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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 5,360 | $50.4 萬 | 0.06% | +2,672+99.4% | 加碼 |
| Parcion Private Wealth LLC | 5,362 | $50.4 萬 | 0.03% | +5+0.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 5,375 | $50.5 萬 | 0.04% | −4,326−44.6% | 減碼 |
| DAGCO, Inc. | 5,375 | $50.5 萬 | 0.11% | −27−0.5% | 減碼 |
| Tempus Wealth Planning, LLC | 5,377 | $50.5 萬 | 0.12% | +8+0.1% | 加碼 |
| Cromwell Holdings LLC | 5,381 | $50.6 萬 | 0.28% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 5,415 | $50.9 萬 | 0.52% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 5,450 | $51.2 萬 | 0.05% | +30+0.6% | 加碼 |
| Addison Advisors LLC | 5,474 | $51.4 萬 | 0.11% | +19+0.3% | 加碼 |
| Diligent Investors, LLC | 5,485 | $51.5 萬 | 0.13% | −250−4.4% | 減碼 |
| Arwa LLC | 5,315 | $51.7 萬 | 0.26% | −1,766−24.9% | 減碼 |
| Defiance ETFs, LLC | 5,573 | $52.4 萬 | 0.01% | +5,573 | 新進 |
| Burling Wealth Partners, LLC | 5,587 | $52.5 萬 | 0.08% | −1,452−20.6% | 減碼 |
| Gibbs Wealth Management | 5,594 | $52.6 萬 | 0.07% | +1,655+42.0% | 加碼 |
| Howard Capital Management Inc. | 5,609 | $52.7 萬 | 0.01% | −5,630−50.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,623 | $52.8 萬 | 0.13% | +717+14.6% | 加碼 |
| Focused Alpha, LLC | 5,626 | $52.9 萬 | 0.16% | +86+1.6% | 加碼 |
| Unify Financial Advisors | 5,636 | $53.0 萬 | 0.55% | +125+2.3% | 加碼 |
| Tributary Capital Management, LLC | 5,650 | $53.1 萬 | 0.05% | −80−1.4% | 減碼 |
| Rosenberg Matthew Hamilton | 5,650 | $53.1 萬 | 0.11% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 5,711 | $53.1 萬 | 0.03% | +13+0.2% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,664 | $53.2 萬 | 0.04% | +733+14.9% | 加碼 |
| Bingham Private Wealth, LLC | 5,664 | $53.2 萬 | 0.42% | +395+7.5% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 5,670 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| BayBridge Capital Group, LLC | 5,339 | $53.3 萬 | 0.33% | 00.0% | 不變 |
| Mason & Associates Inc | 5,784 | $53.8 萬 | 0.10% | −70−1.2% | 減碼 |
| Intrust Bank NA | 5,770 | $54.2 萬 | 0.04% | −1,087−15.9% | 減碼 |
| Soltis Investment Advisors LLC | 5,787 | $54.4 萬 | 0.04% | +615+11.9% | 加碼 |
| Sjbenen Advisory, LLC | 5,800 | $54.5 萬 | 0.46% | +5,800 | 新進 |
| WESPAC Advisors SoCal, LLC | 5,805 | $54.6 萬 | 0.12% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 5,806 | $54.6 萬 | 0.24% | +536+10.2% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,818 | $54.7 萬 | 0.05% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 5,833 | $54.8 萬 | 0.17% | +293+5.3% | 加碼 |
| WNY Asset Management, LLC | 5,833 | $54.8 萬 | 0.06% | +5,833 | 新進 |
| Severin Investments, LLC | 5,833 | $54.8 萬 | 0.47% | −256−4.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,854 | $55.0 萬 | 0.03% | +92+1.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 5,859 | $55.1 萬 | 0.04% | +10.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,872 | $55.2 萬 | 0.07% | +149+2.6% | 加碼 |
| Gambit Capital Management, LLC | 5,899 | $55.4 萬 | 0.40% | +13+0.2% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 5,904 | $55.5 萬 | 0.16% | +750+14.6% | 加碼 |
| Beta Wealth Group, Inc. | 5,909 | $55.5 萬 | 0.23% | +201+3.5% | 加碼 |
| KLCM Advisors, Inc. | 5,935 | $55.8 萬 | 0.05% | +100+1.7% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 5,945 | $55.9 萬 | 0.23% | +457+8.3% | 加碼 |
| First Long Island Investors, LLC | 5,953 | $55.9 萬 | 0.05% | −450−7.0% | 減碼 |
| Level Four Advisory Services, LLC | 5,974 | $56.1 萬 | 0.02% | +1,582+36.0% | 加碼 |
| Sunpointe, LLC | 5,975 | $56.2 萬 | 0.18% | −1,133−15.9% | 減碼 |
| Caitong International Asset Management Co., Ltd | 5,986 | $56.3 萬 | 0.10% | +4,685+360.1% | 加碼 |
| Biltmore Family Office, LLC | 6,018 | $56.6 萬 | 0.08% | −342−5.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,023 | $56.6 萬 | 0.06% | +20+0.3% | 加碼 |
| Greenfield Savings Bank | 6,038 | $56.7 萬 | 0.24% | +478+8.6% | 加碼 |
| Mission Wealth Management, LP | 6,042 | $56.8 萬 | 0.01% | +616+11.4% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,045 | $56.8 萬 | 0.02% | +192+3.3% | 加碼 |
| Alpha Family Trust | 6,070 | $57.0 萬 | 0.28% | 00.0% | 不變 |
| Rothschild Capital Partners, LLC | 6,070 | $57.0 萬 | 0.14% | +2,210+57.3% | 加碼 |
| Jericho Financial, LLP | 6,072 | $57.1 萬 | 0.36% | −686−10.2% | 減碼 |
| VestGen Advisors, LLC | 6,330 | $57.1 萬 | 0.02% | +951+17.7% | 加碼 |
| Armstrong Henry H Associates Inc | 6,091 | $57.2 萬 | 0.06% | 00.0% | 不變 |
| Wesbanco Bank Inc | 6,096 | $57.3 萬 | 0.02% | +520+9.3% | 加碼 |
| Arista Wealth Management, LLC | 6,103 | $57.4 萬 | 0.07% | +6,103 | 新進 |
| WealthPLAN Partners, LLC | 6,115 | $57.5 萬 | 0.11% | +877+16.7% | 加碼 |
| Centurion Wealth Management LLC | 6,122 | $57.5 萬 | 0.13% | −99−1.6% | 減碼 |
| First Bank & Trust | 6,124 | $57.6 萬 | 0.09% | −3,650−37.3% | 減碼 |
| Hilltop Holdings Inc. | 6,125 | $57.6 萬 | 0.05% | −5,459−47.1% | 減碼 |
| Advisortrust Partners, LLC | 6,147 | $57.8 萬 | 0.24% | −191−3.0% | 減碼 |
| KRS Capital Management, LLC | 6,155 | $57.8 萬 | 0.35% | +622+11.2% | 加碼 |
| Cambria Investment Management, L.P. | 6,161 | $57.9 萬 | 0.03% | +6,161 | 新進 |
| E Fund Management Co., Ltd. | 6,172 | $58.0 萬 | 0.02% | +6,172 | 新進 |
| Accurate Wealth Management, LLC | 6,121 | $58.0 萬 | 0.07% | +530+9.5% | 加碼 |
| Simplicity Wealth,LLC | 6,196 | $58.2 萬 | 0.03% | +904+17.1% | 加碼 |
| Strategic Financial Services, Inc, | 6,199 | $58.3 萬 | 0.03% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 6,218 | $58.4 萬 | 0.14% | +6,218 | 新進 |
| Sawgrass Asset Management LLC | 6,224 | $58.5 萬 | 0.09% | +6,224 | 新進 |
| Ledyard National Bank | 6,226 | $58.5 萬 | 0.05% | −20.0% | 減碼 |
| Quotient Wealth Partners, LLC | 6,240 | $58.6 萬 | 0.02% | +450+7.8% | 加碼 |
| Principle Wealth Partners LLC | 6,266 | $58.9 萬 | 0.03% | 00.0% | 不變 |
| FMB Wealth Management | 6,269 | $58.9 萬 | 0.24% | −340−5.1% | 減碼 |
| Lazari Capital Management, Inc. | 6,272 | $58.9 萬 | 0.21% | −60−0.9% | 減碼 |
| RMR Wealth Builders | 6,294 | $59.1 萬 | 0.05% | +187+3.1% | 加碼 |
| Wall Street Access Asset Management, LLC | 6,313 | $59.1 萬 | 0.15% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 6,297 | $59.2 萬 | 0.20% | +3,150+100.1% | 加碼 |
| Canvas Wealth Advisors, LLC | 6,306 | $59.3 萬 | 0.10% | −2,640−29.5% | 減碼 |
| Shum Financial Group, Inc. | 6,308 | $59.3 萬 | 0.42% | +624+11.0% | 加碼 |
| WSFS Capital Management, LLC | 6,321 | $59.4 萬 | 0.03% | −52−0.8% | 減碼 |
| Basecamp Wealth Advisors LLC | 6,327 | $59.5 萬 | 0.12% | 00.0% | 不變 |
| Capula Management Ltd | 6,340 | $59.6 萬 | 0.01% | +6,340 | 新進 |
| J. Team Financial, Inc. | 6,343 | $59.6 萬 | 0.67% | −951−13.0% | 減碼 |
| Essex LLC | 6,373 | $59.9 萬 | 0.11% | −947−12.9% | 減碼 |
| AlphaCore Capital LLC | 6,388 | $60.0 萬 | 0.01% | −41−0.6% | 減碼 |
| Family Legacy, Inc. | 6,412 | $60.3 萬 | 0.18% | +112+1.8% | 加碼 |
| Boston Trust Walden Corp | 6,420 | $60.3 萬 | 0.00% | −2,000−23.8% | 減碼 |
| Landmark Wealth Management, LLC | 6,449 | $60.6 萬 | 0.16% | +6,449 | 新進 |
| Leonteq Securities AG | 6,498 | $61.1 萬 | 0.04% | +657+11.2% | 加碼 |
| Navellier & Associates Inc | 6,500 | $61.1 萬 | 0.06% | −100−1.5% | 減碼 |
| Weaver Capital Management LLC | 6,535 | $61.4 萬 | 0.13% | −1,238−15.9% | 減碼 |
| Bridgewater Advisors Inc. | 6,752 | $61.6 萬 | 0.04% | −163−2.4% | 減碼 |
| Carson Advisory Inc. | 6,557 | $61.6 萬 | 0.32% | 00.0% | 不變 |
| PFG Advisors | 6,563 | $61.7 萬 | 0.03% | −120−1.8% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 6,568 | $61.7 萬 | 0.54% | −14,360−68.6% | 減碼 |
| Michael S. Ryan, Inc. | 6,577 | $61.8 萬 | 0.36% | +197+3.1% | 加碼 |
| PCM Encore, LLC | 6,580 | $61.8 萬 | 0.13% | +281+4.5% | 加碼 |