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 |
|---|---|---|---|---|---|
| Broderick Brian C | 31,262 | $293.8 萬 | 0.54% | +7,888+33.7% | 加碼 |
| J. Safra Sarasin Holding AG | 31,329 | $294.2 萬 | 0.05% | −3,675−10.5% | 減碼 |
| Raiffeisen Bank International AG | 31,685 | $294.9 萬 | 0.04% | +13,084+70.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 31,421 | $295.3 萬 | 0.53% | −150−0.5% | 減碼 |
| Capital Advisors Inc | 31,652 | $297.5 萬 | 0.05% | +1,899+6.4% | 加碼 |
| Gill Capital Partners, LLC | 31,664 | $297.6 萬 | 0.86% | −1,999−5.9% | 減碼 |
| Chaney Capital Management, Inc. | 31,707 | $298.0 萬 | 1.05% | +227+0.7% | 加碼 |
| Strata Wealth Advisors, LLC | 31,831 | $299.1 萬 | 0.82% | +130.0% | 加碼 |
| Harfst & Associates, Inc. | 31,942 | $300.2 萬 | 0.54% | −1,026−3.1% | 減碼 |
| Compass Wealth Management LLC | 31,969 | $300.4 萬 | 0.74% | −680−2.1% | 減碼 |
| Smithbridge Asset Management Inc | 32,071 | $301.4 萬 | 0.45% | −33,020−50.7% | 減碼 |
| Beacon Financial Group | 32,296 | $303.5 萬 | 0.30% | +105+0.3% | 加碼 |
| Finer Wealth Management, Inc. | 32,419 | $304.7 萬 | 1.54% | −283−0.9% | 減碼 |
| Cary Street Partners Financial LLC | 32,428 | $304.8 萬 | 0.08% | −469−1.4% | 減碼 |
| D L Carlson Investment Group Inc | 32,510 | $305.5 萬 | 0.53% | +323+1.0% | 加碼 |
| Diversify Wealth Management, LLC | 33,564 | $306.0 萬 | 0.05% | +28,441+555.2% | 加碼 |
| Signaturefd, LLC | 32,614 | $306.5 萬 | 0.05% | +1,727+5.6% | 加碼 |
| Golden State Equity Partners | 32,681 | $307.2 萬 | 0.23% | +14,014+75.1% | 加碼 |
| Aaron Wealth Advisors | 32,690 | $307.2 萬 | 0.18% | −4,206−11.4% | 減碼 |
| GM Advisory Group, Inc. | 32,759 | $307.9 萬 | 0.12% | +236+0.7% | 加碼 |
| Stenger Family Office, LLC | 32,790 | $308.2 萬 | 0.56% | +2,212+7.2% | 加碼 |
| Elefante Mark B | 32,839 | $308.6 萬 | 1.70% | +12,654+62.7% | 加碼 |
| Carmel Capital Partners, LLC | 32,914 | $309.3 萬 | 1.12% | −1,907−5.5% | 減碼 |
| Vise Technologies, Inc. | 31,083 | $310.5 萬 | 0.06% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 33,099 | $311.1 萬 | 0.11% | +1,197+3.8% | 加碼 |
| Laurion Capital Management LP | 33,233 | $312.3 萬 | 0.29% | +33,233 | 新進 |
| Chicago Partners Investment Group LLC | 34,259 | $314.2 萬 | 0.07% | +4,811+16.3% | 加碼 |
| Chemistry Wealth Management LLC | 33,509 | $314.9 萬 | 0.55% | +100.0% | 加碼 |
| Quantbot Technologies LP | 33,573 | $315.5 萬 | 0.13% | +33,573 | 新進 |
| GPM Growth Investors, Inc. | 33,653 | $316.3 萬 | 1.33% | +915+2.8% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 33,715 | $316.9 萬 | 0.19% | −202,143−85.7% | 減碼 |
| Cascade Investment Advisors, Inc. | 33,900 | $318.6 萬 | 1.89% | −255−0.7% | 減碼 |
| Meeder Advisory Services, Inc. | 34,035 | $319.9 萬 | 0.13% | +1,811+5.6% | 加碼 |
| Financial Advisory Partners, LLC | 34,041 | $319.9 萬 | 0.90% | +34,041 | 新進 |
| Choate Investment Advisors | 34,069 | $320.2 萬 | 0.06% | +74+0.2% | 加碼 |
| Crux Wealth Advisors | 34,118 | $320.6 萬 | 1.23% | −440−1.3% | 減碼 |
| V-Square Quantitative Management LLC | 34,138 | $320.8 萬 | 0.34% | −525−1.5% | 減碼 |
| Twin City Private Wealth, LLC | 34,182 | $321.2 萬 | 2.44% | +842+2.5% | 加碼 |
| Johnson Investment Counsel Inc | 34,478 | $324.0 萬 | 0.03% | −815−2.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 34,805 | $327.1 萬 | 0.09% | −47,035−57.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 35,362 | $327.1 萬 | 0.14% | +14,606+70.4% | 加碼 |
| Webster Bank, N. A. | 34,876 | $327.8 萬 | 0.31% | +215+0.6% | 加碼 |
| CSM Advisors, LLC | 34,879 | $327.8 萬 | 0.08% | +34,879 | 新進 |
| Strategic Wealth Partners, Ltd. | 35,027 | $329.2 萬 | 0.23% | +6,031+20.8% | 加碼 |
| Convergence Investment Partners, LLC | 35,293 | $331.7 萬 | 0.54% | +9,937+39.2% | 加碼 |
| Brown Brothers Harriman & Co | 35,544 | $334.0 萬 | 0.02% | +12,678+55.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 35,576 | $334.3 萬 | 0.03% | +267+0.8% | 加碼 |
| Resonant Capital Advisors, LLC | 35,691 | $335.4 萬 | 0.18% | +1,233+3.6% | 加碼 |
| Everence Capital Management Inc | 35,800 | $336.4 萬 | 0.21% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 35,840 | $336.8 萬 | 0.15% | −10,264−22.3% | 減碼 |
| Annandale Capital, LLC | 35,848 | $336.9 萬 | 0.55% | 00.0% | 不變 |
| Central Bank & Trust Co | 36,054 | $338.8 萬 | 0.53% | −573−1.6% | 減碼 |
| Bleakley Financial Group, LLC | 36,096 | $339.2 萬 | 0.05% | +1,489+4.3% | 加碼 |
| Inkwell Capital LLC | 36,610 | $344.1 萬 | 3.50% | −320−0.9% | 減碼 |
| SGL Investment Advisors, Inc. | 39,364 | $345.7 萬 | 1.30% | −774−1.9% | 減碼 |
| Oddo BHF Asset Management SAS | 36,859 | $346.4 萬 | 0.14% | +36,859 | 新進 |
| Asio Capital, LLC | 37,227 | $349.9 萬 | 0.49% | +37,227 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 37,292 | $350.5 萬 | 0.02% | −72,583−66.1% | 減碼 |
| Integrated Advisors Network LLC | 37,458 | $352.0 萬 | 0.18% | −37,440−50.0% | 減碼 |
| American Trust | 37,462 | $352.1 萬 | 0.31% | −6,008−13.8% | 減碼 |
| Gs Investments, Inc. | 37,493 | $352.4 萬 | 2.02% | +73+0.2% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 37,506 | $352.5 萬 | 2.13% | −675−1.8% | 減碼 |
| Savvy Advisors, Inc. | 37,707 | $354.4 萬 | 0.10% | +4,876+14.9% | 加碼 |
| Twin Capital Management Inc | 37,788 | $355.1 萬 | 0.46% | −167−0.4% | 減碼 |
| Summit Financial, LLC | 37,879 | $356.0 萬 | 0.05% | −255−0.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 37,926 | $356.4 萬 | 0.25% | −855−2.2% | 減碼 |
| Nelson Capital Management, LLC | 37,933 | $356.5 萬 | 0.44% | −436−1.1% | 減碼 |
| Kidder Stephen W | 38,310 | $360.0 萬 | 1.06% | +7,435+24.1% | 加碼 |
| Vontobel Holding Ltd. | 38,322 | $360.2 萬 | 0.01% | −1,552−3.9% | 減碼 |
| HF Advisory Group, LLC | 38,372 | $360.6 萬 | 1.23% | +771+2.1% | 加碼 |
| Stableford Capital II LLC | 38,431 | $361.2 萬 | 1.34% | +294+0.8% | 加碼 |
| Partners Capital Investment Group, LLP | 38,623 | $363.0 萬 | 0.14% | −4,514−10.5% | 減碼 |
| Anchor Investment Management, LLC | 38,632 | $363.1 萬 | 0.30% | +405+1.1% | 加碼 |
| Polar Asset Management Partners Inc. | 38,685 | $363.6 萬 | 0.09% | −104,115−72.9% | 減碼 |
| Sculati Wealth Management, LLC | 38,960 | $366.1 萬 | 1.35% | −970−2.4% | 減碼 |
| Vestcor Inc | 39,086 | $367.3 萬 | 0.10% | −1,392−3.4% | 減碼 |
| Marble Wealth, LLC | 39,152 | $367.9 萬 | 0.64% | −2,248−5.4% | 減碼 |
| LGT Group Foundation | 39,167 | $368.1 萬 | 0.04% | −16,709−29.9% | 減碼 |
| Fiduciary Financial Group, LLC | 39,240 | $368.8 萬 | 0.49% | −5,648−12.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 39,484 | $371.0 萬 | 0.07% | +4,657+13.4% | 加碼 |
| Sepio Capital, LP | 39,560 | $371.8 萬 | 0.20% | +695+1.8% | 加碼 |
| GeoWealth Management, LLC | 39,698 | $373.1 萬 | 0.13% | +1,277+3.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 39,700 | $373.1 萬 | 0.10% | −2,700−6.4% | 減碼 |
| Greenup Street Wealth Management LLC | 39,739 | $373.5 萬 | 0.53% | −14,976−27.4% | 減碼 |
| Roundview Capital LLC | 39,902 | $375.0 萬 | 0.23% | +8,359+26.5% | 加碼 |
| Means Investment Co., Inc. | 39,937 | $375.3 萬 | 0.33% | −460−1.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 40,038 | $376.3 萬 | 1.20% | +40.0% | 加碼 |
| Fiduciary Group LLC | 40,102 | $376.9 萬 | 0.32% | −574−1.4% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 40,309 | $378.8 萬 | 3.75% | −1,311−3.1% | 減碼 |
| Bryn Mawr Trust Co | 40,458 | $380.2 萬 | 0.09% | −4,133−9.3% | 減碼 |
| FSB Premier Wealth Management, Inc. | 40,776 | $383.2 萬 | 1.20% | +442+1.1% | 加碼 |
| Pine Haven Investment Counsel, Inc | 40,776 | $383.2 萬 | 2.82% | −537−1.3% | 減碼 |
| Courier Capital LLC | 41,029 | $385.6 萬 | 0.22% | −680−1.6% | 減碼 |
| Mengis Capital Management, Inc. | 41,107 | $386.3 萬 | 0.66% | −74−0.2% | 減碼 |
| Walleye Capital LLC | 41,246 | $387.6 萬 | 0.02% | −113,097−73.3% | 減碼 |
| Skopos Labs, Inc. | 41,269 | $387.8 萬 | 0.12% | +18,715+83.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 41,428 | $389.3 萬 | 0.09% | +27,911+206.5% | 加碼 |
| Conscious Wealth Investments, LLC | 38,840 | $389.4 萬 | 2.17% | −974−2.4% | 減碼 |
| TCG Advisory Services, LLC | 41,499 | $390.0 萬 | 0.10% | −92,000−68.9% | 減碼 |
| Kestra Investment Management, LLC | 41,499 | $390.0 萬 | 0.07% | +11,026+36.2% | 加碼 |