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。
2026 年第 1 季 13F 持有人
Schwab Charles Corp 在 2026/3/31 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
- 2,340
- 較 2025 年第 4 季 +46 家
- 持有股數
- 14.1 億
- 較 2025 年第 4 季 +1.31 億 (+10.2%)
- 總市值
- $1,335 億
- 較 2025 年第 4 季 +$55.7 億 (+4.4%)
- 新進機構
- 200
- 另有 987 家加碼
- 清倉機構
- 154
- 另有 875 家減碼
另有 35 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Client 1st Advisory Group, LLC | 6,597 | $62.0 萬 | 0.19% | +145+2.2% | 加碼 |
| LVW Advisors, LLC | 6,612 | $62.1 萬 | 0.06% | +3,586+118.5% | 加碼 |
| CMG Global Holdings, LLC | 6,628 | $62.3 萬 | 0.30% | +294+4.6% | 加碼 |
| Delta Investment Management, LLC | 6,639 | $62.4 萬 | 0.11% | +860+14.9% | 加碼 |
| Garrison Point Advisors, LLC | 6,640 | $62.4 萬 | 0.28% | −175−2.6% | 減碼 |
| Apriem Advisors | 6,648 | $62.5 萬 | 0.06% | −2,198−24.8% | 減碼 |
| Kingsview Wealth Management, LLC | 6,661 | $62.6 萬 | 0.01% | −31,584−82.6% | 減碼 |
| RW Investment Management LLC | 6,686 | $62.8 萬 | 0.06% | +6,686 | 新進 |
| Sterling Investment Counsel, LLC | 6,692 | $62.9 萬 | 0.18% | +1,962+41.5% | 加碼 |
| Stokes Family Office, LLC | 6,708 | $63.0 萬 | 0.07% | −485−6.7% | 減碼 |
| Aspetuck Financial Management LLC | 6,721 | $63.2 萬 | 0.43% | +164+2.5% | 加碼 |
| TAGStone Capital, Inc. | 6,726 | $63.2 萬 | 0.22% | +16+0.2% | 加碼 |
| Secured Retirement Advisors, LLC | 6,729 | $63.2 萬 | 0.36% | −120−1.8% | 減碼 |
| Palisade Capital Management LLC | 6,734 | $63.3 萬 | 0.02% | +1,684+33.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,760 | $63.5 萬 | 0.12% | +2,900+75.1% | 加碼 |
| Optas, LLC | 6,768 | $63.6 萬 | 0.10% | +51+0.8% | 加碼 |
| Alta Advisers Ltd | 6,770 | $63.6 萬 | 0.23% | 00.0% | 不變 |
| Vann Equity Management LLC | 6,792 | $63.8 萬 | 0.45% | +6,792 | 新進 |
| Virtue Capital Management, LLC | 6,871 | $63.9 萬 | 0.10% | −1,788−20.6% | 減碼 |
| Arcataur Capital Management LLC | 6,818 | $64.1 萬 | 0.18% | −10−0.1% | 減碼 |
| Bahl & Gaynor Inc | 6,827 | $64.2 萬 | 0.00% | −428−5.9% | 減碼 |
| Defined Wealth Management, LLC | 6,849 | $64.4 萬 | 0.38% | +46+0.7% | 加碼 |
| Oslo Pensjonsforsikring AS | 6,874 | $64.6 萬 | 0.10% | +6,874 | 新進 |
| Sky Investment Group LLC | 6,885 | $64.7 萬 | 0.11% | +600+9.5% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $64.8 萬 | 0.04% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,912 | $65.0 萬 | 0.05% | −14−0.2% | 減碼 |
| PFG Investments, LLC | 6,915 | $65.0 萬 | 0.03% | −9−0.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,917 | $65.0 萬 | 0.07% | +948+15.9% | 加碼 |
| Hantz Financial Services, Inc. | 6,947 | $65.3 萬 | 0.01% | +3,608+108.1% | 加碼 |
| Auxier Asset Management | 6,968 | $65.5 萬 | 0.09% | +218+3.2% | 加碼 |
| Inscription Capital, LLC | 7,015 | $65.9 萬 | 0.07% | −290−4.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 7,029 | $66.1 萬 | 0.03% | +50+0.7% | 加碼 |
| Naviter Wealth, LLC | 7,032 | $66.1 萬 | 0.08% | +21+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 7,041 | $66.2 萬 | 0.05% | +879+14.3% | 加碼 |
| Gryphon Financial Partners LLC | 7,131 | $67.0 萬 | 0.07% | +1,463+25.8% | 加碼 |
| Rehmann Capital Advisory Group | 7,145 | $67.2 萬 | 0.03% | −138−1.9% | 減碼 |
| Jackson Creek Investment Advisors LLC | 7,189 | $67.6 萬 | 0.20% | −21−0.3% | 減碼 |
| Coign Capital Advisors LLC | 7,238 | $68.0 萬 | 0.36% | +418+6.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,263 | $68.3 萬 | 0.14% | +3,388+87.4% | 加碼 |
| Ellevest, Inc. | 7,264 | $68.3 萬 | 0.09% | +16+0.2% | 加碼 |
| Versant Capital Management, Inc | 7,270 | $68.3 萬 | 0.07% | +1,788+32.6% | 加碼 |
| Accredited Investors Inc. | 7,286 | $68.5 萬 | 0.04% | −596−7.6% | 減碼 |
| Larry Mathis Financial Planning, LLC | 7,286 | $68.5 萬 | 0.61% | 00.0% | 不變 |
| First Western Trust Bank | 7,328 | $68.9 萬 | 0.03% | −256−3.4% | 減碼 |
| Vigilare Wealth Management | 7,363 | $69.2 萬 | 0.23% | −2,336−24.1% | 減碼 |
| Capital Performance Advisors LLP | 7,367 | $69.2 萬 | 0.05% | +501+7.3% | 加碼 |
| Compass Advisory Group LLC | 7,375 | $69.3 萬 | 0.19% | −500−6.3% | 減碼 |
| Unified Investment Management | 7,389 | $69.4 萬 | 0.71% | +337+4.8% | 加碼 |
| Novem Group | 7,479 | $70.3 萬 | 0.08% | −1,848−19.8% | 減碼 |
| Marathon Trading Investment Management LLC | 7,500 | $70.5 萬 | 0.21% | +7,500 | 新進 |
| Mather Group, LLC. | 7,543 | $70.9 萬 | 0.01% | −525−6.5% | 減碼 |
| Sweeney & Michel, LLC | 7,333 | $71.0 萬 | 0.21% | +115+1.6% | 加碼 |
| Summit Global Investments | 7,552 | $71.0 萬 | 0.04% | 00.0% | 不變 |
| Old Port Advisors | 7,684 | $72.2 萬 | 0.17% | +140+1.9% | 加碼 |
| Tred Avon Family Wealth, LLC | 7,706 | $72.4 萬 | 0.24% | −409−5.0% | 減碼 |
| Athena Investment Management | 7,708 | $72.4 萬 | 0.38% | 00.0% | 不變 |
| Western Wealth Management, LLC | 7,710 | $72.5 萬 | 0.03% | −31−0.4% | 減碼 |
| Affinity Investment Advisors, LLC | 7,710 | $72.5 萬 | 0.45% | +4,581+146.4% | 加碼 |
| Neville Rodie & Shaw Inc | 7,735 | $72.7 萬 | 0.05% | +125+1.6% | 加碼 |
| Viawealth, LLC | 7,740 | $72.7 萬 | 0.40% | 00.0% | 不變 |
| LCNB Corp | 7,747 | $72.8 萬 | 0.24% | −41−0.5% | 減碼 |
| Dutch Asset Corp | 7,750 | $72.8 萬 | 0.49% | +1,500+24.0% | 加碼 |
| One Wealth Advisors, LLC | 7,769 | $73.0 萬 | 0.09% | +39+0.5% | 加碼 |
| Heartland Bank & Trust Co | 7,808 | $73.4 萬 | 0.17% | +294+3.9% | 加碼 |
| Bragg Financial Advisors, Inc | 7,815 | $73.4 萬 | 0.02% | −30−0.4% | 減碼 |
| Verity Asset Management, Inc. | 7,819 | $73.5 萬 | 0.31% | −179−2.2% | 減碼 |
| SkyView Investment Advisors, LLC | 7,838 | $73.7 萬 | 0.10% | −410−5.0% | 減碼 |
| Founders Financial Securities LLC | 7,584 | $73.8 萬 | 0.04% | −10.0% | 減碼 |
| Intrepid Financial Planning Group LLC | 7,927 | $74.5 萬 | 0.30% | +2,125+36.6% | 加碼 |
| Orser Capital Management, LLC | 7,936 | $74.6 萬 | 0.52% | +1,315+19.9% | 加碼 |
| Independent Financial Group, LLC | 7,953 | $74.7 萬 | 0.02% | +247+3.2% | 加碼 |
| Bramshill Investments, LLC | 7,953 | $74.7 萬 | 0.06% | +7,953 | 新進 |
| Capital Markets Trading UK LLP | 7,962 | $74.8 萬 | 0.67% | +5,391+209.7% | 加碼 |
| Okabena Investment Services Inc | 7,963 | $74.8 萬 | 0.14% | −15,152−65.6% | 減碼 |
| Silver Oak Securities, Inc | 7,985 | $75.0 萬 | 0.05% | +72+0.9% | 加碼 |
| Net Worth Advisory Group | 7,992 | $75.1 萬 | 0.16% | −189−2.3% | 減碼 |
| OneAscent Financial Services LLC | 8,010 | $75.3 萬 | 0.04% | +3,862+93.1% | 加碼 |
| Smith, Moore & Co. | 8,011 | $75.3 萬 | 0.05% | −4,002−33.3% | 減碼 |
| Massmutual Trust Co FSB | 8,022 | $75.4 萬 | 0.02% | −255−3.1% | 減碼 |
| TownSquare Capital, LLC | 8,024 | $75.4 萬 | 0.17% | +677+9.2% | 加碼 |
| Farringdon Capital, Ltd. | 8,028 | $75.4 萬 | 0.17% | +4,141+106.5% | 加碼 |
| Kennebec Savings Bank | 8,037 | $75.5 萬 | 0.68% | 00.0% | 不變 |
| Boltwood Capital Management | 8,037 | $75.5 萬 | 0.19% | +256+3.3% | 加碼 |
| Mitchell Sinkler & Starr | 8,042 | $75.6 萬 | 0.35% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 8,045 | $75.6 萬 | 0.02% | −404−4.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,061 | $75.8 萬 | 0.08% | −589−6.8% | 減碼 |
| Fiduciary Trust Co | 8,070 | $75.8 萬 | 0.01% | +1,438+21.7% | 加碼 |
| IHT Wealth Management, LLC | 8,074 | $75.9 萬 | 0.02% | +843+11.7% | 加碼 |
| Lyell Wealth Management, LP | 8,078 | $75.9 萬 | 0.06% | 00.0% | 不變 |
| Platform Technology Partners | 8,078 | $75.9 萬 | 0.15% | +1,102+15.8% | 加碼 |
| Kera Capital Partners, Inc. | 8,119 | $76.3 萬 | 0.09% | −528−6.1% | 減碼 |
| Cassaday & Co Wealth Management LLC | 8,160 | $76.7 萬 | 0.02% | +1,457+21.7% | 加碼 |
| St Germain D J Co Inc | 8,198 | $77.0 萬 | 0.03% | +66+0.8% | 加碼 |
| HMV Wealth Advisors, LLC | 8,249 | $77.5 萬 | 0.36% | −242−2.9% | 減碼 |
| Polymer Capital Management (US) LLC | 8,263 | $77.7 萬 | 0.12% | −1,888−18.6% | 減碼 |
| Ramirez Asset Management, Inc. | 8,313 | $78.1 萬 | 0.09% | +45+0.5% | 加碼 |
| Zions Bancorporation, National Association | 8,339 | $78.4 萬 | 0.05% | −3,492−29.5% | 減碼 |
| CVA Family Office, LLC | 8,344 | $78.4 萬 | 0.08% | +615+8.0% | 加碼 |
| Inceptionr LLC | 8,358 | $78.5 萬 | 0.19% | +8,358 | 新進 |
| SFMG, LLC | 8,364 | $78.6 萬 | 0.05% | −137−1.6% | 減碼 |