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、28 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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 14,747 | $138.6 萬 | 0.19% | +637+4.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,717 | $138.3 萬 | 0.09% | +14,717 | 新進 |
| Foundations Investment Advisors, LLC | 14,692 | $138.1 萬 | 0.02% | +1,280+9.5% | 加碼 |
| Portfolio Design Labs, LLC | 14,656 | $137.7 萬 | 0.24% | −1,033−6.6% | 減碼 |
| Parrish Capital LLC | 14,644 | $137.6 萬 | 1.23% | +752+5.4% | 加碼 |
| Ducere Wealth Management LLC | 14,606 | $137.3 萬 | 0.55% | +8,416+136.0% | 加碼 |
| JNBA Financial Advisors | 14,591 | $137.1 萬 | 0.11% | −85−0.6% | 減碼 |
| Trust Co of Toledo NA | 14,531 | $136.6 萬 | 0.13% | +4,064+38.8% | 加碼 |
| Sheets Smith Wealth Management | 14,521 | $136.5 萬 | 0.15% | +108+0.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 14,498 | $136.3 萬 | 0.38% | −61−0.4% | 減碼 |
| Frisch Financial Group, Inc. | 14,467 | $136.0 萬 | 0.28% | −279−1.9% | 減碼 |
| Uncommon Cents Investing LLC | 14,400 | $135.3 萬 | 0.31% | 00.0% | 不變 |
| Profund Advisors LLC | 14,397 | $135.3 萬 | 0.05% | −2,979−17.1% | 減碼 |
| Highland Capital Management, LLC | 14,392 | $135.3 萬 | 0.07% | −20−0.1% | 減碼 |
| Insight 2811, Inc. | 14,261 | $134.0 萬 | 0.58% | −19−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 14,254 | $134.0 萬 | 0.09% | +1,301+10.0% | 加碼 |
| Fruth Investment Management | 14,245 | $133.8 萬 | 0.33% | −70−0.5% | 減碼 |
| Lecap Asset Management Ltd | 14,203 | $133.5 萬 | 0.50% | +8,130+133.9% | 加碼 |
| Triad Wealth Partners, LLC | 14,191 | $133.4 萬 | 0.11% | +964+7.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 14,175 | $133.2 萬 | 0.22% | −1,145−7.5% | 減碼 |
| Garner Asset Management Corp | 14,129 | $132.8 萬 | 0.52% | −175−1.2% | 減碼 |
| Everhart Financial Group, Inc. | 14,085 | $132.4 萬 | 0.11% | +1,873+15.3% | 加碼 |
| Fundamentun, LLC | 14,076 | $132.3 萬 | 0.05% | +1,549+12.4% | 加碼 |
| Ronald Blue Trust, Inc. | 14,036 | $131.9 萬 | 0.02% | +1,131+8.8% | 加碼 |
| Atlantic Trust, LLC | 13,929 | $130.9 萬 | 0.21% | −40−0.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 13,902 | $130.7 萬 | 0.05% | +2,072+17.5% | 加碼 |
| South Dakota Investment Council | 13,856 | $130.2 萬 | 0.02% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 13,853 | $130.2 萬 | 0.18% | −1,295−8.5% | 減碼 |
| Essex Financial Services, Inc. | 13,847 | $130.1 萬 | 0.07% | +1,014+7.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 13,847 | $130.1 萬 | 0.06% | +145+1.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 13,816 | $129.8 萬 | 0.05% | +13,816 | 新進 |
| Blue Jean Financial LLC | 13,791 | $129.6 萬 | 1.07% | −375−2.6% | 減碼 |
| HCR Wealth Advisors | 13,688 | $128.6 萬 | 0.13% | −74−0.5% | 減碼 |
| Avestar Capital, LLC | 13,649 | $128.3 萬 | 0.09% | +665+5.1% | 加碼 |
| Directional Asset Management | 13,559 | $127.4 萬 | 1.16% | −544−3.9% | 減碼 |
| Indivisible Partners | 13,554 | $127.4 萬 | 0.11% | −658−4.6% | 減碼 |
| Paradigm Asset Management Co LLC | 13,550 | $127.3 萬 | 0.30% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 13,528 | $127.1 萬 | 0.03% | −2,675−16.5% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 13,527 | $127.1 萬 | 0.81% | +51+0.4% | 加碼 |
| Catalyst Financial Partners LLC | 13,513 | $127.0 萬 | 0.15% | +125+0.9% | 加碼 |
| Leisure Capital Management | 13,395 | $125.9 萬 | 0.44% | −194−1.4% | 減碼 |
| Hardy Reed LLC | 13,392 | $125.9 萬 | 0.09% | +302+2.3% | 加碼 |
| Capital Planning Advisors, LLC | 13,385 | $125.8 萬 | 0.18% | −351−2.6% | 減碼 |
| BIP Wealth, LLC | 13,309 | $125.1 萬 | 0.05% | +609+4.8% | 加碼 |
| Sumitomo Life Insurance Co | 13,295 | $124.9 萬 | 0.03% | +290+2.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 13,285 | $124.9 萬 | 0.01% | +1,183+9.8% | 加碼 |
| Panoramic Investment Advisors, LLC | 13,233 | $124.4 萬 | 0.67% | −100−0.8% | 減碼 |
| Sowell Financial Services LLC | 13,153 | $123.6 萬 | 0.05% | −796−5.7% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 13,133 | $123.4 萬 | 0.15% | −11−0.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 13,078 | $123.0 萬 | 0.00% | +5,651+76.1% | 加碼 |
| Franklin Street Advisors Inc | 13,010 | $122.3 萬 | 0.08% | −57−0.4% | 減碼 |
| PVG Asset Management Corp | 13,439 | $122.2 萬 | 0.72% | +11,087+471.4% | 加碼 |
| Belpointe Asset Management LLC | 12,974 | $121.9 萬 | 0.04% | +3,035+30.5% | 加碼 |
| Hamel Associates, Inc. | 12,944 | $121.6 萬 | 0.35% | +214+1.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 12,929 | $121.5 萬 | 0.38% | −1,914−12.9% | 減碼 |
| American Money Management, LLC | 12,894 | $121.2 萬 | 0.19% | −10−0.1% | 減碼 |
| Davis R M Inc | 12,845 | $120.7 萬 | 0.02% | −1,862−12.7% | 減碼 |
| Granite Investment Partners, LLC | 12,810 | $120.4 萬 | 0.07% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 11,987 | $120.2 萬 | 0.07% | +5,782+93.2% | 加碼 |
| Costello Asset Management, INC | 12,781 | $120.1 萬 | 0.42% | +38+0.3% | 加碼 |
| Bank of Stockton | 12,722 | $119.6 萬 | 0.37% | +394+3.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 12,698 | $119.3 萬 | 0.12% | 00.0% | 不變 |
| Mutual Advisors, LLC | 12,546 | $117.9 萬 | 0.03% | +1,052+9.2% | 加碼 |
| Proffitt & Goodson Inc | 12,531 | $117.8 萬 | 0.18% | +77+0.6% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 12,500 | $117.5 萬 | 0.02% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 12,448 | $117.0 萬 | 0.17% | +99+0.8% | 加碼 |
| Tran Capital Management, L.P. | 12,435 | $116.9 萬 | 0.16% | −136,549−91.7% | 減碼 |
| VELA Investment Management, LLC | 12,426 | $116.8 萬 | 0.30% | −1,847−12.9% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 12,380 | $116.3 萬 | 0.23% | +40+0.3% | 加碼 |
| Nautilus Advisors LLC | 12,338 | $116.0 萬 | 0.80% | −28−0.2% | 減碼 |
| Cumberland Partners Ltd | 12,332 | $115.9 萬 | 0.09% | +12,332 | 新進 |
| Bridgefront Capital, LLC | 12,268 | $115.3 萬 | 0.29% | +3,854+45.8% | 加碼 |
| Journey Strategic Wealth LLC | 12,234 | $115.0 萬 | 0.03% | +1,798+17.2% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 12,225 | $114.9 萬 | 0.50% | −15−0.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 12,181 | $114.5 萬 | 0.28% | +116+1.0% | 加碼 |
| Pallas Capital Advisors LLC | 12,076 | $113.5 萬 | 0.04% | −1,917−13.7% | 減碼 |
| Mystic Asset Management, Inc. | 12,072 | $113.5 萬 | 0.26% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 12,070 | $113.4 萬 | 0.30% | −16,826−58.2% | 減碼 |
| CenterBook Partners LP | 12,070 | $113.4 萬 | 0.06% | −5,679−32.0% | 減碼 |
| Longfellow Investment Management Co LLC | 12,044 | $113.2 萬 | 0.24% | +12,044 | 新進 |
| Johnson Financial Group, Inc. | 12,025 | $113.0 萬 | 0.04% | +1,080+9.9% | 加碼 |
| Personal Cfo Solutions, LLC | 12,004 | $112.8 萬 | 0.16% | −30.0% | 減碼 |
| Xxi Wealth, LLC | 11,983 | $112.6 萬 | 0.64% | −421−3.4% | 減碼 |
| Vertrix Wealth Management, LLC | 11,945 | $112.3 萬 | 0.41% | +11,945 | 新進 |
| Syon Capital LLC | 11,908 | $111.9 萬 | 0.06% | −692−5.5% | 減碼 |
| Evoke Wealth, LLC | 11,902 | $111.9 萬 | 0.02% | −57−0.5% | 減碼 |
| Cullinan Associates Inc | 11,900 | $111.8 萬 | 0.09% | 00.0% | 不變 |
| Strong Retirement Solutions LLC | 11,900 | $111.8 萬 | 0.78% | +11,900 | 新進 |
| Summit Asset Management, LLC | 11,895 | $111.8 萬 | 0.16% | −7−0.1% | 減碼 |
| Peak Planning Group, LLC | 11,881 | $111.7 萬 | 0.31% | −166−1.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 12,004 | $111.6 萬 | 0.03% | −1,097−8.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 12,284 | $111.5 萬 | 0.24% | +453+3.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 11,835 | $111.2 萬 | 0.05% | −1,043−8.1% | 減碼 |
| Lodestone Wealth Management LLC | 11,830 | $111.2 萬 | 0.44% | +39+0.3% | 加碼 |
| Equitable Trust Co | 11,733 | $110.3 萬 | 0.05% | +527+4.7% | 加碼 |
| Private Trust Co NA | 11,733 | $110.3 萬 | 0.10% | +6,154+110.3% | 加碼 |
| Hohimer Wealth Management, LLC | 11,694 | $109.9 萬 | 0.13% | +2,299+24.5% | 加碼 |
| Capital Advantage, Inc. | 11,681 | $109.8 萬 | 0.14% | −40−0.3% | 減碼 |
| Angeles Wealth Management, LLC | 11,670 | $109.7 萬 | 0.06% | +1,061+10.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 11,613 | $109.1 萬 | 0.14% | +372+3.3% | 加碼 |