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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 14,559 | $145.5 萬 | 0.39% | +114+0.8% | 加碼 |
| Sheets Smith Wealth Management | 14,413 | $144.0 萬 | 0.16% | −912−6.0% | 減碼 |
| Highland Capital Management, LLC | 14,412 | $144.0 萬 | 0.07% | −2,335−13.9% | 減碼 |
| Stance Capital LLC | 14,404 | $143.9 萬 | 0.53% | +39+0.3% | 加碼 |
| Uncommon Cents Investing LLC | 14,400 | $143.9 萬 | 0.35% | 00.0% | 不變 |
| Fruth Investment Management | 14,315 | $143.0 萬 | 0.39% | −141−1.0% | 減碼 |
| Garner Asset Management Corp | 14,304 | $142.9 萬 | 0.55% | +841+6.2% | 加碼 |
| Insight 2811, Inc. | 14,280 | $142.7 萬 | 0.63% | +14,280 | 新進 |
| VELA Investment Management, LLC | 14,273 | $142.6 萬 | 0.39% | −512−3.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 14,243 | $142.3 萬 | 0.28% | +131+0.9% | 加碼 |
| Lee Danner & Bass Inc | 14,219 | $142.1 萬 | 0.10% | +6,800+91.7% | 加碼 |
| Indivisible Partners | 14,212 | $142.0 萬 | 0.15% | +14,212 | 新進 |
| Fideuram Asset Management (Ireland) dac | 17,813 | $141.6 萬 | 0.11% | +17,813 | 新進 |
| Blue Jean Financial LLC | 14,166 | $141.5 萬 | 1.15% | +14,166 | 新進 |
| Portside Wealth Group, LLC | 14,110 | $141.0 萬 | 0.19% | +784+5.9% | 加碼 |
| Directional Asset Management | 14,103 | $140.9 萬 | 1.24% | +14,103 | 新進 |
| Pallas Capital Advisors LLC | 13,993 | $139.8 萬 | 0.05% | −1,584−10.2% | 減碼 |
| Atlantic Trust, LLC | 13,969 | $139.6 萬 | 0.22% | +12,547+882.3% | 加碼 |
| Sowell Financial Services LLC | 13,949 | $139.4 萬 | 0.05% | +7,410+113.3% | 加碼 |
| Parrish Capital LLC | 13,892 | $138.8 萬 | 1.26% | +13,892 | 新進 |
| Financial Enhancement Group LLC | 13,609 | $138.5 萬 | 0.18% | +13,609 | 新進 |
| South Dakota Investment Council | 13,856 | $138.4 萬 | 0.03% | −1,200−8.0% | 減碼 |
| Continuum Advisory, LLC | 13,772 | $137.6 萬 | 0.14% | −1,143−7.7% | 減碼 |
| HCR Wealth Advisors | 13,762 | $137.5 萬 | 0.14% | +222+1.6% | 加碼 |
| Capital Planning Advisors, LLC | 13,736 | $137.2 萬 | 0.18% | +2,081+17.9% | 加碼 |
| SG Trading Solutions, LLC | 13,705 | $136.9 萬 | 0.32% | +13,705 | 新進 |
| Ausdal Financial Partners, Inc. | 13,702 | $136.9 萬 | 0.06% | +590+4.5% | 加碼 |
| Larson Financial Group LLC | 13,647 | $136.4 萬 | 0.05% | +1,399+11.4% | 加碼 |
| Leisure Capital Management | 13,589 | $135.8 萬 | 0.45% | −41−0.3% | 減碼 |
| Destination Wealth Management | 13,552 | $135.4 萬 | 0.04% | −8−0.1% | 減碼 |
| Paradigm Asset Management Co LLC | 13,550 | $135.4 萬 | 0.31% | −900−6.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 13,517 | $135.0 萬 | 0.06% | −3,601−21.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 13,476 | $134.6 萬 | 0.84% | +70+0.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,460 | $134.5 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 13,412 | $134.0 萬 | 0.02% | −1,516−10.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 13,400 | $133.9 萬 | 0.31% | +7,800+139.3% | 加碼 |
| Catalyst Financial Partners LLC | 13,388 | $133.8 萬 | 0.15% | −117−0.9% | 減碼 |
| Panoramic Investment Advisors, LLC | 13,333 | $133.2 萬 | 0.72% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 13,272 | $132.6 萬 | 0.52% | +4,304+48.0% | 加碼 |
| Triad Wealth Partners, LLC | 13,227 | $132.1 萬 | 0.13% | +13,227 | 新進 |
| Northwest & Ethical Investments L.P. | 13,101 | $131.7 萬 | 0.03% | −5,419−29.3% | 減碼 |
| Axq Capital, LP | 13,163 | $131.5 萬 | 0.30% | +6,411+94.9% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 13,144 | $131.3 萬 | 0.17% | +13,144 | 新進 |
| Fox Run Management, L.L.C. | 13,127 | $131.2 萬 | 0.20% | +9,206+234.8% | 加碼 |
| Hardy Reed LLC | 13,090 | $130.8 萬 | 0.09% | −284−2.1% | 減碼 |
| Vicus Capital | 13,085 | $130.7 萬 | 0.10% | +7,130+119.7% | 加碼 |
| Franklin Street Advisors Inc | 13,067 | $130.6 萬 | 0.07% | +57+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 13,031 | $130.2 萬 | 0.08% | −584−4.3% | 減碼 |
| Sumitomo Life Insurance Co | 13,005 | $129.9 萬 | 0.04% | +157+1.2% | 加碼 |
| Uhlmann Price Securities, LLC | 12,990 | $129.8 萬 | 0.77% | +23+0.2% | 加碼 |
| Avestar Capital, LLC | 12,984 | $129.7 萬 | 0.09% | +493+3.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 12,970 | $129.6 萬 | 0.37% | +347+2.7% | 加碼 |
| Checchi Capital Advisers, LLC | 12,953 | $129.4 萬 | 0.09% | −47−0.4% | 減碼 |
| Ronald Blue Trust, Inc. | 12,905 | $128.9 萬 | 0.01% | −459−3.4% | 減碼 |
| American Money Management, LLC | 12,904 | $128.9 萬 | 0.20% | +2,855+28.4% | 加碼 |
| Catalytic Wealth RIA, LLC | 12,878 | $128.7 萬 | 0.05% | −16,167−55.7% | 減碼 |
| Essex Financial Services, Inc. | 12,833 | $128.2 萬 | 0.07% | +105+0.8% | 加碼 |
| Advisors Asset Management, Inc. | 12,813 | $128.0 萬 | 0.02% | +2,793+27.9% | 加碼 |
| Granite Investment Partners, LLC | 12,810 | $128.0 萬 | 0.08% | +19+0.1% | 加碼 |
| Integrated Quantitative Investments LLC | 12,800 | $127.9 萬 | 0.27% | +3,430+36.6% | 加碼 |
| Costello Asset Management, INC | 12,743 | $127.3 萬 | 0.42% | +20.0% | 加碼 |
| Hamel Associates, Inc. | 12,730 | $127.2 萬 | 0.38% | −320−2.5% | 減碼 |
| BIP Wealth, LLC | 12,700 | $126.9 萬 | 0.04% | +95+0.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 12,698 | $126.9 萬 | 0.12% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 12,658 | $126.5 萬 | 0.20% | −1,771−12.3% | 減碼 |
| West Financial Advisors, LLC | 12,600 | $125.9 萬 | 0.21% | 00.0% | 不變 |
| Syon Capital LLC | 12,600 | $125.9 萬 | 0.06% | +2,820+28.8% | 加碼 |
| Fundamentun, LLC | 12,527 | $125.2 萬 | 0.05% | +709+6.0% | 加碼 |
| Camden Capital, LLC | 12,518 | $125.1 萬 | 0.08% | +415+3.4% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 12,500 | $124.9 萬 | 0.02% | −2,500−16.7% | 減碼 |
| Proffitt & Goodson Inc | 12,454 | $124.4 萬 | 0.17% | −270−2.1% | 減碼 |
| Xxi Wealth, LLC | 12,404 | $123.9 萬 | 0.75% | +12,404 | 新進 |
| Nautilus Advisors LLC | 12,366 | $123.5 萬 | 0.81% | −65−0.5% | 減碼 |
| H&H Retirement Design & Management INC | 11,742 | $123.5 萬 | 0.63% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 12,349 | $123.4 萬 | 0.19% | +112+0.9% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,340 | $123.3 萬 | 0.22% | +215+1.8% | 加碼 |
| Bank of Stockton | 12,328 | $123.2 萬 | 0.35% | +1,305+11.8% | 加碼 |
| MCF Advisors LLC | 12,320 | $123.1 萬 | 0.07% | +5,537+81.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 12,240 | $122.3 萬 | 0.53% | −25−0.2% | 減碼 |
| Brookwood Investment Group LLC | 12,236 | $122.2 萬 | 0.15% | +8,054+192.6% | 加碼 |
| Everhart Financial Group, Inc. | 12,212 | $122.0 萬 | 0.11% | +525+4.5% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 12,211 | $121.9 萬 | 0.26% | +737+6.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 12,102 | $120.9 萬 | 0.01% | +359+3.1% | 加碼 |
| Mystic Asset Management, Inc. | 12,072 | $120.6 萬 | 0.27% | +521+4.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 12,065 | $120.5 萬 | 0.30% | +222+1.9% | 加碼 |
| Peak Planning Group, LLC | 12,047 | $120.4 萬 | 0.34% | +12,047 | 新進 |
| Smith, Moore & Co. | 12,013 | $120.0 萬 | 0.09% | −2,131−15.1% | 減碼 |
| Personal Cfo Solutions, LLC | 12,007 | $120.0 萬 | 0.19% | +716+6.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 12,000 | $119.9 萬 | 0.03% | +212+1.8% | 加碼 |
| Evoke Wealth, LLC | 11,959 | $119.5 萬 | 0.02% | +662+5.9% | 加碼 |
| Summit Asset Management, LLC | 11,902 | $118.9 萬 | 0.17% | −100−0.8% | 減碼 |
| Cullinan Associates Inc | 11,900 | $118.9 萬 | 0.08% | 00.0% | 不變 |
| Havemeyer Place LP | 11,882 | $118.7 萬 | 0.23% | +11,882 | 新進 |
| Harvest Fund Management Co., Ltd | 11,868 | $118.6 萬 | 0.04% | +1,474+14.2% | 加碼 |
| Thompson David Blair | 11,869 | $118.6 萬 | 0.68% | +11,869 | 新進 |
| RFG Advisory, LLC | 11,853 | $118.4 萬 | 0.02% | −1,454−10.9% | 減碼 |
| Zions Bancorporation, National Association | 11,831 | $118.2 萬 | 0.05% | +6,179+109.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,830 | $118.2 萬 | 0.04% | +1,136+10.6% | 加碼 |
| Lodestone Wealth Management LLC | 11,791 | $117.8 萬 | 0.48% | +34+0.3% | 加碼 |
| Capital Advantage, Inc. | 11,721 | $117.1 萬 | 0.16% | +953+8.9% | 加碼 |