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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 19,129 | $191.1 萬 | 0.06% | +9,836+105.8% | 加碼 |
| Lummis Asset Management, LP | 19,038 | $190.2 萬 | 1.17% | −508−2.6% | 減碼 |
| WealthPlan Investment Management, LLC | 19,033 | $190.2 萬 | 0.12% | +13,669+254.8% | 加碼 |
| Guardian Asset Advisors, LLC | 18,838 | $188.1 萬 | 0.98% | +581+3.2% | 加碼 |
| Jeppson Wealth Management, LLC | 18,818 | $188.0 萬 | 0.60% | −100−0.5% | 減碼 |
| Raiffeisen Bank International AG | 18,601 | $187.0 萬 | 0.02% | −1,216−6.1% | 減碼 |
| FORA Capital, LLC | 11,904 | $187.0 萬 | 0.23% | +11,904 | 新進 |
| Golden State Equity Partners | 18,667 | $186.5 萬 | 0.30% | +4,797+34.6% | 加碼 |
| RBF Capital, LLC | 18,500 | $184.8 萬 | 0.08% | 00.0% | 不變 |
| Wedmont Private Capital | 18,070 | $184.2 萬 | 0.06% | +474+2.7% | 加碼 |
| Providence Wealth Advisors, LLC | 17,558 | $183.1 萬 | 1.14% | +132+0.8% | 加碼 |
| TLWM | 18,241 | $182.2 萬 | 0.33% | −522−2.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,188 | $181.7 萬 | 0.06% | −2,386−11.6% | 減碼 |
| Bank of Hawaii | 18,166 | $181.5 萬 | 0.09% | 00.0% | 不變 |
| Arjuna Capital | 18,162 | $181.5 萬 | 0.44% | +142+0.8% | 加碼 |
| HBW Advisory Services LLC | 18,081 | $180.7 萬 | 0.20% | +1,292+7.7% | 加碼 |
| Banque Cantonale Vaudoise | 18,047 | $180.3 萬 | 0.06% | −2,506−12.2% | 減碼 |
| Cidel Asset Management Inc | 18,028 | $180.1 萬 | 0.13% | 00.0% | 不變 |
| Brant Point Investment Management LLC | 18,000 | $179.8 萬 | 0.44% | −17,000−48.6% | 減碼 |
| First Citizens Bank & Trust Co | 17,955 | $179.4 萬 | 0.04% | +769+4.5% | 加碼 |
| Wedbush Securities Inc | 17,892 | $178.8 萬 | 0.05% | +1,626+10.0% | 加碼 |
| National Asset Management, Inc. | 17,855 | $178.4 萬 | 0.08% | −945−5.0% | 減碼 |
| Cookson Peirce & Co Inc | 17,795 | $177.8 萬 | 0.07% | +2,471+16.1% | 加碼 |
| CenterBook Partners LP | 17,749 | $177.3 萬 | 0.09% | −41,646−70.1% | 減碼 |
| Advisory Services Network, LLC | 17,679 | $176.6 萬 | 0.02% | −8,483−32.4% | 減碼 |
| MBM Wealth Consultants, LLC | 17,651 | $176.4 萬 | 0.42% | +137+0.8% | 加碼 |
| Shepherd Street Advisors LLC | 17,623 | $176.1 萬 | 1.69% | +17,623 | 新進 |
| Howard Financial Services, Ltd. | 17,434 | $174.2 萬 | 0.20% | +1,389+8.7% | 加碼 |
| Profund Advisors LLC | 17,376 | $173.6 萬 | 0.05% | −5,158−22.9% | 減碼 |
| HM Payson & Co | 17,342 | $173.3 萬 | 0.02% | +106+0.6% | 加碼 |
| Wealth Alliance | 17,312 | $173.0 萬 | 0.17% | +900+5.5% | 加碼 |
| Sagespring Wealth Partners, LLC | 17,264 | $172.5 萬 | 0.03% | +1,381+8.7% | 加碼 |
| Keating Financial Advisory Services, Inc. | 17,214 | $172.0 萬 | 0.23% | +17,214 | 新進 |
| Perpetual Ltd | 17,206 | $171.9 萬 | 0.02% | +1,725+11.1% | 加碼 |
| Embree Financial Group | 17,134 | $171.2 萬 | 0.21% | +455+2.7% | 加碼 |
| Daytona Street Capital LLC | 16,860 | $168.4 萬 | 1.38% | +16,860 | 新進 |
| Advyzon Investment Management, LLC | 16,849 | $168.3 萬 | 0.20% | +8,068+91.9% | 加碼 |
| RMR Capital Management, LLC | 16,845 | $168.3 萬 | 1.21% | −40−0.2% | 減碼 |
| Trust Asset Management LLC | 16,781 | $167.7 萬 | 0.11% | −463−2.7% | 減碼 |
| Cooper Financial Group | 16,766 | $167.5 萬 | 0.18% | +466+2.9% | 加碼 |
| Focus Financial Network, Inc. | 16,762 | $167.5 萬 | 0.06% | −2,087−11.1% | 減碼 |
| Perryman Financial Advisory Inc | 16,751 | $167.4 萬 | 0.25% | +16,751 | 新進 |
| Mainstream Capital Management LLC | 16,618 | $166.0 萬 | 1.09% | −387−2.3% | 減碼 |
| Whelan Financial | 16,607 | $165.9 萬 | 0.52% | +2,600+18.6% | 加碼 |
| First Commonwealth Financial Corp | 16,606 | $165.9 萬 | 0.27% | +781+4.9% | 加碼 |
| Ballast Rock Private Wealth LLC | 16,600 | $165.9 萬 | 1.04% | +16,600 | 新進 |
| Itau Unibanco Holding S.A. | 16,564 | $165.5 萬 | 0.04% | +16,564 | 新進 |
| United Bank | 16,509 | $164.9 萬 | 0.56% | +26+0.2% | 加碼 |
| Meriwether Wealth & Planning, LLC | 16,506 | $164.9 萬 | 0.93% | −743−4.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,492 | $164.8 萬 | 0.06% | −385−2.3% | 減碼 |
| Cigna Investments Inc | 16,482 | $164.7 萬 | 0.24% | −254−1.5% | 減碼 |
| Retirement Planning Group | 16,395 | $163.8 萬 | 0.05% | −284−1.7% | 減碼 |
| Elmwood Wealth Management, Inc. | 16,364 | $163.5 萬 | 0.52% | 00.0% | 不變 |
| NBT Bank N A | 15,664 | $163.4 萬 | 0.11% | +190+1.2% | 加碼 |
| Next Capital Management LLC | 16,323 | $163.1 萬 | 0.52% | −10,517−39.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 16,242 | $162.3 萬 | 0.08% | −2,282−12.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 16,203 | $161.9 萬 | 0.04% | −631−3.7% | 減碼 |
| Centiva Capital, LP | 16,203 | $161.9 萬 | 0.10% | −19,892−55.1% | 減碼 |
| Aptus Capital Advisors, LLC | 16,187 | $161.7 萬 | 0.01% | +1,265+8.5% | 加碼 |
| Montecito Bank & Trust | 16,177 | $161.6 萬 | 0.26% | −16−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 16,043 | $160.3 萬 | 0.02% | −8,472−34.6% | 減碼 |
| Central Trust Co | 15,931 | $159.2 萬 | 0.03% | +605+3.9% | 加碼 |
| Canopy Partners, LLC | 15,839 | $158.2 萬 | 0.52% | −10−0.1% | 減碼 |
| FineMark National Bank & Trust | 15,815 | $158.0 萬 | 0.05% | −806−4.8% | 減碼 |
| Toth Financial Advisory Corp | 15,777 | $157.6 萬 | 0.17% | +1,234+8.5% | 加碼 |
| Portfolio Design Labs, LLC | 15,689 | $156.8 萬 | 0.26% | +545+3.6% | 加碼 |
| S-Bank Fund Management Ltd | 15,650 | $156.4 萬 | 0.20% | −408−2.5% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,616 | $156.0 萬 | 0.91% | +163+1.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 15,611 | $156.0 萬 | 0.11% | +90+0.6% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 15,601 | $155.9 萬 | 0.13% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 15,547 | $155.3 萬 | 0.26% | −407−2.6% | 減碼 |
| Everest Financial Group LLC | 15,509 | $154.9 萬 | 0.35% | +15,509 | 新進 |
| Capricorn Fund Managers Ltd | 15,506 | $154.9 萬 | 0.37% | +1,889+13.9% | 加碼 |
| Buckingham Strategic Partners | 15,504 | $154.9 萬 | 0.02% | +179+1.2% | 加碼 |
| Chicago Capital, LLC | 15,504 | $154.9 萬 | 0.04% | +75+0.5% | 加碼 |
| Fusion Capital, LLC | 15,479 | $154.7 萬 | 0.43% | +543+3.6% | 加碼 |
| Blalock Williams, LLC | 15,419 | $154.1 萬 | 1.23% | +1,862+13.7% | 加碼 |
| FLC Capital Advisors | 15,405 | $153.9 萬 | 0.28% | +2,289+17.5% | 加碼 |
| Safe Harbor Fiduciary, LLC | 15,357 | $153.4 萬 | 1.36% | +15,357 | 新進 |
| Insigneo Advisory Services, LLC | 15,327 | $153.1 萬 | 0.11% | +606+4.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,320 | $153.1 萬 | 0.35% | +2,985+24.2% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 15,250 | $152.4 萬 | 1.00% | −170−1.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 15,250 | $152.4 萬 | 0.03% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 15,148 | $151.3 萬 | 0.21% | −2,860−15.9% | 減碼 |
| Rothschild Investment LLC | 15,106 | $150.9 萬 | 0.08% | −84−0.6% | 減碼 |
| Postrock Partners LLC | 15,078 | $150.6 萬 | 0.65% | 00.0% | 不變 |
| Sovran Advisors, LLC | 14,589 | $149.9 萬 | 0.13% | +14,589 | 新進 |
| Wellington Management Group LLP | 14,990 | $149.8 萬 | 0.00% | −8,051,901−99.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,950 | $149.4 萬 | 0.05% | −603−3.9% | 減碼 |
| Integrity Alliance, LLC. | 14,941 | $149.3 萬 | 0.05% | +9,949+199.3% | 加碼 |
| Pure Financial Advisors, Inc. | 14,934 | $149.2 萬 | 0.02% | +4,949+49.6% | 加碼 |
| Neumann Capital Management, LLC | 14,922 | $149.1 萬 | 0.43% | −110−0.7% | 減碼 |
| Paragon Private Wealth Management, LLC | 14,843 | $148.3 萬 | 0.46% | +2,717+22.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 14,807 | $147.9 萬 | 0.36% | 00.0% | 不變 |
| Benjamin Edwards Inc | 14,790 | $147.8 萬 | 0.02% | +7,620+106.3% | 加碼 |
| Frisch Financial Group, Inc. | 14,746 | $147.3 萬 | 0.33% | +27+0.2% | 加碼 |
| Davis R M Inc | 14,707 | $146.9 萬 | 0.03% | 00.0% | 不變 |
| JNBA Financial Advisors | 14,676 | $146.6 萬 | 0.13% | −129−0.9% | 減碼 |
| Greystone Financial Group, LLC | 14,653 | $146.4 萬 | 0.23% | +282+2.0% | 加碼 |
| Riverpark Capital Management LLC | 14,577 | $145.6 萬 | 2.82% | −1,288−8.1% | 減碼 |