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 |
|---|---|---|---|---|---|
| Aviso Wealth Management | 23,160 | $231.4 萬 | 0.97% | +2,510+12.2% | 加碼 |
| Mach-1 Financial Group, Inc. | 23,198 | $231.8 萬 | 0.48% | +23,198 | 新進 |
| Stephens Inc | 23,287 | $232.7 萬 | 0.03% | −208−0.9% | 減碼 |
| Chesley Taft & Associates LLC | 23,320 | $233.0 萬 | 0.09% | −289−1.2% | 減碼 |
| Broderick Brian C | 23,374 | $233.5 萬 | 0.44% | +10,104+76.1% | 加碼 |
| Boston Private Wealth LLC | 23,576 | $235.5 萬 | 0.14% | −1,773−7.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 23,619 | $236.0 萬 | 0.11% | −11,781−33.3% | 減碼 |
| Guggenheim Capital LLC | 23,755 | $237.3 萬 | 0.02% | −3,034−11.3% | 減碼 |
| 3Chopt Investment Partners, LLC | 23,886 | $238.6 萬 | 0.53% | +853+3.7% | 加碼 |
| K.J. Harrison & Partners Inc | 23,943 | $239.2 萬 | 0.32% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 24,102 | $240.8 萬 | 0.08% | −3,496−12.7% | 減碼 |
| Aspiriant, LLC | 24,245 | $242.2 萬 | 0.07% | +432+1.8% | 加碼 |
| Ascent Wealth Partners, LLC | 24,248 | $242.3 萬 | 0.28% | +41+0.2% | 加碼 |
| Cannon Capital Management, Inc. | 24,316 | $242.9 萬 | 2.14% | +24,316 | 新進 |
| Nomura Holdings Inc | 24,386 | $243.6 萬 | 0.01% | −59,116−70.8% | 減碼 |
| Valley National Advisers Inc | 24,632 | $246.0 萬 | 0.34% | −663−2.6% | 減碼 |
| JFS Wealth Advisors, LLC | 24,626 | $246.0 萬 | 0.14% | +107+0.4% | 加碼 |
| Qtron Investments LLC | 24,698 | $246.8 萬 | 0.32% | −1,321−5.1% | 減碼 |
| Aspen Investment Management Inc | 24,721 | $247.0 萬 | 0.75% | +357+1.5% | 加碼 |
| Investment Advisory Services Inc | 24,830 | $248.1 萬 | 0.78% | −250−1.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 24,890 | $248.7 萬 | 0.16% | +4,075+19.6% | 加碼 |
| Greenline Partners, LLC | 25,066 | $250.4 萬 | 0.29% | +730+3.0% | 加碼 |
| Horizon Investment Services, LLC | 25,077 | $250.5 萬 | 0.90% | +2,463+10.9% | 加碼 |
| Texas Yale Capital Corp. | 25,115 | $250.9 萬 | 0.08% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 25,131 | $251.1 萬 | 0.04% | +10,150+67.8% | 加碼 |
| Ancora Advisors, LLC | 25,215 | $251.9 萬 | 0.05% | +1,031+4.3% | 加碼 |
| Regions Financial Corp | 25,221 | $252.0 萬 | 0.02% | −842−3.2% | 減碼 |
| Convergence Investment Partners, LLC | 25,356 | $253.3 萬 | 0.50% | +4,438+21.2% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 25,483 | $254.6 萬 | 0.48% | +328+1.3% | 加碼 |
| Salem Investment Counselors Inc | 25,485 | $254.6 萬 | 0.07% | −176−0.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 25,518 | $255.0 萬 | 0.09% | −853−3.2% | 減碼 |
| DRW Securities, LLC | 25,582 | $255.6 萬 | 0.19% | −5,818−18.5% | 減碼 |
| Columbia Asset Management | 25,630 | $256.1 萬 | 0.46% | −351−1.4% | 減碼 |
| Umb Bank N A | 25,647 | $256.2 萬 | 0.03% | +1,966+8.3% | 加碼 |
| David Loasby | 25,183 | $256.6 萬 | 0.17% | +1,738+7.4% | 加碼 |
| Simmons Bank | 25,828 | $258.0 萬 | 0.17% | +22,694+724.1% | 加碼 |
| Juno Financial Group LLC | 25,935 | $259.1 萬 | 1.04% | +25,935 | 新進 |
| Pettyjohn, Wood & White, Inc | 26,451 | $264.3 萬 | 0.41% | +723+2.8% | 加碼 |
| Cape Investment Advisory, Inc. | 26,472 | $264.5 萬 | 0.81% | −74−0.3% | 減碼 |
| Norden Group LLC | 26,500 | $264.8 萬 | 0.26% | +1,493+6.0% | 加碼 |
| Notis-McConarty Edward | 26,545 | $265.2 萬 | 1.23% | +9,495+55.7% | 加碼 |
| Centaurus Financial, Inc. | 26,843 | $268.2 萬 | 0.12% | −10,312−27.8% | 減碼 |
| Parsonex Advisory Services, Inc. | 26,935 | $269.1 萬 | 1.72% | +946+3.6% | 加碼 |
| Group One Trading, L.P. | 26,939 | $269.1 萬 | 0.08% | −36,689−57.7% | 減碼 |
| Delaney Dennis R | 26,953 | $269.3 萬 | 1.35% | +7,188+36.4% | 加碼 |
| Power Wealth Management LLC | 27,057 | $270.3 萬 | 0.95% | −730−2.6% | 減碼 |
| Garrison Bradford & Associates Inc | 27,110 | $270.9 萬 | 2.94% | −200−0.7% | 減碼 |
| Capital International Inc | 27,190 | $271.7 萬 | 0.02% | +27,190 | 新進 |
| Diversify Advisory Services, LLC | 26,212 | $272.1 萬 | 0.09% | +2,722+11.6% | 加碼 |
| HBK Sorce Advisory LLC | 26,048 | $273.7 萬 | 0.06% | −1,643−5.9% | 減碼 |
| Ballentine Partners, LLC | 27,451 | $274.3 萬 | 0.04% | +1,150+4.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 27,763 | $277.4 萬 | 0.03% | −493−1.7% | 減碼 |
| Wynn Capital, LLC | 28,017 | $279.9 萬 | 1.36% | −225−0.8% | 減碼 |
| Xcel Wealth Management, LLC | 28,171 | $281.5 萬 | 0.72% | 00.0% | 不變 |
| Hancock Whitney Corp | 28,178 | $281.5 萬 | 0.05% | +8,417+42.6% | 加碼 |
| Hudson Canyon Capital Management | 28,215 | $281.9 萬 | 1.65% | 00.0% | 不變 |
| EPG Wealth Management LLC | 28,289 | $282.6 萬 | 0.76% | +1,318+4.9% | 加碼 |
| Martin Capital Advisors, LLP | 28,333 | $283.1 萬 | 1.66% | +295+1.1% | 加碼 |
| Vaughan David Investments LLC | 28,337 | $283.1 萬 | 0.06% | −1,527−5.1% | 減碼 |
| Edgestream Partners, L.P. | 28,356 | $283.3 萬 | 0.08% | −6,330−18.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 28,503 | $284.8 萬 | 0.26% | −789−2.7% | 減碼 |
| Tema ETFs LLC | 28,503 | $284.8 萬 | 0.22% | −84−0.3% | 減碼 |
| Coldstream Capital Management Inc | 28,730 | $287.0 萬 | 0.04% | −4,944−14.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 28,730 | $287.0 萬 | 0.08% | +3,709+14.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 28,736 | $287.1 萬 | 2.29% | −30.0% | 減碼 |
| Accuvest Global Advisors | 28,747 | $287.2 萬 | 2.12% | +24,987+664.5% | 加碼 |
| Cetera Trust Company, N.A | 28,855 | $288.3 萬 | 1.54% | +350+1.2% | 加碼 |
| Bridgeway Capital Management, LLC | 28,920 | $288.9 萬 | 0.06% | −200−0.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 28,996 | $289.7 萬 | 0.20% | +4,271+17.3% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 29,000 | $289.7 萬 | 1.41% | +3,000+11.5% | 加碼 |
| Hager Investment Management Services, LLC | 29,001 | $289.7 萬 | 1.58% | −750−2.5% | 減碼 |
| Cypress Capital, LLC | 29,070 | $290.4 萬 | 0.81% | +11,378+64.3% | 加碼 |
| Royal Palms Capital LLC | 29,089 | $290.6 萬 | 3.45% | +29,089 | 新進 |
| Ostrum Asset Management | 29,269 | $292.4 萬 | 0.14% | −5,620−16.1% | 減碼 |
| Kozak & Associates, Inc. | 29,511 | $295.6 萬 | 0.57% | −645−2.1% | 減碼 |
| Exchange Traded Concepts, LLC | 29,659 | $296.3 萬 | 0.02% | −255,746−89.6% | 減碼 |
| Ritholtz Wealth Management | 29,718 | $296.9 萬 | 0.05% | +3,420+13.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 29,725 | $297.0 萬 | 0.21% | −418−1.4% | 減碼 |
| Capital Advisors Inc | 29,753 | $297.3 萬 | 0.05% | −104−0.3% | 減碼 |
| Mount Vernon Associates Inc | 29,800 | $297.7 萬 | 2.00% | 00.0% | 不變 |
| Coastline Trust Co | 30,030 | $300.0 萬 | 0.28% | −270−0.9% | 減碼 |
| Chicago Partners Investment Group LLC | 29,448 | $300.9 萬 | 0.07% | −898−3.0% | 減碼 |
| Iowa State Bank | 30,266 | $302.4 萬 | 0.57% | +360+1.2% | 加碼 |
| Kestra Investment Management, LLC | 30,473 | $304.5 萬 | 0.07% | +2,804+10.1% | 加碼 |
| Stenger Family Office, LLC | 30,578 | $305.5 萬 | 0.63% | +1,650+5.7% | 加碼 |
| Pacific Capital Partners Ltd | 30,670 | $306.4 萬 | 3.25% | +7,746+33.8% | 加碼 |
| LGT Fund Management Co Ltd. | 30,577 | $307.5 萬 | 0.24% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 30,857 | $308.3 萬 | 0.26% | −845−2.7% | 減碼 |
| Quest Partners LLC | 30,862 | $308.3 萬 | 0.17% | +22,516+269.8% | 加碼 |
| Kidder Stephen W | 30,875 | $308.5 萬 | 0.87% | +12,080+64.3% | 加碼 |
| Signaturefd, LLC | 30,887 | $308.6 萬 | 0.05% | +1,013+3.4% | 加碼 |
| Scott & Selber, Inc. | 30,912 | $308.8 萬 | 0.77% | −1,148−3.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 30,923 | $308.9 萬 | 0.46% | −199−0.6% | 減碼 |
| Maia Wealth LLC | 32,651 | $310.4 萬 | 0.53% | −1,336−3.9% | 減碼 |
| Vise Technologies, Inc. | 31,083 | $310.5 萬 | 0.06% | +9,940+47.0% | 加碼 |
| Chaney Capital Management, Inc. | 31,480 | $314.5 萬 | 1.09% | +294+0.9% | 加碼 |
| Roundview Capital LLC | 31,543 | $315.2 萬 | 0.19% | −3,371−9.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 31,571 | $315.4 萬 | 0.58% | −650−2.0% | 減碼 |
| Main Street Research LLC | 31,782 | $317.5 萬 | 0.18% | −2,316−6.8% | 減碼 |
| Strata Wealth Advisors, LLC | 31,818 | $317.9 萬 | 0.88% | +10.0% | 加碼 |