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 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 3,492 | $32.8 萬 | 0.01% | −280−7.4% | 減碼 |
| Delaney Capital Management Ltd. | 3,495 | $32.8 萬 | 0.05% | 00.0% | 不變 |
| Calton & Associates, Inc. | 3,497 | $32.9 萬 | 0.05% | +246+7.6% | 加碼 |
| Edgewood Management LLC | 3,500 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 3,500 | $32.9 萬 | 0.18% | 00.0% | 不變 |
| Prosperitas Financial LLC | 3,502 | $32.9 萬 | 0.12% | +11+0.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 3,503 | $32.9 萬 | 0.05% | +3+0.1% | 加碼 |
| Brave Asset Management Inc | 3,505 | $32.9 萬 | 0.08% | 00.0% | 不變 |
| Sagewood Asset Management LP | 3,531 | $33.2 萬 | 0.10% | +36+1.0% | 加碼 |
| Armis Advisers, LLC | 3,646 | $33.2 萬 | 0.03% | −429−10.5% | 減碼 |
| Sun Financial Inc | 3,728 | $33.3 萬 | 0.17% | −63−1.7% | 減碼 |
| Delta Financial Advisors LLC | 3,559 | $33.4 萬 | 0.09% | +250+7.6% | 加碼 |
| RAM Investment Partners, LLC | 3,565 | $33.5 萬 | 0.06% | +401+12.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,576 | $33.6 萬 | 0.01% | −8,292−69.9% | 減碼 |
| Marion Wealth Management | 3,578 | $33.6 萬 | 0.07% | −96−2.6% | 減碼 |
| Founders Capital Management | 3,582 | $33.7 萬 | 0.16% | 00.0% | 不變 |
| Fire Capital Management LLC | 3,600 | $33.8 萬 | 0.16% | 00.0% | 不變 |
| Fulcrum Wealth Advisors, LLC | 3,605 | $33.9 萬 | 0.28% | +10+0.3% | 加碼 |
| Private Client Services, LLC | 3,630 | $34.1 萬 | 0.10% | +15+0.4% | 加碼 |
| Quent Capital, LLC | 3,634 | $34.2 萬 | 0.02% | +45+1.3% | 加碼 |
| Sym Financial Corp | 3,648 | $34.3 萬 | 0.03% | +301+9.0% | 加碼 |
| Cohen Klingenstein LLC | 3,660 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 3,669 | $34.5 萬 | 0.03% | −50−1.3% | 減碼 |
| CoreCap Advisors, LLC | 3,670 | $34.5 萬 | 0.01% | −992−21.3% | 減碼 |
| Studio Investment Management LLC | 3,675 | $34.5 萬 | 0.06% | −6−0.2% | 減碼 |
| Coastwise Capital Group, LLC | 3,676 | $34.5 萬 | 0.19% | −1,091−22.9% | 減碼 |
| Cornerstone Advisory, LLC | 3,676 | $34.6 萬 | 0.03% | +419+12.9% | 加碼 |
| TriaGen Wealth Management LLC | 3,677 | $34.6 萬 | 0.09% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,729 | $34.6 萬 | 0.02% | −235−5.9% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 3,693 | $34.7 萬 | 0.22% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 3,703 | $34.8 萬 | 0.01% | −192−4.9% | 減碼 |
| New Hampshire Trust | 3,729 | $35.0 萬 | 0.07% | −823−18.1% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 3,741 | $35.2 萬 | 0.06% | +1,215+48.1% | 加碼 |
| Range Advisory, LLC | 3,751 | $35.3 萬 | 0.07% | +3,751 | 新進 |
| Forum Financial Management, LP | 3,756 | $35.3 萬 | 0.00% | −17,041−81.9% | 減碼 |
| Greenspring Advisors, LLC | 3,758 | $35.3 萬 | 0.02% | +263+7.5% | 加碼 |
| Southern Financial Group, LLC | 3,769 | $35.4 萬 | 0.10% | +305+8.8% | 加碼 |
| MOR Wealth Management, LLC | 3,775 | $35.5 萬 | 0.16% | +997+35.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,776 | $35.5 萬 | 0.14% | +14+0.4% | 加碼 |
| Wilian Securities, LLC | 3,779 | $35.5 萬 | 0.87% | +3,779 | 新進 |
| Gemmer Asset Management LLC | 3,790 | $35.6 萬 | 0.03% | −1,338−26.1% | 減碼 |
| 111 Capital | 3,800 | $35.7 萬 | 0.09% | +3,800 | 新進 |
| Prosperity Bancshares Inc | 3,802 | $35.7 萬 | 0.29% | +1,328+53.7% | 加碼 |
| Capital Management Associates, Inc | 3,809 | $35.8 萬 | 0.08% | +202+5.6% | 加碼 |
| Baron Wealth Management LLC | 3,810 | $35.8 萬 | 0.11% | −369−8.8% | 減碼 |
| Semus Wealth Partners LLC | 3,819 | $35.9 萬 | 0.20% | −93−2.4% | 減碼 |
| Muirfield Wealth Advisors LLC | 3,828 | $36.0 萬 | 0.26% | +388+11.3% | 加碼 |
| Hilltop National Bank | 3,849 | $36.2 萬 | 0.09% | +810+26.7% | 加碼 |
| Wealth Group, Ltd. | 3,852 | $36.2 萬 | 0.34% | 00.0% | 不變 |
| Broadway Wealth Solutions, Inc. | 3,860 | $36.3 萬 | 0.19% | +32+0.8% | 加碼 |
| River Wealth Advisors LLC | 3,862 | $36.3 萬 | 0.04% | −492−11.3% | 減碼 |
| BSW Wealth Partners | 3,877 | $36.4 萬 | 0.04% | −2,568−39.8% | 減碼 |
| First Horizon Corp | 3,881 | $36.5 萬 | 0.02% | −19−0.5% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,078 | $36.5 萬 | 0.23% | −44−1.1% | 減碼 |
| Nova R Wealth, Inc. | 3,890 | $36.6 萬 | 0.12% | −12−0.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,899 | $36.6 萬 | 0.02% | +489+14.3% | 加碼 |
| Howard Bailey Securities, LLC | 3,900 | $36.7 萬 | 0.15% | −176−4.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,904 | $36.7 萬 | 0.02% | +375+10.6% | 加碼 |
| Purus Wealth Management, LLC | 3,918 | $36.8 萬 | 0.12% | +357+10.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 3,919 | $36.8 萬 | 0.05% | +456+13.2% | 加碼 |
| OneAscent Family Office, LLC | 3,919 | $36.8 萬 | 0.26% | +1,156+41.8% | 加碼 |
| Bradley Foster & Sargent Inc | 3,932 | $37.0 萬 | 0.01% | −420−9.7% | 減碼 |
| BW Gestao de Investimentos Ltda. | 3,935 | $37.0 萬 | 0.02% | +3,935 | 新進 |
| Horizon Bancorp Inc | 3,938 | $37.0 萬 | 0.18% | +741+23.2% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 3,940 | $37.0 萬 | 0.24% | +3,940 | 新進 |
| Advisory Alpha, LLC | 3,941 | $37.1 萬 | 0.01% | −891−18.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,946 | $37.1 萬 | 0.05% | +130+3.4% | 加碼 |
| Perennial Investment Advisors, LLC | 3,949 | $37.1 萬 | 0.03% | +235+6.3% | 加碼 |
| Van Strum & Towne Inc. | 3,950 | $37.1 萬 | 0.11% | 00.0% | 不變 |
| Ariston Services Group | 0 | $37.2 萬 | 0.22% | −3,958−100.0% | 減碼 |
| Diversified Enterprises, LLC | 3,958 | $37.2 萬 | 0.02% | +645+19.5% | 加碼 |
| Ambassador Advisors, LLC | 3,964 | $37.3 萬 | 0.06% | +13+0.3% | 加碼 |
| Romano Brothers and Company | 3,965 | $37.3 萬 | 0.04% | −120−2.9% | 減碼 |
| Triumph Capital Management | 3,974 | $37.3 萬 | 0.08% | +76+1.9% | 加碼 |
| RDA Financial Network | 3,974 | $37.3 萬 | 0.09% | +298+8.1% | 加碼 |
| Clearwave Capital, LLC | 3,984 | $37.4 萬 | 0.26% | +744+23.0% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,990 | $37.5 萬 | 0.02% | +3,990 | 新進 |
| Aristotle Atlantic Partners, LLC | 4,000 | $37.6 萬 | 0.02% | +4,000 | 新進 |
| Strategic Investment Advisors | 4,018 | $37.8 萬 | 0.03% | +4,018 | 新進 |
| Dala Group, LLC | 4,019 | $37.9 萬 | 0.32% | −351−8.0% | 減碼 |
| Prostatis Group LLC | 4,032 | $37.9 萬 | 0.10% | −15−0.4% | 減碼 |
| 55 North Private Wealth, LLC | 4,036 | $37.9 萬 | 0.10% | −53−1.3% | 減碼 |
| Two Sigma Securities, LLC | 4,051 | $38.1 萬 | 0.04% | −5,013−55.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 4,051 | $38.1 萬 | 0.08% | −1,264−23.8% | 減碼 |
| Journey Advisory Group, LLC | 4,054 | $38.1 萬 | 0.03% | −1,640−28.8% | 減碼 |
| Wrapmanager Inc | 4,078 | $38.3 萬 | 0.13% | +43+1.1% | 加碼 |
| New Republic Capital, LLC | 4,090 | $38.4 萬 | 0.13% | −1,041−20.3% | 減碼 |
| Ashton Thomas Securities, LLC | 4,096 | $38.5 萬 | 0.05% | +218+5.6% | 加碼 |
| SCS Capital Management LLC | 4,101 | $38.5 萬 | 0.00% | −451−9.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,110 | $38.6 萬 | 0.08% | −466−10.2% | 減碼 |
| Opus Capital Group, LLC | 4,117 | $38.7 萬 | 0.04% | +92+2.3% | 加碼 |
| Peterson Wealth Services | 4,124 | $38.8 萬 | 0.10% | +667+19.3% | 加碼 |
| Investors Asset Management of Georgia Inc | 4,127 | $38.8 萬 | 0.16% | +3+0.1% | 加碼 |
| Opinicus Capital, Inc. | 4,132 | $38.8 萬 | 0.27% | +72+1.8% | 加碼 |
| Telos Capital Management, Inc. | 4,161 | $39.1 萬 | 0.04% | −584−12.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,262 | $39.2 萬 | 0.03% | +99+2.4% | 加碼 |
| Impact Capital Partners LLC | 4,180 | $39.3 萬 | 0.12% | −414−9.0% | 減碼 |
| Chicago Trust Co NA | 4,193 | $39.4 萬 | 0.06% | +577+16.0% | 加碼 |
| Fieldview Capital Management, LLC | 4,199 | $39.5 萬 | 0.12% | +4,199 | 新進 |
| Smithfield Trust Co | 4,186 | $39.5 萬 | 0.02% | +700+20.1% | 加碼 |