | +5,155+43.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 17,048 | $162.8 萬 | 0.10% | +17,048 | 新進 |
| AIA Group Ltd | 17,024 | $162.5 萬 | 0.03% | +6,210+57.4% | 加碼 |
| Johnson Financial Group, Inc. | 17,014 | $162.4 萬 | 0.06% | +7,063+71.0% | 加碼 |
| Mainstream Capital Management LLC | 17,005 | $162.3 萬 | 1.08% | +291+1.7% | 加碼 |
| RMR Capital Management, LLC | 16,885 | $161.2 萬 | 1.13% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 16,877 | $161.1 萬 | 0.06% | +326+2.0% | 加碼 |