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、27 筆賣出；2026 年第 2 季末有 2,319 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 | 2,319 | $1,338 億 |
| 2026 年第 1 季 | 2,341 | $1,335 億 |
| 2025 年第 4 季 | 2,330 | $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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 6,130 | $58.5 萬 | 0.04% | +1,098+21.8% | 加碼 |
| RMR Wealth Builders | 6,119 | $58.4 萬 | 0.05% | −1,613−20.9% | 減碼 |
| USA Financial Portformulas Corp | 6,096 | $58.2 萬 | 0.10% | −3,768−38.2% | 減碼 |
| Armstrong Henry H Associates Inc | 6,091 | $58.2 萬 | 0.05% | 00.0% | 不變 |
| Baader Bank INC | 6,096 | $58.1 萬 | 0.05% | +6,096 | 新進 |
| Alpha Family Trust | 6,070 | $58.0 萬 | 0.27% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,984 | $57.1 萬 | 0.03% | +94+1.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,984 | $57.1 萬 | 0.02% | +570+10.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,980 | $57.1 萬 | 0.06% | +29+0.5% | 加碼 |
| Vicus Capital | 5,955 | $56.9 萬 | 0.04% | +5,955 | 新進 |
| Mason & Associates Inc | 5,932 | $56.6 萬 | 0.11% | −300−4.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,928 | $56.6 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 5,924 | $56.6 萬 | 0.03% | −529−8.2% | 減碼 |
| Crescent Grove Advisors, LLC | 5,920 | $56.5 萬 | 0.05% | −249−4.0% | 減碼 |
| Polymer Capital Management (US) LLC | 5,911 | $56.4 萬 | 0.07% | +1,124+23.5% | 加碼 |
| South State Corp. | 5,902 | $56.3 萬 | 0.03% | −56−0.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 5,899 | $56.3 萬 | 0.17% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 5,893 | $56.3 萬 | 0.23% | −64−1.1% | 減碼 |
| Cypress Capital Advisors, LLC | 5,879 | $56.1 萬 | 0.32% | +5,879 | 新進 |
| Childress Capital Advisors, LLC | 5,875 | $56.1 萬 | 0.10% | +979+20.0% | 加碼 |
| Oxford Asset Management LLP | 5,870 | $56.0 萬 | 0.18% | +5,870 | 新進 |
| KMG Fiduciary Partners, LLC | 5,856 | $55.9 萬 | 0.04% | +56+1.0% | 加碼 |
| Journey Advisory Group, LLC | 5,844 | $55.8 萬 | 0.04% | +150+2.6% | 加碼 |
| WNY Asset Management, LLC | 5,843 | $55.8 萬 | 0.05% | −488−7.7% | 減碼 |
| Sivia Capital Partners, LLC | 5,829 | $55.6 萬 | 0.16% | +1,276+28.0% | 加碼 |
| Voisard Asset Management Group, Inc. | 5,828 | $55.6 萬 | 0.13% | +25+0.4% | 加碼 |
| Gryphon Financial Partners LLC | 5,828 | $55.6 萬 | 0.06% | +660+12.8% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $55.5 萬 | 0.06% | −3−0.1% | 減碼 |
| Nine Masts Capital Ltd | 5,809 | $55.5 萬 | 0.27% | −2,553−30.5% | 減碼 |
| Beta Wealth Group, Inc. | 5,807 | $55.4 萬 | 0.22% | −1,201−17.1% | 減碼 |
| WESPAC Advisors SoCal, LLC | 5,805 | $55.4 萬 | 0.11% | 00.0% | 不變 |
| Intrepid Financial Planning Group LLC | 5,802 | $55.4 萬 | 0.21% | −500−7.9% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 5,783 | $55.2 萬 | 0.25% | +15+0.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 5,766 | $55.0 萬 | 0.03% | −12−0.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 5,748 | $54.9 萬 | 0.02% | 00.0% | 不變 |
| Diligent Investors, LLC | 5,735 | $54.8 萬 | 0.14% | 00.0% | 不變 |
| Optas, LLC | 5,728 | $54.7 萬 | 0.09% | +319+5.9% | 加碼 |
| Icon Wealth Advisors, LLC | 5,715 | $54.6 萬 | 0.04% | −17−0.3% | 減碼 |
| BayBridge Capital Group, LLC | 5,707 | $54.5 萬 | 0.35% | −1,400−19.7% | 減碼 |
| United Advisor Group, LLC | 5,692 | $54.3 萬 | 0.07% | +5,692 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $54.1 萬 | 0.05% | 00.0% | 不變 |
| Severin Investments, LLC | 5,654 | $54.0 萬 | 0.48% | +5,654 | 新進 |
| Zions Bancorporation, National Association | 5,652 | $54.0 萬 | 0.03% | +2,796+97.9% | 加碼 |
| Commonwealth Retirement Investments LLC | 5,649 | $53.9 萬 | 0.18% | −606−9.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,647 | $53.9 萬 | 0.01% | +68+1.2% | 加碼 |
| Wesbanco Bank Inc | 5,631 | $53.8 萬 | 0.01% | +3+0.1% | 加碼 |
| David R. Rahn & Associates Inc. | 5,630 | $53.8 萬 | 0.13% | −47−0.8% | 減碼 |
| Rosenberg Matthew Hamilton | 5,618 | $53.6 萬 | 0.12% | 00.0% | 不變 |
| Delta Investment Management, LLC | 5,613 | $53.6 萬 | 0.10% | +327+6.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,600 | $53.5 萬 | 0.08% | +5,600 | 新進 |
| Private Trust Co NA | 5,585 | $53.3 萬 | 0.05% | +422+8.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,574 | $53.2 萬 | 0.01% | +1,218+28.0% | 加碼 |
| Zacks Investment Management | 5,560 | $53.1 萬 | 0.00% | +5,560 | 新進 |
| First National Bank of Omaha | 5,541 | $52.9 萬 | 0.03% | +241+4.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,536 | $52.9 萬 | 0.12% | +8+0.1% | 加碼 |
| J. Team Financial, Inc. | 5,510 | $52.6 萬 | 0.53% | +5,510 | 新進 |
| Versor Investments LP | 5,500 | $52.5 萬 | 0.10% | +5,500 | 新進 |
| Greykasell Wealth Strategies, Inc. | 5,488 | $52.4 萬 | 0.22% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 5,572 | $52.4 萬 | 0.18% | −182−3.2% | 減碼 |
| KRS Capital Management, LLC | 5,481 | $52.3 萬 | 0.32% | +3+0.1% | 加碼 |
| Apexium Financial, LP | 5,474 | $52.3 萬 | 0.03% | +10.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 5,470 | $52.2 萬 | 0.09% | −2,250−29.1% | 減碼 |
| WSFS Capital Management, LLC | 5,463 | $52.2 萬 | 0.03% | −26−0.5% | 減碼 |
| Addison Advisors LLC | 5,455 | $52.1 萬 | 0.12% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 5,454 | $52.1 萬 | 0.02% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 5,448 | $52.0 萬 | 0.05% | −244−4.3% | 減碼 |
| Accurate Wealth Management, LLC | 5,556 | $51.9 萬 | 0.07% | +18+0.3% | 加碼 |
| Ledyard National Bank | 5,416 | $51.7 萬 | 0.05% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 5,415 | $51.7 萬 | 0.50% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 5,412 | $51.7 萬 | 0.12% | −269−4.7% | 減碼 |
| Cromwell Holdings LLC | 5,381 | $51.4 萬 | 0.27% | 00.0% | 不變 |
| DAGCO, Inc. | 5,375 | $51.3 萬 | 0.13% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 5,364 | $51.2 萬 | 0.03% | +270+5.3% | 加碼 |
| Quadrant Private Wealth Management, LLC | 5,325 | $50.8 萬 | 0.09% | +117+2.2% | 加碼 |
| Wall Street Access Asset Management, LLC | 5,313 | $50.7 萬 | 0.13% | +5,313 | 新進 |
| Parcion Private Wealth LLC | 5,305 | $50.6 萬 | 0.03% | +720+15.7% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $50.6 萬 | 0.11% | 00.0% | 不變 |
| Sciencast Management LP | 5,299 | $50.6 萬 | 0.09% | −39,350−88.1% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 5,298 | $50.6 萬 | 0.11% | +70+1.3% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,293 | $50.5 萬 | 0.17% | −47−0.9% | 減碼 |
| Tilson Financial Group, Inc. | 5,288 | $50.5 萬 | 0.17% | +3,051+136.4% | 加碼 |
| Waterloo Capital, L.P. | 5,284 | $50.4 萬 | 0.04% | −778−12.8% | 減碼 |
| Aviso Financial Inc. | 5,265 | $50.3 萬 | 0.02% | −500−8.7% | 減碼 |
| Keyvantage Wealth, LLC | 5,257 | $50.2 萬 | 0.21% | −28−0.5% | 減碼 |
| Eaton Financial Holdings Company, LLC | 5,255 | $50.2 萬 | 0.14% | −3,869−42.4% | 減碼 |
| Trace Wealth Advisors, LLC | 5,200 | $49.6 萬 | 0.37% | 00.0% | 不變 |
| Gries Financial LLC | 5,197 | $49.6 萬 | 0.08% | +1,233+31.1% | 加碼 |
| BCJ Capital Management, LLC | 5,180 | $49.5 萬 | 0.03% | +364+7.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 5,177 | $49.4 萬 | 0.01% | −154−2.9% | 減碼 |
| James Investment Research Inc | 5,154 | $49.2 萬 | 0.05% | 00.0% | 不變 |
| Financial Advisory Corp | 5,154 | $49.2 萬 | 0.14% | −291−5.3% | 減碼 |
| River Wealth Advisors LLC | 5,148 | $49.2 萬 | 0.06% | −272−5.0% | 減碼 |
| Versant Capital Management, Inc | 5,137 | $49.0 萬 | 0.07% | +433+9.2% | 加碼 |
| Meridian Wealth Management, LLC | 5,135 | $49.0 萬 | 0.02% | +66+1.3% | 加碼 |
| Soltis Investment Advisors LLC | 5,120 | $48.9 萬 | 0.03% | +447+9.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,078 | $48.5 萬 | 0.24% | +43+0.9% | 加碼 |
| Sky Investment Group LLC | 5,070 | $48.4 萬 | 0.08% | −150−2.9% | 減碼 |
| Lountzis Asset Management, LLC | 5,062 | $48.3 萬 | 0.16% | −104−2.0% | 減碼 |
| BBR Partners, LLC | 5,052 | $48.2 萬 | 0.03% | +51+1.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 5,035 | $47.9 萬 | 0.17% | +1,739+52.8% | 加碼 |