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、29 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 +202 家
- 持有股數
- 14.6 億
- 較 2025 年第 3 季 +164.0 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
- 97
- 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 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $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 |
|---|---|---|---|---|---|
| Burney Co | 180,487 | $1,803 萬 | 0.56% | −46,169−20.4% | 減碼 |
| Atria Investments LLC | 177,296 | $1,771 萬 | 0.20% | −4,272−2.4% | 減碼 |
| Poehling Capital Management, LLC | 176,381 | $1,762 萬 | 3.61% | −393−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 176,040 | $1,759 萬 | 0.05% | +3,599+2.1% | 加碼 |
| TCTC Holdings, LLC | 175,581 | $1,754 萬 | 0.52% | −194−0.1% | 減碼 |
| La Banque Postale Asset Management SA | 174,974 | $1,748 萬 | 0.20% | +8,222+4.9% | 加碼 |
| HFR Wealth Management, LLC | 174,107 | $1,740 萬 | 4.11% | −608−0.3% | 減碼 |
| Voleon Capital Management LP | 173,685 | $1,735 萬 | 0.37% | −151,596−46.6% | 減碼 |
| Asset Advisors Investment Management, LLC | 173,169 | $1,730 萬 | 1.60% | +3,607+2.1% | 加碼 |
| Wealthfront Advisers LLC | 172,371 | $1,722 萬 | 0.04% | −11,850−6.4% | 減碼 |
| Vivaldi Capital Management, LLC | 171,810 | $1,717 萬 | 2.33% | −7,213−4.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 171,140 | $1,704 萬 | 0.09% | +13,214+8.4% | 加碼 |
| Evercore Wealth Management, LLC | 169,676 | $1,695 萬 | 0.25% | −520.0% | 減碼 |
| Blume Capital Management, Inc. | 168,114 | $1,680 萬 | 3.09% | −270−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 166,787 | $1,666 萬 | 0.01% | +9,559+6.1% | 加碼 |
| State of Alaska, Department of Revenue | 165,748 | $1,656 萬 | 0.18% | −17,610−9.6% | 減碼 |
| Pinnacle Financial Partners, Inc. | 165,604 | $1,655 萬 | 0.13% | +165,604 | 新進 |
| GenTrust, LLC | 165,337 | $1,652 萬 | 0.72% | −90−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 165,239 | $1,651 萬 | 0.07% | −10,602−6.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 164,238 | $1,641 萬 | 0.19% | −1,171−0.7% | 減碼 |
| Toroso Investments, LLC | 163,983 | $1,638 萬 | 0.07% | +13,384+8.9% | 加碼 |
| Connors Investor Services Inc | 161,926 | $1,617 萬 | 1.39% | −345−0.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 160,692 | $1,605 萬 | 0.50% | +11,344+7.6% | 加碼 |
| Elgethun Capital Management | 160,304 | $1,602 萬 | 2.77% | +931+0.6% | 加碼 |
| Natixis | 159,840 | $1,597 萬 | 0.06% | −246,600−60.7% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 159,705 | $1,596 萬 | 2.69% | +1,040+0.7% | 加碼 |
| Jacobs & Co | 157,701 | $1,576 萬 | 1.49% | −1,584−1.0% | 減碼 |
| Brinker Capital Investments, LLC | 156,349 | $1,562 萬 | 0.11% | −4,767−3.0% | 減碼 |
| Snowden Capital Advisors LLC | 155,874 | $1,557 萬 | 0.40% | +1,267+0.8% | 加碼 |
| CX Institutional | 154,857 | $1,547 萬 | 0.46% | +7,493+5.1% | 加碼 |
| Walleye Capital LLC | 154,343 | $1,542 萬 | 0.09% | +143,563+1,331.8% | 加碼 |
| Winslow Asset Management Inc | 153,384 | $1,533 萬 | 2.83% | −748−0.5% | 減碼 |
| Perigon Wealth Management, LLC | 153,192 | $1,531 萬 | 0.27% | −260.0% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,845 | $1,527 萬 | 0.22% | +152,845 | 新進 |
| Advocacy Wealth Management Services, LLC | 151,762 | $1,516 萬 | 0.63% | −3,373−2.2% | 減碼 |
| Jefferies Financial Group Inc. | 151,730 | $1,516 萬 | 0.12% | −92,577−37.9% | 減碼 |
| Investment Management Corp of Ontario | 151,226 | $1,511 萬 | 0.20% | +67,850+81.4% | 加碼 |
| Sienna Gestion | 150,637 | $1,507 萬 | 0.91% | +17,040+12.8% | 加碼 |
| Tran Capital Management, L.P. | 148,984 | $1,488 萬 | 1.78% | −12,274−7.6% | 減碼 |
| Great Lakes Retirement, Inc. | 148,590 | $1,485 萬 | 1.54% | +1,600+1.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 148,104 | $1,480 萬 | 2.23% | +2,176+1.5% | 加碼 |
| Modera Wealth Management, LLC | 146,479 | $1,463 萬 | 0.17% | −2,766−1.9% | 減碼 |
| Financial Avengers, Inc. | 146,354 | $1,462 萬 | 5.99% | −2,828−1.9% | 減碼 |
| Advaya LLP | 145,300 | $1,452 萬 | 9.48% | +145,300 | 新進 |
| Van Cleef Asset Management,Inc | 145,013 | $1,449 萬 | 1.47% | −466−0.3% | 減碼 |
| 1832 Asset Management L.P. | 144,760 | $1,446 萬 | 0.02% | +2,549+1.8% | 加碼 |
| Kinsale Capital Group, Inc. | 144,510 | $1,444 萬 | 2.40% | +4,822+3.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 144,038 | $1,439 萬 | 0.10% | −891−0.6% | 減碼 |
| Entropy Technologies, LP | 143,912 | $1,438 萬 | 0.78% | +111,802+348.2% | 加碼 |
| United Capital Financial Advisers, LLC | 143,200 | $1,431 萬 | 0.09% | +19,593+15.9% | 加碼 |
| Polar Asset Management Partners Inc. | 142,800 | $1,427 萬 | 0.28% | +142,800 | 新進 |
| Banque Pictet & Cie SA | 142,731 | $1,426 萬 | 0.14% | +198+0.1% | 加碼 |
| Atlantic Union Bankshares Corp | 142,475 | $1,423 萬 | 0.27% | −8,792−5.8% | 減碼 |
| Fifth Third Bancorp | 141,558 | $1,414 萬 | 0.04% | −9,438−6.3% | 減碼 |
| AIA Group Ltd | 141,193 | $1,411 萬 | 0.21% | +124,169+729.4% | 加碼 |
| MAI Capital Management | 141,049 | $1,409 萬 | 0.08% | +7,621+5.7% | 加碼 |
| Stony Point Capital LLC | 140,449 | $1,403 萬 | 1.03% | +3,520+2.6% | 加碼 |
| GCM Grosvenor Holdings, LLC | 139,345 | $1,392 萬 | 1.98% | −3,911−2.7% | 減碼 |
| RMB Capital Management, LLC | 138,626 | $1,385 萬 | 0.24% | −32,651−19.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 138,624 | $1,385 萬 | 0.25% | +130,645+1,637.4% | 加碼 |
| Baxter Bros Inc | 138,429 | $1,383 萬 | 1.60% | +19,393+16.3% | 加碼 |
| IMC-Chicago, LLC | 138,130 | $1,380 萬 | 0.24% | +117,906+583.0% | 加碼 |
| First National Bank of Omaha | 137,033 | $1,375 萬 | 0.41% | +131,492+2,373.1% | 加碼 |
| Principal Securities, Inc. | 135,839 | $1,357 萬 | 0.21% | −16,231−10.7% | 減碼 |
| Prudential PLC | 135,171 | $1,350 萬 | 0.11% | −3,526−2.5% | 減碼 |
| Avanza Fonder AB | 135,134 | $1,350 萬 | 0.34% | +7,592+6.0% | 加碼 |
| Hemenway Trust Co LLC | 134,658 | $1,345 萬 | 1.03% | +48,976+57.2% | 加碼 |
| Cornerstone Capital, Inc. | 134,383 | $1,343 萬 | 1.32% | +155+0.1% | 加碼 |
| Parthenon LLC | 133,820 | $1,337 萬 | 1.44% | −2,068−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 133,571 | $1,335 萬 | 0.16% | −5,373−3.9% | 減碼 |
| TCG Advisory Services, LLC | 133,499 | $1,334 萬 | 0.36% | −12,126−8.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,333 萬 | 0.10% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 133,426 | $1,333 萬 | 1.42% | +879+0.7% | 加碼 |
| Engineers Gate Manager LP | 132,934 | $1,328 萬 | 0.16% | +5,096+4.0% | 加碼 |
| Shelton Capital Management | 132,558 | $1,324 萬 | 0.26% | +35,500+36.6% | 加碼 |
| Pacer Advisors, Inc. | 131,024 | $1,309 萬 | 0.03% | −6,417−4.7% | 減碼 |
| Allstate Corp | 130,165 | $1,300 萬 | 0.18% | +67,135+106.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 129,839 | $1,297 萬 | 1.58% | +318+0.2% | 加碼 |
| CWM, LLC | 129,749 | $1,296 萬 | 0.04% | +9,325+7.7% | 加碼 |
| Advisors Capital Management, LLC | 129,082 | $1,290 萬 | 0.15% | −2,483−1.9% | 減碼 |
| Trajan Wealth LLC | 128,104 | $1,280 萬 | 0.53% | +16,431+14.7% | 加碼 |
| Crestwood Advisors Group LLC | 127,833 | $1,277 萬 | 0.21% | −4,277−3.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 127,718 | $1,276 萬 | 1.78% | −4,315−3.3% | 減碼 |
| Abn Amro Investment Solutions | 127,392 | $1,273 萬 | 0.19% | +56,386+79.4% | 加碼 |
| UniSuper Management Pty Ltd | 126,217 | $1,261 萬 | 0.08% | −1,801−1.4% | 減碼 |
| Ascent Group, LLC | 125,027 | $1,249 萬 | 0.43% | +7,014+5.9% | 加碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,249 萬 | 2.46% | 00.0% | 不變 |
| GWM Advisors LLC | 123,379 | $1,233 萬 | 0.04% | −31,716−20.4% | 減碼 |
| Motco | 122,990 | $1,229 萬 | 1.11% | −204−0.2% | 減碼 |
| Generali Asset Management SPA SGR | 122,958 | $1,228 萬 | 0.25% | +18,694+17.9% | 加碼 |
| BNP Paribas | 122,389 | $1,223 萬 | 0.35% | +2,674+2.2% | 加碼 |
| Glenview Trust Co | 122,371 | $1,223 萬 | 0.19% | +2,532+2.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 117,785 | $1,220 萬 | 0.25% | −3,328−2.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 122,023 | $1,219 萬 | 3.36% | −300.0% | 減碼 |
| Baker Avenue Asset Management, LP | 121,647 | $1,215 萬 | 0.28% | +5,418+4.7% | 加碼 |
| Terry L. Blaker | 119,779 | $1,197 萬 | 0.44% | +1,018+0.9% | 加碼 |
| Hanson & Doremus Investment Management | 119,585 | $1,195 萬 | 1.44% | −1,812−1.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,535 | $1,194 萬 | 0.21% | −688−0.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 119,441 | $1,193 萬 | 0.05% | −1,144,735−90.6% | 減碼 |
| Cornerstone Advisors, LLC | 119,400 | $1,193 萬 | 0.40% | 00.0% | 不變 |