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 | 2,174 | $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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 109,503 | $1,045 萬 | 0.14% | −1,753−1.6% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 107,601 | $1,027 萬 | 0.66% | +10,739+11.1% | 加碼 |
| Omers Administration Corp | 107,391 | $1,025 萬 | 0.07% | −1,800−1.6% | 減碼 |
| Kentucky Retirement Systems | 107,152 | $1,023 萬 | 0.28% | +953+0.9% | 加碼 |
| Patten & Patten Inc | 107,001 | $1,022 萬 | 0.60% | +277+0.3% | 加碼 |
| Sig Brokerage, LP | 106,554 | $1,017 萬 | 2.56% | −92,656−46.5% | 減碼 |
| Allen Capital Group, LLC | 105,236 | $1,005 萬 | 0.96% | +6,968+7.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 104,505 | $997.7 萬 | 1.76% | +2,002+2.0% | 加碼 |
| Generali Asset Management SPA SGR | 104,264 | $995.4 萬 | 0.21% | −20,462−16.4% | 減碼 |
| Timber Creek Capital Management LLC | 103,728 | $990.3 萬 | 2.39% | −453−0.4% | 減碼 |
| Americana Partners, LLC | 102,920 | $982.6 萬 | 0.30% | +4,942+5.0% | 加碼 |
| National Philanthropic Trust | 101,310 | $967.2 萬 | 0.11% | +888+0.9% | 加碼 |
| Private Wealth Partners, LLC | 101,029 | $964.5 萬 | 0.69% | +1,690+1.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 100,795 | $962.3 萬 | 0.04% | −980−1.0% | 減碼 |
| Hartford Investment Management Co | 100,132 | $956.0 萬 | 0.29% | −2,983−2.9% | 減碼 |
| Scopus Asset Management, L.P. | 100,000 | $954.7 萬 | 0.23% | +100,000 | 新進 |
| AE Wealth Management LLC | 99,832 | $953.1 萬 | 0.06% | +56,609+131.0% | 加碼 |
| Point72 (DIFC) Ltd | 99,493 | $949.9 萬 | 0.66% | +45,215+83.3% | 加碼 |
| Private Advisor Group, LLC | 98,280 | $938.3 萬 | 0.05% | −2,538−2.5% | 減碼 |
| Evergreen Capital Management LLC | 98,058 | $936.2 萬 | 0.22% | −1,644−1.6% | 減碼 |
| Brevan Howard Capital Management LP | 97,931 | $934.9 萬 | 0.13% | −34,578−26.1% | 減碼 |
| Hyperion Capital Advisors LP | 97,880 | $934.5 萬 | 5.00% | −4,056−4.0% | 減碼 |
| Geneos Wealth Management Inc. | 97,565 | $931.5 萬 | 0.24% | −1,019−1.0% | 減碼 |
| Verition Fund Management LLC | 97,398 | $929.9 萬 | 0.05% | −98,130−50.2% | 減碼 |
| Baldwin Brothers Inc | 97,266 | $928.6 萬 | 0.60% | −1,243−1.3% | 減碼 |
| iA Global Asset Management Inc. | 97,214 | $928.1 萬 | 0.13% | +16,646+20.7% | 加碼 |
| Shelton Capital Management | 97,058 | $926.6 萬 | 0.20% | −12,000−11.0% | 減碼 |
| Norinchukin Bank, The | 96,565 | $921.9 萬 | 0.12% | +2,232+2.4% | 加碼 |
| Thompson Investment Management, Inc. | 96,558 | $921.8 萬 | 1.23% | −3,491−3.5% | 減碼 |
| Lafayette Investments, Inc. | 95,948 | $916.0 萬 | 1.75% | −901−0.9% | 減碼 |
| Pinnacle Financial Partners Inc | 95,607 | $912.8 萬 | 0.22% | +9,244+10.7% | 加碼 |
| AMG National Trust Bank | 95,500 | $911.7 萬 | 0.22% | −1,483−1.5% | 減碼 |
| Great Lakes Advisors, LLC | 95,293 | $909.8 萬 | 0.08% | −12,988−12.0% | 減碼 |
| Caisse des Depots Et Consignations | 95,120 | $908.1 萬 | 0.39% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 94,754 | $904.6 萬 | 0.43% | −9,098−8.8% | 減碼 |
| KCM Investment Advisors LLC | 94,206 | $899.4 萬 | 0.29% | +430+0.5% | 加碼 |
| Morningstar Investment Management LLC | 93,769 | $895.2 萬 | 0.33% | +93,769 | 新進 |
| 1248 Management, LLC | 93,729 | $894.8 萬 | 5.05% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 93,704 | $894.6 萬 | 2.20% | −1,947−2.0% | 減碼 |
| Warren Averett Asset Management, LLC | 93,558 | $893.2 萬 | 0.09% | +2,679+2.9% | 加碼 |
| Aviance Capital Partners, LLC | 93,139 | $889.2 萬 | 1.06% | +825+0.9% | 加碼 |
| Tocqueville Asset Management L.P. | 92,824 | $886.2 萬 | 0.13% | −4,872−5.0% | 減碼 |
| GAM Holding AG | 92,574 | $883.8 萬 | 0.55% | +2,422+2.7% | 加碼 |
| M&G Plc | 91,474 | $869.0 萬 | 0.05% | −23,374−20.4% | 減碼 |
| Allianz SE | 90,478 | $863.8 萬 | 0.18% | −397−0.4% | 減碼 |
| Country Club Bank | 88,714 | $859.5 萬 | 0.51% | −17,038−16.1% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 89,530 | $854.7 萬 | 0.12% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 89,500 | $854.5 萬 | 0.14% | −600−0.7% | 減碼 |
| First National Trust Co | 89,224 | $851.8 萬 | 0.29% | +40,257+82.2% | 加碼 |
| Metis Global Partners, LLC | 88,700 | $846.8 萬 | 0.20% | −4,636−5.0% | 減碼 |
| Capital Investment Counsel, Inc | 88,438 | $844.3 萬 | 1.03% | −2,575−2.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 88,378 | $843.7 萬 | 0.40% | −2,464−2.7% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 88,008 | $840.2 萬 | 2.06% | −3,327−3.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 86,682 | $827.6 萬 | 0.27% | −1,523−1.7% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $827.5 萬 | 0.61% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 85,682 | $818.0 萬 | 0.63% | +31,417+57.9% | 加碼 |
| Maryland State Retirement & Pension System | 85,112 | $812.6 萬 | 0.17% | +2,161+2.6% | 加碼 |
| Oppenheimer & Co Inc | 84,837 | $809.9 萬 | 0.10% | −2,062−2.4% | 減碼 |
| Radnor Capital Management, LLC | 84,650 | $808.2 萬 | 1.23% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 84,460 | $806.3 萬 | 2.06% | −155−0.2% | 減碼 |
| WCG Wealth Advisors LLC | 84,096 | $802.9 萬 | 0.50% | −9,839−10.5% | 減碼 |
| Nomura Holdings Inc | 83,502 | $797.2 萬 | 0.04% | +51,679+162.4% | 加碼 |
| Investment Management Corp of Ontario | 83,376 | $796.0 萬 | 0.12% | +31,907+62.0% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 83,300 | $795.3 萬 | 3.42% | −11,500−12.1% | 減碼 |
| Securian Asset Management, Inc | 82,404 | $786.7 萬 | 0.21% | −6,892−7.7% | 減碼 |
| NewEdge Wealth, LLC | 83,135 | $778.8 萬 | 0.11% | +2,468+3.1% | 加碼 |
| Eisler Capital Management Ltd. | 83,256 | $768.5 萬 | 0.17% | −158,393−65.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 80,059 | $764.3 萬 | 0.19% | −374−0.5% | 減碼 |
| Resolute Capital Asset Partners LLC | 80,000 | $763.8 萬 | 4.00% | +43,599+119.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 79,614 | $760.1 萬 | 0.14% | +5,342+7.2% | 加碼 |
| Central Pacific Bank - Trust Division | 79,586 | $759.8 萬 | 0.92% | −2,331−2.8% | 減碼 |
| Fagan Associates, Inc. | 79,378 | $757.8 萬 | 1.05% | +4,540+6.1% | 加碼 |
| Wealthspire Advisors, LLC | 79,016 | $754.4 萬 | 0.04% | −8,920−10.1% | 減碼 |
| Colonial Trust Advisors | 78,739 | $751.7 萬 | 0.58% | +3,984+5.3% | 加碼 |
| Marco Investment Management LLC | 77,389 | $738.8 萬 | 0.57% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 77,187 | $736.9 萬 | 0.23% | −2,500−3.1% | 減碼 |
| Cloverfields Capital Group, LP | 77,074 | $735.8 萬 | 2.30% | −388−0.5% | 減碼 |
| FJ Capital Management LLC | 76,650 | $731.8 萬 | 0.79% | +76,650 | 新進 |
| Pring Turner Capital Group Inc | 75,649 | $722.2 萬 | 4.41% | −4,692−5.8% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 75,638 | $722.1 萬 | 0.74% | −4,099−5.1% | 減碼 |
| Parkwood LLC | 75,532 | $721.1 萬 | 0.70% | −147,722−66.2% | 減碼 |
| Alberta Investment Management Corp | 75,500 | $720.8 萬 | 0.05% | +3,300+4.6% | 加碼 |
| Tiaa Trust, National Association | 73,882 | $705.4 萬 | 0.02% | −1,166−1.6% | 減碼 |
| Commerce Bank | 73,668 | $703.3 萬 | 0.04% | +2,431+3.4% | 加碼 |
| Marshall & Sullivan Inc | 72,973 | $696.7 萬 | 3.23% | −1,069−1.4% | 減碼 |
| Capstone Investment Advisors, LLC | 72,727 | $694.3 萬 | 0.06% | −141,743−66.1% | 減碼 |
| Salvus Wealth Management, LLC | 72,349 | $690.7 萬 | 3.86% | −958−1.3% | 減碼 |
| Sendero Wealth Management, LLC | 72,300 | $690.2 萬 | 0.81% | −17,020−19.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 71,467 | $682.3 萬 | 0.91% | +300+0.4% | 加碼 |
| Birch Capital Management, LLC | 71,427 | $681.9 萬 | 3.48% | −1,726−2.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 71,309 | $680.8 萬 | 1.07% | +1,790+2.6% | 加碼 |
| Abn Amro Investment Solutions | 71,006 | $677.9 萬 | 0.14% | −10,284−12.7% | 減碼 |
| Naples Global Advisors, LLC | 70,956 | $677.4 萬 | 0.53% | +268+0.4% | 加碼 |
| Smithbridge Asset Management Inc | 70,694 | $674.9 萬 | 0.98% | +70,694 | 新進 |
| Citizens Business Bank | 70,165 | $669.9 萬 | 1.12% | +1,050+1.5% | 加碼 |
| GHP Investment Advisors, Inc. | 70,071 | $669.0 萬 | 0.28% | +1,681+2.5% | 加碼 |
| Mark Asset Management LP | 70,000 | $668.3 萬 | 0.68% | +60,000+600.0% | 加碼 |
| Achmea Investment Management B.V. | 69,625 | $664.7 萬 | 0.08% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 69,220 | $660.8 萬 | 0.80% | −3,560−4.9% | 減碼 |
| Equitable Holdings, Inc. | 68,805 | $656.9 萬 | 0.05% | −8,764−11.3% | 減碼 |