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 |
|---|---|---|---|---|---|
| City Holding Co | 22,948 | $215.7 萬 | 0.27% | +2,377+11.6% | 加碼 |
| Tealwood Asset Management Inc | 22,968 | $215.9 萬 | 0.98% | +111+0.5% | 加碼 |
| Investment Advisory Services Inc | 23,001 | $216.2 萬 | 0.69% | −1,829−7.4% | 減碼 |
| Smartleaf Asset Management LLC | 23,257 | $216.4 萬 | 0.08% | +2,314+11.0% | 加碼 |
| Element Squared LLC | 23,180 | $217.8 萬 | 1.23% | +23,180 | 新進 |
| Chesley Taft & Associates LLC | 23,239 | $218.4 萬 | 0.09% | −81−0.3% | 減碼 |
| Kiker Wealth Management, LLC | 23,283 | $218.8 萬 | 1.04% | +23,283 | 新進 |
| LOM Asset Management Ltd | 23,611 | $221.9 萬 | 0.64% | +840+3.7% | 加碼 |
| Aspiriant, LLC | 23,700 | $222.7 萬 | 0.06% | −545−2.2% | 減碼 |
| Aviso Wealth Management | 23,792 | $223.6 萬 | 1.01% | +632+2.7% | 加碼 |
| Diversified Trust Co | 23,916 | $224.8 萬 | 0.04% | +12,852+116.2% | 加碼 |
| JFS Wealth Advisors, LLC | 23,989 | $225.5 萬 | 0.13% | −637−2.6% | 減碼 |
| Power Wealth Management LLC | 24,060 | $226.1 萬 | 0.84% | −2,997−11.1% | 減碼 |
| Banque Cantonale Vaudoise | 24,114 | $226.6 萬 | 0.09% | +6,067+33.6% | 加碼 |
| Pinnacle Associates Ltd | 24,113 | $226.6 萬 | 0.03% | +2,254+10.3% | 加碼 |
| Valley National Advisers Inc | 24,235 | $227.7 萬 | 0.29% | −397−1.6% | 減碼 |
| SageView Advisory Group, LLC | 24,328 | $228.6 萬 | 0.08% | +226+0.9% | 加碼 |
| Greenline Partners, LLC | 24,336 | $228.7 萬 | 0.25% | −730−2.9% | 減碼 |
| Cannon Capital Management, Inc. | 24,692 | $232.1 萬 | 1.89% | +376+1.5% | 加碼 |
| SRS Capital Advisors, Inc. | 24,694 | $232.1 萬 | 0.07% | −8,558−25.7% | 減碼 |
| Qtron Investments LLC | 24,709 | $232.2 萬 | 0.31% | +110.0% | 加碼 |
| Texas Yale Capital Corp. | 24,824 | $233.3 萬 | 0.07% | −291−1.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $235.0 萬 | 1.21% | −4,000−13.8% | 減碼 |
| Umb Bank N A | 25,032 | $235.3 萬 | 0.03% | −615−2.4% | 減碼 |
| 3Chopt Investment Partners, LLC | 25,233 | $237.1 萬 | 0.54% | +1,347+5.6% | 加碼 |
| Cape Investment Advisory, Inc. | 25,252 | $237.3 萬 | 0.79% | −1,220−4.6% | 減碼 |
| Aspen Investment Management Inc | 25,277 | $237.6 萬 | 0.73% | +556+2.2% | 加碼 |
| Salem Investment Counselors Inc | 25,431 | $239.0 萬 | 0.07% | −54−0.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 25,431 | $239.0 萬 | 0.38% | −52−0.2% | 減碼 |
| Ascent Wealth Partners, LLC | 25,625 | $240.8 萬 | 0.28% | +1,377+5.7% | 加碼 |
| Dempze Nancy E | 25,643 | $241.0 萬 | 1.32% | +5,382+26.6% | 加碼 |
| JT Stratford LLC | 25,689 | $241.4 萬 | 0.31% | +6,360+32.9% | 加碼 |
| Columbia Asset Management | 25,712 | $241.6 萬 | 0.46% | +82+0.3% | 加碼 |
| Machina Capital S.A.S. | 25,790 | $242.4 萬 | 0.48% | −7,831−23.3% | 減碼 |
| Westover Capital Advisors, LLC | 25,827 | $242.7 萬 | 0.45% | +4,398+20.5% | 加碼 |
| Ancora Advisors, LLC | 25,848 | $242.9 萬 | 0.05% | +633+2.5% | 加碼 |
| Horizon Investment Services, LLC | 26,099 | $245.3 萬 | 0.85% | +1,022+4.1% | 加碼 |
| Roberts Wealth Advisors, LLC | 26,365 | $247.8 萬 | 0.63% | +3,404+14.8% | 加碼 |
| Coastline Trust Co | 26,498 | $249.0 萬 | 0.25% | −3,532−11.8% | 減碼 |
| Kentucky Retirement Systems | 95,796 | $249.1 萬 | 0.19% | −11,356−10.6% | 減碼 |
| Ballentine Partners, LLC | 26,546 | $249.5 萬 | 0.03% | −905−3.3% | 減碼 |
| Xcel Wealth Management, LLC | 26,671 | $250.7 萬 | 0.70% | −1,500−5.3% | 減碼 |
| Centaurus Financial, Inc. | 26,772 | $251.6 萬 | 0.12% | −71−0.3% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 26,798 | $251.8 萬 | 0.26% | −25,258−48.5% | 減碼 |
| SummitTX Capital, L.P. | 26,841 | $252.3 萬 | 0.08% | +26,841 | 新進 |
| Norden Group LLC | 26,851 | $252.4 萬 | 0.24% | +351+1.3% | 加碼 |
| Signal Advisors Wealth, LLC | 26,945 | $253.2 萬 | 0.17% | +26,945 | 新進 |
| Maia Wealth LLC | 26,949 | $253.3 萬 | 0.43% | −5,702−17.5% | 減碼 |
| Coldstream Capital Management Inc | 27,041 | $254.1 萬 | 0.03% | −1,689−5.9% | 減碼 |
| Van Diest Capital, LLC | 27,296 | $256.5 萬 | 2.02% | +16,419+151.0% | 加碼 |
| Cetera Trust Company, N.A | 27,355 | $257.1 萬 | 1.45% | −1,500−5.2% | 減碼 |
| Garrison Bradford & Associates Inc | 27,360 | $257.1 萬 | 2.91% | +250+0.9% | 加碼 |
| Juno Financial Group LLC | 27,581 | $259.2 萬 | 1.02% | +1,646+6.3% | 加碼 |
| Integrated Wealth Concepts LLC | 27,619 | $259.6 萬 | 0.02% | +11,576+72.2% | 加碼 |
| Grimes & Company, Inc. | 27,630 | $259.7 萬 | 0.07% | −9,808−26.2% | 減碼 |
| Advisory Services Network, LLC | 27,698 | $260.3 萬 | 0.03% | +10,019+56.7% | 加碼 |
| Simmons Bank | 27,871 | $261.9 萬 | 0.18% | +2,043+7.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 27,907 | $262.3 萬 | 2.33% | −829−2.9% | 減碼 |
| Royal Palms Capital LLC | 28,034 | $263.5 萬 | 2.61% | −1,055−3.6% | 減碼 |
| Hudson Canyon Capital Management | 28,052 | $263.6 萬 | 1.61% | −163−0.6% | 減碼 |
| Vaughan David Investments LLC | 28,087 | $264.0 萬 | 0.06% | −250−0.9% | 減碼 |
| Pettyjohn, Wood & White, Inc | 28,106 | $264.1 萬 | 0.42% | +1,655+6.3% | 加碼 |
| Martin Capital Advisors, LLP | 28,119 | $264.3 萬 | 1.67% | −214−0.8% | 減碼 |
| Wynn Capital, LLC | 28,120 | $264.3 萬 | 1.36% | +103+0.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 28,140 | $264.5 萬 | 0.09% | −590−2.1% | 減碼 |
| L2 Asset Management, LLC | 28,244 | $265.4 萬 | 0.25% | +5,689+25.2% | 加碼 |
| Correct Capital Wealth Management | 28,252 | $265.5 萬 | 0.50% | −10,312−26.7% | 減碼 |
| Valeo Financial Advisors, LLC | 28,345 | $266.4 萬 | 0.06% | −6,686−19.1% | 減碼 |
| Dakota Wealth Management | 28,493 | $267.8 萬 | 0.06% | −9,071−24.1% | 減碼 |
| Kozak & Associates, Inc. | 27,695 | $268.1 萬 | 0.52% | −1,816−6.2% | 減碼 |
| Tema ETFs LLC | 28,650 | $269.3 萬 | 0.18% | +147+0.5% | 加碼 |
| Lebenthal Global Advisors, LLC | 28,708 | $269.8 萬 | 0.39% | +6,597+29.8% | 加碼 |
| Cypress Capital, LLC | 28,756 | $270.2 萬 | 0.77% | −314−1.1% | 減碼 |
| EPG Wealth Management LLC | 28,762 | $270.3 萬 | 0.73% | +473+1.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 28,771 | $270.4 萬 | 0.20% | −954−3.2% | 減碼 |
| WealthPlan Investment Management, LLC | 28,843 | $271.1 萬 | 0.15% | +9,810+51.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 28,860 | $271.2 萬 | 0.09% | +3,342+13.1% | 加碼 |
| Bridgeway Capital Management, LLC | 28,920 | $271.8 萬 | 0.05% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 28,943 | $272.0 萬 | 0.12% | −1,634−5.3% | 減碼 |
| Bayview Asset Management, LLC | 28,977 | $272.3 萬 | 2.27% | +28,977 | 新進 |
| Savant Capital, LLC | 29,135 | $273.8 萬 | 0.01% | +6,309+27.6% | 加碼 |
| Canandaigua National Corp | 29,486 | $277.1 萬 | 0.25% | +29,486 | 新進 |
| Capital International Inc | 29,528 | $277.5 萬 | 0.02% | +2,338+8.6% | 加碼 |
| Kinneret Advisory, LLC | 29,547 | $277.7 萬 | 0.26% | −1,310−4.2% | 減碼 |
| Ritholtz Wealth Management | 29,657 | $278.7 萬 | 0.05% | −61−0.2% | 減碼 |
| Hager Investment Management Services, LLC | 29,697 | $279.1 萬 | 1.53% | +696+2.4% | 加碼 |
| Capstone Investment Advisors, LLC | 29,793 | $280.0 萬 | 0.02% | +29,793 | 新進 |
| Parsonex Advisory Services, Inc. | 29,798 | $280.0 萬 | 2.74% | +2,863+10.6% | 加碼 |
| Mount Vernon Associates Inc | 29,800 | $280.1 萬 | 1.98% | 00.0% | 不變 |
| Stony Point Wealth Management Inc. | 29,965 | $281.6 萬 | 1.12% | −16,630−35.7% | 減碼 |
| Concentric Capital Strategies, LP | 29,970 | $281.7 萬 | 0.25% | −83,530−73.6% | 減碼 |
| J. Goldman & Co LP | 29,997 | $281.9 萬 | 0.13% | +29,997 | 新進 |
| Notis-McConarty Edward | 30,185 | $283.7 萬 | 1.41% | +3,640+13.7% | 加碼 |
| Iowa State Bank | 30,251 | $284.3 萬 | 0.52% | −150.0% | 減碼 |
| Scott & Selber, Inc. | 30,573 | $287.3 萬 | 0.74% | −339−1.1% | 減碼 |
| Westview Management dba Westview Investment Advisors | 30,612 | $287.7 萬 | 1.50% | −2,181−6.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 30,719 | $288.7 萬 | 0.03% | +2,956+10.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 30,729 | $288.8 萬 | 0.23% | +30,729 | 新進 |
| Mraz, Amerine & Associates, Inc. | 30,923 | $290.6 萬 | 0.43% | 00.0% | 不變 |
| Oak Thistle LLC | 31,203 | $293.2 萬 | 0.28% | +10,729+52.4% | 加碼 |