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 |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 4,336 | $43.3 萬 | 0.10% | +33+0.8% | 加碼 |
| Souders Financial Advisors | 4,341 | $43.4 萬 | 0.05% | +98+2.3% | 加碼 |
| Bradley Foster & Sargent Inc | 4,352 | $43.5 萬 | 0.01% | +30+0.7% | 加碼 |
| River Wealth Advisors LLC | 4,354 | $43.5 萬 | 0.05% | −794−15.4% | 減碼 |
| Aberdeen Wealth Management LLC | 4,355 | $43.5 萬 | 0.20% | +156+3.7% | 加碼 |
| Dala Group, LLC | 4,370 | $43.7 萬 | 0.38% | +4,370 | 新進 |
| Onefund, LLC | 4,371 | $43.7 萬 | 0.26% | +284+6.9% | 加碼 |
| Davidson Trust Co | 4,379 | $43.8 萬 | 0.18% | +4,379 | 新進 |
| LBMC Investment Advisors, LLC | 4,388 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,392 | $43.9 萬 | 0.01% | +394+9.9% | 加碼 |
| Kuhn & Co Investment Counsel | 4,396 | $43.9 萬 | 0.29% | +4,396 | 新進 |
| Acropolis Investment Management, LLC | 4,466 | $44.6 萬 | 0.02% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 4,488 | $44.8 萬 | 0.06% | +324+7.8% | 加碼 |
| Lester Murray Antman dba SimplyRich | 4,510 | $45.0 萬 | 0.12% | 00.0% | 不變 |
| RVW Wealth, LLC | 4,514 | $45.1 萬 | 0.03% | +30+0.7% | 加碼 |
| Eagle Wealth Strategies LLC | 4,517 | $45.1 萬 | 0.21% | +5+0.1% | 加碼 |
| Scientech Research LLC | 4,539 | $45.3 萬 | 0.29% | +4,539 | 新進 |
| Opal Wealth Advisors, LLC | 4,548 | $45.4 萬 | 0.12% | +75+1.7% | 加碼 |
| New Hampshire Trust | 4,552 | $45.5 萬 | 0.09% | −1,688−27.1% | 減碼 |
| SCS Capital Management LLC | 4,552 | $45.5 萬 | 0.00% | −104−2.2% | 減碼 |
| Orca Investment Management, LLC | 4,569 | $45.6 萬 | 0.36% | −72−1.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,576 | $45.7 萬 | 0.10% | −960−17.3% | 減碼 |
| Hopwood Financial Services, Inc. | 4,582 | $45.8 萬 | 0.32% | −324−6.6% | 減碼 |
| Impact Capital Partners LLC | 4,594 | $45.9 萬 | 0.14% | −208−4.3% | 減碼 |
| Evermay Wealth Management LLC | 4,616 | $46.1 萬 | 0.05% | −303−6.2% | 減碼 |
| Welch & Forbes LLC | 4,621 | $46.2 萬 | 0.01% | −36−0.8% | 減碼 |
| Fielder Capital Group LLC | 4,643 | $46.4 萬 | 0.10% | +400+9.4% | 加碼 |
| Westmount Partners, LLC | 4,652 | $46.5 萬 | 0.12% | +10+0.2% | 加碼 |
| CoreCap Advisors, LLC | 4,662 | $46.6 萬 | 0.02% | +203+4.6% | 加碼 |
| Spears Abacus Advisors LLC | 4,670 | $46.7 萬 | 0.01% | −150−3.1% | 減碼 |
| Old Mission Investment Co LLC | 4,675 | $46.7 萬 | 0.11% | +10+0.2% | 加碼 |
| Clear Creek Financial Management, LLC | 4,678 | $46.7 萬 | 0.04% | +758+19.3% | 加碼 |
| Princeton Capital Management LLC | 4,686 | $46.8 萬 | 0.12% | −6−0.1% | 減碼 |
| Trillium Asset Management, LLC | 4,692 | $46.9 萬 | 0.01% | −125−2.6% | 減碼 |
| Sterling Investment Counsel, LLC | 4,730 | $47.3 萬 | 0.14% | +4,730 | 新進 |
| Octavia Wealth Advisors, LLC | 4,738 | $47.3 萬 | 0.05% | −710−13.0% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,740 | $47.4 萬 | 0.13% | −515−9.8% | 減碼 |
| Telos Capital Management, Inc. | 4,745 | $47.4 萬 | 0.04% | +20.0% | 加碼 |
| Coastwise Capital Group, LLC | 4,767 | $47.6 萬 | 0.24% | +8+0.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,800 | $48.0 萬 | 0.01% | +1,400+41.2% | 加碼 |
| Advanced Portfolio Management, LLC | 4,805 | $48.0 萬 | 1.47% | +4,805 | 新進 |
| Waddell & Associates, LLC | 4,820 | $48.2 萬 | 0.03% | −1,547−24.3% | 減碼 |
| Advisory Alpha, LLC | 4,832 | $48.3 萬 | 0.01% | −178−3.6% | 減碼 |
| Lountzis Asset Management, LLC | 4,845 | $48.4 萬 | 0.17% | −217−4.3% | 減碼 |
| Avantax Planning Partners, Inc. | 4,850 | $48.5 萬 | 0.01% | +379+8.5% | 加碼 |
| Quarry LP | 4,854 | $48.5 萬 | 0.08% | +238+5.2% | 加碼 |
| Smith Thornton Advisors LLC | 4,871 | $48.7 萬 | 0.25% | +23+0.5% | 加碼 |
| R Squared Ltd | 4,884 | $48.8 萬 | 0.23% | −26,037−84.2% | 減碼 |
| Ocean Capital Management, LLC | 4,893 | $48.9 萬 | 0.10% | +5+0.1% | 加碼 |
| Broyhill Asset Management | 4,895 | $48.9 萬 | 0.43% | 00.0% | 不變 |
| Zacks Investment Management | 4,902 | $49.0 萬 | 0.00% | −658−11.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,906 | $49.0 萬 | 0.13% | +682+16.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,931 | $49.3 萬 | 0.04% | +145+3.0% | 加碼 |
| Quantum Financial Advisors, LLC | 4,935 | $49.3 萬 | 0.06% | +1,248+33.8% | 加碼 |
| Anchyra Partners LLC | 4,938 | $49.3 萬 | 0.15% | +4,938 | 新進 |
| Operose Advisors LLC | 4,945 | $49.4 萬 | 0.12% | +7+0.1% | 加碼 |
| Optimize Financial Inc | 4,964 | $49.6 萬 | 0.25% | +68+1.4% | 加碼 |
| Ategra Capital Management, LLC | 4,965 | $49.6 萬 | 0.28% | +4,965 | 新進 |
| Viewpoint Capital Management LLC | 5,000 | $50.0 萬 | 0.22% | 00.0% | 不變 |
| BBR Partners, LLC | 5,003 | $50.0 萬 | 0.03% | −49−1.0% | 減碼 |
| Commonwealth Retirement Investments LLC | 5,026 | $50.2 萬 | 0.16% | −623−11.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,040 | $50.4 萬 | 0.01% | −137−2.6% | 減碼 |
| Palisade Capital Management LLC | 5,050 | $50.5 萬 | 0.01% | +5,050 | 新進 |
| James Investment Research Inc | 5,054 | $50.5 萬 | 0.06% | −100−1.9% | 減碼 |
| Oakworth Capital, Inc. | 5,074 | $50.7 萬 | 0.03% | +226+4.7% | 加碼 |
| Enzi Wealth | 5,000 | $51.0 萬 | 0.18% | −3−0.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,126 | $51.2 萬 | 0.24% | +48+0.9% | 加碼 |
| Gemmer Asset Management LLC | 5,128 | $51.2 萬 | 0.04% | −2,060−28.7% | 減碼 |
| New Republic Capital, LLC | 5,131 | $51.3 萬 | 0.14% | +2,645+106.4% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,154 | $51.5 萬 | 0.16% | −139−2.6% | 減碼 |
| Income Insurance Ltd | 5,166 | $51.6 萬 | 0.33% | +5,166 | 新進 |
| Soltis Investment Advisors LLC | 5,172 | $51.7 萬 | 0.03% | +52+1.0% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,164 | $51.7 萬 | 0.06% | +5,164 | 新進 |
| Diversify Wealth Management, LLC | 5,123 | $51.8 萬 | 0.02% | +711+16.1% | 加碼 |
| Trace Wealth Advisors, LLC | 5,200 | $52.0 萬 | 0.38% | 00.0% | 不變 |
| Aviso Financial Inc. | 5,230 | $52.3 萬 | 0.02% | −35−0.7% | 減碼 |
| WealthPLAN Partners, LLC | 5,238 | $52.3 萬 | 0.08% | +893+20.6% | 加碼 |
| Tilson Financial Group, Inc. | 5,262 | $52.6 萬 | 0.16% | −26−0.5% | 減碼 |
| Bingham Private Wealth, LLC | 5,269 | $52.6 萬 | 0.45% | +5,269 | 新進 |
| Keyvantage Wealth, LLC | 5,270 | $52.7 萬 | 0.23% | +13+0.2% | 加碼 |
| Ameritas Advisory Services, LLC | 5,286 | $52.8 萬 | 0.02% | −1,047−16.5% | 減碼 |
| USA Financial Portformulas Corp | 5,290 | $52.9 萬 | 0.10% | −806−13.2% | 減碼 |
| Simplicity Wealth,LLC | 5,292 | $52.9 萬 | 0.03% | +1,264+31.4% | 加碼 |
| Colonial River Wealth Management, LLC | 5,296 | $52.9 萬 | 0.19% | +747+16.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $53.0 萬 | 0.15% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 5,315 | $53.1 萬 | 0.11% | +17+0.3% | 加碼 |
| BayBridge Capital Group, LLC | 5,339 | $53.3 萬 | 0.33% | −368−6.4% | 減碼 |
| Parcion Private Wealth LLC | 5,357 | $53.5 萬 | 0.03% | +52+1.0% | 加碼 |
| Tempus Wealth Planning, LLC | 5,369 | $53.6 萬 | 0.12% | −43−0.8% | 減碼 |
| VestGen Advisors, LLC | 5,379 | $53.7 萬 | 0.02% | −9,846−64.7% | 減碼 |
| Cromwell Holdings LLC | 5,381 | $53.8 萬 | 0.29% | 00.0% | 不變 |
| CNB Bank | 5,382 | $53.8 萬 | 0.22% | +1,298+31.8% | 加碼 |
| DAGCO, Inc. | 5,402 | $54.0 萬 | 0.12% | +27+0.5% | 加碼 |
| Western Pacific Wealth Management, LP | 5,415 | $54.1 萬 | 0.52% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 5,420 | $54.2 萬 | 0.05% | −500−8.4% | 減碼 |
| Mission Wealth Management, LP | 5,426 | $54.2 萬 | 0.01% | −2,234−29.2% | 減碼 |
| Yarbrough Capital, LLC | 5,454 | $54.5 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 5,455 | $54.5 萬 | 0.12% | 00.0% | 不變 |
| Eastern Bank | 5,462 | $54.6 萬 | 0.01% | +3,495+177.7% | 加碼 |
| Calamos Wealth Management LLC | 5,472 | $54.7 萬 | 0.02% | −891−14.0% | 減碼 |