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 |
|---|---|---|---|---|---|
| Caisse des Depots Et Consignations | 96,292 | $905.0 萬 | 0.15% | +1,172+1.2% | 加碼 |
| Aptus Capital Advisors, LLC | 96,426 | $906.2 萬 | 0.08% | +80,239+495.7% | 加碼 |
| Geneos Wealth Management Inc. | 96,468 | $906.6 萬 | 0.21% | −4,884−4.8% | 減碼 |
| Univest Financial Corp | 97,251 | $914.0 萬 | 0.51% | −19,499−16.7% | 減碼 |
| Dana Investment Advisors, Inc. | 97,373 | $915.1 萬 | 0.27% | +37,242+61.9% | 加碼 |
| Advocate Group LLC | 98,273 | $923.6 萬 | 1.44% | −2,574−2.6% | 減碼 |
| Cullen Investment Group, Ltd. | 99,484 | $934.8 萬 | 1.23% | +25,005+33.6% | 加碼 |
| Skylands Capital, LLC | 99,650 | $936.5 萬 | 1.23% | +52,650+112.0% | 加碼 |
| AMG National Trust Bank | 100,178 | $941.5 萬 | 0.20% | +4,156+4.3% | 加碼 |
| Rathbone Brothers plc | 100,800 | $947.3 萬 | 0.04% | −9,159−8.3% | 減碼 |
| Mizuho Securities USA LLC | 100,978 | $949.0 萬 | 0.22% | −20,644−17.0% | 減碼 |
| Norinchukin Bank, The | 100,995 | $949.2 萬 | 0.11% | +125+0.1% | 加碼 |
| GCM Grosvenor Holdings, LLC | 101,819 | $956.9 萬 | 1.06% | −37,526−26.9% | 減碼 |
| Morningstar Investment Management LLC | 102,422 | $962.6 萬 | 0.60% | +4,144+4.2% | 加碼 |
| Thompson Investment Management, Inc. | 102,917 | $967.2 萬 | 1.25% | +6,756+7.0% | 加碼 |
| Evergreen Capital Management LLC | 103,545 | $973.1 萬 | 0.21% | −9,548−8.4% | 減碼 |
| Illinois Municipal Retirement Fund | 103,657 | $974.2 萬 | 0.12% | +29,260+39.3% | 加碼 |
| Generali Asset Management SPA SGR | 103,937 | $976.8 萬 | 0.20% | −19,021−15.5% | 減碼 |
| RSM US Wealth Management LLC | 103,986 | $977.3 萬 | 0.12% | −538−0.5% | 減碼 |
| Private Advisor Group, LLC | 105,033 | $987.1 萬 | 0.05% | +4,017+4.0% | 加碼 |
| Shelton Capital Management | 105,058 | $987.3 萬 | 0.22% | −27,500−20.7% | 減碼 |
| MidFirst Bank | 105,436 | $990.9 萬 | 0.82% | −3,232−3.0% | 減碼 |
| Timber Creek Capital Management LLC | 105,745 | $993.8 萬 | 2.41% | +1,897+1.8% | 加碼 |
| Sig Brokerage, LP | 107,623 | $1,011 萬 | 2.86% | −6,035−5.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 108,340 | $1,018 萬 | 0.11% | +5,968+5.8% | 加碼 |
| Citizens Financial Group Inc | 108,408 | $1,019 萬 | 0.14% | +1,500+1.4% | 加碼 |
| Patten & Patten Inc | 109,488 | $1,029 萬 | 0.62% | +3,052+2.9% | 加碼 |
| iA Global Asset Management Inc. | 109,663 | $1,031 萬 | 0.15% | +3,630+3.4% | 加碼 |
| First National Trust Co | 110,042 | $1,034 萬 | 0.35% | +16,349+17.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 112,363 | $1,056 萬 | 0.28% | +1,417+1.3% | 加碼 |
| Allen Capital Group, LLC | 112,611 | $1,058 萬 | 0.95% | +4,276+3.9% | 加碼 |
| Perigon Wealth Management, LLC | 112,719 | $1,059 萬 | 0.19% | −40,473−26.4% | 減碼 |
| Manchester Global Management (UK) Ltd | 113,000 | $1,062 萬 | 1.42% | +113,000 | 新進 |
| Nicholas Company, Inc. | 114,467 | $1,076 萬 | 0.21% | 00.0% | 不變 |
| Capital Fund Management S.A. | 115,491 | $1,085 萬 | 0.10% | −429,812−78.8% | 減碼 |
| Argent Trust Co | 115,972 | $1,090 萬 | 0.37% | +3,309+2.9% | 加碼 |
| Burney Co | 116,065 | $1,091 萬 | 0.34% | −64,422−35.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 116,301 | $1,093 萬 | 0.19% | −3,234−2.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 117,357 | $1,103 萬 | 1.84% | +7,971+7.3% | 加碼 |
| First National Bank of Omaha | 118,199 | $1,104 萬 | 0.34% | −18,834−13.7% | 減碼 |
| CWM, LLC | 119,975 | $1,128 萬 | 0.03% | −9,774−7.5% | 減碼 |
| M&G Plc | 120,181 | $1,130 萬 | 0.06% | +22,575+23.1% | 加碼 |
| Westend Capital Management, LLC | 120,330 | $1,131 萬 | 3.39% | +2,661+2.3% | 加碼 |
| Glenview Trust Co | 120,550 | $1,133 萬 | 0.18% | −1,821−1.5% | 減碼 |
| Westbourne Investment Advisors, Inc. | 121,951 | $1,146 萬 | 3.34% | −72−0.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 123,472 | $1,148 萬 | 0.24% | +5,687+4.8% | 加碼 |
| Clarkston Capital Partners, LLC | 122,357 | $1,150 萬 | 0.88% | −554,200−81.9% | 減碼 |
| Terry L. Blaker | 123,245 | $1,158 萬 | 0.44% | +3,466+2.9% | 加碼 |
| Motco | 123,302 | $1,159 萬 | 1.07% | +312+0.3% | 加碼 |
| Moore Capital Management, LP | 123,360 | $1,159 萬 | 0.42% | −379,200−75.5% | 減碼 |
| Tower Bridge Advisors | 123,790 | $1,163 萬 | 1.12% | +4,505+3.8% | 加碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,175 萬 | 2.32% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 125,968 | $1,184 萬 | 1.16% | +125,875+135,349.5% | 加碼 |
| Hanson & Doremus Investment Management | 126,584 | $1,190 萬 | 1.37% | +6,999+5.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 126,598 | $1,190 萬 | 1.71% | −1,120−0.9% | 減碼 |
| Baker Avenue Asset Management, LP | 126,628 | $1,190 萬 | 0.27% | +4,981+4.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 127,365 | $1,197 萬 | 0.14% | −6,206−4.6% | 減碼 |
| UniSuper Management Pty Ltd | 127,439 | $1,198 萬 | 0.08% | +1,222+1.0% | 加碼 |
| Warren Averett Asset Management, LLC | 127,577 | $1,199 萬 | 0.09% | +37,658+41.9% | 加碼 |
| Ascent Group, LLC | 128,789 | $1,210 萬 | 0.42% | +3,762+3.0% | 加碼 |
| Omers Administration Corp | 129,265 | $1,215 萬 | 0.08% | +20,760+19.1% | 加碼 |
| Investment Management Corp of Ontario | 129,567 | $1,218 萬 | 0.16% | −21,659−14.3% | 減碼 |
| GWM Advisors LLC | 129,834 | $1,220 萬 | 0.04% | +6,455+5.2% | 加碼 |
| Oak Harvest Investment Services | 129,941 | $1,221 萬 | 1.27% | +72,554+126.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 130,654 | $1,228 萬 | 0.27% | +43,758+50.4% | 加碼 |
| Brinker Capital Investments, LLC | 130,739 | $1,229 萬 | 0.10% | −25,610−16.4% | 減碼 |
| Allstate Corp | 131,075 | $1,232 萬 | 0.13% | +910+0.7% | 加碼 |
| Jamison Private Wealth Management, Inc. | 131,083 | $1,232 萬 | 1.50% | +1,244+1.0% | 加碼 |
| Advisors Capital Management, LLC | 131,273 | $1,234 萬 | 0.14% | +2,191+1.7% | 加碼 |
| Parthenon LLC | 131,490 | $1,236 萬 | 1.41% | −2,330−1.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 132,632 | $1,246 萬 | 0.20% | +14,993+12.7% | 加碼 |
| ExodusPoint Capital Management, LP | 132,977 | $1,250 萬 | 0.12% | −159,214−54.5% | 減碼 |
| Crestwood Advisors Group LLC | 133,394 | $1,254 萬 | 0.21% | +5,561+4.4% | 加碼 |
| Gabelli Funds LLC | 133,437 | $1,254 萬 | 0.08% | +86,557+184.6% | 加碼 |
| Avanza Fonder AB | 133,459 | $1,254 萬 | 0.35% | −1,675−1.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,254 萬 | 0.10% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 133,609 | $1,256 萬 | 1.42% | +183+0.1% | 加碼 |
| Tocqueville Asset Management L.P. | 135,408 | $1,273 萬 | 0.19% | +39,721+41.5% | 加碼 |
| Susquehanna International Group, LLP | 135,480 | $1,273 萬 | 0.02% | −434,172−76.2% | 減碼 |
| Cornerstone Capital, Inc. | 136,180 | $1,280 萬 | 1.28% | +1,797+1.3% | 加碼 |
| Connors Investor Services Inc | 136,726 | $1,285 萬 | 1.19% | −25,200−15.6% | 減碼 |
| Principal Securities, Inc. | 137,142 | $1,289 萬 | 0.19% | +1,303+1.0% | 加碼 |
| Abn Amro Investment Solutions | 137,274 | $1,290 萬 | 0.17% | +9,882+7.8% | 加碼 |
| Horizon Investments, LLC | 137,960 | $1,292 萬 | 0.14% | +40,093+41.0% | 加碼 |
| Hancock Whitney Corp | 141,322 | $1,301 萬 | 0.23% | +113,144+401.5% | 加碼 |
| RMB Capital Management, LLC | 138,775 | $1,304 萬 | 0.23% | +149+0.1% | 加碼 |
| Financial Avengers, Inc. | 140,399 | $1,319 萬 | 6.02% | −5,955−4.1% | 減碼 |
| Van Cleef Asset Management,Inc | 144,834 | $1,361 萬 | 1.47% | −179−0.1% | 減碼 |
| Modera Wealth Management, LLC | 144,955 | $1,362 萬 | 0.16% | −1,524−1.0% | 減碼 |
| Banque Pictet & Cie SA | 145,251 | $1,365 萬 | 0.16% | +2,520+1.8% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 145,410 | $1,367 萬 | 0.34% | +42,247+41.0% | 加碼 |
| United Capital Financial Advisers, LLC | 145,710 | $1,369 萬 | 0.08% | +2,510+1.8% | 加碼 |
| Think Investments LP | 146,000 | $1,372 萬 | 1.85% | +146,000 | 新進 |
| 1248 Management, LLC | 146,266 | $1,375 萬 | 6.37% | +52,537+56.1% | 加碼 |
| Snowden Capital Advisors LLC | 147,494 | $1,386 萬 | 0.37% | −8,380−5.4% | 減碼 |
| 1832 Asset Management L.P. | 147,659 | $1,388 萬 | 0.02% | +2,899+2.0% | 加碼 |
| Winslow Asset Management Inc | 148,074 | $1,392 萬 | 2.70% | −5,310−3.5% | 減碼 |
| MAI Capital Management | 148,811 | $1,399 萬 | 0.08% | +7,762+5.5% | 加碼 |
| Great Lakes Retirement, Inc. | 149,225 | $1,402 萬 | 1.45% | +635+0.4% | 加碼 |
| Trajan Wealth LLC | 150,463 | $1,414 萬 | 0.60% | +22,359+17.5% | 加碼 |