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 |
|---|---|---|---|---|---|
| Sbe LLC Dba Cedar Cove Wealth Partners | 5,472 | $54.7 萬 | 0.29% | +5,472 | 新進 |
| Hazlett, Burt & Watson, Inc. | 5,540 | $54.7 萬 | 0.17% | +505+10.0% | 加碼 |
| Versant Capital Management, Inc | 5,482 | $54.8 萬 | 0.07% | +345+6.7% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 5,488 | $54.8 萬 | 0.22% | 00.0% | 不變 |
| Unify Financial Advisors | 5,511 | $55.1 萬 | 0.57% | +5,511 | 新進 |
| KRS Capital Management, LLC | 5,533 | $55.3 萬 | 0.32% | +52+0.9% | 加碼 |
| Childress Capital Advisors, LLC | 5,537 | $55.3 萬 | 0.09% | −338−5.8% | 減碼 |
| David R. Rahn & Associates Inc. | 5,538 | $55.3 萬 | 0.13% | −92−1.6% | 減碼 |
| Focused Alpha, LLC | 5,540 | $55.4 萬 | 0.16% | +5,540 | 新進 |
| Greenfield Savings Bank | 5,560 | $55.5 萬 | 0.23% | +1,311+30.9% | 加碼 |
| Wesbanco Bank Inc | 5,576 | $55.7 萬 | 0.02% | −55−1.0% | 減碼 |
| Private Trust Co NA | 5,579 | $55.7 萬 | 0.05% | −6−0.1% | 減碼 |
| Accurate Wealth Management, LLC | 5,591 | $56.0 萬 | 0.07% | +35+0.6% | 加碼 |
| Rosenberg Matthew Hamilton | 5,650 | $56.4 萬 | 0.12% | +32+0.6% | 加碼 |
| Waterloo Capital, L.P. | 5,651 | $56.5 萬 | 0.04% | +367+6.9% | 加碼 |
| Gryphon Financial Partners LLC | 5,668 | $56.6 萬 | 0.06% | −160−2.7% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $56.7 萬 | 0.04% | 00.0% | 不變 |
| Shum Financial Group, Inc. | 5,684 | $56.8 萬 | 0.41% | +1,202+26.8% | 加碼 |
| Journey Advisory Group, LLC | 5,694 | $56.9 萬 | 0.05% | −150−2.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 5,696 | $56.9 萬 | 0.04% | −70−1.2% | 減碼 |
| Traynor Capital Management, Inc. | 5,698 | $56.9 萬 | 0.03% | −1,070−15.8% | 減碼 |
| Beta Wealth Group, Inc. | 5,708 | $57.0 萬 | 0.23% | −99−1.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,723 | $57.2 萬 | 0.07% | −1,040−15.4% | 減碼 |
| Icon Wealth Advisors, LLC | 5,726 | $57.2 萬 | 0.04% | +11+0.2% | 加碼 |
| Tributary Capital Management, LLC | 5,730 | $57.2 萬 | 0.06% | +5,730 | 新進 |
| Diligent Investors, LLC | 5,735 | $57.3 萬 | 0.14% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 5,747 | $57.4 萬 | 0.12% | −82−1.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,762 | $57.6 萬 | 0.03% | −162−2.7% | 減碼 |
| Delta Investment Management, LLC | 5,779 | $57.7 萬 | 0.10% | +166+3.0% | 加碼 |
| Quotient Wealth Partners, LLC | 5,790 | $57.8 萬 | 0.02% | −491−7.8% | 減碼 |
| 5T Wealth, LLC | 5,797 | $57.9 萬 | 0.23% | −837−12.6% | 減碼 |
| Clarius Group, LLC | 5,799 | $57.9 萬 | 0.03% | −1,828−24.0% | 減碼 |
| Intrepid Financial Planning Group LLC | 5,802 | $58.0 萬 | 0.22% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 5,805 | $58.0 萬 | 0.12% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 5,818 | $58.1 萬 | 0.06% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 5,835 | $58.3 萬 | 0.05% | +906+18.4% | 加碼 |
| Leonteq Securities AG | 5,841 | $58.4 萬 | 0.03% | +2,019+52.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,853 | $58.5 萬 | 0.02% | +105+1.8% | 加碼 |
| Mason & Associates Inc | 5,854 | $58.5 萬 | 0.11% | −78−1.3% | 減碼 |
| Voisard Asset Management Group, Inc. | 5,854 | $58.5 萬 | 0.13% | +26+0.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 5,858 | $58.5 萬 | 0.04% | +20.0% | 加碼 |
| MQS Management LLC | 5,874 | $58.7 萬 | 0.35% | +2,733+87.0% | 加碼 |
| Gambit Capital Management, LLC | 5,886 | $58.8 萬 | 0.42% | +5,886 | 新進 |
| SS&H Financial Advisors, Inc. | 5,899 | $58.9 萬 | 0.17% | 00.0% | 不變 |
| Abel Hall, LLC | 5,903 | $59.0 萬 | 0.14% | +5,903 | 新進 |
| Noble Wealth Management PBC | 5,925 | $59.2 萬 | 0.30% | −1,100−15.7% | 減碼 |
| South State Corp. | 5,938 | $59.3 萬 | 0.03% | +36+0.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,969 | $59.6 萬 | 0.06% | −11−0.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,987 | $59.8 萬 | 0.02% | +3+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,003 | $60.0 萬 | 0.06% | −476−7.3% | 減碼 |
| Main Street Financial Solutions, LLC | 6,039 | $60.3 萬 | 0.05% | −2,817−31.8% | 減碼 |
| Alpha Family Trust | 6,070 | $60.6 萬 | 0.28% | 00.0% | 不變 |
| Baader Bank INC | 6,075 | $60.7 萬 | 0.05% | −21−0.3% | 減碼 |
| Lecap Asset Management Ltd | 6,073 | $60.7 萬 | 0.24% | −24,200−79.9% | 減碼 |
| Severin Investments, LLC | 6,089 | $60.8 萬 | 0.54% | +435+7.7% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,090 | $60.8 萬 | 0.10% | +765+14.4% | 加碼 |
| Armstrong Henry H Associates Inc | 6,091 | $60.9 萬 | 0.06% | 00.0% | 不變 |
| RMR Wealth Builders | 6,107 | $61.0 萬 | 0.05% | −12−0.2% | 減碼 |
| Transcend Wealth Collective, LLC | 6,162 | $61.6 萬 | 0.05% | −1,466−19.2% | 減碼 |
| Pointe Capital Management LLC | 6,168 | $61.6 萬 | 0.31% | −716−10.4% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,179 | $61.7 萬 | 0.11% | +6,179 | 新進 |
| Ducere Wealth Management LLC | 6,190 | $61.8 萬 | 0.24% | +6,190 | 新進 |
| Fiduciary Alliance LLC | 6,205 | $62.0 萬 | 0.04% | +75+1.2% | 加碼 |
| Centurion Wealth Management LLC | 6,221 | $62.2 萬 | 0.14% | −241−3.7% | 減碼 |
| Ledyard National Bank | 6,228 | $62.2 萬 | 0.05% | +812+15.0% | 加碼 |
| Dutch Asset Corp | 6,250 | $62.4 萬 | 0.48% | +6,250 | 新進 |
| Arq Wealth Advisors, LLC | 6,260 | $62.5 萬 | 0.17% | −1,525−19.6% | 減碼 |
| Principle Wealth Partners LLC | 6,266 | $62.6 萬 | 0.04% | +282+4.7% | 加碼 |
| Palacios Wealth Management, LLC | 6,285 | $62.8 萬 | 0.48% | −438−6.5% | 減碼 |
| Sky Investment Group LLC | 6,285 | $62.8 萬 | 0.10% | +1,215+24.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 6,294 | $62.9 萬 | 0.01% | +720+12.9% | 加碼 |
| PCM Encore, LLC | 6,299 | $62.9 萬 | 0.13% | +6,299 | 新進 |
| Family Legacy, Inc. | 6,300 | $62.9 萬 | 0.19% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 6,313 | $63.1 萬 | 0.14% | +1,000+18.8% | 加碼 |
| 71 West Capital Partners | 6,322 | $63.2 萬 | 0.03% | +6,322 | 新進 |
| Michael B. Yongue | 6,325 | $63.2 萬 | 0.44% | −386−5.8% | 減碼 |
| Basecamp Wealth Advisors LLC | 6,327 | $63.2 萬 | 0.13% | +6,327 | 新進 |
| Lazari Capital Management, Inc. | 6,332 | $63.3 萬 | 0.21% | +21+0.3% | 加碼 |
| Advisortrust Partners, LLC | 6,338 | $63.3 萬 | 0.28% | +6,338 | 新進 |
| Biltmore Family Office, LLC | 6,360 | $63.5 萬 | 0.09% | +2,419+61.4% | 加碼 |
| WSFS Capital Management, LLC | 6,373 | $63.7 萬 | 0.03% | +910+16.7% | 加碼 |
| Michael S. Ryan, Inc. | 6,380 | $63.7 萬 | 0.37% | +12+0.2% | 加碼 |
| First Long Island Investors, LLC | 6,403 | $64.0 萬 | 0.05% | +4,132+181.9% | 加碼 |
| AlphaCore Capital LLC | 6,429 | $64.2 萬 | 0.01% | +1,624+33.8% | 加碼 |
| SmartHarvest Portfolios, LLC | 6,444 | $64.4 萬 | 0.22% | +6,444 | 新進 |
| BSW Wealth Partners | 6,445 | $64.4 萬 | 0.08% | +187+3.0% | 加碼 |
| Client 1st Advisory Group, LLC | 6,452 | $64.5 萬 | 0.20% | 00.0% | 不變 |
| Volterra Technologies LP | 6,482 | $64.8 萬 | 0.66% | +6,482 | 新進 |
| Strategic Financial Services, Inc, | 6,199 | $65.1 萬 | 0.03% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 6,521 | $65.2 萬 | 0.02% | +1,386+27.0% | 加碼 |
| Aspetuck Financial Management LLC | 6,557 | $65.5 萬 | 0.44% | +5+0.1% | 加碼 |
| Carson Advisory Inc. | 6,557 | $65.5 萬 | 0.34% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 6,334 | $65.8 萬 | 0.29% | −787−11.1% | 減碼 |
| Navellier & Associates Inc | 6,600 | $65.9 萬 | 0.07% | −4,155−38.6% | 減碼 |
| FMB Wealth Management | 6,609 | $66.0 萬 | 0.26% | +6,609 | 新進 |
| Orser Capital Management, LLC | 6,621 | $66.2 萬 | 0.40% | +71+1.1% | 加碼 |
| Fiduciary Trust Co | 6,632 | $66.3 萬 | 0.01% | +89+1.4% | 加碼 |
| International Assets Investment Management, LLC | 6,656 | $66.5 萬 | 0.05% | −519−7.2% | 減碼 |
| PFG Advisors | 6,683 | $66.8 萬 | 0.03% | −2,942−30.6% | 減碼 |
| ISAM Funds (UK) Ltd | 6,698 | $66.9 萬 | 0.24% | −1,543−18.7% | 減碼 |