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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 13,116 | $125.2 萬 | 0.24% | −457−3.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 13,112 | $125.2 萬 | 0.06% | +7,030+115.6% | 加碼 |
| Hamel Associates, Inc. | 13,050 | $124.6 萬 | 0.38% | +105+0.8% | 加碼 |
| Franklin Street Advisors Inc | 13,010 | $124.2 萬 | 0.07% | −49−0.4% | 減碼 |
| Checchi Capital Advisers, LLC | 13,000 | $124.1 萬 | 0.09% | −1,688−11.5% | 減碼 |
| Uhlmann Price Securities, LLC | 12,967 | $123.8 萬 | 0.76% | +2,235+20.8% | 加碼 |
| Elefante Mark B | 12,925 | $123.4 萬 | 0.79% | +5,985+86.2% | 加碼 |
| Sumitomo Life Insurance Co | 12,848 | $122.7 萬 | 0.04% | −467−3.5% | 減碼 |
| Granite Investment Partners, LLC | 12,791 | $122.1 萬 | 0.07% | 00.0% | 不變 |
| Costello Asset Management, INC | 12,741 | $121.6 萬 | 0.41% | +10.0% | 加碼 |
| Essex Financial Services, Inc. | 12,728 | $121.5 萬 | 0.07% | −642−4.8% | 減碼 |
| Proffitt & Goodson Inc | 12,724 | $121.5 萬 | 0.17% | −41−0.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 12,698 | $121.2 萬 | 0.11% | −112−0.9% | 減碼 |
| Boyd Watterson Asset Management LLC | 12,623 | $120.5 萬 | 0.36% | +214+1.7% | 加碼 |
| BIP Wealth, LLC | 12,605 | $120.3 萬 | 0.06% | +472+3.9% | 加碼 |
| West Financial Advisors, LLC | 12,600 | $120.3 萬 | 0.20% | 00.0% | 不變 |
| Shell Asset Management Co | 12,553 | $119.8 萬 | 0.12% | −15,302−54.9% | 減碼 |
| Avestar Capital, LLC | 12,491 | $119.3 萬 | 0.09% | −144−1.1% | 減碼 |
| Diversified Trust Co | 12,454 | $118.9 萬 | 0.02% | +2,518+25.3% | 加碼 |
| Nautilus Advisors LLC | 12,431 | $118.7 萬 | 0.80% | −50−0.4% | 減碼 |
| Atom Investors LP | 12,383 | $118.2 萬 | 0.09% | +12,383 | 新進 |
| Dynamic Technology Lab Private Ltd | 12,335 | $117.8 萬 | 0.20% | −14,275−53.6% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 12,265 | $117.1 萬 | 0.53% | +570+4.9% | 加碼 |
| Larson Financial Group LLC | 12,248 | $116.9 萬 | 0.04% | +5,870+92.0% | 加碼 |
| Stablepoint Partners, LLC | 12,237 | $116.8 萬 | 0.19% | −440−3.5% | 減碼 |
| Equitable Trust Co | 12,206 | $116.5 萬 | 0.05% | −27−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 12,174 | $116.2 萬 | 0.05% | +10.0% | 加碼 |
| First Dallas Securities Inc. | 12,161 | $116.1 萬 | 0.43% | −2,948−19.5% | 減碼 |
| Paragon Private Wealth Management, LLC | 12,126 | $115.8 萬 | 0.38% | +4,292+54.8% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,125 | $115.8 萬 | 0.21% | +18+0.1% | 加碼 |
| Camden Capital, LLC | 12,103 | $115.6 萬 | 0.08% | +8,904+278.3% | 加碼 |
| SMART Wealth LLC | 12,085 | $115.4 萬 | 0.44% | +9,019+294.2% | 加碼 |
| Future Fund LLC | 12,076 | $115.3 萬 | 0.41% | +2,415+25.0% | 加碼 |
| Bridgefront Capital, LLC | 12,023 | $114.8 萬 | 0.34% | −24,309−66.9% | 減碼 |
| Hilltop Holdings Inc. | 12,007 | $114.6 萬 | 0.06% | +2,163+22.0% | 加碼 |
| Summit Asset Management, LLC | 12,002 | $114.6 萬 | 0.18% | 00.0% | 不變 |
| XTX Topco Ltd | 11,970 | $114.3 萬 | 0.06% | −29,518−71.1% | 減碼 |
| Cullinan Associates Inc | 11,900 | $113.6 萬 | 0.07% | 00.0% | 不變 |
| Oder Investment Management, LLC | 11,855 | $113.2 萬 | 0.81% | +307+2.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 11,843 | $113.1 萬 | 0.27% | +2,976+33.6% | 加碼 |
| Fundamentun, LLC | 11,818 | $112.8 萬 | 0.05% | +246+2.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 11,788 | $112.5 萬 | 0.03% | +397+3.5% | 加碼 |
| Lodestone Wealth Management LLC | 11,757 | $112.2 萬 | 0.50% | +34+0.3% | 加碼 |
| H&H Retirement Design & Management INC | 11,742 | $112.2 萬 | 0.60% | +206+1.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,743 | $112.1 萬 | 0.01% | +706+6.4% | 加碼 |
| Virtue Capital Management, LLC | 7,686 | $112.0 萬 | 0.25% | −502−6.1% | 減碼 |
| Everhart Financial Group, Inc. | 11,687 | $111.6 萬 | 0.11% | +2,504+27.3% | 加碼 |
| Sovereign's Capital Management, LLC | 11,677 | $111.5 萬 | 0.60% | +55+0.5% | 加碼 |
| Capital Planning Advisors, LLC | 11,655 | $111.3 萬 | 0.15% | +11,655 | 新進 |
| Hodges Capital Management Inc. | 11,646 | $111.2 萬 | 0.10% | −450−3.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 11,599 | $110.7 萬 | 0.27% | +43+0.4% | 加碼 |
| Mystic Asset Management, Inc. | 11,551 | $110.3 萬 | 0.25% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 11,547 | $110.2 萬 | 0.13% | +97+0.8% | 加碼 |
| Novare Capital Management LLC | 11,535 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Simplex Trading, LLC | 11,497 | $109.7 萬 | 0.02% | +11,497 | 新進 |
| Investor's Fiduciary Advisor Network, LLC | 11,474 | $109.5 萬 | 0.37% | −528−4.4% | 減碼 |
| Islay Capital Management, LLC | 11,345 | $108.3 萬 | 0.62% | −1,128−9.0% | 減碼 |
| Dempze Nancy E | 11,342 | $108.3 萬 | 0.59% | +3,887+52.1% | 加碼 |
| Forbes J M & Co LLP | 11,302 | $107.9 萬 | 0.09% | +20.0% | 加碼 |
| Evoke Wealth, LLC | 11,297 | $107.9 萬 | 0.02% | +1,831+19.3% | 加碼 |
| Personal Cfo Solutions, LLC | 11,291 | $107.8 萬 | 0.19% | −300−2.6% | 減碼 |
| O'Rourke & Company, Inc | 11,284 | $107.7 萬 | 0.45% | −773−6.4% | 減碼 |
| Thomasville National Bank | 11,278 | $107.7 萬 | 0.07% | +74+0.7% | 加碼 |
| Palisade Asset Management, LLC | 11,249 | $107.4 萬 | 0.10% | +20+0.2% | 加碼 |
| Institute for Wealth Management, LLC. | 11,220 | $107.1 萬 | 0.11% | −42−0.4% | 減碼 |
| Sigma Planning Corp | 11,207 | $107.0 萬 | 0.03% | −2,729−19.6% | 減碼 |
| Howard Capital Management Inc. | 11,203 | $107.0 萬 | 0.01% | +354+3.3% | 加碼 |
| Financial Consulate, Inc | 11,187 | $106.8 萬 | 0.15% | +11,187 | 新進 |
| Birmingham Capital Management Co Inc | 11,150 | $106.4 萬 | 0.49% | −225−2.0% | 減碼 |
| Vigilare Wealth Management | 11,125 | $106.2 萬 | 0.37% | +1,101+11.0% | 加碼 |
| NBC Securities, Inc. | 11,110 | $106.1 萬 | 0.08% | +1,415+14.6% | 加碼 |
| Cynosure Management, LLC | 11,090 | $105.9 萬 | 0.11% | +24+0.2% | 加碼 |
| United Community Bank | 11,045 | $105.4 萬 | 0.33% | +1,206+12.3% | 加碼 |
| Nabity-Jensen Investment Management Inc | 11,039 | $105.4 萬 | 0.73% | 00.0% | 不變 |
| Davidson Kahn Capital Management, LLC | 11,037 | $105.4 萬 | 0.59% | −293−2.6% | 減碼 |
| Bank of Stockton | 11,023 | $105.2 萬 | 0.30% | +430+4.1% | 加碼 |
| Shira Ridge Wealth Management | 10,976 | $104.8 萬 | 0.44% | 00.0% | 不變 |
| WBI Investments | 10,942 | $104.5 萬 | 0.27% | −6,195−36.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,939 | $104.4 萬 | 0.03% | −803−6.8% | 減碼 |
| Mutual Advisors, LLC | 11,014 | $104.2 萬 | 0.02% | −382−3.4% | 減碼 |
| Stone Point Wealth LLC | 10,900 | $104.1 萬 | 0.30% | +10,900 | 新進 |
| Burns Matteson Capital Management, LLC | 10,845 | $103.5 萬 | 0.43% | −237−2.1% | 減碼 |
| SJS Investment Consulting Inc. | 10,843 | $103.5 萬 | 0.14% | +364+3.5% | 加碼 |
| Walleye Capital LLC | 10,780 | $102.9 萬 | 0.01% | −240,362−95.7% | 減碼 |
| Thor Investment Management Inc | 10,770 | $102.8 萬 | 0.62% | +30+0.3% | 加碼 |
| Capital Advantage, Inc. | 10,768 | $102.8 萬 | 0.15% | −320−2.9% | 減碼 |
| Navellier & Associates Inc | 10,755 | $102.7 萬 | 0.10% | +3,055+39.7% | 加碼 |
| Eschler Asset Management LLP | 10,724 | $102.4 萬 | 0.76% | +10,724 | 新進 |
| Gladstone Institutional Advisory LLC | 10,694 | $102.1 萬 | 0.04% | +4,632+76.4% | 加碼 |
| Independence Bank of Kentucky | 10,639 | $101.6 萬 | 0.13% | −3,096−22.5% | 減碼 |
| Northcape Wealth Management, LLC | 10,637 | $101.6 萬 | 0.30% | 00.0% | 不變 |
| Invictus Private Wealth, LLC | 10,529 | $100.5 萬 | 0.06% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 10,500 | $100.2 萬 | 0.02% | +10,500 | 新進 |
| Oak Harbor Wealth Partners, LLC | 10,482 | $100.1 萬 | 0.25% | +436+4.3% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $99.7 萬 | 0.30% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 10,394 | $99.2 萬 | 0.04% | +3,692+55.1% | 加碼 |
| Advisor OS, LLC | 10,365 | $99.0 萬 | 0.09% | +439+4.4% | 加碼 |
| Tower Trust & Investment Co | 10,291 | $98.2 萬 | 0.66% | −94−0.9% | 減碼 |
| Figure 8 Investment Strategies LLC | 10,224 | $97.6 萬 | 0.87% | +100+1.0% | 加碼 |
| PDS Planning, Inc | 10,220 | $97.6 萬 | 0.07% | +640+6.7% | 加碼 |