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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 13,513 | $127.0 萬 | 0.15% | +125+0.9% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 13,527 | $127.1 萬 | 0.81% | +51+0.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,528 | $127.1 萬 | 0.03% | −2,675−16.5% | 減碼 |
| Paradigm Asset Management Co LLC | 13,550 | $127.3 萬 | 0.30% | 00.0% | 不變 |
| Indivisible Partners | 13,554 | $127.4 萬 | 0.11% | −658−4.6% | 減碼 |
| Directional Asset Management | 13,559 | $127.4 萬 | 1.16% | −544−3.9% | 減碼 |
| Avestar Capital, LLC | 13,649 | $128.3 萬 | 0.09% | +665+5.1% | 加碼 |
| HCR Wealth Advisors | 13,688 | $128.6 萬 | 0.13% | −74−0.5% | 減碼 |
| Blue Jean Financial LLC | 13,791 | $129.6 萬 | 1.07% | −375−2.6% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 13,816 | $129.8 萬 | 0.05% | +13,816 | 新進 |
| Ausdal Financial Partners, Inc. | 13,847 | $130.1 萬 | 0.06% | +145+1.1% | 加碼 |
| Essex Financial Services, Inc. | 13,847 | $130.1 萬 | 0.07% | +1,014+7.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 13,853 | $130.2 萬 | 0.18% | −1,295−8.5% | 減碼 |
| South Dakota Investment Council | 13,856 | $130.2 萬 | 0.02% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 13,902 | $130.7 萬 | 0.05% | +2,072+17.5% | 加碼 |
| Atlantic Trust, LLC | 13,929 | $130.9 萬 | 0.21% | −40−0.3% | 減碼 |
| Ronald Blue Trust, Inc. | 14,036 | $131.9 萬 | 0.02% | +1,131+8.8% | 加碼 |
| Fundamentun, LLC | 14,076 | $132.3 萬 | 0.05% | +1,549+12.4% | 加碼 |
| Everhart Financial Group, Inc. | 14,085 | $132.4 萬 | 0.11% | +1,873+15.3% | 加碼 |
| Garner Asset Management Corp | 14,129 | $132.8 萬 | 0.52% | −175−1.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,175 | $133.2 萬 | 0.22% | −1,145−7.5% | 減碼 |
| Triad Wealth Partners, LLC | 14,191 | $133.4 萬 | 0.11% | +964+7.3% | 加碼 |
| Lecap Asset Management Ltd | 14,203 | $133.5 萬 | 0.50% | +8,130+133.9% | 加碼 |
| Fruth Investment Management | 14,245 | $133.8 萬 | 0.33% | −70−0.5% | 減碼 |
| Checchi Capital Advisers, LLC | 14,254 | $134.0 萬 | 0.09% | +1,301+10.0% | 加碼 |
| Insight 2811, Inc. | 14,261 | $134.0 萬 | 0.58% | −19−0.1% | 減碼 |
| Highland Capital Management, LLC | 14,392 | $135.3 萬 | 0.07% | −20−0.1% | 減碼 |
| Profund Advisors LLC | 14,397 | $135.3 萬 | 0.05% | −2,979−17.1% | 減碼 |
| Uncommon Cents Investing LLC | 14,400 | $135.3 萬 | 0.31% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 14,467 | $136.0 萬 | 0.28% | −279−1.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 14,498 | $136.3 萬 | 0.38% | −61−0.4% | 減碼 |
| Sheets Smith Wealth Management | 14,521 | $136.5 萬 | 0.15% | +108+0.7% | 加碼 |
| Trust Co of Toledo NA | 14,531 | $136.6 萬 | 0.13% | +4,064+38.8% | 加碼 |
| JNBA Financial Advisors | 14,591 | $137.1 萬 | 0.11% | −85−0.6% | 減碼 |
| Ducere Wealth Management LLC | 14,606 | $137.3 萬 | 0.55% | +8,416+136.0% | 加碼 |
| Parrish Capital LLC | 14,644 | $137.6 萬 | 1.23% | +752+5.4% | 加碼 |
| Portfolio Design Labs, LLC | 14,656 | $137.7 萬 | 0.24% | −1,033−6.6% | 減碼 |
| Foundations Investment Advisors, LLC | 14,692 | $138.1 萬 | 0.02% | +1,280+9.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,717 | $138.3 萬 | 0.09% | +14,717 | 新進 |
| Portside Wealth Group, LLC | 14,747 | $138.6 萬 | 0.19% | +637+4.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 14,767 | $138.8 萬 | 0.39% | −40−0.3% | 減碼 |
| La Banque Postale Asset Management SA | 14,769 | $138.8 萬 | 0.02% | −160,205−91.6% | 減碼 |
| Montecito Bank & Trust | 14,777 | $138.9 萬 | 0.23% | −1,400−8.7% | 減碼 |
| Lee Danner & Bass Inc | 14,819 | $139.3 萬 | 0.09% | +600+4.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,950 | $140.5 萬 | 0.04% | 00.0% | 不變 |
| Winton Group Ltd | 15,008 | $141.0 萬 | 0.05% | −45,004−75.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 15,028 | $141.2 萬 | 0.43% | +2,058+15.9% | 加碼 |
| Postrock Partners LLC | 15,078 | $141.7 萬 | 0.66% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 15,089 | $141.8 萬 | 0.21% | −561−3.6% | 減碼 |
| Advisors Asset Management, Inc. | 15,124 | $142.1 萬 | 0.02% | +2,311+18.0% | 加碼 |
| Sovran Advisors, LLC | 15,543 | $142.4 萬 | 0.11% | +954+6.5% | 加碼 |
| First Commonwealth Financial Corp | 15,184 | $142.7 萬 | 0.23% | −1,422−8.6% | 減碼 |
| Richard Bernstein Advisors LLC | 15,195 | $142.8 萬 | 0.04% | +15,195 | 新進 |
| Icon Wealth Advisors, LLC | 15,675 | $142.9 萬 | 0.09% | +9,949+173.8% | 加碼 |
| Rothschild Investment LLC | 15,221 | $143.0 萬 | 0.07% | +115+0.8% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 15,235 | $143.2 萬 | 0.95% | −15−0.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 15,250 | $143.3 萬 | 0.04% | 00.0% | 不變 |
| Fusion Capital, LLC | 15,278 | $143.6 萬 | 0.39% | −201−1.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 15,297 | $143.8 萬 | 0.03% | −334,420−95.6% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 15,298 | $143.8 萬 | 0.24% | −249−1.6% | 減碼 |
| Neumann Capital Management, LLC | 15,332 | $144.1 萬 | 0.42% | +410+2.7% | 加碼 |
| Tranquilli Financial Advisor LLC | 15,341 | $144.2 萬 | 0.84% | −275−1.8% | 減碼 |
| Canopy Partners, LLC | 15,460 | $145.3 萬 | 0.50% | −379−2.4% | 減碼 |
| Everest Financial Group LLC | 15,490 | $145.6 萬 | 0.24% | −19−0.1% | 減碼 |
| Chicago Capital, LLC | 15,529 | $145.9 萬 | 0.04% | +25+0.2% | 加碼 |
| Pure Financial Advisors, Inc. | 15,571 | $146.3 萬 | 0.02% | +637+4.3% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 15,601 | $146.6 萬 | 0.13% | 00.0% | 不變 |
| MCF Advisors LLC | 15,606 | $146.7 萬 | 0.06% | +3,286+26.7% | 加碼 |
| Meriwether Wealth & Planning, LLC | 15,646 | $147.0 萬 | 0.81% | −860−5.2% | 減碼 |
| Focus Financial Network, Inc. | 15,677 | $147.3 萬 | 0.05% | −1,085−6.5% | 減碼 |
| National Asset Management, Inc. | 15,896 | $147.9 萬 | 0.10% | −1,959−11.0% | 減碼 |
| Safe Harbor Fiduciary, LLC | 15,747 | $148.0 萬 | 1.41% | +390+2.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 15,784 | $148.3 萬 | 0.01% | −271,069−94.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 15,826 | $148.4 萬 | 0.05% | −3,184−16.7% | 減碼 |
| FLC Capital Advisors | 15,821 | $148.7 萬 | 0.27% | +416+2.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 15,876 | $149.2 萬 | 0.10% | +265+1.7% | 加碼 |
| Cigna Investments Inc | 15,914 | $149.5 萬 | 0.23% | −568−3.4% | 減碼 |
| Blalock Williams, LLC | 15,979 | $150.2 萬 | 1.16% | +560+3.6% | 加碼 |
| Ally Financial Inc. | 16,000 | $150.4 萬 | 0.19% | +16,000 | 新進 |
| Toth Financial Advisory Corp | 16,027 | $150.6 萬 | 0.17% | +250+1.6% | 加碼 |
| Bridges Investment Management Inc | 16,066 | $151.0 萬 | 0.02% | −4,250−20.9% | 減碼 |
| Ategra Capital Management, LLC | 16,229 | $152.5 萬 | 0.85% | +11,264+226.9% | 加碼 |
| Central Trust Co | 16,237 | $152.6 萬 | 0.03% | +306+1.9% | 加碼 |
| Koshinski Asset Management, Inc. | 16,264 | $152.9 萬 | 0.10% | +3,233+24.8% | 加碼 |
| Guardian Asset Advisors, LLC | 16,417 | $154.3 萬 | 0.90% | −2,421−12.9% | 減碼 |
| Evercore Wealth Management, LLC | 16,493 | $155.0 萬 | 0.02% | −153,183−90.3% | 減碼 |
| XTX Topco Ltd | 16,545 | $155.5 萬 | 0.03% | +13,734+488.6% | 加碼 |
| 44 Wealth Management LLC | 16,548 | $155.5 萬 | 0.54% | +8,732+111.7% | 加碼 |
| Perryman Financial Advisory Inc | 16,554 | $155.6 萬 | 0.23% | −197−1.2% | 減碼 |
| United Bank | 16,564 | $155.7 萬 | 0.52% | +55+0.3% | 加碼 |
| Ballast Rock Private Wealth LLC | 16,600 | $156.0 萬 | 0.86% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,620 | $156.2 萬 | 0.04% | −1,568−8.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 16,663 | $156.6 萬 | 0.43% | +299+1.8% | 加碼 |
| Advyzon Investment Management, LLC | 16,664 | $156.6 萬 | 0.14% | −185−1.1% | 減碼 |
| Integrated Investment Consultants, LLC | 16,679 | $156.8 萬 | 0.33% | −3,537−17.5% | 減碼 |
| Mainstream Capital Management LLC | 16,693 | $156.9 萬 | 1.05% | +75+0.5% | 加碼 |
| Trust Asset Management LLC | 16,781 | $157.7 萬 | 0.11% | 00.0% | 不變 |
| Benjamin Edwards Inc | 16,785 | $157.7 萬 | 0.02% | +1,995+13.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 16,808 | $158.0 萬 | 0.05% | +10,821+180.7% | 加碼 |
| Centiva Capital, LP | 16,837 | $158.2 萬 | 0.07% | +634+3.9% | 加碼 |