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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 118,199 | $1,104 萬 | 0.34% | −18,834−13.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 117,357 | $1,103 萬 | 1.84% | +7,971+7.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 116,301 | $1,093 萬 | 0.19% | −3,234−2.7% | 減碼 |
| Burney Co | 116,065 | $1,091 萬 | 0.34% | −64,422−35.7% | 減碼 |
| Argent Trust Co | 115,972 | $1,090 萬 | 0.37% | +3,309+2.9% | 加碼 |
| Capital Fund Management S.A. | 115,491 | $1,085 萬 | 0.10% | −429,812−78.8% | 減碼 |
| Nicholas Company, Inc. | 114,467 | $1,076 萬 | 0.21% | 00.0% | 不變 |
| Manchester Global Management (UK) Ltd | 113,000 | $1,062 萬 | 1.42% | +113,000 | 新進 |
| Perigon Wealth Management, LLC | 112,719 | $1,059 萬 | 0.19% | −40,473−26.4% | 減碼 |
| Allen Capital Group, LLC | 112,611 | $1,058 萬 | 0.95% | +4,276+3.9% | 加碼 |
| Osmosis Investment Management UK Ltd | 112,363 | $1,056 萬 | 0.28% | +1,417+1.3% | 加碼 |
| First National Trust Co | 110,042 | $1,034 萬 | 0.35% | +16,349+17.4% | 加碼 |
| iA Global Asset Management Inc. | 109,663 | $1,031 萬 | 0.15% | +3,630+3.4% | 加碼 |
| Patten & Patten Inc | 109,488 | $1,029 萬 | 0.62% | +3,052+2.9% | 加碼 |
| Citizens Financial Group Inc | 108,408 | $1,019 萬 | 0.14% | +1,500+1.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 108,340 | $1,018 萬 | 0.11% | +5,968+5.8% | 加碼 |
| Sig Brokerage, LP | 107,623 | $1,011 萬 | 2.86% | −6,035−5.3% | 減碼 |
| Timber Creek Capital Management LLC | 105,745 | $993.8 萬 | 2.41% | +1,897+1.8% | 加碼 |
| MidFirst Bank | 105,436 | $990.9 萬 | 0.82% | −3,232−3.0% | 減碼 |
| Shelton Capital Management | 105,058 | $987.3 萬 | 0.22% | −27,500−20.7% | 減碼 |
| Private Advisor Group, LLC | 105,033 | $987.1 萬 | 0.05% | +4,017+4.0% | 加碼 |
| RSM US Wealth Management LLC | 103,986 | $977.3 萬 | 0.12% | −538−0.5% | 減碼 |
| Generali Asset Management SPA SGR | 103,937 | $976.8 萬 | 0.20% | −19,021−15.5% | 減碼 |
| Illinois Municipal Retirement Fund | 103,657 | $974.2 萬 | 0.12% | +29,260+39.3% | 加碼 |
| Evergreen Capital Management LLC | 103,545 | $973.1 萬 | 0.21% | −9,548−8.4% | 減碼 |
| Thompson Investment Management, Inc. | 102,917 | $967.2 萬 | 1.25% | +6,756+7.0% | 加碼 |
| Morningstar Investment Management LLC | 102,422 | $962.6 萬 | 0.60% | +4,144+4.2% | 加碼 |
| GCM Grosvenor Holdings, LLC | 101,819 | $956.9 萬 | 1.06% | −37,526−26.9% | 減碼 |
| Norinchukin Bank, The | 100,995 | $949.2 萬 | 0.11% | +125+0.1% | 加碼 |
| Mizuho Securities USA LLC | 100,978 | $949.0 萬 | 0.22% | −20,644−17.0% | 減碼 |
| Rathbone Brothers plc | 100,800 | $947.3 萬 | 0.04% | −9,159−8.3% | 減碼 |
| AMG National Trust Bank | 100,178 | $941.5 萬 | 0.20% | +4,156+4.3% | 加碼 |
| Skylands Capital, LLC | 99,650 | $936.5 萬 | 1.23% | +52,650+112.0% | 加碼 |
| Cullen Investment Group, Ltd. | 99,484 | $934.8 萬 | 1.23% | +25,005+33.6% | 加碼 |
| Advocate Group LLC | 98,273 | $923.6 萬 | 1.44% | −2,574−2.6% | 減碼 |
| Dana Investment Advisors, Inc. | 97,373 | $915.1 萬 | 0.27% | +37,242+61.9% | 加碼 |
| Univest Financial Corp | 97,251 | $914.0 萬 | 0.51% | −19,499−16.7% | 減碼 |
| Geneos Wealth Management Inc. | 96,468 | $906.6 萬 | 0.21% | −4,884−4.8% | 減碼 |
| Aptus Capital Advisors, LLC | 96,426 | $906.2 萬 | 0.08% | +80,239+495.7% | 加碼 |
| Caisse des Depots Et Consignations | 96,292 | $905.0 萬 | 0.15% | +1,172+1.2% | 加碼 |
| Hartford Investment Management Co | 95,555 | $898.0 萬 | 0.28% | −1,140−1.2% | 減碼 |
| Lafayette Investments, Inc. | 94,860 | $891.5 萬 | 1.81% | −824−0.9% | 減碼 |
| Great Lakes Advisors, LLC | 94,698 | $890.0 萬 | 0.07% | +1,461+1.6% | 加碼 |
| KCM Investment Advisors LLC | 93,343 | $877.2 萬 | 0.29% | +350.0% | 加碼 |
| Baldwin Brothers Inc | 92,960 | $873.6 萬 | 0.63% | −2,169−2.3% | 減碼 |
| Aviance Capital Partners, LLC | 91,711 | $861.9 萬 | 1.01% | −1,310−1.4% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 91,275 | $857.8 萬 | 3.09% | +10,930+13.6% | 加碼 |
| VectorGlobal IAG, Inc. | 90,990 | $855.1 萬 | 2.22% | +90,990 | 新進 |
| IMC-Chicago, LLC | 90,663 | $852.1 萬 | 0.13% | −47,467−34.4% | 減碼 |
| Allianz SE | 90,478 | $850.3 萬 | 0.09% | 00.0% | 不變 |
| Colonial Trust Advisors | 89,954 | $845.4 萬 | 0.66% | +142+0.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 89,498 | $841.1 萬 | 0.47% | +47,281+112.0% | 加碼 |
| Mezzasalma Advisors, LLC | 88,567 | $832.4 萬 | 2.13% | +2,619+3.0% | 加碼 |
| Commerce Bank | 87,517 | $822.5 萬 | 0.04% | +15,226+21.1% | 加碼 |
| Cinctive Capital Management LP | 87,113 | $818.7 萬 | 0.54% | +47,767+121.4% | 加碼 |
| American Assets Investment Management, LLC | 86,674 | $814.6 萬 | 0.55% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 85,184 | $800.6 萬 | 2.19% | −6,613−7.2% | 減碼 |
| Louisiana State Employees Retirement System | 85,100 | $799.8 萬 | 0.14% | −200−0.2% | 減碼 |
| Resolute Capital Asset Partners LLC | 85,000 | $798.8 萬 | 4.20% | +30,000+54.5% | 加碼 |
| Maryland State Retirement & Pension System | 84,327 | $792.5 萬 | 0.16% | −785−0.9% | 減碼 |
| GHP Investment Advisors, Inc. | 83,968 | $789.1 萬 | 0.32% | +10,278+13.9% | 加碼 |
| Oppenheimer & Co Inc | 83,674 | $786.4 萬 | 0.10% | −1,957−2.3% | 減碼 |
| Pacer Advisors, Inc. | 83,634 | $786.0 萬 | 0.02% | −47,390−36.2% | 減碼 |
| Fagan Associates, Inc. | 83,546 | $785.2 萬 | 1.09% | +1,755+2.1% | 加碼 |
| Radnor Capital Management, LLC | 83,010 | $780.1 萬 | 1.15% | −400.0% | 減碼 |
| Capital Investment Counsel, Inc | 82,954 | $779.6 萬 | 0.96% | −3,310−3.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 82,775 | $777.9 萬 | 0.08% | −8,424−9.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 82,744 | $777.6 萬 | 0.39% | −4,576−5.2% | 減碼 |
| Spectrum Financial Alliance Ltd LLC | 82,419 | $774.6 萬 | 1.49% | −1,764−2.1% | 減碼 |
| We Are One Seven, LLC | 81,840 | $769.1 萬 | 0.15% | −1,514−1.8% | 減碼 |
| NewEdge Wealth, LLC | 81,450 | $765.5 萬 | 0.09% | −22,039−21.3% | 減碼 |
| CAPROCK Group, Inc. | 80,287 | $754.5 萬 | 0.18% | +4,642+6.1% | 加碼 |
| Pring Turner Capital Group Inc | 74,825 | $747.6 萬 | 4.50% | 00.0% | 不變 |
| BNP Paribas | 79,488 | $747.0 萬 | 0.24% | −42,901−35.1% | 減碼 |
| New Mexico Educational Retirement Board | 78,687 | $739.5 萬 | 0.23% | 00.0% | 不變 |
| Formuepleje A/S | 78,420 | $737.0 萬 | 0.67% | +78,420 | 新進 |
| Southeast Asset Advisors Inc. | 77,338 | $726.8 萬 | 0.80% | +28,344+57.9% | 加碼 |
| Marco Investment Management LLC | 76,689 | $720.7 萬 | 0.54% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 75,541 | $709.9 萬 | 0.52% | +5,243+7.5% | 加碼 |
| Equitable Holdings, Inc. | 71,640 | $707.4 萬 | 0.05% | +6,657+10.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 74,348 | $698.7 萬 | 1.05% | −1,495−2.0% | 減碼 |
| Merit Financial Group, LLC | 73,284 | $688.7 萬 | 0.05% | +4,172+6.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 73,134 | $687.3 萬 | 0.20% | −3,225−4.2% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 72,734 | $683.5 萬 | 0.67% | +1,746+2.5% | 加碼 |
| Kavar Capital Partners Group, LLC | 72,438 | $680.8 萬 | 0.85% | +1,189+1.7% | 加碼 |
| Boston Common Asset Management, LLC | 72,293 | $679.4 萬 | 0.44% | −761−1.0% | 減碼 |
| Metis Global Partners, LLC | 71,786 | $674.6 萬 | 0.17% | −8,204−10.3% | 減碼 |
| Wright Investors Service Inc | 71,784 | $674.6 萬 | 2.12% | +10,709+17.5% | 加碼 |
| Salvus Wealth Management, LLC | 71,681 | $673.7 萬 | 3.92% | −1,360−1.9% | 減碼 |
| Farther Finance Advisors, LLC | 72,937 | $673.6 萬 | 0.06% | +9,553+15.1% | 加碼 |
| Cloverfields Capital Group, LP | 71,095 | $668.2 萬 | 2.16% | −3,300−4.4% | 減碼 |
| Birch Capital Management, LLC | 70,633 | $663.8 萬 | 3.48% | +892+1.3% | 加碼 |
| Central Pacific Bank - Trust Division | 70,187 | $659.6 萬 | 0.84% | −366−0.5% | 減碼 |
| Advisory Resource Group | 69,997 | $657.8 萬 | 1.13% | +69,997 | 新進 |
| Citizens Business Bank | 69,920 | $657.1 萬 | 1.08% | −1,171−1.6% | 減碼 |
| Americana Partners, LLC | 69,569 | $653.8 萬 | 0.17% | −45,537−39.6% | 減碼 |
| Mark Asset Management LP | 69,446 | $652.7 萬 | 0.87% | −6,349−8.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 69,055 | $649.0 萬 | 0.13% | −69,569−50.2% | 減碼 |
| SIH Partners, LLLP | 68,857 | $647.1 萬 | 0.20% | +68,857 | 新進 |
| MUFG Securities EMEA plc | 68,476 | $643.5 萬 | 0.10% | 00.0% | 不變 |