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、29 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 |
|---|---|---|---|---|---|
| Kinsale Capital Group, Inc. | 150,470 | $1,414 萬 | 2.27% | +5,960+4.1% | 加碼 |
| Baxter Bros Inc | 150,771 | $1,417 萬 | 1.75% | +12,342+8.9% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 150,785 | $1,417 萬 | 2.04% | +2,681+1.8% | 加碼 |
| Advocacy Wealth Management Services, LLC | 152,207 | $1,430 萬 | 0.63% | +445+0.3% | 加碼 |
| Elgethun Capital Management | 155,576 | $1,462 萬 | 2.42% | −4,728−2.9% | 減碼 |
| Jacobs & Co | 159,083 | $1,495 萬 | 1.48% | +1,382+0.9% | 加碼 |
| Vivaldi Capital Management, LLC | 159,402 | $1,498 萬 | 2.07% | −12,408−7.2% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 159,847 | $1,502 萬 | 2.72% | +142+0.1% | 加碼 |
| GenTrust, LLC | 163,804 | $1,539 萬 | 0.66% | −1,533−0.9% | 減碼 |
| Empower Advisory Group, LLC | 163,843 | $1,540 萬 | 0.04% | −27,383−14.3% | 減碼 |
| Kestra Advisory Services, LLC | 164,777 | $1,549 萬 | 0.06% | −462−0.3% | 減碼 |
| State of Alaska, Department of Revenue | 165,603 | $1,556 萬 | 0.17% | −145−0.1% | 減碼 |
| Atlantic Union Bankshares Corp | 165,619 | $1,556 萬 | 0.30% | +23,144+16.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 167,046 | $1,570 萬 | 0.18% | +2,808+1.7% | 加碼 |
| Prudential PLC | 167,247 | $1,572 萬 | 0.12% | +32,076+23.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 167,560 | $1,575 萬 | 0.02% | −255,825−60.4% | 減碼 |
| Blume Capital Management, Inc. | 167,955 | $1,578 萬 | 2.69% | −159−0.1% | 減碼 |
| Goodman Financial Corp | 168,066 | $1,579 萬 | 2.71% | −30,085−15.2% | 減碼 |
| Atria Investments LLC | 169,771 | $1,596 萬 | 0.18% | −7,525−4.2% | 減碼 |
| HFR Wealth Management, LLC | 170,266 | $1,600 萬 | 3.93% | −3,841−2.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 172,886 | $1,625 萬 | 0.04% | −3,154−1.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 173,344 | $1,629 萬 | 0.08% | +2,204+1.3% | 加碼 |
| Venturi Wealth Management, LLC | 174,447 | $1,639 萬 | 0.74% | +89,461+105.3% | 加碼 |
| Poehling Capital Management, LLC | 176,250 | $1,656 萬 | 3.49% | −131−0.1% | 減碼 |
| Asset Advisors Investment Management, LLC | 176,394 | $1,658 萬 | 1.58% | +3,225+1.9% | 加碼 |
| TCTC Holdings, LLC | 178,815 | $1,681 萬 | 0.48% | +3,234+1.8% | 加碼 |
| Mizuho Markets Cayman LP | 179,240 | $1,684 萬 | 0.91% | +179,240 | 新進 |
| Yousif Capital Management, LLC | 179,885 | $1,691 萬 | 0.20% | −5,931−3.2% | 減碼 |
| Exchange Traded Concepts, LLC | 180,936 | $1,700 萬 | 0.13% | +151,277+510.1% | 加碼 |
| Davenport & Co LLC | 181,715 | $1,705 萬 | 0.09% | −17,171−8.6% | 減碼 |
| Jump Financial, LLC | 182,378 | $1,714 萬 | 0.25% | −241,624−57.0% | 減碼 |
| Lathrop Investment Management Corp | 182,420 | $1,714 萬 | 3.21% | +193+0.1% | 加碼 |
| AIA Group Ltd | 182,465 | $1,715 萬 | 0.25% | +41,272+29.2% | 加碼 |
| Wealthfront Advisers LLC | 182,743 | $1,717 萬 | 0.04% | +10,372+6.0% | 加碼 |
| Courant Investment Management LLC | 183,499 | $1,725 萬 | 16.84% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 184,295 | $1,732 萬 | 1.39% | +49,637+36.9% | 加碼 |
| OP Asset Management Ltd | 184,589 | $1,735 萬 | 0.18% | −37,304−16.8% | 減碼 |
| Toroso Investments, LLC | 184,734 | $1,736 萬 | 0.05% | +20,751+12.7% | 加碼 |
| Pinnacle Financial Partners, Inc. | 185,403 | $1,743 萬 | 0.13% | +19,799+12.0% | 加碼 |
| Cutler Investment Counsel LLC | 186,331 | $1,751 萬 | 1.80% | −1,695−0.9% | 減碼 |
| Ethic Inc. | 186,662 | $1,754 萬 | 0.27% | −1,295−0.7% | 減碼 |
| Mutual of America Capital Management LLC | 188,357 | $1,770 萬 | 0.20% | −2,105−1.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 189,484 | $1,781 萬 | 1.40% | +3,117+1.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 191,318 | $1,798 萬 | 0.24% | 00.0% | 不變 |
| Martingale Asset Management L P | 191,542 | $1,800 萬 | 0.45% | −79,639−29.4% | 減碼 |
| Virginia Retirement Systems Et Al | 192,100 | $1,805 萬 | 0.13% | −11,500−5.6% | 減碼 |
| WCG Wealth Advisors LLC | 192,267 | $1,807 萬 | 0.51% | −1,126−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 192,567 | $1,810 萬 | 0.17% | −24,221−11.2% | 減碼 |
| Pensionmark Financial Group, LLC | 193,267 | $1,816 萬 | 0.29% | +8,314+4.5% | 加碼 |
| ProVise Management Group, LLC | 193,398 | $1,818 萬 | 1.31% | +2,541+1.3% | 加碼 |
| First Foundation Advisors | 195,410 | $1,836 萬 | 0.74% | +2,574+1.3% | 加碼 |
| Premier Fund Managers Ltd | 198,240 | $1,845 萬 | 1.31% | −12,465−5.9% | 減碼 |
| United Asset Strategies, Inc. | 196,638 | $1,848 萬 | 1.47% | +7,715+4.1% | 加碼 |
| Peapack Gladstone Financial Corp | 197,424 | $1,855 萬 | 0.24% | −1,944−1.0% | 減碼 |
| CBOE Vest Financial, LLC | 199,526 | $1,875 萬 | 0.23% | +156,571+364.5% | 加碼 |
| Vinva Investment Management Ltd | 202,315 | $1,883 萬 | 0.23% | −9,018−4.3% | 減碼 |
| Sanctuary Advisors, LLC | 200,894 | $1,888 萬 | 0.10% | +17,810+9.7% | 加碼 |
| Hudson Bay Capital Management LP | 201,226 | $1,891 萬 | 0.11% | +314+0.2% | 加碼 |
| Pathstone Holdings, LLC | 203,775 | $1,915 萬 | 0.08% | +2,707+1.3% | 加碼 |
| Private Wealth Partners, LLC | 204,248 | $1,920 萬 | 1.48% | +97,829+91.9% | 加碼 |
| Addenda Capital Inc. | 204,698 | $1,924 萬 | 0.54% | +5,144+2.6% | 加碼 |
| JustInvest LLC | 205,293 | $1,929 萬 | 0.19% | +4,848+2.4% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 205,442 | $1,931 萬 | 0.29% | +52,597+34.4% | 加碼 |
| Empowered Funds, LLC | 205,719 | $1,933 萬 | 0.12% | +205,719 | 新進 |
| Summit Trail Advisors, LLC | 210,328 | $1,977 萬 | 0.28% | +28,810+15.9% | 加碼 |
| M&T Bank Corp | 211,767 | $1,990 萬 | 0.07% | −8,182−3.7% | 減碼 |
| Cohen Capital Management, Inc. | 214,366 | $2,015 萬 | 3.13% | −4,622−2.1% | 減碼 |
| Live Oak Private Wealth LLC | 214,689 | $2,018 萬 | 2.81% | −1,443−0.7% | 減碼 |
| Warther Private Wealth, LLC | 215,203 | $2,022 萬 | 4.74% | +22,676+11.8% | 加碼 |
| Nissay Asset Management Corp | 215,494 | $2,025 萬 | 0.11% | −1,596−0.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 221,376 | $2,081 萬 | 0.08% | −1,300−0.6% | 減碼 |
| Edgar Lomax Co | 223,615 | $2,102 萬 | 1.50% | +24,155+12.1% | 加碼 |
| Ieq Capital, LLC | 225,132 | $2,116 萬 | 0.10% | +1,418+0.6% | 加碼 |
| Callan Family Office, LLC | 225,717 | $2,121 萬 | 0.48% | −1,978−0.9% | 減碼 |
| Everett Harris & Co | 226,355 | $2,127 萬 | 0.27% | +14,575+6.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 227,203 | $2,135 萬 | 0.03% | −553,460−70.9% | 減碼 |
| Gillson Capital LP | 227,600 | $2,139 萬 | 1.75% | +184,500+428.1% | 加碼 |
| Adviser Investments LLC | 227,853 | $2,141 萬 | 0.23% | −179−0.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 228,577 | $2,148 萬 | 0.11% | +84,539+58.7% | 加碼 |
| Epoch Investment Partners, Inc. | 229,630 | $2,158 萬 | 0.13% | −12,905−5.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 234,673 | $2,205 萬 | 0.18% | +3,176+1.4% | 加碼 |
| Davidson Investment Advisors | 235,934 | $2,217 萬 | 0.96% | −4,896−2.0% | 減碼 |
| GW Henssler & Associates Ltd | 236,327 | $2,221 萬 | 1.05% | −4,985−2.1% | 減碼 |
| Park National Corp | 237,650 | $2,233 萬 | 0.68% | +195+0.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 237,664 | $2,234 萬 | 0.89% | −20,488−7.9% | 減碼 |
| Barlow Wealth Partners, Inc. | 243,993 | $2,252 萬 | 2.50% | +238,829+4,624.9% | 加碼 |
| NEOS Investment Management LLC | 239,866 | $2,254 萬 | 0.11% | +12,999+5.7% | 加碼 |
| Point72 Asset Management, L.P. | 240,702 | $2,262 萬 | 0.04% | −2,402,088−90.9% | 減碼 |
| Dudley & Shanley, Inc. | 240,933 | $2,264 萬 | 3.70% | 00.0% | 不變 |
| Talbot Financial, LLC | 242,166 | $2,276 萬 | 1.91% | +50,544+26.4% | 加碼 |
| Banco Santander, S.A. | 242,842 | $2,282 萬 | 0.18% | −8,711−3.5% | 減碼 |
| Clearstead Advisors, LLC | 246,338 | $2,315 萬 | 0.21% | +4,509+1.9% | 加碼 |
| Rakuten Investment Management, Inc. | 249,096 | $2,318 萬 | 0.05% | +26,777+12.0% | 加碼 |
| Trexquant Investment LP | 247,455 | $2,326 萬 | 0.17% | +201,470+438.1% | 加碼 |
| QRG Capital Management, Inc. | 247,728 | $2,328 萬 | 0.24% | +37,899+18.1% | 加碼 |
| Mairs & Power Inc | 247,732 | $2,328 萬 | 0.24% | −25,625−9.4% | 減碼 |
| New York Life Investment Management LLC | 248,325 | $2,334 萬 | 0.20% | +19,320+8.4% | 加碼 |
| Argent Capital Management LLC | 250,749 | $2,357 萬 | 0.74% | +250,749 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 252,183 | $2,370 萬 | 1.97% | +3,195+1.3% | 加碼 |
| Par Capital Management Inc | 253,300 | $2,381 萬 | 0.69% | −658,700−72.2% | 減碼 |