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 |
|---|---|---|---|---|---|
| Independence Wealth Advisors, LLC | 8,611 | $86.0 萬 | 0.48% | +8,611 | 新進 |
| Quadcap Wealth Management, LLC | 8,622 | $86.1 萬 | 0.10% | −57−0.7% | 減碼 |
| N.E.W. Advisory Services LLC | 8,639 | $86.3 萬 | 0.06% | +20.0% | 加碼 |
| Modern Wealth Management, LLC | 8,646 | $86.4 萬 | 0.02% | +1,835+26.9% | 加碼 |
| AlphaGrep UK Ltd | 8,660 | $86.5 萬 | 0.29% | +8,660 | 新進 |
| Wealthcare Advisory Partners LLC | 8,661 | $86.5 萬 | 0.02% | +188+2.2% | 加碼 |
| Cypress Wealth Services, LLC | 8,689 | $86.8 萬 | 0.12% | +78+0.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,777 | $87.7 萬 | 0.06% | +2,849+48.1% | 加碼 |
| Virtue Capital Management, LLC | 8,659 | $87.9 萬 | 0.14% | +973+12.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 8,650 | $88.2 萬 | 0.09% | −968−10.1% | 減碼 |
| Apriem Advisors | 8,846 | $88.4 萬 | 0.08% | +1,048+13.4% | 加碼 |
| Regatta Capital Group, LLC | 8,860 | $88.5 萬 | 0.13% | +12+0.1% | 加碼 |
| Manchester Financial Inc | 8,884 | $88.8 萬 | 0.17% | 00.0% | 不變 |
| Avondale Wealth Management | 8,900 | $88.9 萬 | 0.46% | +300+3.5% | 加碼 |
| Canvas Wealth Advisors, LLC | 8,946 | $89.4 萬 | 0.15% | −124−1.4% | 減碼 |
| Joel Isaacson & Co., LLC | 8,974 | $89.7 萬 | 0.03% | +6+0.1% | 加碼 |
| Kera Capital Partners, Inc. | 8,647 | $89.9 萬 | 0.11% | +1,766+25.7% | 加碼 |
| Kearns & Associates LLC | 9,000 | $89.9 萬 | 0.46% | 00.0% | 不變 |
| Sutton Place Investors LLC | 9,014 | $90.1 萬 | 0.49% | +96+1.1% | 加碼 |
| Two Sigma Securities, LLC | 9,064 | $90.6 萬 | 0.12% | +9,064 | 新進 |
| Ark Wealth Advisors LLC | 9,081 | $90.7 萬 | 0.98% | +9,081 | 新進 |
| Keebeck Wealth Management, LLC | 9,099 | $90.9 萬 | 0.10% | +332+3.8% | 加碼 |
| Sax Wealth Advisors, LLC | 9,100 | $90.9 萬 | 0.04% | −324−3.4% | 減碼 |
| One Capital Management, LLC | 9,115 | $91.1 萬 | 0.03% | +90+1.0% | 加碼 |
| Cypress Capital Advisors, LLC | 9,125 | $91.2 萬 | 0.49% | +3,246+55.2% | 加碼 |
| Torrey Growth & Income Advisors | 9,132 | $91.2 萬 | 0.32% | −5,380−37.1% | 減碼 |
| RiverFront Investment Group, LLC | 9,143 | $91.3 萬 | 0.02% | +29+0.3% | 加碼 |
| Integral Investment Advisors, Inc. | 9,257 | $92.5 萬 | 0.23% | +1,957+26.8% | 加碼 |
| Old Peak Finance LLC | 9,277 | $92.7 萬 | 0.57% | +9,277 | 新進 |
| Novem Group | 9,327 | $93.2 萬 | 0.11% | −576−5.8% | 減碼 |
| Herold Advisors, Inc. | 9,348 | $93.4 萬 | 0.21% | −7−0.1% | 減碼 |
| Kirtland Hills Capital Management, LLC | 9,368 | $93.6 萬 | 0.33% | −24−0.3% | 減碼 |
| Hohimer Wealth Management, LLC | 9,395 | $93.9 萬 | 0.13% | +145+1.6% | 加碼 |
| Hedges Asset Management LLC | 9,400 | $93.9 萬 | 0.66% | 00.0% | 不變 |
| Miller Global Investments, LLC | 9,474 | $94.7 萬 | 0.86% | +9,474 | 新進 |
| Crumly & Associates Inc. | 9,491 | $94.8 萬 | 0.20% | +189+2.0% | 加碼 |
| Triglav Skladi, D.O.O. | 9,500 | $94.9 萬 | 0.06% | −5,500−36.7% | 減碼 |
| Forbes J M & Co LLP | 9,502 | $94.9 萬 | 0.08% | −1,800−15.9% | 減碼 |
| Avise Financial Cooperative, Inc. | 9,506 | $95.0 萬 | 0.86% | +9,506 | 新進 |
| Kestra Private Wealth Services, LLC | 9,511 | $95.0 萬 | 0.01% | −10−0.1% | 減碼 |
| Diversified Management Inc | 9,537 | $95.3 萬 | 0.22% | +9,537 | 新進 |
| Hillsdale Investment Management Inc. | 9,680 | $96.7 萬 | 0.03% | 00.0% | 不變 |
| Vigilare Wealth Management | 9,699 | $96.9 萬 | 0.33% | −1,426−12.8% | 減碼 |
| Fullerton Fund Management Co Ltd. | 9,701 | $96.9 萬 | 0.04% | +9,701 | 新進 |
| Canandaigua National Trust Co of Florida | 9,769 | $97.6 萬 | 0.61% | +23+0.2% | 加碼 |
| OpenArc Corporate Advisory, LLC | 9,772 | $97.6 萬 | 0.02% | +9,772 | 新進 |
| First Bank & Trust | 9,774 | $97.7 萬 | 0.16% | +7,044+258.0% | 加碼 |
| Legacy Capital Group California, Inc. | 9,777 | $97.7 萬 | 0.24% | +257+2.7% | 加碼 |
| Nilsine Partners, LLC | 9,779 | $97.7 萬 | 0.08% | +310+3.3% | 加碼 |
| Balboa Wealth Partners | 9,831 | $98.2 萬 | 0.16% | −31−0.3% | 減碼 |
| First American Trust, FSB | 9,834 | $98.2 萬 | 0.07% | +9,834 | 新進 |
| PDS Planning, Inc | 9,862 | $98.5 萬 | 0.07% | −358−3.5% | 減碼 |
| Empirical Asset Management, LLC | 28,896 | $98.9 萬 | 0.28% | +2,218+8.3% | 加碼 |
| Belpointe Asset Management LLC | 9,939 | $99.3 萬 | 0.04% | +1,433+16.8% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 9,941 | $99.3 萬 | 0.18% | +406+4.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,994 | $99.9 萬 | 0.07% | +216+2.2% | 加碼 |
| Ironwood Financial, llc | 9,803 | $99.9 萬 | 0.17% | +10.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 10,000 | $99.9 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $99.9 萬 | 0.24% | 00.0% | 不變 |
| Variant Private Wealth, LLC | 10,011 | $100.0 萬 | 1.04% | −74−0.7% | 減碼 |
| Erste Asset Management GmbH | 9,874 | $100.0 萬 | 0.01% | +345+3.6% | 加碼 |
| Advisor Resource Council | 9,610 | $101.1 萬 | 0.36% | +9,610 | 新進 |
| Silvercrest Asset Management Group LLC | 10,140 | $101.3 萬 | 0.01% | +49+0.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,149 | $101.4 萬 | 0.03% | −790−7.2% | 減碼 |
| Polymer Capital Management (US) LLC | 10,151 | $101.4 萬 | 0.13% | +4,240+71.7% | 加碼 |
| Kanawha Capital Management LLC | 10,182 | $101.7 萬 | 0.07% | 00.0% | 不變 |
| Independence Bank of Kentucky | 10,185 | $101.8 萬 | 0.13% | −454−4.3% | 減碼 |
| Leavell Investment Management, Inc. | 10,224 | $102.1 萬 | 0.04% | −1,950−16.0% | 減碼 |
| Sage Mountain Advisors LLC | 10,243 | $102.3 萬 | 0.05% | +782+8.3% | 加碼 |
| Fulton Bank, N.A. | 10,291 | $102.8 萬 | 0.04% | +1,719+20.1% | 加碼 |
| Circle Wealth Management, LLC | 10,339 | $103.3 萬 | 0.02% | +160+1.6% | 加碼 |
| Burns Matteson Capital Management, LLC | 10,389 | $103.8 萬 | 0.42% | −456−4.2% | 減碼 |
| SJS Investment Consulting Inc. | 10,397 | $103.9 萬 | 0.13% | −446−4.1% | 減碼 |
| Change Path, LLC | 10,401 | $103.9 萬 | 0.03% | +1,251+13.7% | 加碼 |
| Journey Strategic Wealth LLC | 10,436 | $104.3 萬 | 0.03% | +1,651+18.8% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $104.3 萬 | 0.32% | 00.0% | 不變 |
| Sovereign's Capital Management, LLC | 10,447 | $104.4 萬 | 0.63% | −1,230−10.5% | 減碼 |
| Trust Co of Toledo NA | 10,467 | $104.6 萬 | 0.10% | +937+9.8% | 加碼 |
| Navalign, LLC | 10,522 | $105.1 萬 | 0.26% | +308+3.0% | 加碼 |
| Invictus Private Wealth, LLC | 10,529 | $105.2 萬 | 0.06% | 00.0% | 不變 |
| Figure 8 Investment Strategies LLC | 10,569 | $105.6 萬 | 0.94% | +345+3.4% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 10,576 | $105.7 萬 | 0.25% | +94+0.9% | 加碼 |
| HighVista Strategies LLC | 10,601 | $105.9 萬 | 0.27% | −3,499−24.8% | 減碼 |
| Angeles Wealth Management, LLC | 10,609 | $106.0 萬 | 0.06% | +1,833+20.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,220 | $106.0 萬 | 0.01% | +140+1.4% | 加碼 |
| Future Fund LLC | 10,627 | $106.2 萬 | 0.37% | −1,449−12.0% | 減碼 |
| Northcape Wealth Management, LLC | 10,637 | $106.3 萬 | 0.30% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 10,697 | $106.9 萬 | 0.37% | +614+6.1% | 加碼 |
| MidWestOne Financial Group, Inc. | 10,773 | $107.6 萬 | 0.12% | −774−6.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 31,038 | $107.8 萬 | 0.03% | +1,316+4.4% | 加碼 |
| Thor Investment Management Inc | 10,801 | $107.9 萬 | 0.62% | +31+0.3% | 加碼 |
| Tranquility Partners, LLC | 10,846 | $108.4 萬 | 0.39% | −4,561−29.6% | 減碼 |
| Van Diest Capital, LLC | 10,877 | $108.7 萬 | 1.62% | +10,877 | 新進 |
| First Dallas Securities Inc. | 10,897 | $108.9 萬 | 0.41% | −1,264−10.4% | 減碼 |
| Stone Point Wealth LLC | 10,900 | $108.9 萬 | 0.30% | 00.0% | 不變 |
| Tower Trust & Investment Co | 10,901 | $108.9 萬 | 0.69% | +610+5.9% | 加碼 |
| Total Wealth Planning & Management, Inc. | 10,929 | $109.2 萬 | 0.87% | +10,929 | 新進 |
| Johnson Financial Group, Inc. | 10,945 | $109.4 萬 | 0.04% | −6,069−35.7% | 減碼 |
| Colton Groome Financial Advisors, LLC | 10,975 | $109.7 萬 | 0.31% | +1,000+10.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 11,831 | $109.7 萬 | 0.25% | +4,186+54.8% | 加碼 |