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 +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 | 2,174 | $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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 119,285 | $1,192 萬 | 1.20% | −1,958−1.6% | 減碼 |
| Westend Capital Management, LLC | 117,669 | $1,176 萬 | 3.29% | +1,188+1.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 117,639 | $1,175 萬 | 0.24% | −20,480−14.8% | 減碼 |
| Univest Financial Corp | 116,750 | $1,166 萬 | 0.62% | −1,949−1.6% | 減碼 |
| Americana Partners, LLC | 115,106 | $1,150 萬 | 0.32% | +12,186+11.8% | 加碼 |
| Nicholas Company, Inc. | 114,467 | $1,144 萬 | 0.20% | 00.0% | 不變 |
| Sig Brokerage, LP | 113,658 | $1,136 萬 | 3.82% | +7,104+6.7% | 加碼 |
| Concentric Capital Strategies, LP | 113,500 | $1,134 萬 | 0.59% | +18,746+19.8% | 加碼 |
| Evergreen Capital Management LLC | 113,093 | $1,130 萬 | 0.25% | +15,035+15.3% | 加碼 |
| Mizuho Securities USA LLC | 121,622 | $1,128 萬 | 0.19% | −2,654−2.1% | 減碼 |
| Argent Trust Co | 112,663 | $1,126 萬 | 0.39% | +2,980+2.7% | 加碼 |
| Lakehouse Capital Pty Ltd | 111,818 | $1,117 萬 | 8.06% | −44,649−28.5% | 減碼 |
| Osmosis Investment Management UK Ltd | 110,946 | $1,108 萬 | 0.28% | +110,946 | 新進 |
| TrimTabs Asset Management, LLC | 110,770 | $1,107 萬 | 1.45% | +110,770 | 新進 |
| Boussard & Gavaudan Investment Management LLP | 110,000 | $1,106 萬 | 0.84% | +110,000 | 新進 |
| Rathbone Brothers plc | 109,959 | $1,099 萬 | 0.04% | −4,595−4.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 109,875 | $1,098 萬 | 0.04% | +9,080+9.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 109,386 | $1,093 萬 | 1.87% | +4,881+4.7% | 加碼 |
| MidFirst Bank | 108,668 | $1,086 萬 | 0.86% | +108,668 | 新進 |
| Omers Administration Corp | 108,505 | $1,084 萬 | 0.08% | +1,114+1.0% | 加碼 |
| Allen Capital Group, LLC | 108,335 | $1,082 萬 | 1.00% | +3,099+2.9% | 加碼 |
| Verition Fund Management LLC | 108,217 | $1,081 萬 | 0.06% | +10,819+11.1% | 加碼 |
| Kentucky Retirement Systems | 107,152 | $1,071 萬 | 0.29% | 00.0% | 不變 |
| Citizens Financial Group Inc | 106,908 | $1,068 萬 | 0.14% | −4,018−3.6% | 減碼 |
| Patten & Patten Inc | 106,436 | $1,063 萬 | 0.62% | −565−0.5% | 減碼 |
| Private Wealth Partners, LLC | 106,419 | $1,063 萬 | 0.75% | +5,390+5.3% | 加碼 |
| iA Global Asset Management Inc. | 106,033 | $1,059 萬 | 0.14% | +8,819+9.1% | 加碼 |
| RSM US Wealth Management LLC | 104,524 | $1,051 萬 | 0.13% | −4,979−4.5% | 減碼 |
| Timber Creek Capital Management LLC | 103,848 | $1,038 萬 | 2.41% | +120+0.1% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 103,163 | $1,037 萬 | 0.25% | +101,393+5,728.4% | 加碼 |
| NewEdge Wealth, LLC | 103,489 | $1,034 萬 | 0.12% | +20,354+24.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 102,372 | $1,023 萬 | 0.14% | +22,758+28.6% | 加碼 |
| Geneos Wealth Management Inc. | 101,352 | $1,013 萬 | 0.25% | +3,787+3.9% | 加碼 |
| Jones Financial Companies LLLP | 101,332 | $1,012 萬 | 0.01% | +47,750+89.1% | 加碼 |
| Private Advisor Group, LLC | 101,016 | $1,009 萬 | 0.05% | +2,736+2.8% | 加碼 |
| Norinchukin Bank, The | 100,870 | $1,008 萬 | 0.12% | +4,305+4.5% | 加碼 |
| Advocate Group LLC | 100,847 | $1,008 萬 | 1.63% | −13,889−12.1% | 減碼 |
| Quinn Opportunity Partners LLC | 99,000 | $989.1 萬 | 0.43% | +99,000 | 新進 |
| Morningstar Investment Management LLC | 98,278 | $981.9 萬 | 0.58% | +4,509+4.8% | 加碼 |
| Hyperion Capital Advisors LP | 97,880 | $977.9 萬 | 4.79% | 00.0% | 不變 |
| Horizon Investments, LLC | 97,867 | $977.8 萬 | 0.12% | −57,895−37.2% | 減碼 |
| M&G Plc | 97,606 | $976.1 萬 | 0.05% | +6,132+6.7% | 加碼 |
| Hartford Investment Management Co | 96,695 | $966.1 萬 | 0.29% | −3,437−3.4% | 減碼 |
| Thompson Investment Management, Inc. | 96,161 | $960.7 萬 | 1.20% | −397−0.4% | 減碼 |
| AMG National Trust Bank | 96,022 | $959.3 萬 | 0.23% | +522+0.5% | 加碼 |
| Tocqueville Asset Management L.P. | 95,687 | $956.0 萬 | 0.14% | +2,863+3.1% | 加碼 |
| Lafayette Investments, Inc. | 95,684 | $956.0 萬 | 1.81% | −264−0.3% | 減碼 |
| Baldwin Brothers Inc | 95,129 | $950.4 萬 | 0.61% | −2,137−2.2% | 減碼 |
| Caisse des Depots Et Consignations | 95,120 | $950.3 萬 | 0.22% | 00.0% | 不變 |
| 1248 Management, LLC | 93,729 | $936.4 萬 | 5.01% | 00.0% | 不變 |
| First National Trust Co | 93,693 | $936.1 萬 | 0.31% | +4,469+5.0% | 加碼 |
| KCM Investment Advisors LLC | 93,308 | $932.2 萬 | 0.30% | −898−1.0% | 減碼 |
| Great Lakes Advisors, LLC | 93,237 | $931.5 萬 | 0.08% | −2,056−2.2% | 減碼 |
| Aviance Capital Partners, LLC | 93,021 | $929.4 萬 | 1.07% | −118−0.1% | 減碼 |
| Redmond Asset Management, LLC | 91,797 | $917.1 萬 | 2.34% | −1,907−2.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 91,199 | $911.2 萬 | 0.08% | −19,264−17.4% | 減碼 |
| Allianz SE | 90,478 | $904.0 萬 | 0.12% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 89,919 | $898.4 萬 | 0.07% | −3,639−3.9% | 減碼 |
| Colonial Trust Advisors | 89,812 | $897.3 萬 | 0.68% | +11,073+14.1% | 加碼 |
| Pinebridge Investments LLC | 87,537 | $874.6 萬 | 0.06% | +87,537 | 新進 |
| Mezzasalma Advisors, LLC | 85,948 | $873.0 萬 | 2.10% | +1,488+1.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 87,320 | $872.4 萬 | 0.42% | −1,058−1.2% | 減碼 |
| GAM Holding AG | 87,210 | $871.3 萬 | 0.56% | −5,364−5.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 86,896 | $868.2 萬 | 0.28% | +214+0.2% | 加碼 |
| American Assets Investment Management, LLC | 86,674 | $866.0 萬 | 0.60% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 86,264 | $861.9 萬 | 1.01% | −2,174−2.5% | 減碼 |
| Oppenheimer & Co Inc | 85,631 | $855.5 萬 | 0.12% | +794+0.9% | 加碼 |
| Permanens Capital L.P. | 85,461 | $853.8 萬 | 1.11% | +22,874+36.5% | 加碼 |
| Louisiana State Employees Retirement System | 85,300 | $852.2 萬 | 0.15% | −4,200−4.7% | 減碼 |
| Maryland State Retirement & Pension System | 85,112 | $850.4 萬 | 0.18% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 84,986 | $849.1 萬 | 0.38% | +81,268+2,185.8% | 加碼 |
| Spectrum Financial Alliance Ltd LLC | 84,183 | $841.1 萬 | 1.66% | −3,825−4.3% | 減碼 |
| We Are One Seven, LLC | 83,354 | $832.8 萬 | 0.17% | +28,721+52.6% | 加碼 |
| Radnor Capital Management, LLC | 83,050 | $829.8 萬 | 1.23% | −1,600−1.9% | 減碼 |
| National Philanthropic Trust | 82,389 | $823.1 萬 | 0.08% | −18,921−18.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 81,840 | $817.7 萬 | 0.20% | +18,373+28.9% | 加碼 |
| Fagan Associates, Inc. | 81,791 | $817.2 萬 | 1.09% | +2,413+3.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 80,879 | $808.1 萬 | 0.27% | +40,539+100.5% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 80,345 | $802.7 萬 | 3.02% | +80,345 | 新進 |
| Metis Global Partners, LLC | 79,990 | $799.2 萬 | 0.19% | −8,710−9.8% | 減碼 |
| New Mexico Educational Retirement Board | 78,687 | $786.2 萬 | 0.23% | +1,500+1.9% | 加碼 |
| Aquatic Capital Management LLC | 77,050 | $769.8 萬 | 0.22% | −224,670−74.5% | 減碼 |
| Marco Investment Management LLC | 76,689 | $766.2 萬 | 0.58% | −700−0.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 76,359 | $762.9 萬 | 0.20% | −3,700−4.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 75,843 | $757.7 萬 | 1.19% | +4,534+6.4% | 加碼 |
| Mark Asset Management LP | 75,795 | $757.3 萬 | 0.85% | +5,795+8.3% | 加碼 |
| CAPROCK Group, Inc. | 75,645 | $755.8 萬 | 0.16% | +23,708+45.6% | 加碼 |
| Integrated Advisors Network LLC | 74,898 | $748.3 萬 | 0.33% | +26,427+54.5% | 加碼 |
| Pring Turner Capital Group Inc | 74,825 | $747.6 萬 | 4.63% | −824−1.1% | 減碼 |
| Cullen Investment Group, Ltd. | 74,479 | $746.1 萬 | 0.97% | +49,556+198.8% | 加碼 |
| Alberta Investment Management Corp | 74,600 | $745.3 萬 | 0.04% | −900−1.2% | 減碼 |
| Illinois Municipal Retirement Fund | 74,397 | $743.3 萬 | 0.09% | +19,363+35.2% | 加碼 |
| Cloverfields Capital Group, LP | 74,395 | $743.3 萬 | 2.30% | −2,679−3.5% | 減碼 |
| GHP Investment Advisors, Inc. | 73,690 | $736.2 萬 | 0.30% | +3,619+5.2% | 加碼 |
| Boston Common Asset Management, LLC | 73,054 | $729.9 萬 | 0.44% | −45,958−38.6% | 減碼 |
| Salvus Wealth Management, LLC | 73,041 | $729.8 萬 | 4.08% | +692+1.0% | 加碼 |
| Commerce Bank | 72,291 | $722.3 萬 | 0.04% | −1,377−1.9% | 減碼 |
| Headlands Technologies LLC | 71,931 | $718.7 萬 | 0.60% | +16,455+29.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 71,249 | $711.8 萬 | 0.98% | −218−0.3% | 減碼 |
| Citizens Business Bank | 71,091 | $710.3 萬 | 1.17% | +926+1.3% | 加碼 |