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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 70,992 | $709.3 萬 | 0.02% | −2,890−3.9% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 70,988 | $709.2 萬 | 0.63% | −4,650−6.1% | 減碼 |
| Central Pacific Bank - Trust Division | 70,553 | $704.9 萬 | 0.86% | −9,033−11.3% | 減碼 |
| AE Wealth Management LLC | 70,449 | $703.8 萬 | 0.04% | −29,383−29.4% | 減碼 |
| Naples Global Advisors, LLC | 70,298 | $702.4 萬 | 0.52% | −658−0.9% | 減碼 |
| Birch Capital Management, LLC | 69,741 | $696.8 萬 | 3.48% | −1,686−2.4% | 減碼 |
| Scotia Capital Inc. | 69,339 | $692.8 萬 | 0.03% | +1,427+2.1% | 加碼 |
| Merit Financial Group, LLC | 69,112 | $690.5 萬 | 0.06% | +11,252+19.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 68,745 | $686.8 萬 | 0.11% | −47,394−40.8% | 減碼 |
| MUFG Securities EMEA plc | 68,476 | $684.1 萬 | 0.08% | +35,816+109.7% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 68,303 | $682.4 萬 | 0.30% | +4,012+6.2% | 加碼 |
| Laird Norton Trust Company, LLC | 68,224 | $681.6 萬 | 0.14% | +68,224 | 新進 |
| Arkadios Wealth Advisors | 68,164 | $681.0 萬 | 0.14% | +3,644+5.6% | 加碼 |
| Acadian Asset Management LLC | 68,124 | $680.2 萬 | 0.01% | +41,567+156.5% | 加碼 |
| Prentiss Smith & Co Inc | 67,642 | $675.8 萬 | 4.04% | −296−0.4% | 減碼 |
| Siemens Fonds Invest GmbH | 66,802 | $671.7 萬 | 0.36% | +6,601+11.0% | 加碼 |
| Twin Lakes Capital Management, LLC | 66,476 | $664.2 萬 | 2.95% | +140+0.2% | 加碼 |
| Investment Research & Advisory Group, Inc. | 66,102 | $660.4 萬 | 2.20% | −584−0.9% | 減碼 |
| Quantitative Investment Management, LLC | 65,917 | $658.5 萬 | 0.64% | +65,917 | 新進 |
| Sendero Wealth Management, LLC | 65,662 | $656.0 萬 | 0.73% | −6,638−9.2% | 減碼 |
| Somerville Kurt F | 65,555 | $655.0 萬 | 1.11% | +21,762+49.7% | 加碼 |
| Spire Wealth Management | 65,102 | $650.4 萬 | 0.22% | −2,127−3.2% | 減碼 |
| Smithbridge Asset Management Inc | 65,091 | $650.3 萬 | 0.56% | −5,603−7.9% | 減碼 |
| Equitable Holdings, Inc. | 64,983 | $649.2 萬 | 0.04% | −3,822−5.6% | 減碼 |
| Algert Global LLC | 64,426 | $643.7 萬 | 0.10% | +13,700+27.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 63,728 | $636.7 萬 | 0.11% | −3,192−4.8% | 減碼 |
| Legal Advantage Investments, Inc. | 63,560 | $635.0 萬 | 2.94% | −1,500−2.3% | 減碼 |
| Walleye Trading LLC | 63,426 | $633.7 萬 | 0.10% | +63,426 | 新進 |
| Farther Finance Advisors, LLC | 63,384 | $633.3 萬 | 0.07% | +44,109+228.8% | 加碼 |
| LaFleur & Godfrey LLC | 63,232 | $631.8 萬 | 0.76% | −5,988−8.7% | 減碼 |
| Oliver Luxxe Assets LLC | 63,161 | $631.0 萬 | 0.96% | −1,769−2.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 62,835 | $627.8 萬 | 0.22% | +1,488+2.4% | 加碼 |
| Hamilton Capital Partners Inc. | 61,203 | $611.5 萬 | 0.22% | +3,111+5.4% | 加碼 |
| Wright Investors Service Inc | 61,075 | $610.2 萬 | 1.83% | +36,170+145.2% | 加碼 |
| Hudson Valley Investment Advisors Inc | 60,798 | $607.4 萬 | 0.67% | −6,014−9.0% | 減碼 |
| Ci Investments Inc. | 60,547 | $604.9 萬 | 0.03% | +16,741+38.2% | 加碼 |
| Lincoln Capital Corp | 60,344 | $602.9 萬 | 2.14% | −341−0.6% | 減碼 |
| Dana Investment Advisors, Inc. | 60,131 | $600.8 萬 | 0.17% | +39,439+190.6% | 加碼 |
| Lincoln Capital LLC | 60,073 | $600.2 萬 | 1.09% | −1,132−1.8% | 減碼 |
| Winton Group Ltd | 60,012 | $599.6 萬 | 0.21% | −1,164−1.9% | 減碼 |
| HB Wealth Management, LLC | 59,594 | $595.4 萬 | 0.04% | +3,236+5.7% | 加碼 |
| Alerus Financial NA | 59,143 | $590.9 萬 | 0.29% | +10,460+21.5% | 加碼 |
| AlTi Global, Inc. | 59,099 | $590.5 萬 | 0.13% | −66,535−53.0% | 減碼 |
| North Dakota State Investment Board | 58,531 | $584.8 萬 | 0.22% | +58,531 | 新進 |
| Paradigm Financial Partners, LLC | 58,453 | $584.0 萬 | 0.59% | +8,454+16.9% | 加碼 |
| Condor Capital Management | 58,415 | $583.6 萬 | 0.47% | −379−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 58,306 | $582.5 萬 | 0.20% | +669+1.2% | 加碼 |
| Perkins Coie Trust Co | 58,224 | $581.7 萬 | 1.08% | −2,837−4.6% | 減碼 |
| Optiver Holding B.V. | 57,414 | $573.6 萬 | 0.10% | −62,246−52.0% | 減碼 |
| William Allan, LLC | 57,389 | $573.4 萬 | 3.25% | −1,683−2.8% | 減碼 |
| Oak Harvest Investment Services | 57,387 | $573.4 萬 | 0.63% | +10,394+22.1% | 加碼 |
| Plato Investment Management Ltd | 57,039 | $572.7 萬 | 0.37% | 00.0% | 不變 |
| DLK Investment Management, LLC | 57,092 | $570.4 萬 | 2.12% | −95−0.2% | 減碼 |
| Coppell Advisory Solutions LLC | 56,634 | $569.5 萬 | 0.57% | +6,412+12.8% | 加碼 |
| Pittenger & Anderson Inc | 56,917 | $568.7 萬 | 0.22% | +1,370+2.5% | 加碼 |
| Conning Inc. | 56,862 | $568.1 萬 | 0.19% | +3,615+6.8% | 加碼 |
| Harrington Investments, INC | 56,657 | $566.1 萬 | 2.84% | +384+0.7% | 加碼 |
| Krilogy Financial LLC | 54,690 | $563.0 萬 | 0.19% | +23,589+75.8% | 加碼 |
| LGT Group Foundation | 55,876 | $561.8 萬 | 0.06% | −7,158−11.4% | 減碼 |
| Voya Financial Advisors, Inc. | 54,683 | $554.0 萬 | 0.53% | −2,495−4.4% | 減碼 |
| Independent Advisor Alliance | 55,111 | $550.6 萬 | 0.13% | +15,894+40.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 55,092 | $550.4 萬 | 0.11% | +37,807+218.7% | 加碼 |
| Bokf, NA | 55,012 | $549.6 萬 | 0.08% | −4,616−7.7% | 減碼 |
| Resolute Capital Asset Partners LLC | 55,000 | $549.5 萬 | 2.65% | −25,000−31.3% | 減碼 |
| Capital Analysts, LLC | 54,992 | $549.5 萬 | 0.15% | +2,076+3.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 54,719 | $546.7 萬 | 0.06% | +6,845+14.3% | 加碼 |
| Greenup Street Wealth Management LLC | 54,715 | $546.7 萬 | 0.79% | +20,008+57.6% | 加碼 |
| Park Avenue Securities LLC | 54,522 | $544.7 萬 | 0.05% | +2,788+5.4% | 加碼 |
| First American Bank | 54,005 | $539.6 萬 | 0.33% | +34+0.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 53,370 | $533.2 萬 | 0.06% | −1,014−1.9% | 減碼 |
| Bailard, Inc. | 53,166 | $531.2 萬 | 0.12% | −2,252−4.1% | 減碼 |
| Ibex Wealth Advisors | 53,093 | $530.5 萬 | 0.52% | +1,273+2.5% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 52,825 | $527.8 萬 | 3.11% | +1,812+3.6% | 加碼 |
| Intrinsic Value Partners, LLC | 52,455 | $524.1 萬 | 3.93% | −2,448−4.5% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 52,056 | $523.4 萬 | 0.50% | 00.0% | 不變 |
| Keybank National Association | 52,382 | $523.3 萬 | 0.02% | +1,535+3.0% | 加碼 |
| Wealthspire Advisors, LLC | 52,336 | $522.9 萬 | 0.04% | −26,680−33.8% | 減碼 |
| Evolve Private Wealth, LLC | 52,153 | $521.1 萬 | 0.31% | +52,153 | 新進 |
| Cardinal Point Capital Management, ULC | 52,034 | $519.9 萬 | 0.34% | +52,034 | 新進 |
| Prospera Financial Services Inc | 51,702 | $516.7 萬 | 0.08% | −1,987−3.7% | 減碼 |
| First National Advisers, LLC | 51,206 | $511.6 萬 | 0.70% | +43,793+590.8% | 加碼 |
| Greenleaf Trust | 51,172 | $511.3 萬 | 0.05% | −375−0.7% | 減碼 |
| FWL Investment Management, LLC | 51,032 | $509.9 萬 | 1.23% | +7,651+17.6% | 加碼 |
| American Trust Investment Advisors, LLC | 50,913 | $508.7 萬 | 2.72% | +972+1.9% | 加碼 |
| Allworth Financial LP | 50,741 | $507.0 萬 | 0.02% | −1,011−2.0% | 減碼 |
| RNC Capital Management LLC | 50,701 | $506.6 萬 | 0.23% | −454−0.9% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 50,679 | $506.3 萬 | 0.91% | +2,793+5.8% | 加碼 |
| Colonial Trust Co | 50,543 | $505.0 萬 | 0.67% | −1,632−3.1% | 減碼 |
| IFP Advisors, Inc | 50,485 | $504.4 萬 | 0.11% | +29,785+143.9% | 加碼 |
| Maltese Capital Management LLC | 50,000 | $499.6 萬 | 0.89% | −12,500−20.0% | 減碼 |
| Brookstone Capital Management | 49,475 | $494.3 萬 | 0.06% | +1,767+3.7% | 加碼 |
| Hixon Zuercher, LLC | 49,396 | $493.5 萬 | 1.50% | +352+0.7% | 加碼 |
| Daymark Wealth Partners, LLC | 49,353 | $493.1 萬 | 0.16% | −96−0.2% | 減碼 |
| Tandem Capital Management Corp | 49,262 | $492.2 萬 | 2.24% | −57−0.1% | 減碼 |
| Empirical Finance, LLC | 49,167 | $491.2 萬 | 0.23% | −2,081−4.1% | 減碼 |
| Southeast Asset Advisors Inc. | 48,994 | $489.5 萬 | 0.46% | −197−0.4% | 減碼 |
| TD Waterhouse Canada Inc. | 48,697 | $486.6 萬 | 0.03% | +41,956+622.4% | 加碼 |
| SOL Capital Management CO | 48,666 | $486.2 萬 | 0.44% | −700−1.4% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 48,534 | $484.9 萬 | 0.21% | −8,500−14.9% | 減碼 |
| LS Investment Advisors, LLC | 48,405 | $483.6 萬 | 0.68% | +527+1.1% | 加碼 |