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 |
|---|---|---|---|---|---|
| S&G Foundation | 10,837 | $101.8 萬 | 0.05% | +10,837 | 新進 |
| Thor Investment Management Inc | 10,837 | $101.9 萬 | 0.54% | +36+0.3% | 加碼 |
| Tranquility Partners, LLC | 10,872 | $102.2 萬 | 0.39% | +26+0.2% | 加碼 |
| Stone Point Wealth LLC | 10,900 | $102.4 萬 | 0.29% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 10,952 | $102.9 萬 | 0.18% | −113−1.0% | 減碼 |
| Total Wealth Planning & Management, Inc. | 10,979 | $103.2 萬 | 0.82% | +50+0.5% | 加碼 |
| StoneX Group Inc. | 10,986 | $103.3 萬 | 0.06% | −8,875−44.7% | 減碼 |
| Oder Investment Management, LLC | 10,989 | $103.3 萬 | 0.79% | −58−0.5% | 減碼 |
| Tower Trust & Investment Co | 10,991 | $103.3 萬 | 0.68% | +90+0.8% | 加碼 |
| Shira Ridge Wealth Management | 11,001 | $103.4 萬 | 0.41% | 00.0% | 不變 |
| First American Trust, FSB | 11,007 | $103.4 萬 | 0.07% | +1,173+11.9% | 加碼 |
| O'Rourke & Company, Inc | 11,009 | $103.5 萬 | 0.41% | −184−1.6% | 減碼 |
| Revisor Wealth Management LLC | 11,028 | $103.6 萬 | 0.29% | +46+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 11,045 | $103.8 萬 | 0.11% | +14+0.1% | 加碼 |
| Integrity Alliance, LLC. | 11,068 | $104.0 萬 | 0.04% | −3,873−25.9% | 減碼 |
| Athena Wealth Management, LLC | 11,074 | $104.1 萬 | 0.85% | +3,729+50.8% | 加碼 |
| Camden Capital, LLC | 11,084 | $104.2 萬 | 0.07% | −1,434−11.5% | 減碼 |
| Aprio Wealth Management, LLC | 11,092 | $104.2 萬 | 0.06% | +82+0.7% | 加碼 |
| Nabity-Jensen Investment Management Inc | 11,100 | $104.3 萬 | 0.72% | −9−0.1% | 減碼 |
| Ofi Invest Asset Management | 12,808 | $104.5 萬 | 0.01% | −238,100−94.9% | 減碼 |
| United Community Bank | 11,149 | $104.8 萬 | 0.35% | +124+1.1% | 加碼 |
| Birmingham Capital Management Co Inc | 11,150 | $104.8 萬 | 0.44% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 11,188 | $105.1 萬 | 0.13% | +11,188 | 新進 |
| DRW Securities, LLC | 11,192 | $105.2 萬 | 0.06% | −14,390−56.3% | 減碼 |
| Financial Consulate, Inc | 11,221 | $105.5 萬 | 0.13% | +28+0.3% | 加碼 |
| Palisade Asset Management, LLC | 11,277 | $106.0 萬 | 0.11% | +28+0.2% | 加碼 |
| Birinyi Associates Inc | 11,281 | $106.0 萬 | 0.29% | +11,281 | 新進 |
| Circle Wealth Management, LLC | 11,299 | $106.2 萬 | 0.02% | +960+9.3% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 11,309 | $106.3 萬 | 0.30% | +11,309 | 新進 |
| Boothbay Fund Management, LLC | 11,350 | $106.7 萬 | 0.03% | −8,222−42.0% | 減碼 |
| Colton Groome Financial Advisors, LLC | 11,351 | $106.7 萬 | 0.30% | +376+3.4% | 加碼 |
| GTS Securities LLC | 11,382 | $107.0 萬 | 0.04% | −9,996−46.8% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 11,426 | $107.4 萬 | 0.25% | +850+8.0% | 加碼 |
| Islay Capital Management, LLC | 11,447 | $107.6 萬 | 0.55% | +418+3.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 11,449 | $107.6 萬 | 0.27% | −150−1.3% | 減碼 |
| Hodges Capital Management Inc. | 11,471 | $107.8 萬 | 0.09% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 11,480 | $107.9 萬 | 0.03% | +1,800+18.6% | 加碼 |
| Vicus Capital | 11,528 | $108.3 萬 | 0.08% | −1,557−11.9% | 減碼 |
| OpenArc Corporate Advisory, LLC | 11,538 | $108.4 萬 | 0.02% | +1,766+18.1% | 加碼 |
| Mach-1 Financial Group, Inc. | 11,594 | $109.0 萬 | 0.38% | −11,604−50.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 11,613 | $109.1 萬 | 0.14% | +372+3.3% | 加碼 |
| Angeles Wealth Management, LLC | 11,670 | $109.7 萬 | 0.06% | +1,061+10.0% | 加碼 |
| Capital Advantage, Inc. | 11,681 | $109.8 萬 | 0.14% | −40−0.3% | 減碼 |
| Hohimer Wealth Management, LLC | 11,694 | $109.9 萬 | 0.13% | +2,299+24.5% | 加碼 |
| Private Trust Co NA | 11,733 | $110.3 萬 | 0.10% | +6,154+110.3% | 加碼 |
| Equitable Trust Co | 11,733 | $110.3 萬 | 0.05% | +527+4.7% | 加碼 |
| Lodestone Wealth Management LLC | 11,830 | $111.2 萬 | 0.44% | +39+0.3% | 加碼 |
| Catalytic Wealth RIA, LLC | 11,835 | $111.2 萬 | 0.05% | −1,043−8.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 12,284 | $111.5 萬 | 0.24% | +453+3.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 12,004 | $111.6 萬 | 0.03% | −1,097−8.4% | 減碼 |
| Peak Planning Group, LLC | 11,881 | $111.7 萬 | 0.31% | −166−1.4% | 減碼 |
| Summit Asset Management, LLC | 11,895 | $111.8 萬 | 0.16% | −7−0.1% | 減碼 |
| Cullinan Associates Inc | 11,900 | $111.8 萬 | 0.09% | 00.0% | 不變 |
| Strong Retirement Solutions LLC | 11,900 | $111.8 萬 | 0.78% | +11,900 | 新進 |
| Evoke Wealth, LLC | 11,902 | $111.9 萬 | 0.02% | −57−0.5% | 減碼 |
| Syon Capital LLC | 11,908 | $111.9 萬 | 0.06% | −692−5.5% | 減碼 |
| Vertrix Wealth Management, LLC | 11,945 | $112.3 萬 | 0.41% | +11,945 | 新進 |
| Xxi Wealth, LLC | 11,983 | $112.6 萬 | 0.64% | −421−3.4% | 減碼 |
| Personal Cfo Solutions, LLC | 12,004 | $112.8 萬 | 0.16% | −30.0% | 減碼 |
| Johnson Financial Group, Inc. | 12,025 | $113.0 萬 | 0.04% | +1,080+9.9% | 加碼 |
| Longfellow Investment Management Co LLC | 12,044 | $113.2 萬 | 0.24% | +12,044 | 新進 |
| CenterBook Partners LP | 12,070 | $113.4 萬 | 0.06% | −5,679−32.0% | 減碼 |
| Empirical Asset Management, LLC | 12,070 | $113.4 萬 | 0.30% | −16,826−58.2% | 減碼 |
| Mystic Asset Management, Inc. | 12,072 | $113.5 萬 | 0.26% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 12,076 | $113.5 萬 | 0.04% | −1,917−13.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 12,181 | $114.5 萬 | 0.28% | +116+1.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 12,225 | $114.9 萬 | 0.50% | −15−0.1% | 減碼 |
| Journey Strategic Wealth LLC | 12,234 | $115.0 萬 | 0.03% | +1,798+17.2% | 加碼 |
| Bridgefront Capital, LLC | 12,268 | $115.3 萬 | 0.29% | +3,854+45.8% | 加碼 |
| Cumberland Partners Ltd | 12,332 | $115.9 萬 | 0.09% | +12,332 | 新進 |
| Nautilus Advisors LLC | 12,338 | $116.0 萬 | 0.80% | −28−0.2% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,380 | $116.3 萬 | 0.23% | +40+0.3% | 加碼 |
| VELA Investment Management, LLC | 12,426 | $116.8 萬 | 0.30% | −1,847−12.9% | 減碼 |
| Tran Capital Management, L.P. | 12,435 | $116.9 萬 | 0.16% | −136,549−91.7% | 減碼 |
| Stablepoint Partners, LLC | 12,448 | $117.0 萬 | 0.17% | +99+0.8% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 12,500 | $117.5 萬 | 0.02% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 12,531 | $117.8 萬 | 0.18% | +77+0.6% | 加碼 |
| Mutual Advisors, LLC | 12,546 | $117.9 萬 | 0.03% | +1,052+9.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 12,698 | $119.3 萬 | 0.12% | 00.0% | 不變 |
| Bank of Stockton | 12,722 | $119.6 萬 | 0.37% | +394+3.2% | 加碼 |
| Costello Asset Management, INC | 12,781 | $120.1 萬 | 0.42% | +38+0.3% | 加碼 |
| Fiduciary Alliance LLC | 11,987 | $120.2 萬 | 0.07% | +5,782+93.2% | 加碼 |
| Granite Investment Partners, LLC | 12,810 | $120.4 萬 | 0.07% | 00.0% | 不變 |
| Davis R M Inc | 12,845 | $120.7 萬 | 0.02% | −1,862−12.7% | 減碼 |
| American Money Management, LLC | 12,894 | $121.2 萬 | 0.19% | −10−0.1% | 減碼 |
| Paragon Private Wealth Management, LLC | 12,929 | $121.5 萬 | 0.38% | −1,914−12.9% | 減碼 |
| Hamel Associates, Inc. | 12,944 | $121.6 萬 | 0.35% | +214+1.7% | 加碼 |
| Belpointe Asset Management LLC | 12,974 | $121.9 萬 | 0.04% | +3,035+30.5% | 加碼 |
| PVG Asset Management Corp | 13,439 | $122.2 萬 | 0.72% | +11,087+471.4% | 加碼 |
| Franklin Street Advisors Inc | 13,010 | $122.3 萬 | 0.08% | −57−0.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 13,078 | $123.0 萬 | 0.00% | +5,651+76.1% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 13,133 | $123.4 萬 | 0.15% | −11−0.1% | 減碼 |
| Sowell Financial Services LLC | 13,153 | $123.6 萬 | 0.05% | −796−5.7% | 減碼 |
| Panoramic Investment Advisors, LLC | 13,233 | $124.4 萬 | 0.67% | −100−0.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 13,285 | $124.9 萬 | 0.01% | +1,183+9.8% | 加碼 |
| Sumitomo Life Insurance Co | 13,295 | $124.9 萬 | 0.03% | +290+2.2% | 加碼 |
| BIP Wealth, LLC | 13,309 | $125.1 萬 | 0.05% | +609+4.8% | 加碼 |
| Capital Planning Advisors, LLC | 13,385 | $125.8 萬 | 0.18% | −351−2.6% | 減碼 |
| Hardy Reed LLC | 13,392 | $125.9 萬 | 0.09% | +302+2.3% | 加碼 |
| Leisure Capital Management | 13,395 | $125.9 萬 | 0.44% | −194−1.4% | 減碼 |