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、28 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 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $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 |
|---|---|---|---|---|---|
| RMR Capital Management, LLC | 16,845 | $158.3 萬 | 1.14% | 00.0% | 不變 |
| Retirement Planning Group | 16,915 | $159.0 萬 | 0.05% | +520+3.2% | 加碼 |
| Next Capital Management LLC | 16,923 | $159.0 萬 | 0.48% | +600+3.7% | 加碼 |
| HBW Advisory Services LLC | 16,952 | $159.3 萬 | 0.17% | −1,129−6.2% | 減碼 |
| Wedbush Securities Inc | 16,998 | $159.7 萬 | 0.05% | −894−5.0% | 減碼 |
| Sienna Gestion | 17,040 | $159.7 萬 | 0.10% | −133,597−88.7% | 減碼 |
| Embree Financial Group | 17,194 | $161.6 萬 | 0.19% | +60+0.4% | 加碼 |
| HM Payson & Co | 17,244 | $162.1 萬 | 0.02% | −98−0.6% | 減碼 |
| Larson Financial Group LLC | 17,261 | $162.2 萬 | 0.05% | +3,614+26.5% | 加碼 |
| Keating Financial Advisory Services, Inc. | 17,266 | $162.3 萬 | 0.26% | +52+0.3% | 加碼 |
| Wealth Alliance | 17,283 | $162.4 萬 | 0.16% | −29−0.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 17,288 | $162.5 萬 | 0.10% | +1,046+6.4% | 加碼 |
| Daytona Street Capital LLC | 17,190 | $162.5 萬 | 1.31% | +330+2.0% | 加碼 |
| First Citizens Bank & Trust Co | 17,308 | $162.7 萬 | 0.03% | −647−3.6% | 減碼 |
| Figure 8 Investment Strategies LLC | 17,331 | $162.9 萬 | 1.59% | +6,762+64.0% | 加碼 |
| Howard Financial Services, Ltd. | 17,487 | $164.3 萬 | 0.19% | +53+0.3% | 加碼 |
| Providence Wealth Advisors, LLC | 17,699 | $164.6 萬 | 1.05% | +141+0.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 18,058 | $165.2 萬 | 0.02% | −3,483−16.2% | 減碼 |
| Groupama Asset Managment | 17,676 | $166.1 萬 | 0.02% | −16,634−48.5% | 減碼 |
| Letko, Brosseau & Associates Inc | 17,771 | $167.0 萬 | 0.03% | −1,975−10.0% | 減碼 |
| Whelan Financial | 17,830 | $167.6 萬 | 0.52% | +1,223+7.4% | 加碼 |
| Shepherd Street Advisors LLC | 17,843 | $167.7 萬 | 1.65% | +220+1.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 17,843 | $167.7 萬 | 0.05% | +1,351+8.2% | 加碼 |
| Bank of Hawaii | 17,953 | $168.7 萬 | 0.09% | −213−1.2% | 減碼 |
| Boston Private Wealth LLC | 17,972 | $168.9 萬 | 0.11% | −5,604−23.8% | 減碼 |
| Sarasin & Partners LLP | 18,000 | $169.2 萬 | 0.02% | +18,000 | 新進 |
| Lummis Asset Management, LP | 18,232 | $169.5 萬 | 1.01% | −806−4.2% | 減碼 |
| Cooper Financial Group | 18,197 | $171.0 萬 | 0.17% | +1,431+8.5% | 加碼 |
| Perpetual Ltd | 18,210 | $171.1 萬 | 0.03% | +1,004+5.8% | 加碼 |
| Guggenheim Capital LLC | 18,215 | $171.2 萬 | 0.01% | −5,540−23.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 18,229 | $171.3 萬 | 0.06% | −62,650−77.5% | 減碼 |
| WT Wealth Management | 18,230 | $171.3 萬 | 0.51% | +18,230 | 新進 |
| Virtus Investment Advisers, Inc. | 18,296 | $171.9 萬 | 0.47% | −2,028−10.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 18,473 | $173.6 萬 | 0.03% | +1,209+7.0% | 加碼 |
| RBF Capital, LLC | 18,500 | $173.9 萬 | 0.09% | 00.0% | 不變 |
| Sigma Planning Corp | 18,521 | $174.1 萬 | 0.05% | +10,501+130.9% | 加碼 |
| Hills Bank & Trust Co | 18,560 | $174.4 萬 | 0.08% | −1,596−7.9% | 減碼 |
| JB Capital LLC | 18,583 | $174.6 萬 | 0.07% | −21,584−53.7% | 減碼 |
| MBM Wealth Consultants, LLC | 18,729 | $176.0 萬 | 0.40% | +1,078+6.1% | 加碼 |
| Change Path, LLC | 18,733 | $176.1 萬 | 0.04% | +8,332+80.1% | 加碼 |
| Insigneo Advisory Services, LLC | 18,754 | $176.3 萬 | 0.13% | +3,427+22.4% | 加碼 |
| Westpac Banking Corp | 18,772 | $176.4 萬 | 0.12% | −1,018−5.1% | 減碼 |
| Zullo Investment Group, Inc. | 18,807 | $176.7 萬 | 0.67% | −521−2.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 18,813 | $176.8 萬 | 0.02% | −2,599−12.1% | 減碼 |
| Buckingham Strategic Partners | 18,836 | $177.0 萬 | 0.02% | +3,332+21.5% | 加碼 |
| TLWM | 18,919 | $177.8 萬 | 0.32% | +678+3.7% | 加碼 |
| Cidel Asset Management Inc | 18,969 | $178.3 萬 | 0.10% | +941+5.2% | 加碼 |
| Perfromance Wealth Partners, LLC | 19,029 | $178.8 萬 | 0.05% | +11,240+144.3% | 加碼 |
| Jeppson Wealth Management, LLC | 19,092 | $179.4 萬 | 0.56% | +274+1.5% | 加碼 |
| Clifford Swan Investment Counsel LLC | 19,182 | $180.3 萬 | 0.06% | 00.0% | 不變 |
| Arjuna Capital | 19,353 | $181.9 萬 | 0.46% | +1,191+6.6% | 加碼 |
| Wedmont Private Capital | 18,905 | $182.8 萬 | 0.06% | +835+4.6% | 加碼 |
| Csenge Advisory Group | 19,473 | $183.0 萬 | 0.08% | −1,921−9.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 19,629 | $184.5 萬 | 0.46% | +285+1.5% | 加碼 |
| Dynasty Wealth Management, LLC | 19,755 | $185.7 萬 | 0.02% | −308−1.5% | 減碼 |
| Cookson Peirce & Co Inc | 19,771 | $185.8 萬 | 0.08% | +1,976+11.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 19,784 | $185.9 萬 | 0.12% | −5,106−20.5% | 減碼 |
| LRT Capital Management, LLC | 19,876 | $186.8 萬 | 1.74% | +19,876 | 新進 |
| NBT Bank N A | 19,884 | $186.9 萬 | 0.12% | +4,220+26.9% | 加碼 |
| Garde Capital, Inc. | 19,934 | $187.3 萬 | 0.11% | +19,934 | 新進 |
| ING Groep NV | 20,131 | $189.2 萬 | 0.01% | −1,237−5.8% | 減碼 |
| Moody National Bank Trust Division | 20,214 | $190.0 萬 | 0.18% | +725+3.7% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 20,329 | $191.1 萬 | 0.52% | +60+0.3% | 加碼 |
| Moors & Cabot, Inc. | 20,334 | $191.1 萬 | 0.08% | +113+0.6% | 加碼 |
| Caldwell Trust Co | 20,348 | $191.2 萬 | 0.17% | +270+1.3% | 加碼 |
| Pictet & Cie (Europe) SA | 20,355 | $191.3 萬 | 0.04% | +1,148+6.0% | 加碼 |
| FWL Investment Management, LLC | 20,456 | $192.2 萬 | 0.42% | −30,576−59.9% | 減碼 |
| Atomi Financial Group, Inc. | 20,492 | $192.6 萬 | 0.06% | −159−0.8% | 減碼 |
| SPWM Advisors LLC | 21,394 | $192.9 萬 | 1.67% | −1,211−5.4% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 20,577 | $193.4 萬 | 0.14% | −959−4.5% | 減碼 |
| Old National Bancorp | 20,768 | $195.2 萬 | 0.03% | +280+1.4% | 加碼 |
| RiverPark Advisors, LLC | 20,777 | $195.3 萬 | 0.71% | −2,125−9.3% | 減碼 |
| Regions Financial Corp | 20,799 | $195.5 萬 | 0.01% | −4,422−17.5% | 減碼 |
| IKE Capital, LLC | 20,944 | $196.8 萬 | 1.11% | −2,030−8.8% | 減碼 |
| Venture Visionary Partners LLC | 20,990 | $197.3 萬 | 0.07% | +1,861+9.7% | 加碼 |
| Jefferies Financial Group Inc. | 21,063 | $198.0 萬 | 0.02% | −130,667−86.1% | 減碼 |
| Brant Point Investment Management LLC | 21,109 | $198.4 萬 | 0.54% | +3,109+17.3% | 加碼 |
| Pettee Investors, Inc. | 21,807 | $199.8 萬 | 1.03% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 21,269 | $199.9 萬 | 0.46% | +1,346+6.8% | 加碼 |
| Citizens & Northern Corp | 21,373 | $200.9 萬 | 0.50% | +102+0.5% | 加碼 |
| Modus Advisors, LLC | 21,415 | $201.3 萬 | 0.55% | −10,940−33.8% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,462 | $201.7 萬 | 1.92% | +1,247+6.2% | 加碼 |
| Sunbelt Securities, Inc. | 21,505 | $202.1 萬 | 0.13% | +295+1.4% | 加碼 |
| Keystone Financial Services | 21,677 | $203.7 萬 | 0.60% | +1,515+7.5% | 加碼 |
| Riverwater Partners LLC | 21,685 | $203.8 萬 | 0.68% | −90.0% | 減碼 |
| Professional Financial Advisors, LLC | 21,791 | $204.8 萬 | 0.42% | +279+1.3% | 加碼 |
| Essex Savings Bank | 21,836 | $205.2 萬 | 0.45% | +155+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 23,228 | $205.8 萬 | 0.04% | −2,820−10.8% | 減碼 |
| 1st Source Bank | 22,004 | $206.8 萬 | 0.11% | −858−3.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 22,070 | $207.4 萬 | 0.10% | +56+0.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 22,366 | $210.2 萬 | 0.07% | +321+1.5% | 加碼 |
| Wolff Wiese Magana LLC | 22,548 | $211.9 萬 | 1.17% | +62+0.3% | 加碼 |
| Uhlmann Price Securities, LLC | 22,417 | $212.3 萬 | 0.14% | +9,427+72.6% | 加碼 |
| Bridgewater Associates, LP | 22,594 | $212.3 萬 | 0.01% | −307,453−93.2% | 減碼 |
| TD Waterhouse Canada Inc. | 23,018 | $212.4 萬 | 0.01% | −25,679−52.7% | 減碼 |
| Diversified Investment Strategies, LLC | 22,635 | $212.7 萬 | 1.36% | −20.0% | 減碼 |
| TritonPoint Partners, LLC | 22,733 | $213.6 萬 | 0.79% | +22,733 | 新進 |
| K.J. Harrison & Partners Inc | 22,743 | $213.7 萬 | 0.35% | −1,200−5.0% | 減碼 |
| Havemeyer Place LP | 22,788 | $214.2 萬 | 0.25% | +10,906+91.8% | 加碼 |
| Fox Run Management, L.L.C. | 23,123 | $215.2 萬 | 0.38% | +9,996+76.1% | 加碼 |