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 |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 58,158 | $546.6 萬 | 1.04% | −1,915−3.2% | 減碼 |
| William Allan, LLC | 58,300 | $547.9 萬 | 3.24% | +911+1.6% | 加碼 |
| Graham Capital Management, L.P. | 58,635 | $551.1 萬 | 0.19% | +20,380+53.3% | 加碼 |
| Bokf, NA | 59,022 | $554.7 萬 | 0.08% | +4,010+7.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 59,309 | $557.4 萬 | 0.20% | +1,003+1.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 59,354 | $557.8 萬 | 0.06% | +4,635+8.5% | 加碼 |
| Ibex Wealth Advisors | 59,355 | $557.8 萬 | 0.52% | +6,262+11.8% | 加碼 |
| Pittenger & Anderson Inc | 59,689 | $561.0 萬 | 0.22% | +2,772+4.9% | 加碼 |
| Lincoln Capital Corp | 60,076 | $564.6 萬 | 2.08% | −268−0.4% | 減碼 |
| Ci Investments Inc. | 60,077 | $564.6 萬 | 0.03% | −470−0.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 61,071 | $573.9 萬 | 0.12% | +5,979+10.9% | 加碼 |
| FJ Capital Management LLC | 61,883 | $581.6 萬 | 0.65% | +61,883 | 新進 |
| Ayrshire Capital Management LLC | 61,896 | $581.7 萬 | 3.01% | +61,896 | 新進 |
| Thompson Siegel & Walmsley LLC | 61,978 | $582.5 萬 | 0.10% | −1,750−2.7% | 減碼 |
| Fishman Jay A Ltd | 62,120 | $583.8 萬 | 0.52% | +62,120 | 新進 |
| Saudi Central Bank | 62,309 | $585.6 萬 | 0.12% | +62,309 | 新進 |
| Spire Wealth Management | 62,718 | $589.4 萬 | 0.20% | −2,384−3.7% | 減碼 |
| Oliver Luxxe Assets LLC | 62,953 | $591.6 萬 | 0.89% | −208−0.3% | 減碼 |
| Laird Norton Trust Company, LLC | 63,077 | $592.8 萬 | 0.13% | −5,147−7.5% | 減碼 |
| Walleye Trading LLC | 63,288 | $594.8 萬 | 0.12% | −138−0.2% | 減碼 |
| National Philanthropic Trust | 63,788 | $599.5 萬 | 0.06% | −18,601−22.6% | 減碼 |
| IFP Advisors, Inc | 63,814 | $599.7 萬 | 0.12% | +13,329+26.4% | 加碼 |
| Siemens Fonds Invest GmbH | 64,197 | $603.3 萬 | 0.35% | −2,605−3.9% | 減碼 |
| HB Wealth Management, LLC | 64,331 | $604.6 萬 | 0.04% | +4,737+7.9% | 加碼 |
| Voleon Capital Management LP | 64,383 | $605.1 萬 | 0.13% | −109,302−62.9% | 減碼 |
| Scotia Capital Inc. | 64,420 | $605.4 萬 | 0.02% | −4,919−7.1% | 減碼 |
| GAM Holding AG | 65,412 | $614.7 萬 | 0.54% | −21,798−25.0% | 減碼 |
| Twin Lakes Capital Management, LLC | 65,706 | $617.5 萬 | 2.81% | −770−1.2% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 66,101 | $621.2 萬 | 0.02% | +66,101 | 新進 |
| Legal Advantage Investments, Inc. | 66,660 | $626.5 萬 | 3.24% | +3,100+4.9% | 加碼 |
| Condor Capital Management | 66,752 | $627.3 萬 | 0.52% | +8,337+14.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 66,924 | $629.5 萬 | 2.22% | +822+1.2% | 加碼 |
| Pacific Capital Partners Ltd | 67,044 | $630.1 萬 | 6.22% | +36,374+118.6% | 加碼 |
| Sendero Wealth Management, LLC | 67,313 | $632.6 萬 | 0.70% | +1,651+2.5% | 加碼 |
| Prentiss Smith & Co Inc | 67,628 | $635.6 萬 | 3.69% | −140.0% | 減碼 |
| Krilogy Financial LLC | 68,740 | $636.7 萬 | 0.21% | +14,050+25.7% | 加碼 |
| LaFleur & Godfrey LLC | 67,912 | $638.2 萬 | 0.79% | +4,680+7.4% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 68,000 | $639.1 萬 | 0.29% | −303−0.4% | 減碼 |
| Arkadios Wealth Advisors | 68,094 | $639.9 萬 | 0.11% | −70−0.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 68,233 | $641.3 萬 | 0.11% | −512−0.7% | 減碼 |
| MUFG Securities EMEA plc | 68,476 | $643.5 萬 | 0.10% | 00.0% | 不變 |
| SIH Partners, LLLP | 68,857 | $647.1 萬 | 0.20% | +68,857 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 69,055 | $649.0 萬 | 0.13% | −69,569−50.2% | 減碼 |
| Mark Asset Management LP | 69,446 | $652.7 萬 | 0.87% | −6,349−8.4% | 減碼 |
| Americana Partners, LLC | 69,569 | $653.8 萬 | 0.17% | −45,537−39.6% | 減碼 |
| Citizens Business Bank | 69,920 | $657.1 萬 | 1.08% | −1,171−1.6% | 減碼 |
| Advisory Resource Group | 69,997 | $657.8 萬 | 1.13% | +69,997 | 新進 |
| Central Pacific Bank - Trust Division | 70,187 | $659.6 萬 | 0.84% | −366−0.5% | 減碼 |
| Birch Capital Management, LLC | 70,633 | $663.8 萬 | 3.48% | +892+1.3% | 加碼 |
| Cloverfields Capital Group, LP | 71,095 | $668.2 萬 | 2.16% | −3,300−4.4% | 減碼 |
| Farther Finance Advisors, LLC | 72,937 | $673.6 萬 | 0.06% | +9,553+15.1% | 加碼 |
| Salvus Wealth Management, LLC | 71,681 | $673.7 萬 | 3.92% | −1,360−1.9% | 減碼 |
| Wright Investors Service Inc | 71,784 | $674.6 萬 | 2.12% | +10,709+17.5% | 加碼 |
| Metis Global Partners, LLC | 71,786 | $674.6 萬 | 0.17% | −8,204−10.3% | 減碼 |
| Boston Common Asset Management, LLC | 72,293 | $679.4 萬 | 0.44% | −761−1.0% | 減碼 |
| Kavar Capital Partners Group, LLC | 72,438 | $680.8 萬 | 0.85% | +1,189+1.7% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 72,734 | $683.5 萬 | 0.67% | +1,746+2.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 73,134 | $687.3 萬 | 0.20% | −3,225−4.2% | 減碼 |
| Merit Financial Group, LLC | 73,284 | $688.7 萬 | 0.05% | +4,172+6.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 74,348 | $698.7 萬 | 1.05% | −1,495−2.0% | 減碼 |
| Equitable Holdings, Inc. | 71,640 | $707.4 萬 | 0.05% | +6,657+10.2% | 加碼 |
| Naples Global Advisors, LLC | 75,541 | $709.9 萬 | 0.52% | +5,243+7.5% | 加碼 |
| Marco Investment Management LLC | 76,689 | $720.7 萬 | 0.54% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 77,338 | $726.8 萬 | 0.80% | +28,344+57.9% | 加碼 |
| Formuepleje A/S | 78,420 | $737.0 萬 | 0.67% | +78,420 | 新進 |
| New Mexico Educational Retirement Board | 78,687 | $739.5 萬 | 0.23% | 00.0% | 不變 |
| BNP Paribas | 79,488 | $747.0 萬 | 0.24% | −42,901−35.1% | 減碼 |
| Pring Turner Capital Group Inc | 74,825 | $747.6 萬 | 4.50% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 80,287 | $754.5 萬 | 0.18% | +4,642+6.1% | 加碼 |
| NewEdge Wealth, LLC | 81,450 | $765.5 萬 | 0.09% | −22,039−21.3% | 減碼 |
| We Are One Seven, LLC | 81,840 | $769.1 萬 | 0.15% | −1,514−1.8% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 82,419 | $774.6 萬 | 1.49% | −1,764−2.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 82,744 | $777.6 萬 | 0.39% | −4,576−5.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 82,775 | $777.9 萬 | 0.08% | −8,424−9.2% | 減碼 |
| Capital Investment Counsel, Inc | 82,954 | $779.6 萬 | 0.96% | −3,310−3.8% | 減碼 |
| Radnor Capital Management, LLC | 83,010 | $780.1 萬 | 1.15% | −400.0% | 減碼 |
| Fagan Associates, Inc. | 83,546 | $785.2 萬 | 1.09% | +1,755+2.1% | 加碼 |
| Pacer Advisors, Inc. | 83,634 | $786.0 萬 | 0.02% | −47,390−36.2% | 減碼 |
| Oppenheimer & Co Inc | 83,674 | $786.4 萬 | 0.10% | −1,957−2.3% | 減碼 |
| GHP Investment Advisors, Inc. | 83,968 | $789.1 萬 | 0.32% | +10,278+13.9% | 加碼 |
| Maryland State Retirement & Pension System | 84,327 | $792.5 萬 | 0.16% | −785−0.9% | 減碼 |
| Resolute Capital Asset Partners LLC | 85,000 | $798.8 萬 | 4.20% | +30,000+54.5% | 加碼 |
| Louisiana State Employees Retirement System | 85,100 | $799.8 萬 | 0.14% | −200−0.2% | 減碼 |
| Redmond Asset Management, LLC | 85,184 | $800.6 萬 | 2.19% | −6,613−7.2% | 減碼 |
| American Assets Investment Management, LLC | 86,674 | $814.6 萬 | 0.55% | 00.0% | 不變 |
| Cinctive Capital Management LP | 87,113 | $818.7 萬 | 0.54% | +47,767+121.4% | 加碼 |
| Commerce Bank | 87,517 | $822.5 萬 | 0.04% | +15,226+21.1% | 加碼 |
| Mezzasalma Advisors, LLC | 88,567 | $832.4 萬 | 2.13% | +2,619+3.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 89,498 | $841.1 萬 | 0.47% | +47,281+112.0% | 加碼 |
| Colonial Trust Advisors | 89,954 | $845.4 萬 | 0.66% | +142+0.2% | 加碼 |
| Allianz SE | 90,478 | $850.3 萬 | 0.09% | 00.0% | 不變 |
| IMC-Chicago, LLC | 90,663 | $852.1 萬 | 0.13% | −47,467−34.4% | 減碼 |
| VectorGlobal IAG, Inc. | 90,990 | $855.1 萬 | 2.22% | +90,990 | 新進 |
| Claudia M.P. Batlle, CRP (R) LLC | 91,275 | $857.8 萬 | 3.09% | +10,930+13.6% | 加碼 |
| Aviance Capital Partners, LLC | 91,711 | $861.9 萬 | 1.01% | −1,310−1.4% | 減碼 |
| Baldwin Brothers Inc | 92,960 | $873.6 萬 | 0.63% | −2,169−2.3% | 減碼 |
| KCM Investment Advisors LLC | 93,343 | $877.2 萬 | 0.29% | +350.0% | 加碼 |
| Great Lakes Advisors, LLC | 94,698 | $890.0 萬 | 0.07% | +1,461+1.6% | 加碼 |
| Lafayette Investments, Inc. | 94,860 | $891.5 萬 | 1.81% | −824−0.9% | 減碼 |
| Hartford Investment Management Co | 95,555 | $898.0 萬 | 0.28% | −1,140−1.2% | 減碼 |