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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 8,401 | $79.0 萬 | 0.13% | −1,430−14.5% | 減碼 |
| Klingman & Associates, LLC | 8,417 | $79.1 萬 | 0.04% | +125+1.5% | 加碼 |
| Bluedoor Private Wealth, LLC | 8,521 | $80.1 萬 | 0.37% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 8,545 | $80.3 萬 | 0.31% | −1,232−12.6% | 減碼 |
| Parkside Financial Bank & Trust | 8,575 | $80.6 萬 | 0.06% | +22+0.3% | 加碼 |
| Modern Wealth Management, LLC | 8,752 | $80.8 萬 | 0.01% | +106+1.2% | 加碼 |
| N.E.W. Advisory Services LLC | 8,641 | $81.2 萬 | 0.06% | +20.0% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 8,643 | $81.2 萬 | 0.06% | +1,121+14.9% | 加碼 |
| Fidelis Capital Partners, LLC | 8,647 | $81.3 萬 | 0.06% | +81+0.9% | 加碼 |
| Quadcap Wealth Management, LLC | 8,667 | $81.5 萬 | 0.09% | +45+0.5% | 加碼 |
| Cypress Wealth Services, LLC | 8,703 | $81.8 萬 | 0.12% | +14+0.2% | 加碼 |
| Joel Isaacson & Co., LLC | 8,731 | $82.0 萬 | 0.03% | −243−2.7% | 減碼 |
| AlphaGrep UK Ltd | 8,745 | $82.2 萬 | 0.24% | +85+1.0% | 加碼 |
| Oregon Pacific Wealth Management, LLC | 8,747 | $82.2 萬 | 0.86% | +642+7.9% | 加碼 |
| SMART Wealth LLC | 8,760 | $82.3 萬 | 0.24% | −2,336−21.1% | 減碼 |
| Hyperion Capital Advisors LP | 8,767 | $82.4 萬 | 0.40% | −89,113−91.0% | 減碼 |
| Nilsine Partners, LLC | 9,096 | $82.6 萬 | 0.06% | −683−7.0% | 減碼 |
| Regatta Capital Group, LLC | 8,797 | $82.7 萬 | 0.13% | −63−0.7% | 減碼 |
| Manchester Financial Inc | 8,812 | $82.8 萬 | 0.16% | −72−0.8% | 減碼 |
| Sutton Place Investors LLC | 8,818 | $82.9 萬 | 0.45% | −196−2.2% | 減碼 |
| RFG Advisory, LLC | 8,829 | $83.0 萬 | 0.02% | −3,024−25.5% | 減碼 |
| Integral Investment Advisors, Inc. | 8,851 | $83.2 萬 | 0.21% | −406−4.4% | 減碼 |
| International Assets Investment Management, LLC | 9,006 | $83.2 萬 | 0.06% | +2,350+35.3% | 加碼 |
| Waterloo Capital, L.P. | 8,897 | $83.6 萬 | 0.06% | +3,246+57.4% | 加碼 |
| Avondale Wealth Management | 8,900 | $83.6 萬 | 0.41% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 8,916 | $83.8 萬 | 0.14% | +2,737+44.3% | 加碼 |
| West Financial Advisors, LLC | 9,000 | $84.6 萬 | 0.14% | −3,600−28.6% | 減碼 |
| Kearns & Associates LLC | 9,000 | $84.6 萬 | 0.46% | 00.0% | 不變 |
| Cypress Capital Advisors, LLC | 9,009 | $84.7 萬 | 0.46% | −116−1.3% | 減碼 |
| Capital Investment Advisors, LLC | 9,047 | $85.0 萬 | 0.01% | +443+5.1% | 加碼 |
| Tactive Advisors, LLC | 9,091 | $85.4 萬 | 0.24% | +1,231+15.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,091 | $85.4 萬 | 0.02% | +430+5.0% | 加碼 |
| Leavell Investment Management, Inc. | 9,124 | $85.7 萬 | 0.04% | −1,100−10.8% | 減碼 |
| Torrey Growth & Income Advisors | 9,181 | $85.8 萬 | 0.36% | +49+0.5% | 加碼 |
| 71 West Capital Partners | 9,160 | $86.1 萬 | 0.04% | +2,838+44.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 9,165 | $86.1 萬 | 0.02% | −2,835−23.6% | 減碼 |
| Canandaigua National Trust Co of Florida | 9,166 | $86.1 萬 | 0.69% | −603−6.2% | 減碼 |
| One Capital Management, LLC | 9,183 | $86.3 萬 | 0.02% | +68+0.7% | 加碼 |
| Davidson Kahn Capital Management, LLC | 9,234 | $86.8 萬 | 0.46% | −1,783−16.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 9,263 | $87.1 萬 | 0.05% | +717+8.4% | 加碼 |
| Sax Wealth Advisors, LLC | 8,752 | $87.4 萬 | 0.04% | −348−3.8% | 減碼 |
| Old Peak Finance LLC | 9,338 | $87.8 萬 | 0.51% | +61+0.7% | 加碼 |
| Bain Capital Public Equity, LP | 9,425 | $88.6 萬 | 4.93% | +9,425 | 新進 |
| Miller Global Investments, LLC | 9,470 | $89.0 萬 | 0.82% | −40.0% | 減碼 |
| Trust Point Inc. | 9,512 | $89.4 萬 | 0.08% | +1,982+26.3% | 加碼 |
| Herold Advisors, Inc. | 9,532 | $89.6 萬 | 0.20% | +184+2.0% | 加碼 |
| Advisor Resource Council | 9,533 | $89.6 萬 | 0.35% | −77−0.8% | 減碼 |
| Independence Bank of Kentucky | 9,560 | $89.8 萬 | 0.11% | −625−6.1% | 減碼 |
| Forbes J M & Co LLP | 9,563 | $89.9 萬 | 0.08% | +61+0.6% | 加碼 |
| Ark Wealth Advisors LLC | 9,568 | $89.9 萬 | 0.89% | +487+5.4% | 加碼 |
| Bright Futures Wealth Management, LLC. | 9,574 | $90.0 萬 | 0.62% | +9,574 | 新進 |
| Accuvest Global Advisors | 9,584 | $90.1 萬 | 0.84% | −19,163−66.7% | 減碼 |
| Ameritas Advisory Services, LLC | 9,607 | $90.3 萬 | 0.04% | +4,321+81.7% | 加碼 |
| Ethos Financial Group, LLC | 9,612 | $90.3 萬 | 0.07% | +1,147+13.5% | 加碼 |
| Kirtland Hills Capital Management, LLC | 9,865 | $90.6 萬 | 0.29% | +497+5.3% | 加碼 |
| Sovereign's Capital Management, LLC | 9,727 | $91.4 萬 | 0.67% | −720−6.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 9,753 | $91.7 萬 | 0.04% | +1,923+24.6% | 加碼 |
| Erste Asset Management GmbH | 9,874 | $91.9 萬 | 0.01% | 00.0% | 不變 |
| Ironwood Financial, llc | 9,803 | $92.1 萬 | 0.16% | 00.0% | 不變 |
| Avise Financial Cooperative, Inc. | 9,830 | $92.4 萬 | 0.76% | +324+3.4% | 加碼 |
| First Dallas Securities Inc. | 9,849 | $92.6 萬 | 0.34% | −1,048−9.6% | 減碼 |
| HBK Investments L P | 9,856 | $92.6 萬 | 0.01% | +9,856 | 新進 |
| Gateway Wealth Partners, LLC | 9,862 | $92.7 萬 | 0.04% | +9,862 | 新進 |
| Independence Wealth Advisors, LLC | 9,865 | $92.7 萬 | 0.49% | +1,254+14.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 10,000 | $94.0 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $94.0 萬 | 0.26% | 00.0% | 不變 |
| Intrepid Family Office LLC | 10,000 | $94.0 萬 | 0.82% | +10,000 | 新進 |
| Variant Private Wealth, LLC | 10,042 | $94.4 萬 | 1.14% | +31+0.3% | 加碼 |
| Element Pointe Advisors, LLC | 10,066 | $94.6 萬 | 0.18% | +10,066 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,074 | $94.7 萬 | 0.16% | +133+1.3% | 加碼 |
| PDS Planning, Inc | 10,081 | $94.7 萬 | 0.06% | +219+2.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 10,140 | $95.3 萬 | 0.01% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 10,149 | $95.4 萬 | 0.04% | −35,931−78.0% | 減碼 |
| Citizens National Bank Trust Department | 10,165 | $95.5 萬 | 0.16% | +2,655+35.4% | 加碼 |
| Kanawha Capital Management LLC | 10,182 | $95.7 萬 | 0.07% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 10,193 | $95.8 萬 | 0.01% | +1,050+11.5% | 加碼 |
| Opal Capital LLC | 10,211 | $96.0 萬 | 0.17% | +8,244+419.1% | 加碼 |
| Kathmere Capital Management, LLC | 10,227 | $96.1 萬 | 0.06% | +2,433+31.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,285 | $96.7 萬 | 0.07% | +291+2.9% | 加碼 |
| Harbour Investments, Inc. | 10,287 | $96.7 萬 | 0.01% | +2,537+32.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,220 | $96.9 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 10,322 | $97.0 萬 | 0.02% | +2,621+34.0% | 加碼 |
| Crumly & Associates Inc. | 10,364 | $97.4 萬 | 0.20% | +873+9.2% | 加碼 |
| SJS Investment Consulting Inc. | 10,402 | $97.8 萬 | 0.12% | +50.0% | 加碼 |
| Moseley Investment Management Inc | 10,439 | $98.1 萬 | 0.31% | 00.0% | 不變 |
| Fulton Bank, N.A. | 10,483 | $98.5 萬 | 0.03% | +192+1.9% | 加碼 |
| Keebeck Wealth Management, LLC | 10,487 | $98.6 萬 | 0.11% | +1,388+15.3% | 加碼 |
| Navalign, LLC | 10,509 | $98.8 萬 | 0.25% | −13−0.1% | 減碼 |
| Invictus Private Wealth, LLC | 10,536 | $99.0 萬 | 0.06% | +7+0.1% | 加碼 |
| Frec Markets, Inc. | 10,543 | $99.1 萬 | 0.17% | +2,664+33.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 10,591 | $99.5 萬 | 0.03% | +6,962+191.8% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 10,603 | $99.6 萬 | 0.31% | −94−0.9% | 減碼 |
| Northcape Wealth Management, LLC | 10,637 | $100.0 萬 | 0.27% | 00.0% | 不變 |
| Future Fund LLC | 10,696 | $100.5 萬 | 0.35% | +69+0.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 10,713 | $100.7 萬 | 0.00% | +10,713 | 新進 |
| Sage Rhino Capital LLC | 10,755 | $101.1 萬 | 0.19% | −270−2.4% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 10,777 | $101.2 萬 | 0.31% | −1,434−11.7% | 減碼 |
| H&H Retirement Design & Management INC | 11,059 | $101.2 萬 | 0.49% | −683−5.8% | 減碼 |
| Novare Capital Management LLC | 10,787 | $101.4 萬 | 0.08% | −748−6.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,824 | $101.7 萬 | 0.03% | +675+6.7% | 加碼 |