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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 4,212 | $39.6 萬 | 0.05% | +249+6.3% | 加碼 |
| denkapparat Operations GmbH | 4,214 | $39.6 萬 | 0.16% | +4,214 | 新進 |
| Peoples Bank | 4,218 | $39.6 萬 | 0.40% | −70−1.6% | 減碼 |
| Florida Financial Advisors, LLC | 4,221 | $39.7 萬 | 0.09% | +253+6.4% | 加碼 |
| TRB Wealth Management, LLC | 4,250 | $39.9 萬 | 0.06% | +4,250 | 新進 |
| Eaton Financial Holdings Company, LLC | 4,260 | $40.0 萬 | 0.13% | −480−10.1% | 減碼 |
| Broyhill Asset Management | 4,270 | $40.1 萬 | 0.39% | −625−12.8% | 減碼 |
| Orrstown Financial Services Inc | 4,273 | $40.2 萬 | 0.07% | +385+9.9% | 加碼 |
| Trillium Asset Management, LLC | 4,292 | $40.3 萬 | 0.01% | −400−8.5% | 減碼 |
| Foresight Capital Management Advisors, Inc. | 4,297 | $40.4 萬 | 0.22% | +270+6.7% | 加碼 |
| South State Corp. | 4,318 | $40.6 萬 | 0.02% | −1,620−27.3% | 減碼 |
| Catalyst Private Wealth, LLC | 4,323 | $40.6 萬 | 0.22% | +25+0.6% | 加碼 |
| Avantax Planning Partners, Inc. | 4,334 | $40.7 萬 | 0.01% | −516−10.6% | 減碼 |
| Fiduciary Family Office, LLC | 4,345 | $40.8 萬 | 0.12% | +607+16.2% | 加碼 |
| Aberdeen Wealth Management LLC | 4,355 | $40.9 萬 | 0.19% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 4,373 | $41.1 萬 | 0.02% | +56+1.3% | 加碼 |
| Kuhn & Co Investment Counsel | 4,396 | $41.3 萬 | 0.27% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 4,417 | $41.5 萬 | 0.09% | −131−2.9% | 減碼 |
| Burns Matteson Capital Management, LLC | 4,419 | $41.5 萬 | 0.16% | −5,970−57.5% | 減碼 |
| Bull Harbor Capital LLC | 4,437 | $41.7 萬 | 0.11% | +4,437 | 新進 |
| Acropolis Investment Management, LLC | 4,466 | $42.0 萬 | 0.02% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 4,472 | $42.0 萬 | 0.03% | +84+1.9% | 加碼 |
| Gerald Baker Financial Group LLC | 4,495 | $42.2 萬 | 0.13% | +4,495 | 新進 |
| Lester Murray Antman dba SimplyRich | 4,510 | $42.3 萬 | 0.11% | 00.0% | 不變 |
| Onefund, LLC | 4,592 | $42.4 萬 | 0.27% | +221+5.1% | 加碼 |
| Everpar Advisors LLC | 4,529 | $42.6 萬 | 0.15% | +804+21.6% | 加碼 |
| Davidson Trust Co | 4,534 | $42.6 萬 | 0.18% | +155+3.5% | 加碼 |
| West Family Investments, Inc. | 4,537 | $42.6 萬 | 0.15% | −3,402−42.9% | 減碼 |
| Atwood & Palmer Inc | 4,554 | $42.8 萬 | 0.02% | +2,542+126.3% | 加碼 |
| Orca Investment Management, LLC | 4,569 | $42.9 萬 | 0.37% | 00.0% | 不變 |
| Eagle Wealth Strategies LLC | 4,573 | $43.0 萬 | 0.19% | +56+1.2% | 加碼 |
| Heritage Wealth Advisors | 4,580 | $43.0 萬 | 0.02% | −33,347−87.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 4,604 | $43.3 萬 | 0.03% | +1,240+36.9% | 加碼 |
| Evermay Wealth Management LLC | 4,616 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Welch & Forbes LLC | 4,621 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Souders Financial Advisors | 4,630 | $43.5 萬 | 0.05% | +289+6.7% | 加碼 |
| LRI Investments, LLC | 4,656 | $43.8 萬 | 0.04% | +1,310+39.2% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 4,698 | $44.2 萬 | 0.08% | +4,698 | 新進 |
| Abel Hall, LLC | 4,699 | $44.2 萬 | 0.09% | −1,204−20.4% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 4,714 | $44.3 萬 | 0.11% | +378+8.7% | 加碼 |
| Old Mission Investment Co LLC | 4,715 | $44.3 萬 | 0.10% | +40+0.9% | 加碼 |
| Hopwood Financial Services, Inc. | 4,717 | $44.3 萬 | 0.30% | +135+2.9% | 加碼 |
| Westmount Partners, LLC | 4,725 | $44.4 萬 | 0.11% | +73+1.6% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,730 | $44.4 萬 | 0.04% | −8−0.2% | 減碼 |
| Waddell & Associates, LLC | 4,748 | $44.6 萬 | 0.03% | −72−1.5% | 減碼 |
| Sanders Morris Harris LLC | 4,750 | $44.6 萬 | 0.07% | +4,750 | 新進 |
| Signature Estate & Investment Advisors LLC | 4,774 | $44.9 萬 | 0.01% | +541+12.8% | 加碼 |
| Aviso Financial Inc. | 4,818 | $45.3 萬 | 0.02% | −412−7.9% | 減碼 |
| Princeton Capital Management LLC | 4,821 | $45.3 萬 | 0.12% | +135+2.9% | 加碼 |
| SmartHarvest Portfolios, LLC | 4,824 | $45.3 萬 | 0.19% | −1,620−25.1% | 減碼 |
| OneAscent Wealth Management LLC | 4,824 | $45.3 萬 | 0.15% | +4,824 | 新進 |
| Haverford Trust Co | 4,825 | $45.3 萬 | 0.00% | +2,480+105.8% | 加碼 |
| Baader Bank INC | 4,932 | $45.4 萬 | 0.04% | −1,143−18.8% | 減碼 |
| Lountzis Asset Management, LLC | 4,845 | $45.5 萬 | 0.17% | 00.0% | 不變 |
| Commonwealth Retirement Investments LLC | 4,861 | $45.7 萬 | 0.14% | −165−3.3% | 減碼 |
| Root Financial Partners, LLC | 4,869 | $45.8 萬 | 0.02% | +1,377+39.4% | 加碼 |
| Clark Capital Management Group, Inc. | 4,875 | $45.8 萬 | 0.00% | +751+18.2% | 加碼 |
| TIAA Wealth Investment Management LLC | 4,894 | $46.0 萬 | 0.00% | +4,894 | 新進 |
| LexAurum Advisors, LLC | 4,895 | $46.0 萬 | 0.06% | +4,895 | 新進 |
| Ocean Capital Management, LLC | 4,900 | $46.0 萬 | 0.09% | +7+0.1% | 加碼 |
| Spears Abacus Advisors LLC | 4,904 | $46.1 萬 | 0.01% | +234+5.0% | 加碼 |
| Smith Thornton Advisors LLC | 4,911 | $46.2 萬 | 0.23% | +40+0.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 4,949 | $46.5 萬 | 0.02% | +1,800+57.2% | 加碼 |
| Noble Wealth Management PBC | 4,950 | $46.5 萬 | 0.24% | −975−16.5% | 減碼 |
| Cambient Family Office, LLC | 4,952 | $46.5 萬 | 0.06% | +1,088+28.2% | 加碼 |
| OneAscent Investment Solutions LLC | 4,961 | $46.6 萬 | 0.47% | +4,961 | 新進 |
| Quantum Financial Advisors, LLC | 4,967 | $46.7 萬 | 0.05% | +32+0.6% | 加碼 |
| Fielder Capital Group LLC | 4,973 | $46.7 萬 | 0.10% | +330+7.1% | 加碼 |
| Clear Creek Financial Management, LLC | 4,975 | $46.8 萬 | 0.04% | +297+6.3% | 加碼 |
| Enzi Wealth | 5,000 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 5,000 | $47.0 萬 | 0.22% | 00.0% | 不變 |
| Anchyra Partners LLC | 5,000 | $47.0 萬 | 0.14% | +62+1.3% | 加碼 |
| Empire Financial Management Company, LLC | 5,000 | $47.0 萬 | 0.11% | +5,000 | 新進 |
| BBR Partners, LLC | 5,003 | $47.0 萬 | 0.03% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,046 | $47.4 萬 | 0.07% | +558+12.4% | 加碼 |
| Childress Capital Advisors, LLC | 5,073 | $47.7 萬 | 0.09% | −464−8.4% | 減碼 |
| Bernard Wealth Management Corp. | 5,084 | $47.8 萬 | 0.20% | +909+21.8% | 加碼 |
| Operose Advisors LLC | 5,085 | $47.8 萬 | 0.11% | +140+2.8% | 加碼 |
| David R. Rahn & Associates Inc. | 5,110 | $48.0 萬 | 0.14% | −428−7.7% | 減碼 |
| Colonial River Wealth Management, LLC | 5,117 | $48.1 萬 | 0.17% | −179−3.4% | 減碼 |
| Ridgewood Investments LLC | 5,145 | $48.4 萬 | 0.20% | +5,145 | 新進 |
| Oakworth Capital, Inc. | 5,162 | $48.5 萬 | 0.03% | +88+1.7% | 加碼 |
| Income Insurance Ltd | 5,166 | $48.6 萬 | 0.33% | 00.0% | 不變 |
| Sentinus, LLC | 5,171 | $48.6 萬 | 0.04% | +1,416+37.7% | 加碼 |
| Facet Wealth, Inc. | 5,176 | $48.6 萬 | 0.01% | +1,795+53.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,177 | $48.7 萬 | 0.03% | −3,600−41.0% | 減碼 |
| Keel Point, LLC | 5,177 | $48.7 萬 | 0.03% | −1,949−27.4% | 減碼 |
| Trace Wealth Advisors, LLC | 5,200 | $48.9 萬 | 0.37% | 00.0% | 不變 |
| CNB Bank | 5,240 | $49.2 萬 | 0.21% | −142−2.6% | 減碼 |
| Pointe Capital Management LLC | 5,264 | $49.5 萬 | 0.24% | −904−14.7% | 減碼 |
| Claro Advisors LLC | 5,269 | $49.5 萬 | 0.06% | +2,521+91.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,276 | $49.6 萬 | 0.02% | +2,003+61.2% | 加碼 |
| Palacios Wealth Management, LLC | 5,416 | $49.6 萬 | 0.31% | −869−13.8% | 減碼 |
| Sbe LLC Dba Cedar Cove Wealth Partners | 5,291 | $49.7 萬 | 0.26% | −181−3.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,300 | $49.8 萬 | 0.14% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 5,300 | $49.8 萬 | 0.02% | −1,221−18.7% | 減碼 |
| Forefront Wealth Partners, LLC | 5,304 | $49.8 萬 | 0.21% | +5,304 | 新進 |
| Williams Jones Wealth Management, LLC. | 5,315 | $50.0 萬 | 0.01% | +275+5.5% | 加碼 |
| Advisor OS, LLC | 5,337 | $50.2 萬 | 0.04% | −5,730−51.8% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,338 | $50.2 萬 | 0.24% | +212+4.1% | 加碼 |