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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 31,902 | $318.7 萬 | 0.11% | +815+2.6% | 加碼 |
| D L Carlson Investment Group Inc | 32,187 | $321.6 萬 | 0.54% | +150.0% | 加碼 |
| Beacon Financial Group | 32,191 | $321.6 萬 | 0.32% | −155−0.5% | 減碼 |
| Meeder Advisory Services, Inc. | 32,224 | $321.9 萬 | 0.14% | +2,025+6.7% | 加碼 |
| Modus Advisors, LLC | 32,355 | $323.3 萬 | 0.85% | −15,084−31.8% | 減碼 |
| GM Advisory Group, Inc. | 32,523 | $324.9 萬 | 0.13% | −2,561−7.3% | 減碼 |
| Compass Wealth Management LLC | 32,649 | $326.2 萬 | 0.81% | −716−2.1% | 減碼 |
| Finer Wealth Management, Inc. | 32,702 | $326.7 萬 | 1.58% | +698+2.2% | 加碼 |
| GPM Growth Investors, Inc. | 32,738 | $327.1 萬 | 1.27% | −940−2.8% | 減碼 |
| Westview Management dba Westview Investment Advisors | 32,793 | $327.6 萬 | 1.56% | +32,793 | 新進 |
| Savvy Advisors, Inc. | 32,831 | $328.0 萬 | 0.11% | +4,862+17.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 32,881 | $328.5 萬 | 0.04% | +13,048+65.8% | 加碼 |
| Cary Street Partners Financial LLC | 32,897 | $328.7 萬 | 0.08% | +333+1.0% | 加碼 |
| Harfst & Associates, Inc. | 32,968 | $329.4 萬 | 0.59% | −756−2.2% | 減碼 |
| SRS Capital Advisors, Inc. | 33,252 | $332.2 萬 | 0.10% | −131,232−79.8% | 減碼 |
| Twin City Private Wealth, LLC | 33,340 | $333.1 萬 | 2.52% | +1,659+5.2% | 加碼 |
| Chemistry Wealth Management LLC | 33,499 | $334.7 萬 | 0.63% | +75+0.2% | 加碼 |
| Machina Capital S.A.S. | 33,621 | $335.9 萬 | 0.64% | +14,689+77.6% | 加碼 |
| Gill Capital Partners, LLC | 33,663 | $336.3 萬 | 1.02% | −395−1.2% | 減碼 |
| Choate Investment Advisors | 33,995 | $339.6 萬 | 0.07% | −645−1.9% | 減碼 |
| IFG Advisory, LLC | 34,064 | $340.3 萬 | 0.15% | +284+0.8% | 加碼 |
| Cascade Investment Advisors, Inc. | 34,155 | $341.2 萬 | 2.01% | −1,430−4.0% | 減碼 |
| Groupama Asset Managment | 34,310 | $342.8 萬 | 0.05% | −3,443−9.1% | 減碼 |
| Resonant Capital Advisors, LLC | 34,458 | $344.3 萬 | 0.19% | +629+1.9% | 加碼 |
| Crux Wealth Advisors | 34,558 | $345.3 萬 | 1.28% | −108−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 34,607 | $345.8 萬 | 0.06% | +5,695+19.7% | 加碼 |
| Webster Bank, N. A. | 34,661 | $346.3 萬 | 0.32% | +292+0.8% | 加碼 |
| V-Square Quantitative Management LLC | 34,663 | $346.3 萬 | 0.36% | +804+2.4% | 加碼 |
| Carmel Capital Partners, LLC | 34,821 | $347.9 萬 | 1.22% | +10,519+43.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 34,827 | $348.0 萬 | 0.07% | +5,556+19.0% | 加碼 |
| J. Safra Sarasin Holding AG | 35,004 | $349.7 萬 | 0.06% | +297+0.9% | 加碼 |
| Valeo Financial Advisors, LLC | 35,031 | $350.0 萬 | 0.08% | −1,613−4.4% | 減碼 |
| Johnson Investment Counsel Inc | 35,293 | $352.6 萬 | 0.03% | −3,876−9.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 35,309 | $352.8 萬 | 0.03% | −951−2.6% | 減碼 |
| Everence Capital Management Inc | 35,800 | $357.7 萬 | 0.21% | 00.0% | 不變 |
| Annandale Capital, LLC | 35,848 | $358.2 萬 | 0.58% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 36,594 | $365.6 萬 | 0.10% | +10,683+41.2% | 加碼 |
| Central Bank & Trust Co | 36,627 | $365.9 萬 | 0.57% | −500−1.3% | 減碼 |
| Aaron Wealth Advisors | 36,896 | $368.6 萬 | 0.21% | +4,271+13.1% | 加碼 |
| Inkwell Capital LLC | 36,930 | $369.0 萬 | 3.75% | −365−1.0% | 減碼 |
| Gs Investments, Inc. | 37,420 | $373.9 萬 | 2.03% | −3,068−7.6% | 減碼 |
| Grimes & Company, Inc. | 37,438 | $374.0 萬 | 0.09% | +6,180+19.8% | 加碼 |
| Global Retirement Partners, LLC | 37,531 | $375.0 萬 | 0.07% | +6,714+21.8% | 加碼 |
| Dakota Wealth Management | 37,564 | $375.3 萬 | 0.07% | +911+2.5% | 加碼 |
| HF Advisory Group, LLC | 37,601 | $375.7 萬 | 1.31% | +439+1.2% | 加碼 |
| Heritage Wealth Advisors | 37,927 | $378.9 萬 | 0.14% | +37,927 | 新進 |
| Twin Capital Management Inc | 37,955 | $379.2 萬 | 0.47% | −488−1.3% | 減碼 |
| GAMMA Investing LLC | 37,983 | $379.5 萬 | 0.19% | +2,942+8.4% | 加碼 |
| Summit Financial, LLC | 38,134 | $381.0 萬 | 0.06% | +100+0.3% | 加碼 |
| Stableford Capital II LLC | 38,137 | $381.0 萬 | 1.38% | +3,254+9.3% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 38,181 | $381.5 萬 | 2.31% | −439−1.1% | 減碼 |
| Anchor Investment Management, LLC | 38,227 | $381.9 萬 | 0.31% | +5,370+16.3% | 加碼 |
| Kingsview Wealth Management, LLC | 38,245 | $382.1 萬 | 0.06% | +32,598+577.3% | 加碼 |
| Graham Capital Management, L.P. | 38,255 | $382.2 萬 | 0.13% | +16,943+79.5% | 加碼 |
| TD Private Client Wealth LLC | 38,272 | $382.4 萬 | 0.08% | −440−1.1% | 減碼 |
| Nelson Capital Management, LLC | 38,369 | $383.3 萬 | 0.45% | −640−1.6% | 減碼 |
| GeoWealth Management, LLC | 38,421 | $383.9 萬 | 0.14% | −722−1.8% | 減碼 |
| Correct Capital Wealth Management | 38,564 | $385.3 萬 | 0.73% | +2,340+6.5% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 38,706 | $386.7 萬 | 0.75% | +38,706 | 新進 |
| Stonebridge Capital Advisors LLC | 38,781 | $387.5 萬 | 0.27% | −524−1.3% | 減碼 |
| Sepio Capital, LP | 38,865 | $388.3 萬 | 0.21% | −1,372−3.4% | 減碼 |
| Cinctive Capital Management LP | 39,346 | $393.1 萬 | 0.23% | +39,346 | 新進 |
| Secure Asset Management, LLC | 39,693 | $396.6 萬 | 0.62% | +1,099+2.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 39,770 | $397.3 萬 | 0.10% | −733−1.8% | 減碼 |
| Vontobel Holding Ltd. | 39,874 | $398.4 萬 | 0.01% | +2,588+6.9% | 加碼 |
| Sculati Wealth Management, LLC | 39,930 | $398.9 萬 | 1.41% | −392−1.0% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 40,034 | $400.0 萬 | 1.33% | −13,015−24.5% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 40,077 | $400.4 萬 | 0.57% | −407−1.0% | 減碼 |
| JB Capital LLC | 40,167 | $401.3 萬 | 0.16% | −5,019−11.1% | 減碼 |
| FSB Premier Wealth Management, Inc. | 40,334 | $403.0 萬 | 1.28% | +3,195+8.6% | 加碼 |
| Means Investment Co., Inc. | 40,397 | $403.6 萬 | 0.34% | −1,924−4.5% | 減碼 |
| Clean Yield Group | 40,449 | $404.1 萬 | 1.12% | +13,100+47.9% | 加碼 |
| Vestcor Inc | 40,478 | $404.4 萬 | 0.12% | −5,566−12.1% | 減碼 |
| Parallel Advisors, LLC | 40,482 | $404.5 萬 | 0.07% | −810−2.0% | 減碼 |
| Conscious Wealth Investments, LLC | 39,814 | $406.2 萬 | 2.44% | −4,418−10.0% | 減碼 |
| Fiduciary Group LLC | 40,676 | $406.4 萬 | 0.34% | −919−2.2% | 減碼 |
| Resources Investment Advisors, LLC. | 40,941 | $409.0 萬 | 0.04% | −2,445−5.6% | 減碼 |
| SGL Investment Advisors, Inc. | 40,138 | $409.4 萬 | 1.64% | +677+1.7% | 加碼 |
| Mengis Capital Management, Inc. | 41,181 | $411.4 萬 | 0.73% | −725−1.7% | 減碼 |
| Apollon Wealth Management, LLC | 41,250 | $412.1 萬 | 0.07% | +1,119+2.8% | 加碼 |
| Pine Haven Investment Counsel, Inc | 41,313 | $412.8 萬 | 2.94% | −125−0.3% | 減碼 |
| Marble Wealth, LLC | 41,400 | $413.6 萬 | 0.57% | +41,400 | 新進 |
| Quadrant Capital Group LLC | 41,406 | $413.7 萬 | 0.12% | +145+0.4% | 加碼 |
| Puzo Michael J | 41,485 | $414.5 萬 | 1.13% | +17,582+73.6% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 41,620 | $415.8 萬 | 4.18% | −2,247−5.1% | 減碼 |
| Courier Capital LLC | 41,709 | $416.7 萬 | 0.23% | −204−0.5% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 41,730 | $416.9 萬 | 1.69% | +1,236+3.1% | 加碼 |
| Goelzer Investment Management, Inc. | 41,916 | $418.8 萬 | 0.19% | +1,461+3.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 42,217 | $421.8 萬 | 0.50% | +4,044+10.6% | 加碼 |
| Lantern Wealth Advisors, LLC | 42,332 | $422.9 萬 | 2.25% | −17,971−29.8% | 減碼 |
| Red Spruce Capital, LLC | 42,371 | $423.3 萬 | 1.69% | +825+2.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 42,400 | $423.6 萬 | 0.10% | +42,400 | 新進 |
| Buttonwood Financial Advisors Inc. | 42,412 | $423.7 萬 | 1.41% | −567−1.3% | 減碼 |
| Oakmont Investment Advisors, Inc. | 42,628 | $425.9 萬 | 3.12% | +42,628 | 新進 |
| CBOE Vest Financial, LLC | 42,955 | $429.2 萬 | 0.05% | +14,453+50.7% | 加碼 |
| Gillson Capital LP | 43,100 | $430.6 萬 | 0.28% | +43,100 | 新進 |
| Partners Capital Investment Group, LLP | 43,137 | $431.0 萬 | 0.16% | −9,956−18.8% | 減碼 |
| Victrix Investment Advisors | 43,408 | $433.7 萬 | 1.68% | −430−1.0% | 減碼 |
| American Trust | 43,470 | $434.3 萬 | 0.37% | −500−1.1% | 減碼 |
| 180 Wealth Advisors, LLC | 43,563 | $435.2 萬 | 0.50% | +83+0.2% | 加碼 |