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 |
|---|---|---|---|---|---|
| Scott & Selber, Inc. | 32,060 | $306.1 萬 | 0.78% | −350−1.1% | 減碼 |
| Finer Wealth Management, Inc. | 32,004 | $305.5 萬 | 1.52% | +65+0.2% | 加碼 |
| Strata Wealth Advisors, LLC | 31,817 | $303.8 萬 | 0.80% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 31,702 | $302.7 萬 | 0.26% | −142−0.4% | 減碼 |
| Twin City Private Wealth, LLC | 31,681 | $302.5 萬 | 2.36% | +648+2.1% | 加碼 |
| DRW Securities, LLC | 31,400 | $299.8 萬 | 0.15% | −37,078−54.1% | 減碼 |
| Rakuten Investment Management, Inc. | 21,177 | $299.8 萬 | 0.01% | +21,177 | 新進 |
| Grimes & Company, Inc. | 31,258 | $298.4 萬 | 0.07% | +14,649+88.2% | 加碼 |
| Chaney Capital Management, Inc. | 31,186 | $297.7 萬 | 1.06% | +327+1.1% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 31,122 | $297.1 萬 | 0.46% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 31,087 | $296.8 萬 | 0.11% | −18−0.1% | 減碼 |
| R Squared Ltd | 30,921 | $295.2 萬 | 1.27% | +17,927+138.0% | 加碼 |
| Global Retirement Partners, LLC | 30,817 | $294.2 萬 | 0.07% | +116+0.4% | 加碼 |
| Krilogy Financial LLC | 31,101 | $291.4 萬 | 0.11% | +6,771+27.8% | 加碼 |
| Coastline Trust Co | 30,300 | $289.3 萬 | 0.31% | −689−2.2% | 減碼 |
| Lecap Asset Management Ltd | 30,273 | $289.0 萬 | 1.00% | +7,961+35.7% | 加碼 |
| Meeder Advisory Services, Inc. | 30,199 | $288.3 萬 | 0.13% | +2,918+10.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 30,143 | $287.8 萬 | 0.23% | −466−1.5% | 減碼 |
| Bard Financial Services, Inc. | 30,025 | $286.6 萬 | 0.31% | −750−2.4% | 減碼 |
| Iowa State Bank | 29,906 | $285.5 萬 | 0.54% | −509−1.7% | 減碼 |
| Signaturefd, LLC | 29,874 | $285.2 萬 | 0.04% | +900+3.1% | 加碼 |
| Vaughan David Investments LLC | 29,864 | $285.1 萬 | 0.06% | −3,220−9.7% | 減碼 |
| Capital Advisors Inc | 29,857 | $285.0 萬 | 0.05% | −50.0% | 減碼 |
| Chicago Partners Investment Group LLC | 30,346 | $284.8 萬 | 0.07% | +3,757+14.1% | 加碼 |
| Mount Vernon Associates Inc | 29,800 | $284.5 萬 | 1.99% | −500−1.7% | 減碼 |
| Hager Investment Management Services, LLC | 29,751 | $284.0 萬 | 1.54% | −264−0.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 29,722 | $283.8 萬 | 0.05% | +3,704+14.2% | 加碼 |
| LGT Fund Management Co Ltd. | 30,577 | $282.1 萬 | 0.23% | +12,448+68.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 29,292 | $279.7 萬 | 0.25% | −192−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 29,271 | $279.4 萬 | 0.06% | +135+0.5% | 加碼 |
| Bridgeway Capital Management, LLC | 29,120 | $278.0 萬 | 0.06% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 29,045 | $277.3 萬 | 0.09% | +13,569+87.7% | 加碼 |
| Kozak & Associates, Inc. | 30,156 | $277.2 萬 | 0.55% | −1,951−6.1% | 減碼 |
| Bleakley Financial Group, LLC | 28,912 | $276.0 萬 | 0.06% | +990+3.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 28,739 | $274.4 萬 | 2.18% | −80−0.3% | 減碼 |
| Stenger Family Office, LLC | 28,928 | $274.4 萬 | 0.58% | +4,169+16.8% | 加碼 |
| Tema ETFs LLC | 28,587 | $272.9 萬 | 0.23% | +28,587 | 新進 |
| Cetera Trust Company, N.A | 28,505 | $272.1 萬 | 1.52% | −100−0.3% | 減碼 |
| CBOE Vest Financial, LLC | 28,502 | $272.1 萬 | 0.04% | +7,390+35.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 28,256 | $269.8 萬 | 0.03% | −80.0% | 減碼 |
| Wynn Capital, LLC | 28,242 | $269.6 萬 | 1.31% | +375+1.3% | 加碼 |
| Xcel Wealth Management, LLC | 28,171 | $268.9 萬 | 0.70% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 28,038 | $267.7 萬 | 1.62% | +28+0.1% | 加碼 |
| Savvy Advisors, Inc. | 27,969 | $267.0 萬 | 0.12% | +1,901+7.3% | 加碼 |
| Power Wealth Management LLC | 27,787 | $265.3 萬 | 0.97% | −4,437−13.8% | 減碼 |
| Moody National Bank Trust Division | 27,755 | $265.0 萬 | 0.22% | +3,617+15.0% | 加碼 |
| Rossmore Private Capital | 27,700 | $264.5 萬 | 0.28% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 27,669 | $264.2 萬 | 0.07% | +4,633+20.1% | 加碼 |
| SageView Advisory Group, LLC | 27,598 | $263.5 萬 | 0.09% | +1,287+4.9% | 加碼 |
| Skylands Capital, LLC | 27,550 | $263.0 萬 | 0.36% | +12,850+87.4% | 加碼 |
| Hudson Canyon Capital Management | 28,215 | $262.8 萬 | 1.51% | −1,203−4.1% | 減碼 |
| HBK Sorce Advisory LLC | 27,691 | $261.2 萬 | 0.07% | +56+0.2% | 加碼 |
| Clean Yield Group | 27,349 | $261.1 萬 | 0.74% | +17,676+182.7% | 加碼 |
| Garrison Bradford & Associates Inc | 27,310 | $260.7 萬 | 2.79% | −540−1.9% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 27,099 | $258.7 萬 | 0.20% | −419,928−93.9% | 減碼 |
| EPG Wealth Management LLC | 26,971 | $257.5 萬 | 0.71% | +784+3.0% | 加碼 |
| Guggenheim Capital LLC | 26,789 | $255.8 萬 | 0.02% | −208−0.8% | 減碼 |
| Cape Investment Advisory, Inc. | 26,546 | $253.4 萬 | 2.49% | +503+1.9% | 加碼 |
| Acadian Asset Management LLC | 26,557 | $253.1 萬 | 0.00% | +4,955+22.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 26,371 | $251.8 萬 | 0.09% | +347+1.3% | 加碼 |
| Ballentine Partners, LLC | 26,301 | $251.1 萬 | 0.03% | +3,958+17.7% | 加碼 |
| Ritholtz Wealth Management | 26,298 | $251.1 萬 | 0.05% | +2,227+9.3% | 加碼 |
| Advisory Services Network, LLC | 26,162 | $249.8 萬 | 0.04% | +3,954+17.8% | 加碼 |
| Regions Financial Corp | 26,063 | $248.8 萬 | 0.02% | +569+2.2% | 加碼 |
| Qtron Investments LLC | 26,019 | $248.4 萬 | 0.31% | +12,321+89.9% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $248.2 萬 | 1.20% | +7,000+36.8% | 加碼 |
| Parsonex Advisory Services, Inc. | 25,989 | $248.1 萬 | 1.69% | +5,526+27.0% | 加碼 |
| Columbia Asset Management | 25,981 | $248.0 萬 | 0.46% | +304+1.2% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 25,911 | $247.4 萬 | 0.07% | +14,963+136.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 25,728 | $245.6 萬 | 0.41% | +937+3.8% | 加碼 |
| Alpha Cubed Investments, LLC | 25,701 | $245.4 萬 | 0.09% | −4,835−15.8% | 減碼 |
| Salem Investment Counselors Inc | 25,661 | $245.0 萬 | 0.07% | −220−0.9% | 減碼 |
| Boston Private Wealth LLC | 25,349 | $242.0 萬 | 0.13% | −4,488−15.0% | 減碼 |
| Hutchinson Financial Advisors, INC | 25,347 | $242.0 萬 | 2.38% | +578+2.3% | 加碼 |
| Valley National Advisers Inc | 25,295 | $241.4 萬 | 0.37% | −344−1.3% | 減碼 |
| RiverPark Advisors, LLC | 25,243 | $241.0 萬 | 1.04% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 25,155 | $240.2 萬 | 0.50% | +8,385+50.0% | 加碼 |
| Texas Yale Capital Corp. | 25,115 | $239.8 萬 | 0.08% | +400+1.6% | 加碼 |
| Investment Advisory Services Inc | 25,080 | $239.4 萬 | 0.75% | −206−0.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 25,021 | $238.9 萬 | 0.07% | +88+0.4% | 加碼 |
| Norden Group LLC | 25,007 | $238.7 萬 | 0.24% | +373+1.5% | 加碼 |
| Wright Investors Service Inc | 24,905 | $237.8 萬 | 0.69% | +7,159+40.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 24,725 | $236.1 萬 | 0.18% | −513−2.0% | 減碼 |
| Cullen Investment Group, Ltd. | 24,923 | $234.5 萬 | 0.31% | +301+1.2% | 加碼 |
| JFS Wealth Advisors, LLC | 24,519 | $234.1 萬 | 0.14% | −444−1.8% | 減碼 |
| Integrated Wealth Concepts LLC | 24,515 | $234.0 萬 | 0.02% | +4,050+19.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 24,411 | $233.1 萬 | 0.07% | +5,428+28.6% | 加碼 |
| Aspen Investment Management Inc | 24,364 | $232.6 萬 | 0.90% | −106−0.4% | 減碼 |
| Greenline Partners, LLC | 24,336 | $232.3 萬 | 0.28% | −730−2.9% | 減碼 |
| Carmel Capital Partners, LLC | 24,302 | $232.0 萬 | 0.98% | −6,792−21.8% | 減碼 |
| Ascent Wealth Partners, LLC | 24,207 | $231.1 萬 | 0.27% | +194+0.8% | 加碼 |
| Ancora Advisors, LLC | 24,184 | $230.9 萬 | 0.05% | −1,479−5.8% | 減碼 |
| Puzo Michael J | 23,903 | $228.2 萬 | 0.62% | +6,125+34.5% | 加碼 |
| Aspiriant, LLC | 23,813 | $227.3 萬 | 0.07% | −993−4.0% | 減碼 |
| Umb Bank N A | 23,681 | $226.1 萬 | 0.03% | +2,332+10.9% | 加碼 |
| Chesley Taft & Associates LLC | 23,609 | $225.4 萬 | 0.10% | −14−0.1% | 減碼 |
| Stephens Inc | 23,495 | $224.3 萬 | 0.03% | −898−3.7% | 減碼 |
| Pinnacle Associates Ltd | 23,386 | $223.3 萬 | 0.03% | +51+0.2% | 加碼 |
| Tealwood Asset Management Inc | 23,374 | $223.2 萬 | 0.90% | −1,228−5.0% | 減碼 |
| 1st Source Bank | 23,370 | $223.1 萬 | 0.12% | −310−1.3% | 減碼 |