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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 186,331 | $1,751 萬 | 1.80% | −1,695−0.9% | 減碼 |
| Pinnacle Financial Partners, Inc. | 185,403 | $1,743 萬 | 0.13% | +19,799+12.0% | 加碼 |
| Toroso Investments, LLC | 184,734 | $1,736 萬 | 0.05% | +20,751+12.7% | 加碼 |
| OP Asset Management Ltd | 184,589 | $1,735 萬 | 0.18% | −37,304−16.8% | 減碼 |
| Hemenway Trust Co LLC | 184,295 | $1,732 萬 | 1.39% | +49,637+36.9% | 加碼 |
| Courant Investment Management LLC | 183,499 | $1,725 萬 | 16.84% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 182,743 | $1,717 萬 | 0.04% | +10,372+6.0% | 加碼 |
| AIA Group Ltd | 182,465 | $1,715 萬 | 0.25% | +41,272+29.2% | 加碼 |
| Lathrop Investment Management Corp | 182,420 | $1,714 萬 | 3.21% | +193+0.1% | 加碼 |
| Jump Financial, LLC | 182,378 | $1,714 萬 | 0.25% | −241,624−57.0% | 減碼 |
| Davenport & Co LLC | 181,715 | $1,705 萬 | 0.09% | −17,171−8.6% | 減碼 |
| Exchange Traded Concepts, LLC | 180,936 | $1,700 萬 | 0.13% | +151,277+510.1% | 加碼 |
| Yousif Capital Management, LLC | 179,885 | $1,691 萬 | 0.20% | −5,931−3.2% | 減碼 |
| Mizuho Markets Cayman LP | 179,240 | $1,684 萬 | 0.91% | +179,240 | 新進 |
| TCTC Holdings, LLC | 178,815 | $1,681 萬 | 0.48% | +3,234+1.8% | 加碼 |
| Asset Advisors Investment Management, LLC | 176,394 | $1,658 萬 | 1.58% | +3,225+1.9% | 加碼 |
| Poehling Capital Management, LLC | 176,250 | $1,656 萬 | 3.49% | −131−0.1% | 減碼 |
| Venturi Wealth Management, LLC | 174,447 | $1,639 萬 | 0.74% | +89,461+105.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 173,344 | $1,629 萬 | 0.08% | +2,204+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 172,886 | $1,625 萬 | 0.04% | −3,154−1.8% | 減碼 |
| HFR Wealth Management, LLC | 170,266 | $1,600 萬 | 3.93% | −3,841−2.2% | 減碼 |
| Atria Investments LLC | 169,771 | $1,596 萬 | 0.18% | −7,525−4.2% | 減碼 |
| Goodman Financial Corp | 168,066 | $1,579 萬 | 2.71% | −30,085−15.2% | 減碼 |
| Blume Capital Management, Inc. | 167,955 | $1,578 萬 | 2.69% | −159−0.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 167,560 | $1,575 萬 | 0.02% | −255,825−60.4% | 減碼 |
| Prudential PLC | 167,247 | $1,572 萬 | 0.12% | +32,076+23.7% | 加碼 |
| ASR Vermogensbeheer N.V. | 167,046 | $1,570 萬 | 0.18% | +2,808+1.7% | 加碼 |
| Atlantic Union Bankshares Corp | 165,619 | $1,556 萬 | 0.30% | +23,144+16.2% | 加碼 |
| State of Alaska, Department of Revenue | 165,603 | $1,556 萬 | 0.17% | −145−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 164,777 | $1,549 萬 | 0.06% | −462−0.3% | 減碼 |
| Empower Advisory Group, LLC | 163,843 | $1,540 萬 | 0.04% | −27,383−14.3% | 減碼 |
| GenTrust, LLC | 163,804 | $1,539 萬 | 0.66% | −1,533−0.9% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 159,847 | $1,502 萬 | 2.72% | +142+0.1% | 加碼 |
| Vivaldi Capital Management, LLC | 159,402 | $1,498 萬 | 2.07% | −12,408−7.2% | 減碼 |
| Jacobs & Co | 159,083 | $1,495 萬 | 1.48% | +1,382+0.9% | 加碼 |
| Elgethun Capital Management | 155,576 | $1,462 萬 | 2.42% | −4,728−2.9% | 減碼 |
| Advocacy Wealth Management Services, LLC | 152,207 | $1,430 萬 | 0.63% | +445+0.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 150,785 | $1,417 萬 | 2.04% | +2,681+1.8% | 加碼 |
| Baxter Bros Inc | 150,771 | $1,417 萬 | 1.75% | +12,342+8.9% | 加碼 |
| Kinsale Capital Group, Inc. | 150,470 | $1,414 萬 | 2.27% | +5,960+4.1% | 加碼 |
| Trajan Wealth LLC | 150,463 | $1,414 萬 | 0.60% | +22,359+17.5% | 加碼 |
| Great Lakes Retirement, Inc. | 149,225 | $1,402 萬 | 1.45% | +635+0.4% | 加碼 |
| MAI Capital Management | 148,811 | $1,399 萬 | 0.08% | +7,762+5.5% | 加碼 |
| Winslow Asset Management Inc | 148,074 | $1,392 萬 | 2.70% | −5,310−3.5% | 減碼 |
| 1832 Asset Management L.P. | 147,659 | $1,388 萬 | 0.02% | +2,899+2.0% | 加碼 |
| Snowden Capital Advisors LLC | 147,494 | $1,386 萬 | 0.37% | −8,380−5.4% | 減碼 |
| 1248 Management, LLC | 146,266 | $1,375 萬 | 6.37% | +52,537+56.1% | 加碼 |
| Think Investments LP | 146,000 | $1,372 萬 | 1.85% | +146,000 | 新進 |
| United Capital Financial Advisers, LLC | 145,710 | $1,369 萬 | 0.08% | +2,510+1.8% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 145,410 | $1,367 萬 | 0.34% | +42,247+41.0% | 加碼 |
| Banque Pictet & Cie SA | 145,251 | $1,365 萬 | 0.16% | +2,520+1.8% | 加碼 |
| Modera Wealth Management, LLC | 144,955 | $1,362 萬 | 0.16% | −1,524−1.0% | 減碼 |
| Van Cleef Asset Management,Inc | 144,834 | $1,361 萬 | 1.47% | −179−0.1% | 減碼 |
| Financial Avengers, Inc. | 140,399 | $1,319 萬 | 6.02% | −5,955−4.1% | 減碼 |
| RMB Capital Management, LLC | 138,775 | $1,304 萬 | 0.23% | +149+0.1% | 加碼 |
| Hancock Whitney Corp | 141,322 | $1,301 萬 | 0.23% | +113,144+401.5% | 加碼 |
| Horizon Investments, LLC | 137,960 | $1,292 萬 | 0.14% | +40,093+41.0% | 加碼 |
| Abn Amro Investment Solutions | 137,274 | $1,290 萬 | 0.17% | +9,882+7.8% | 加碼 |
| Principal Securities, Inc. | 137,142 | $1,289 萬 | 0.19% | +1,303+1.0% | 加碼 |
| Connors Investor Services Inc | 136,726 | $1,285 萬 | 1.19% | −25,200−15.6% | 減碼 |
| Cornerstone Capital, Inc. | 136,180 | $1,280 萬 | 1.28% | +1,797+1.3% | 加碼 |
| Susquehanna International Group, LLP | 135,480 | $1,273 萬 | 0.02% | −434,172−76.2% | 減碼 |
| Tocqueville Asset Management L.P. | 135,408 | $1,273 萬 | 0.19% | +39,721+41.5% | 加碼 |
| McGuire Investment Group, LLC | 133,609 | $1,256 萬 | 1.42% | +183+0.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 133,461 | $1,254 萬 | 0.10% | 00.0% | 不變 |
| Avanza Fonder AB | 133,459 | $1,254 萬 | 0.35% | −1,675−1.2% | 減碼 |
| Gabelli Funds LLC | 133,437 | $1,254 萬 | 0.08% | +86,557+184.6% | 加碼 |
| Crestwood Advisors Group LLC | 133,394 | $1,254 萬 | 0.21% | +5,561+4.4% | 加碼 |
| ExodusPoint Capital Management, LP | 132,977 | $1,250 萬 | 0.12% | −159,214−54.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 132,632 | $1,246 萬 | 0.20% | +14,993+12.7% | 加碼 |
| Parthenon LLC | 131,490 | $1,236 萬 | 1.41% | −2,330−1.7% | 減碼 |
| Advisors Capital Management, LLC | 131,273 | $1,234 萬 | 0.14% | +2,191+1.7% | 加碼 |
| Jamison Private Wealth Management, Inc. | 131,083 | $1,232 萬 | 1.50% | +1,244+1.0% | 加碼 |
| Allstate Corp | 131,075 | $1,232 萬 | 0.13% | +910+0.7% | 加碼 |
| Brinker Capital Investments, LLC | 130,739 | $1,229 萬 | 0.10% | −25,610−16.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 130,654 | $1,228 萬 | 0.27% | +43,758+50.4% | 加碼 |
| Oak Harvest Investment Services | 129,941 | $1,221 萬 | 1.27% | +72,554+126.4% | 加碼 |
| GWM Advisors LLC | 129,834 | $1,220 萬 | 0.04% | +6,455+5.2% | 加碼 |
| Investment Management Corp of Ontario | 129,567 | $1,218 萬 | 0.16% | −21,659−14.3% | 減碼 |
| Omers Administration Corp | 129,265 | $1,215 萬 | 0.08% | +20,760+19.1% | 加碼 |
| Ascent Group, LLC | 128,789 | $1,210 萬 | 0.42% | +3,762+3.0% | 加碼 |
| Warren Averett Asset Management, LLC | 127,577 | $1,199 萬 | 0.09% | +37,658+41.9% | 加碼 |
| UniSuper Management Pty Ltd | 127,439 | $1,198 萬 | 0.08% | +1,222+1.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 127,365 | $1,197 萬 | 0.14% | −6,206−4.6% | 減碼 |
| Baker Avenue Asset Management, LP | 126,628 | $1,190 萬 | 0.27% | +4,981+4.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 126,598 | $1,190 萬 | 1.71% | −1,120−0.9% | 減碼 |
| Hanson & Doremus Investment Management | 126,584 | $1,190 萬 | 1.37% | +6,999+5.9% | 加碼 |
| Silicon Valley Capital Partners | 125,968 | $1,184 萬 | 1.16% | +125,875+135,349.5% | 加碼 |
| Bright Rock Capital Management, LLC | 125,000 | $1,175 萬 | 2.32% | 00.0% | 不變 |
| Tower Bridge Advisors | 123,790 | $1,163 萬 | 1.12% | +4,505+3.8% | 加碼 |
| Moore Capital Management, LP | 123,360 | $1,159 萬 | 0.42% | −379,200−75.5% | 減碼 |
| Motco | 123,302 | $1,159 萬 | 1.07% | +312+0.3% | 加碼 |
| Terry L. Blaker | 123,245 | $1,158 萬 | 0.44% | +3,466+2.9% | 加碼 |
| Clarkston Capital Partners, LLC | 122,357 | $1,150 萬 | 0.88% | −554,200−81.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 123,472 | $1,148 萬 | 0.24% | +5,687+4.8% | 加碼 |
| Westbourne Investment Advisors, Inc. | 121,951 | $1,146 萬 | 3.34% | −72−0.1% | 減碼 |
| Glenview Trust Co | 120,550 | $1,133 萬 | 0.18% | −1,821−1.5% | 減碼 |
| Westend Capital Management, LLC | 120,330 | $1,131 萬 | 3.39% | +2,661+2.3% | 加碼 |
| M&G Plc | 120,181 | $1,130 萬 | 0.06% | +22,575+23.1% | 加碼 |
| CWM, LLC | 119,975 | $1,128 萬 | 0.03% | −9,774−7.5% | 減碼 |