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 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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 17,376 | $173.6 萬 | 0.05% | −5,158−22.9% | 減碼 |
| Howard Financial Services, Ltd. | 17,434 | $174.2 萬 | 0.20% | +1,389+8.7% | 加碼 |
| Shepherd Street Advisors LLC | 17,623 | $176.1 萬 | 1.69% | +17,623 | 新進 |
| MBM Wealth Consultants, LLC | 17,651 | $176.4 萬 | 0.42% | +137+0.8% | 加碼 |
| Advisory Services Network, LLC | 17,679 | $176.6 萬 | 0.02% | −8,483−32.4% | 減碼 |
| CenterBook Partners LP | 17,749 | $177.3 萬 | 0.09% | −41,646−70.1% | 減碼 |
| Cookson Peirce & Co Inc | 17,795 | $177.8 萬 | 0.07% | +2,471+16.1% | 加碼 |
| National Asset Management, Inc. | 17,855 | $178.4 萬 | 0.08% | −945−5.0% | 減碼 |
| Wedbush Securities Inc | 17,892 | $178.8 萬 | 0.05% | +1,626+10.0% | 加碼 |
| First Citizens Bank & Trust Co | 17,955 | $179.4 萬 | 0.04% | +769+4.5% | 加碼 |
| Brant Point Investment Management LLC | 18,000 | $179.8 萬 | 0.44% | −17,000−48.6% | 減碼 |
| Cidel Asset Management Inc | 18,028 | $180.1 萬 | 0.13% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 18,047 | $180.3 萬 | 0.06% | −2,506−12.2% | 減碼 |
| HBW Advisory Services LLC | 18,081 | $180.7 萬 | 0.20% | +1,292+7.7% | 加碼 |
| Arjuna Capital | 18,162 | $181.5 萬 | 0.44% | +142+0.8% | 加碼 |
| Bank of Hawaii | 18,166 | $181.5 萬 | 0.09% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,188 | $181.7 萬 | 0.06% | −2,386−11.6% | 減碼 |
| TLWM | 18,241 | $182.2 萬 | 0.33% | −522−2.8% | 減碼 |
| Providence Wealth Advisors, LLC | 17,558 | $183.1 萬 | 1.14% | +132+0.8% | 加碼 |
| Wedmont Private Capital | 18,070 | $184.2 萬 | 0.06% | +474+2.7% | 加碼 |
| RBF Capital, LLC | 18,500 | $184.8 萬 | 0.08% | 00.0% | 不變 |
| Golden State Equity Partners | 18,667 | $186.5 萬 | 0.30% | +4,797+34.6% | 加碼 |
| FORA Capital, LLC | 11,904 | $187.0 萬 | 0.23% | +11,904 | 新進 |
| Raiffeisen Bank International AG | 18,601 | $187.0 萬 | 0.02% | −1,216−6.1% | 減碼 |
| Jeppson Wealth Management, LLC | 18,818 | $188.0 萬 | 0.60% | −100−0.5% | 減碼 |
| Guardian Asset Advisors, LLC | 18,838 | $188.1 萬 | 0.98% | +581+3.2% | 加碼 |
| WealthPlan Investment Management, LLC | 19,033 | $190.2 萬 | 0.12% | +13,669+254.8% | 加碼 |
| Lummis Asset Management, LP | 19,038 | $190.2 萬 | 1.17% | −508−2.6% | 減碼 |
| Venture Visionary Partners LLC | 19,129 | $191.1 萬 | 0.06% | +9,836+105.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 19,182 | $191.6 萬 | 0.06% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 19,207 | $191.9 萬 | 0.04% | +1,123+6.2% | 加碼 |
| JT Stratford LLC | 19,329 | $193.1 萬 | 0.25% | +2,258+13.2% | 加碼 |
| Zullo Investment Group, Inc. | 19,328 | $193.1 萬 | 0.71% | −51−0.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 19,344 | $193.3 萬 | 0.48% | +225+1.2% | 加碼 |
| Moody National Bank Trust Division | 19,489 | $194.7 萬 | 0.19% | −8,266−29.8% | 減碼 |
| Boothbay Fund Management, LLC | 19,572 | $195.5 萬 | 0.05% | +6,314+47.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 19,010 | $197.2 萬 | 0.04% | −48−0.3% | 減碼 |
| Letko, Brosseau & Associates Inc | 19,746 | $197.3 萬 | 0.03% | 00.0% | 不變 |
| Westpac Banking Corp | 19,790 | $197.7 萬 | 0.12% | −24,338−55.2% | 減碼 |
| StoneX Group Inc. | 19,861 | $198.5 萬 | 0.09% | +297+1.5% | 加碼 |
| Whitener Capital Management, Inc. | 19,923 | $199.1 萬 | 0.45% | +1,442+7.8% | 加碼 |
| Dynasty Wealth Management, LLC | 20,063 | $200.4 萬 | 0.02% | +2,277+12.8% | 加碼 |
| Caldwell Trust Co | 20,078 | $200.6 萬 | 0.18% | +72+0.4% | 加碼 |
| Hills Bank & Trust Co | 20,156 | $201.4 萬 | 0.12% | −1,111−5.2% | 減碼 |
| Keystone Financial Services | 20,162 | $201.4 萬 | 0.61% | −207−1.0% | 減碼 |
| Elefante Mark B | 20,185 | $201.7 萬 | 1.24% | +7,260+56.2% | 加碼 |
| Integrated Investment Consultants, LLC | 20,216 | $202.0 萬 | 0.40% | +729+3.7% | 加碼 |
| Moors & Cabot, Inc. | 20,221 | $202.0 萬 | 0.09% | −187−0.9% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,215 | $202.0 萬 | 2.12% | −2,133−9.5% | 減碼 |
| Dempze Nancy E | 20,261 | $202.4 萬 | 1.05% | +8,919+78.6% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 20,269 | $202.5 萬 | 0.56% | +3,645+21.9% | 加碼 |
| Bridges Investment Management Inc | 20,316 | $203.0 萬 | 0.03% | +138+0.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 20,324 | $203.1 萬 | 0.55% | +1,610+8.6% | 加碼 |
| Oak Thistle LLC | 20,474 | $204.6 萬 | 0.28% | +5,149+33.6% | 加碼 |
| Old National Bancorp | 20,488 | $204.7 萬 | 0.03% | −1,299−6.0% | 減碼 |
| City Holding Co | 20,571 | $205.5 萬 | 0.25% | +581+2.9% | 加碼 |
| Atomi Financial Group, Inc. | 20,651 | $206.3 萬 | 0.06% | +2,161+11.7% | 加碼 |
| Ninety One SA (PTY) Ltd | 20,756 | $207.4 萬 | 0.09% | +12,557+153.2% | 加碼 |
| Forum Financial Management, LP | 20,797 | $207.8 萬 | 0.03% | +77+0.4% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 20,928 | $209.1 萬 | 0.43% | +20,928 | 新進 |
| Smartleaf Asset Management LLC | 20,943 | $210.6 萬 | 0.08% | +1,937+10.2% | 加碼 |
| Sunbelt Securities, Inc. | 21,210 | $211.9 萬 | 0.14% | +36+0.2% | 加碼 |
| Citizens & Northern Corp | 21,271 | $212.5 萬 | 0.53% | −827−3.7% | 減碼 |
| ING Groep NV | 21,368 | $213.5 萬 | 0.01% | −126,609−85.6% | 減碼 |
| GTS Securities LLC | 21,378 | $213.6 萬 | 0.07% | +12,894+152.0% | 加碼 |
| Elevated Private Wealth, LLC | 21,387 | $213.7 萬 | 2.22% | +21,387 | 新進 |
| Csenge Advisory Group | 21,394 | $213.7 萬 | 0.10% | +1,755+8.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 21,412 | $213.9 萬 | 0.03% | −559−2.5% | 減碼 |
| Westover Capital Advisors, LLC | 21,429 | $214.1 萬 | 0.39% | +6,367+42.3% | 加碼 |
| Professional Financial Advisors, LLC | 21,512 | $214.9 萬 | 0.44% | +14+0.1% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 21,536 | $215.2 萬 | 0.14% | −86,065−80.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 21,541 | $215.2 萬 | 0.03% | −293−1.3% | 減碼 |
| Essex Savings Bank | 21,681 | $216.6 萬 | 0.47% | −21−0.1% | 減碼 |
| Riverwater Partners LLC | 21,694 | $216.7 萬 | 0.84% | −86−0.4% | 減碼 |
| Pettee Investors, Inc. | 21,807 | $217.9 萬 | 1.22% | −350−1.6% | 減碼 |
| Pinnacle Associates Ltd | 21,859 | $218.4 萬 | 0.03% | −1,527−6.5% | 減碼 |
| Rational Advisors LLC | 22,000 | $219.8 萬 | 0.23% | +18,500+528.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 22,014 | $219.9 萬 | 0.11% | −436−1.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 22,045 | $220.3 萬 | 0.07% | −2,366−9.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 22,111 | $220.9 萬 | 0.34% | +2,241+11.3% | 加碼 |
| Dark Forest Capital Management LP | 22,128 | $221.1 萬 | 0.10% | +4,763+27.4% | 加碼 |
| Cornercap Investment Counsel Inc | 22,287 | $222.7 萬 | 1.10% | −304−1.3% | 減碼 |
| Wolff Wiese Magana LLC | 22,486 | $224.7 萬 | 1.23% | +4,586+25.6% | 加碼 |
| L2 Asset Management, LLC | 22,555 | $225.3 萬 | 0.30% | +14,472+179.0% | 加碼 |
| SPWM Advisors LLC | 22,605 | $225.8 萬 | 2.16% | +22,605 | 新進 |
| Diversified Investment Strategies, LLC | 22,637 | $226.2 萬 | 1.48% | −475−2.1% | 減碼 |
| Weiss Asset Management LP | 22,662 | $226.4 萬 | 0.03% | −507−2.2% | 減碼 |
| Alpha Cubed Investments, LLC | 22,740 | $227.2 萬 | 0.08% | −2,961−11.5% | 減碼 |
| LOM Asset Management Ltd | 22,771 | $227.5 萬 | 0.66% | +850+3.9% | 加碼 |
| Savant Capital, LLC | 22,826 | $228.1 萬 | 0.01% | +455+2.0% | 加碼 |
| Tealwood Asset Management Inc | 22,857 | $228.4 萬 | 1.02% | −517−2.2% | 減碼 |
| 1st Source Bank | 22,862 | $228.4 萬 | 0.12% | −508−2.2% | 減碼 |
| Brown Brothers Harriman & Co | 22,866 | $228.5 萬 | 0.01% | +7,616+49.9% | 加碼 |
| Skopos Labs, Inc. | 22,554 | $228.5 萬 | 0.11% | +7,848+53.4% | 加碼 |
| RiverPark Advisors, LLC | 22,902 | $228.8 萬 | 0.66% | −2,341−9.3% | 減碼 |
| Roberts Wealth Advisors, LLC | 22,961 | $229.4 萬 | 0.60% | +105+0.5% | 加碼 |
| NBC Securities, Inc. | 22,967 | $229.5 萬 | 0.17% | +11,857+106.7% | 加碼 |
| IKE Capital, LLC | 22,974 | $229.5 萬 | 2.00% | +22,974 | 新進 |
| Caxton Associates LLP | 23,108 | $230.9 萬 | 0.05% | +19,085+474.4% | 加碼 |
| Okabena Investment Services Inc | 23,115 | $230.9 萬 | 0.44% | +15,109+188.7% | 加碼 |