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 4 季 13F 持有人
Schwab Charles Corp 在 2025/12/31 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
- 2,329
- 較 2025 年第 3 季 +203 家
- 持有股數
- 14.6 億
- 較 2025 年第 3 季 +164.3 萬 (+0.1%)
- 總市值
- $1,455 億
- 較 2025 年第 3 季 +$66.6 億 (+4.8%)
- 新進機構
- 299
- 另有 944 家加碼
- 清倉機構
- 96
- 另有 831 家減碼
另有 47 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 6,703 | $67.0 萬 | 0.01% | +116+1.8% | 加碼 |
| TAGStone Capital, Inc. | 6,710 | $67.0 萬 | 0.25% | +13+0.2% | 加碼 |
| Optas, LLC | 6,717 | $67.1 萬 | 0.10% | +989+17.3% | 加碼 |
| Auxier Asset Management | 6,750 | $67.4 萬 | 0.09% | −100−1.5% | 減碼 |
| Jericho Financial, LLP | 6,758 | $67.5 萬 | 0.41% | −1,403−17.2% | 減碼 |
| Alta Advisers Ltd | 6,770 | $67.6 萬 | 0.25% | −1,900−21.9% | 減碼 |
| Defined Wealth Management, LLC | 6,803 | $68.0 萬 | 0.39% | +62+0.9% | 加碼 |
| Garrison Point Advisors, LLC | 6,815 | $68.1 萬 | 0.30% | 00.0% | 不變 |
| Coign Capital Advisors LLC | 6,820 | $68.1 萬 | 0.36% | +239+3.6% | 加碼 |
| Arcataur Capital Management LLC | 6,828 | $68.2 萬 | 0.20% | +70+1.0% | 加碼 |
| Secured Retirement Advisors, LLC | 6,849 | $68.4 萬 | 0.38% | +91+1.3% | 加碼 |
| Intrust Bank NA | 6,857 | $68.5 萬 | 0.06% | −58−0.8% | 減碼 |
| Capital Performance Advisors LLP | 6,866 | $68.6 萬 | 0.05% | +3,492+103.5% | 加碼 |
| Sweeney & Michel, LLC | 7,218 | $68.9 萬 | 0.20% | +698+10.7% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $68.9 萬 | 0.04% | 00.0% | 不變 |
| PFG Investments, LLC | 6,924 | $69.2 萬 | 0.03% | −142−2.0% | 減碼 |
| Cozad Asset Management Inc | 6,926 | $69.2 萬 | 0.05% | 00.0% | 不變 |
| Platform Technology Partners | 6,976 | $69.7 萬 | 0.15% | +129+1.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,979 | $69.7 萬 | 0.04% | −1,869−21.1% | 減碼 |
| Naviter Wealth, LLC | 7,011 | $70.0 萬 | 0.09% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 7,039 | $70.3 萬 | 0.11% | −300−4.1% | 減碼 |
| Bridgewater Advisors Inc. | 6,915 | $70.4 萬 | 0.05% | +56+0.8% | 加碼 |
| Unified Investment Management | 7,052 | $70.5 萬 | 0.71% | −106−1.5% | 減碼 |
| Arwa LLC | 7,081 | $70.7 萬 | 0.41% | +7,081 | 新進 |
| Sunpointe, LLC | 7,108 | $71.0 萬 | 0.24% | +573+8.8% | 加碼 |
| Keel Point, LLC | 7,126 | $71.2 萬 | 0.04% | −1,711−19.4% | 減碼 |
| Heritage Wealth Management, Inc. | 7,179 | $71.7 萬 | 0.20% | −229−3.1% | 減碼 |
| Stokes Family Office, LLC | 7,193 | $71.9 萬 | 0.07% | +225+3.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 7,210 | $72.0 萬 | 0.21% | −128−1.7% | 減碼 |
| MJP Associates Inc | 7,229 | $72.2 萬 | 0.09% | +327+4.7% | 加碼 |
| IHT Wealth Management, LLC | 7,231 | $72.3 萬 | 0.02% | −257−3.4% | 減碼 |
| Ellevest, Inc. | 7,248 | $72.4 萬 | 0.10% | +247+3.5% | 加碼 |
| Bahl & Gaynor Inc | 7,255 | $72.5 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Wealth Management, Inc. | 7,275 | $72.7 萬 | 0.24% | +616+9.3% | 加碼 |
| Rehmann Capital Advisory Group | 7,283 | $72.8 萬 | 0.04% | +163+2.3% | 加碼 |
| Larry Mathis Financial Planning, LLC | 7,286 | $72.8 萬 | 0.64% | +7,286 | 新進 |
| J. Team Financial, Inc. | 7,294 | $72.9 萬 | 0.73% | +1,784+32.4% | 加碼 |
| Inscription Capital, LLC | 7,305 | $73.0 萬 | 0.07% | +154+2.2% | 加碼 |
| Essex LLC | 7,320 | $73.1 萬 | 0.13% | +3,362+84.9% | 加碼 |
| Athena Wealth Management, LLC | 7,345 | $73.4 萬 | 0.71% | +7,345 | 新進 |
| TownSquare Capital, LLC | 7,347 | $73.4 萬 | 0.16% | −704−8.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 7,427 | $74.3 萬 | 0.00% | +7,427 | 新進 |
| Citizens National Bank Trust Department | 7,510 | $75.0 萬 | 0.13% | −275−3.5% | 減碼 |
| Heartland Bank & Trust Co | 7,514 | $75.1 萬 | 0.32% | +1,621+27.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 7,522 | $75.2 萬 | 0.06% | −277−3.6% | 減碼 |
| Trust Point Inc. | 7,530 | $75.2 萬 | 0.06% | +124+1.7% | 加碼 |
| Old Port Advisors | 7,544 | $75.4 萬 | 0.19% | +36+0.5% | 加碼 |
| Summit Global Investments | 7,552 | $75.5 萬 | 0.04% | +7,552 | 新進 |
| First Western Trust Bank | 7,584 | $75.8 萬 | 0.04% | −197−2.5% | 減碼 |
| Founders Financial Securities LLC | 7,585 | $75.8 萬 | 0.04% | −661−8.0% | 減碼 |
| Neville Rodie & Shaw Inc | 7,610 | $76.0 萬 | 0.05% | +330+4.5% | 加碼 |
| NorthRock Partners, LLC | 7,701 | $76.9 萬 | 0.01% | −7,039−47.8% | 減碼 |
| Independent Financial Group, LLC | 7,706 | $77.0 萬 | 0.02% | +997+14.9% | 加碼 |
| Athena Investment Management | 7,708 | $77.0 萬 | 0.39% | 00.0% | 不變 |
| CVA Family Office, LLC | 7,729 | $77.2 萬 | 0.09% | −46−0.6% | 減碼 |
| One Wealth Advisors, LLC | 7,730 | $77.2 萬 | 0.09% | +154+2.0% | 加碼 |
| Viawealth, LLC | 7,740 | $77.3 萬 | 0.43% | −640−7.6% | 減碼 |
| Western Wealth Management, LLC | 7,741 | $77.3 萬 | 0.04% | +47+0.6% | 加碼 |
| Harbour Investments, Inc. | 7,750 | $77.4 萬 | 0.02% | +130+1.7% | 加碼 |
| Weaver Capital Management LLC | 7,773 | $77.7 萬 | 0.16% | −1,051−11.9% | 減碼 |
| Boltwood Capital Management | 7,781 | $77.7 萬 | 0.20% | −70−0.9% | 減碼 |
| LCNB Corp | 7,788 | $77.8 萬 | 0.26% | +179+2.4% | 加碼 |
| Perfromance Wealth Partners, LLC | 7,789 | $77.8 萬 | 0.02% | +7,789 | 新進 |
| Kathmere Capital Management, LLC | 7,794 | $77.9 萬 | 0.05% | +707+10.0% | 加碼 |
| 44 Wealth Management LLC | 7,816 | $78.1 萬 | 0.26% | +89+1.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 7,830 | $78.2 萬 | 0.04% | +545+7.5% | 加碼 |
| Bragg Financial Advisors, Inc | 7,845 | $78.4 萬 | 0.03% | −46−0.6% | 減碼 |
| Tactive Advisors, LLC | 7,860 | $78.5 萬 | 0.23% | +3,207+68.9% | 加碼 |
| Compass Advisory Group LLC | 7,875 | $78.7 萬 | 0.21% | 00.0% | 不變 |
| Frec Markets, Inc. | 7,879 | $78.7 萬 | 0.23% | +7,879 | 新進 |
| Accredited Investors Inc. | 7,882 | $78.7 萬 | 0.04% | +450+6.1% | 加碼 |
| Qsemble Capital Management, LP | 7,906 | $79.0 萬 | 0.07% | +7,906 | 新進 |
| West Family Investments, Inc. | 7,939 | $79.3 萬 | 0.19% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 7,913 | $79.6 萬 | 0.05% | +414+5.5% | 加碼 |
| Verity Asset Management, Inc. | 7,998 | $79.9 萬 | 0.34% | −6,752−45.8% | 減碼 |
| Sigma Planning Corp | 8,020 | $80.1 萬 | 0.02% | −3,187−28.4% | 減碼 |
| Kennebec Savings Bank | 8,037 | $80.3 萬 | 0.69% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 8,042 | $80.3 萬 | 0.36% | 00.0% | 不變 |
| Mather Group, LLC. | 8,068 | $80.6 萬 | 0.01% | +842+11.7% | 加碼 |
| Lyell Wealth Management, LP | 8,078 | $80.7 萬 | 0.06% | +365+4.7% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 8,105 | $81.0 萬 | 0.84% | −252−3.0% | 減碼 |
| Tred Avon Family Wealth, LLC | 8,115 | $81.1 萬 | 0.26% | +254+3.2% | 加碼 |
| St Germain D J Co Inc | 8,132 | $81.2 萬 | 0.03% | −491−5.7% | 減碼 |
| Net Worth Advisory Group | 8,181 | $81.7 萬 | 0.17% | +8,181 | 新進 |
| SkyView Investment Advisors, LLC | 8,248 | $82.5 萬 | 0.10% | −291−3.4% | 減碼 |
| Ramirez Asset Management, Inc. | 8,268 | $82.6 萬 | 0.11% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 8,277 | $82.7 萬 | 0.02% | +253+3.2% | 加碼 |
| Klingman & Associates, LLC | 8,292 | $82.8 萬 | 0.04% | +93+1.1% | 加碼 |
| QVR LLC | 8,382 | $83.7 萬 | 0.59% | +8,382 | 新進 |
| Bridgefront Capital, LLC | 8,414 | $84.1 萬 | 0.21% | −3,609−30.0% | 減碼 |
| Boston Trust Walden Corp | 8,420 | $84.1 萬 | 0.01% | −250−2.9% | 減碼 |
| Freestone Capital Holdings, LLC | 8,449 | $84.4 萬 | 0.03% | −223−2.6% | 減碼 |
| Ethos Financial Group, LLC | 8,465 | $84.6 萬 | 0.06% | +566+7.2% | 加碼 |
| HMV Wealth Advisors, LLC | 8,491 | $84.8 萬 | 0.42% | 00.0% | 不變 |
| SFMG, LLC | 8,501 | $84.9 萬 | 0.06% | +1,973+30.2% | 加碼 |
| Bluedoor Private Wealth, LLC | 8,521 | $85.1 萬 | 0.39% | +8,521 | 新進 |
| TCI Wealth Advisors, Inc. | 8,546 | $85.4 萬 | 0.05% | −69−0.8% | 減碼 |
| Parkside Financial Bank & Trust | 8,553 | $85.4 萬 | 0.06% | +337+4.1% | 加碼 |
| Fidelis Capital Partners, LLC | 8,566 | $85.6 萬 | 0.06% | +47+0.6% | 加碼 |
| Capital Investment Advisors, LLC | 8,604 | $86.0 萬 | 0.01% | −121−1.4% | 減碼 |