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 |
|---|---|---|---|---|---|
| Change Path, LLC | 18,733 | $176.1 萬 | 0.04% | +8,332+80.1% | 加碼 |
| MBM Wealth Consultants, LLC | 18,729 | $176.0 萬 | 0.40% | +1,078+6.1% | 加碼 |
| JB Capital LLC | 18,583 | $174.6 萬 | 0.07% | −21,584−53.7% | 減碼 |
| Hills Bank & Trust Co | 18,560 | $174.4 萬 | 0.08% | −1,596−7.9% | 減碼 |
| Sigma Planning Corp | 18,521 | $174.1 萬 | 0.05% | +10,501+130.9% | 加碼 |
| RBF Capital, LLC | 18,500 | $173.9 萬 | 0.09% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 18,473 | $173.6 萬 | 0.03% | +1,209+7.0% | 加碼 |
| Virtus Investment Advisers, Inc. | 18,296 | $171.9 萬 | 0.47% | −2,028−10.0% | 減碼 |
| WT Wealth Management | 18,230 | $171.3 萬 | 0.51% | +18,230 | 新進 |
| Lighthouse Investment Partners, LLC | 18,229 | $171.3 萬 | 0.06% | −62,650−77.5% | 減碼 |
| Guggenheim Capital LLC | 18,215 | $171.2 萬 | 0.01% | −5,540−23.3% | 減碼 |
| Perpetual Ltd | 18,210 | $171.1 萬 | 0.03% | +1,004+5.8% | 加碼 |
| Cooper Financial Group | 18,197 | $171.0 萬 | 0.17% | +1,431+8.5% | 加碼 |
| Lummis Asset Management, LP | 18,232 | $169.5 萬 | 1.01% | −806−4.2% | 減碼 |
| Sarasin & Partners LLP | 18,000 | $169.2 萬 | 0.02% | +18,000 | 新進 |
| Boston Private Wealth LLC | 17,972 | $168.9 萬 | 0.11% | −5,604−23.8% | 減碼 |
| Bank of Hawaii | 17,953 | $168.7 萬 | 0.09% | −213−1.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 17,843 | $167.7 萬 | 0.05% | +1,351+8.2% | 加碼 |
| Shepherd Street Advisors LLC | 17,843 | $167.7 萬 | 1.65% | +220+1.2% | 加碼 |
| Whelan Financial | 17,830 | $167.6 萬 | 0.52% | +1,223+7.4% | 加碼 |
| Letko, Brosseau & Associates Inc | 17,771 | $167.0 萬 | 0.03% | −1,975−10.0% | 減碼 |
| Groupama Asset Managment | 17,676 | $166.1 萬 | 0.02% | −16,634−48.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 18,058 | $165.2 萬 | 0.02% | −3,483−16.2% | 減碼 |
| Providence Wealth Advisors, LLC | 17,699 | $164.6 萬 | 1.05% | +141+0.8% | 加碼 |
| Howard Financial Services, Ltd. | 17,487 | $164.3 萬 | 0.19% | +53+0.3% | 加碼 |
| Figure 8 Investment Strategies LLC | 17,331 | $162.9 萬 | 1.59% | +6,762+64.0% | 加碼 |
| First Citizens Bank & Trust Co | 17,308 | $162.7 萬 | 0.03% | −647−3.6% | 減碼 |
| Daytona Street Capital LLC | 17,190 | $162.5 萬 | 1.31% | +330+2.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 17,288 | $162.5 萬 | 0.10% | +1,046+6.4% | 加碼 |
| Wealth Alliance | 17,283 | $162.4 萬 | 0.16% | −29−0.2% | 減碼 |
| Keating Financial Advisory Services, Inc. | 17,266 | $162.3 萬 | 0.26% | +52+0.3% | 加碼 |
| Larson Financial Group LLC | 17,261 | $162.2 萬 | 0.05% | +3,614+26.5% | 加碼 |
| HM Payson & Co | 17,244 | $162.1 萬 | 0.02% | −98−0.6% | 減碼 |
| Embree Financial Group | 17,194 | $161.6 萬 | 0.19% | +60+0.4% | 加碼 |
| Sienna Gestion | 17,040 | $159.7 萬 | 0.10% | −133,597−88.7% | 減碼 |
| Wedbush Securities Inc | 16,998 | $159.7 萬 | 0.05% | −894−5.0% | 減碼 |
| HBW Advisory Services LLC | 16,952 | $159.3 萬 | 0.17% | −1,129−6.2% | 減碼 |
| Next Capital Management LLC | 16,923 | $159.0 萬 | 0.48% | +600+3.7% | 加碼 |
| Retirement Planning Group | 16,915 | $159.0 萬 | 0.05% | +520+3.2% | 加碼 |
| RMR Capital Management, LLC | 16,845 | $158.3 萬 | 1.14% | 00.0% | 不變 |
| Centiva Capital, LP | 16,837 | $158.2 萬 | 0.07% | +634+3.9% | 加碼 |
| Avidian Wealth Solutions, LLC | 16,808 | $158.0 萬 | 0.05% | +10,821+180.7% | 加碼 |
| Benjamin Edwards Inc | 16,785 | $157.7 萬 | 0.02% | +1,995+13.5% | 加碼 |
| Trust Asset Management LLC | 16,781 | $157.7 萬 | 0.11% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 16,693 | $156.9 萬 | 1.05% | +75+0.5% | 加碼 |
| Integrated Investment Consultants, LLC | 16,679 | $156.8 萬 | 0.33% | −3,537−17.5% | 減碼 |
| Advyzon Investment Management, LLC | 16,664 | $156.6 萬 | 0.14% | −185−1.1% | 減碼 |
| Elmwood Wealth Management, Inc. | 16,663 | $156.6 萬 | 0.43% | +299+1.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,620 | $156.2 萬 | 0.04% | −1,568−8.6% | 減碼 |
| Ballast Rock Private Wealth LLC | 16,600 | $156.0 萬 | 0.86% | 00.0% | 不變 |
| United Bank | 16,564 | $155.7 萬 | 0.52% | +55+0.3% | 加碼 |
| Perryman Financial Advisory Inc | 16,554 | $155.6 萬 | 0.23% | −197−1.2% | 減碼 |
| 44 Wealth Management LLC | 16,548 | $155.5 萬 | 0.54% | +8,732+111.7% | 加碼 |
| XTX Topco Ltd | 16,545 | $155.5 萬 | 0.03% | +13,734+488.6% | 加碼 |
| Evercore Wealth Management, LLC | 16,493 | $155.0 萬 | 0.02% | −153,183−90.3% | 減碼 |
| Guardian Asset Advisors, LLC | 16,417 | $154.3 萬 | 0.90% | −2,421−12.9% | 減碼 |
| Koshinski Asset Management, Inc. | 16,264 | $152.9 萬 | 0.10% | +3,233+24.8% | 加碼 |
| Central Trust Co | 16,237 | $152.6 萬 | 0.03% | +306+1.9% | 加碼 |
| Ategra Capital Management, LLC | 16,229 | $152.5 萬 | 0.85% | +11,264+226.9% | 加碼 |
| Bridges Investment Management Inc | 16,066 | $151.0 萬 | 0.02% | −4,250−20.9% | 減碼 |
| Toth Financial Advisory Corp | 16,027 | $150.6 萬 | 0.17% | +250+1.6% | 加碼 |
| Ally Financial Inc. | 16,000 | $150.4 萬 | 0.19% | +16,000 | 新進 |
| Blalock Williams, LLC | 15,979 | $150.2 萬 | 1.16% | +560+3.6% | 加碼 |
| Cigna Investments Inc | 15,914 | $149.5 萬 | 0.23% | −568−3.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 15,876 | $149.2 萬 | 0.10% | +265+1.7% | 加碼 |
| FLC Capital Advisors | 15,821 | $148.7 萬 | 0.27% | +416+2.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 15,826 | $148.4 萬 | 0.05% | −3,184−16.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 15,784 | $148.3 萬 | 0.01% | −271,069−94.5% | 減碼 |
| Safe Harbor Fiduciary, LLC | 15,747 | $148.0 萬 | 1.41% | +390+2.5% | 加碼 |
| National Asset Management, Inc. | 15,896 | $147.9 萬 | 0.10% | −1,959−11.0% | 減碼 |
| Focus Financial Network, Inc. | 15,677 | $147.3 萬 | 0.05% | −1,085−6.5% | 減碼 |
| Meriwether Wealth & Planning, LLC | 15,646 | $147.0 萬 | 0.81% | −860−5.2% | 減碼 |
| MCF Advisors LLC | 15,606 | $146.7 萬 | 0.06% | +3,286+26.7% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 15,601 | $146.6 萬 | 0.13% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 15,571 | $146.3 萬 | 0.02% | +637+4.3% | 加碼 |
| Chicago Capital, LLC | 15,529 | $145.9 萬 | 0.04% | +25+0.2% | 加碼 |
| Everest Financial Group LLC | 15,490 | $145.6 萬 | 0.24% | −19−0.1% | 減碼 |
| Canopy Partners, LLC | 15,460 | $145.3 萬 | 0.50% | −379−2.4% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,341 | $144.2 萬 | 0.84% | −275−1.8% | 減碼 |
| Neumann Capital Management, LLC | 15,332 | $144.1 萬 | 0.42% | +410+2.7% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 15,298 | $143.8 萬 | 0.24% | −249−1.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 15,297 | $143.8 萬 | 0.03% | −334,420−95.6% | 減碼 |
| Fusion Capital, LLC | 15,278 | $143.6 萬 | 0.39% | −201−1.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 15,250 | $143.3 萬 | 0.04% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 15,235 | $143.2 萬 | 0.95% | −15−0.1% | 減碼 |
| Rothschild Investment LLC | 15,221 | $143.0 萬 | 0.07% | +115+0.8% | 加碼 |
| Icon Wealth Advisors, LLC | 15,675 | $142.9 萬 | 0.09% | +9,949+173.8% | 加碼 |
| Richard Bernstein Advisors LLC | 15,195 | $142.8 萬 | 0.04% | +15,195 | 新進 |
| First Commonwealth Financial Corp | 15,184 | $142.7 萬 | 0.23% | −1,422−8.6% | 減碼 |
| Sovran Advisors, LLC | 15,543 | $142.4 萬 | 0.11% | +954+6.5% | 加碼 |
| Advisors Asset Management, Inc. | 15,124 | $142.1 萬 | 0.02% | +2,311+18.0% | 加碼 |
| S-Bank Fund Management Ltd | 15,089 | $141.8 萬 | 0.21% | −561−3.6% | 減碼 |
| Postrock Partners LLC | 15,078 | $141.7 萬 | 0.66% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 15,028 | $141.2 萬 | 0.43% | +2,058+15.9% | 加碼 |
| Winton Group Ltd | 15,008 | $141.0 萬 | 0.05% | −45,004−75.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,950 | $140.5 萬 | 0.04% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 14,819 | $139.3 萬 | 0.09% | +600+4.2% | 加碼 |
| Montecito Bank & Trust | 14,777 | $138.9 萬 | 0.23% | −1,400−8.7% | 減碼 |
| La Banque Postale Asset Management SA | 14,769 | $138.8 萬 | 0.02% | −160,205−91.6% | 減碼 |
| Kelly Lawrence W & Associates Inc | 14,767 | $138.8 萬 | 0.39% | −40−0.3% | 減碼 |