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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 41,906 | $393.8 萬 | 0.05% | +32,395+340.6% | 加碼 |
| Quadrant Capital Group LLC | 41,954 | $394.3 萬 | 0.12% | +548+1.3% | 加碼 |
| Apollon Wealth Management, LLC | 42,042 | $395.1 萬 | 0.06% | +792+1.9% | 加碼 |
| Wealthspire Advisors, LLC | 42,097 | $395.6 萬 | 0.03% | −10,239−19.6% | 減碼 |
| Buttonwood Financial Advisors Inc. | 42,106 | $395.7 萬 | 1.32% | −306−0.7% | 減碼 |
| Goelzer Investment Management, Inc. | 42,340 | $397.9 萬 | 0.19% | +424+1.0% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 42,547 | $399.9 萬 | 1.56% | +817+2.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 42,585 | $400.2 萬 | 0.04% | +9,704+29.5% | 加碼 |
| Lantern Wealth Advisors, LLC | 42,626 | $400.6 萬 | 2.05% | +294+0.7% | 加碼 |
| Red Spruce Capital, LLC | 42,783 | $402.1 萬 | 1.65% | +412+1.0% | 加碼 |
| Parallel Advisors, LLC | 42,786 | $402.1 萬 | 0.07% | +2,304+5.7% | 加碼 |
| Secure Asset Management, LLC | 42,986 | $404.0 萬 | 0.64% | +3,293+8.3% | 加碼 |
| TD Private Client Wealth LLC | 42,992 | $404.0 萬 | 0.08% | +4,720+12.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 43,015 | $404.3 萬 | 0.22% | −4,088−8.7% | 減碼 |
| 180 Wealth Advisors, LLC | 43,873 | $412.3 萬 | 0.47% | +310+0.7% | 加碼 |
| Montag A & Associates Inc | 43,980 | $413.3 萬 | 0.19% | −673−1.5% | 減碼 |
| East Coast Asset Management, LLC. | 44,119 | $414.6 萬 | 1.37% | −867−1.9% | 減碼 |
| Miracle Mile Advisors, LLC | 44,206 | $415.4 萬 | 0.06% | −1,927−4.2% | 減碼 |
| Brighton Jones LLC | 44,317 | $416.5 萬 | 0.09% | +44,317 | 新進 |
| LS Investment Advisors, LLC | 44,407 | $417.3 萬 | 0.62% | −3,998−8.3% | 減碼 |
| Gotham Asset Management, LLC | 44,493 | $418.1 萬 | 0.01% | −1,418−3.1% | 減碼 |
| SAM Advisors, LLC | 44,671 | $419.8 萬 | 1.32% | +111+0.2% | 加碼 |
| Chatham Capital Group, Inc. | 44,687 | $420.0 萬 | 0.61% | −590−1.3% | 減碼 |
| Destination Wealth Management | 44,815 | $421.2 萬 | 0.11% | +31,263+230.7% | 加碼 |
| Huntington National Bank | 44,829 | $421.3 萬 | 0.02% | −1,584−3.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $422.1 萬 | 0.29% | 00.0% | 不變 |
| Alerus Financial NA | 45,018 | $423.1 萬 | 0.21% | −14,125−23.9% | 減碼 |
| Park Avenue Securities LLC | 45,080 | $423.7 萬 | 0.03% | −9,442−17.3% | 減碼 |
| Maltese Capital Management LLC | 45,200 | $424.8 萬 | 0.84% | −4,800−9.6% | 減碼 |
| Victrix Investment Advisors | 45,263 | $425.4 萬 | 1.54% | +1,855+4.3% | 加碼 |
| Securian Asset Management, Inc | 45,313 | $425.9 萬 | 0.17% | −106−0.2% | 減碼 |
| Delta Capital Management LLC | 45,345 | $426.2 萬 | 2.35% | −40−0.1% | 減碼 |
| TCW Group Inc | 45,548 | $428.1 萬 | 0.03% | −251−0.5% | 減碼 |
| Community Financial Services Group, LLC | 46,592 | $430.3 萬 | 0.76% | +2,781+6.3% | 加碼 |
| MUFG Securities Americas Inc. | 46,218 | $434.4 萬 | 0.28% | +1,219+2.7% | 加碼 |
| GAMMA Investing LLC | 46,331 | $435.4 萬 | 0.20% | +8,348+22.0% | 加碼 |
| Main Street Research LLC | 46,360 | $435.7 萬 | 0.25% | +14,578+45.9% | 加碼 |
| Rossmore Private Capital | 46,454 | $436.6 萬 | 0.38% | −230−0.5% | 減碼 |
| Strategic Global Advisors, LLC | 46,558 | $437.6 萬 | 0.70% | −910−1.9% | 減碼 |
| Tandem Capital Management Corp | 47,048 | $442.2 萬 | 2.21% | −2,214−4.5% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 47,080 | $442.5 萬 | 0.53% | 00.0% | 不變 |
| First National Advisers, LLC | 47,242 | $444.0 萬 | 0.65% | −3,964−7.7% | 減碼 |
| Clean Yield Group | 47,271 | $444.3 萬 | 1.25% | +6,822+16.9% | 加碼 |
| Quadrant Private Wealth Management, LLC | 47,558 | $446.9 萬 | 0.69% | +41,468+680.9% | 加碼 |
| Chase Investment Counsel Corp | 47,626 | $447.5 萬 | 1.17% | +47,626 | 新進 |
| Hunter Perkins Capital Management, LLC | 47,856 | $449.8 萬 | 1.05% | −230−0.5% | 減碼 |
| AE Wealth Management LLC | 47,945 | $450.6 萬 | 0.02% | −22,504−31.9% | 減碼 |
| Malaga Cove Capital, LLC | 47,976 | $450.9 萬 | 1.62% | +3,045+6.8% | 加碼 |
| Lakehouse Capital Pty Ltd | 32,894 | $451.4 萬 | 3.04% | −78,924−70.6% | 減碼 |
| Resources Investment Advisors, LLC. | 48,042 | $451.5 萬 | 0.04% | +7,101+17.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 48,075 | $451.8 萬 | 0.91% | +9,369+24.2% | 加碼 |
| Nicolet Bankshares Inc | 48,613 | $452.7 萬 | 0.17% | +35,955+284.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 48,334 | $454.2 萬 | 0.17% | −200−0.4% | 減碼 |
| Arq Wealth Advisors, LLC | 48,710 | $457.8 萬 | 0.83% | +42,450+678.1% | 加碼 |
| Hixon Zuercher, LLC | 48,885 | $459.4 萬 | 1.43% | −511−1.0% | 減碼 |
| Empirical Finance, LLC | 49,137 | $461.8 萬 | 0.22% | −30−0.1% | 減碼 |
| Quadrature Capital Ltd | 49,323 | $463.5 萬 | 0.06% | +49,323 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 49,381 | $464.1 萬 | 0.13% | +12,787+34.9% | 加碼 |
| North Dakota State Investment Board | 49,453 | $464.8 萬 | 0.20% | −9,078−15.5% | 減碼 |
| Puzo Michael J | 49,557 | $465.7 萬 | 1.36% | +8,072+19.5% | 加碼 |
| Independent Advisor Alliance | 50,129 | $471.1 萬 | 0.05% | −4,982−9.0% | 減碼 |
| Delaney Dennis R | 50,140 | $471.2 萬 | 1.67% | +23,187+86.0% | 加碼 |
| Greenleaf Trust | 50,306 | $472.8 萬 | 0.05% | −866−1.7% | 減碼 |
| Prospera Financial Services Inc | 50,449 | $474.2 萬 | 0.08% | −1,253−2.4% | 減碼 |
| Capital Analysts, LLC | 50,497 | $474.5 萬 | 0.12% | −4,495−8.2% | 減碼 |
| Daymark Wealth Partners, LLC | 50,494 | $474.5 萬 | 0.15% | +1,141+2.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 50,545 | $475.0 萬 | 0.62% | −10,253−16.9% | 減碼 |
| RNC Capital Management LLC | 50,610 | $475.6 萬 | 0.21% | −91−0.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 50,747 | $476.9 萬 | 0.11% | +10,977+27.6% | 加碼 |
| Allworth Financial LP | 51,024 | $479.5 萬 | 0.02% | +283+0.6% | 加碼 |
| Colonial Trust Co | 51,298 | $482.1 萬 | 0.66% | +755+1.5% | 加碼 |
| Leelyn Smith, LLC | 51,339 | $482.5 萬 | 0.68% | +3,555+7.4% | 加碼 |
| American Trust Investment Advisors, LLC | 51,488 | $483.9 萬 | 2.67% | +575+1.1% | 加碼 |
| Brookstone Capital Management | 51,713 | $486.0 萬 | 0.06% | +2,238+4.5% | 加碼 |
| CX Institutional | 52,019 | $488.9 萬 | 0.15% | −102,838−66.4% | 減碼 |
| Intrinsic Value Partners, LLC | 52,370 | $492.2 萬 | 3.79% | −85−0.2% | 減碼 |
| Voya Financial Advisors, Inc. | 53,369 | $492.9 萬 | 0.49% | −1,314−2.4% | 減碼 |
| Stephens Inc | 52,506 | $493.5 萬 | 0.06% | +29,219+125.5% | 加碼 |
| Bailard, Inc. | 52,897 | $497.1 萬 | 0.11% | −269−0.5% | 減碼 |
| Sculptor Capital LP | 53,000 | $498.1 萬 | 0.06% | +53,000 | 新進 |
| Keybank National Association | 53,035 | $498.4 萬 | 0.02% | +653+1.2% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 53,315 | $501.1 萬 | 0.73% | +13,238+33.0% | 加碼 |
| NBC Securities, Inc. | 53,324 | $501.1 萬 | 0.38% | +30,357+132.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 53,446 | $502.3 萬 | 0.08% | +76+0.1% | 加碼 |
| Somerville Kurt F | 53,514 | $502.9 萬 | 1.33% | −12,041−18.4% | 減碼 |
| Evolve Private Wealth, LLC | 53,793 | $505.5 萬 | 0.27% | +1,640+3.1% | 加碼 |
| Nomura Holdings Inc | 55,346 | $520.1 萬 | 0.04% | +30,960+127.0% | 加碼 |
| Klein Pavlis & Peasley Financial, Inc. | 55,819 | $524.6 萬 | 2.90% | +2,994+5.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 56,024 | $526.5 萬 | 0.18% | −6,811−10.8% | 減碼 |
| Hamilton Capital Partners Inc. | 56,135 | $527.6 萬 | 0.18% | −5,068−8.3% | 減碼 |
| Algert Global LLC | 56,171 | $527.9 萬 | 0.08% | −8,255−12.8% | 減碼 |
| DLK Investment Management, LLC | 56,214 | $528.3 萬 | 2.09% | −878−1.5% | 減碼 |
| Conning Inc. | 56,409 | $530.1 萬 | 0.18% | −453−0.8% | 減碼 |
| First American Bank | 56,643 | $532.3 萬 | 0.33% | +2,638+4.9% | 加碼 |
| Harrington Investments, INC | 56,755 | $533.4 萬 | 2.81% | +98+0.2% | 加碼 |
| Plato Investment Management Ltd | 57,039 | $536.4 萬 | 0.36% | 00.0% | 不變 |
| Ravenswood Partners LP | 57,082 | $536.5 萬 | 1.98% | +57,082 | 新進 |
| Diversified Management Inc | 57,228 | $537.8 萬 | 0.92% | +47,691+500.1% | 加碼 |
| Perkins Coie Trust Co | 57,713 | $542.4 萬 | 1.04% | −511−0.9% | 減碼 |
| AlTi Global, Inc. | 57,933 | $544.5 萬 | 0.12% | −1,166−2.0% | 減碼 |