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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 68,233 | $641.3 萬 | 0.11% | −512−0.7% | 減碼 |
| Arkadios Wealth Advisors | 68,094 | $639.9 萬 | 0.11% | −70−0.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 68,000 | $639.1 萬 | 0.29% | −303−0.4% | 減碼 |
| LaFleur & Godfrey LLC | 67,912 | $638.2 萬 | 0.79% | +4,680+7.4% | 加碼 |
| Krilogy Financial LLC | 68,740 | $636.7 萬 | 0.21% | +14,050+25.7% | 加碼 |
| Prentiss Smith & Co Inc | 67,628 | $635.6 萬 | 3.69% | −140.0% | 減碼 |
| Sendero Wealth Management, LLC | 67,313 | $632.6 萬 | 0.70% | +1,651+2.5% | 加碼 |
| Pacific Capital Partners Ltd | 67,044 | $630.1 萬 | 6.22% | +36,374+118.6% | 加碼 |
| Investment Research & Advisory Group, Inc. | 66,924 | $629.5 萬 | 2.22% | +822+1.2% | 加碼 |
| Condor Capital Management | 66,752 | $627.3 萬 | 0.52% | +8,337+14.3% | 加碼 |
| Legal Advantage Investments, Inc. | 66,660 | $626.5 萬 | 3.24% | +3,100+4.9% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 66,101 | $621.2 萬 | 0.02% | +66,101 | 新進 |
| Twin Lakes Capital Management, LLC | 65,706 | $617.5 萬 | 2.81% | −770−1.2% | 減碼 |
| GAM Holding AG | 65,412 | $614.7 萬 | 0.54% | −21,798−25.0% | 減碼 |
| Scotia Capital Inc. | 64,420 | $605.4 萬 | 0.02% | −4,919−7.1% | 減碼 |
| Voleon Capital Management LP | 64,383 | $605.1 萬 | 0.13% | −109,302−62.9% | 減碼 |
| HB Wealth Management, LLC | 64,331 | $604.6 萬 | 0.04% | +4,737+7.9% | 加碼 |
| Siemens Fonds Invest GmbH | 64,197 | $603.3 萬 | 0.35% | −2,605−3.9% | 減碼 |
| IFP Advisors, Inc | 63,814 | $599.7 萬 | 0.12% | +13,329+26.4% | 加碼 |
| National Philanthropic Trust | 63,788 | $599.5 萬 | 0.06% | −18,601−22.6% | 減碼 |
| Walleye Trading LLC | 63,288 | $594.8 萬 | 0.12% | −138−0.2% | 減碼 |
| Laird Norton Trust Company, LLC | 63,077 | $592.8 萬 | 0.13% | −5,147−7.5% | 減碼 |
| Oliver Luxxe Assets LLC | 62,953 | $591.6 萬 | 0.89% | −208−0.3% | 減碼 |
| Spire Wealth Management | 62,718 | $589.4 萬 | 0.20% | −2,384−3.7% | 減碼 |
| Saudi Central Bank | 62,309 | $585.6 萬 | 0.12% | +62,309 | 新進 |
| Fishman Jay A Ltd | 62,120 | $583.8 萬 | 0.52% | +62,120 | 新進 |
| Thompson Siegel & Walmsley LLC | 61,978 | $582.5 萬 | 0.10% | −1,750−2.7% | 減碼 |
| Ayrshire Capital Management LLC | 61,896 | $581.7 萬 | 3.01% | +61,896 | 新進 |
| FJ Capital Management LLC | 61,883 | $581.6 萬 | 0.65% | +61,883 | 新進 |
| Commerzbank Aktiengesellschaft | 61,071 | $573.9 萬 | 0.12% | +5,979+10.9% | 加碼 |
| Ci Investments Inc. | 60,077 | $564.6 萬 | 0.03% | −470−0.8% | 減碼 |
| Lincoln Capital Corp | 60,076 | $564.6 萬 | 2.08% | −268−0.4% | 減碼 |
| Pittenger & Anderson Inc | 59,689 | $561.0 萬 | 0.22% | +2,772+4.9% | 加碼 |
| Ibex Wealth Advisors | 59,355 | $557.8 萬 | 0.52% | +6,262+11.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 59,354 | $557.8 萬 | 0.06% | +4,635+8.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 59,309 | $557.4 萬 | 0.20% | +1,003+1.7% | 加碼 |
| Bokf, NA | 59,022 | $554.7 萬 | 0.08% | +4,010+7.3% | 加碼 |
| Graham Capital Management, L.P. | 58,635 | $551.1 萬 | 0.19% | +20,380+53.3% | 加碼 |
| William Allan, LLC | 58,300 | $547.9 萬 | 3.24% | +911+1.6% | 加碼 |
| Lincoln Capital LLC | 58,158 | $546.6 萬 | 1.04% | −1,915−3.2% | 減碼 |
| AlTi Global, Inc. | 57,933 | $544.5 萬 | 0.12% | −1,166−2.0% | 減碼 |
| Perkins Coie Trust Co | 57,713 | $542.4 萬 | 1.04% | −511−0.9% | 減碼 |
| Diversified Management Inc | 57,228 | $537.8 萬 | 0.92% | +47,691+500.1% | 加碼 |
| Ravenswood Partners LP | 57,082 | $536.5 萬 | 1.98% | +57,082 | 新進 |
| Plato Investment Management Ltd | 57,039 | $536.4 萬 | 0.36% | 00.0% | 不變 |
| Harrington Investments, INC | 56,755 | $533.4 萬 | 2.81% | +98+0.2% | 加碼 |
| First American Bank | 56,643 | $532.3 萬 | 0.33% | +2,638+4.9% | 加碼 |
| Conning Inc. | 56,409 | $530.1 萬 | 0.18% | −453−0.8% | 減碼 |
| DLK Investment Management, LLC | 56,214 | $528.3 萬 | 2.09% | −878−1.5% | 減碼 |
| Algert Global LLC | 56,171 | $527.9 萬 | 0.08% | −8,255−12.8% | 減碼 |
| Hamilton Capital Partners Inc. | 56,135 | $527.6 萬 | 0.18% | −5,068−8.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 56,024 | $526.5 萬 | 0.18% | −6,811−10.8% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 55,819 | $524.6 萬 | 2.90% | +2,994+5.7% | 加碼 |
| Nomura Holdings Inc | 55,346 | $520.1 萬 | 0.04% | +30,960+127.0% | 加碼 |
| Evolve Private Wealth, LLC | 53,793 | $505.5 萬 | 0.27% | +1,640+3.1% | 加碼 |
| Somerville Kurt F | 53,514 | $502.9 萬 | 1.33% | −12,041−18.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 53,446 | $502.3 萬 | 0.08% | +76+0.1% | 加碼 |
| NBC Securities, Inc. | 53,324 | $501.1 萬 | 0.38% | +30,357+132.2% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 53,315 | $501.1 萬 | 0.73% | +13,238+33.0% | 加碼 |
| Keybank National Association | 53,035 | $498.4 萬 | 0.02% | +653+1.2% | 加碼 |
| Sculptor Capital LP | 53,000 | $498.1 萬 | 0.06% | +53,000 | 新進 |
| Bailard, Inc. | 52,897 | $497.1 萬 | 0.11% | −269−0.5% | 減碼 |
| Stephens Inc | 52,506 | $493.5 萬 | 0.06% | +29,219+125.5% | 加碼 |
| Voya Financial Advisors, Inc. | 53,369 | $492.9 萬 | 0.49% | −1,314−2.4% | 減碼 |
| Intrinsic Value Partners, LLC | 52,370 | $492.2 萬 | 3.79% | −85−0.2% | 減碼 |
| CX Institutional | 52,019 | $488.9 萬 | 0.15% | −102,838−66.4% | 減碼 |
| Brookstone Capital Management | 51,713 | $486.0 萬 | 0.06% | +2,238+4.5% | 加碼 |
| American Trust Investment Advisors, LLC | 51,488 | $483.9 萬 | 2.67% | +575+1.1% | 加碼 |
| Leelyn Smith, LLC | 51,339 | $482.5 萬 | 0.68% | +3,555+7.4% | 加碼 |
| Colonial Trust Co | 51,298 | $482.1 萬 | 0.66% | +755+1.5% | 加碼 |
| Allworth Financial LP | 51,024 | $479.5 萬 | 0.02% | +283+0.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 50,747 | $476.9 萬 | 0.11% | +10,977+27.6% | 加碼 |
| RNC Capital Management LLC | 50,610 | $475.6 萬 | 0.21% | −91−0.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 50,545 | $475.0 萬 | 0.62% | −10,253−16.9% | 減碼 |
| Daymark Wealth Partners, LLC | 50,494 | $474.5 萬 | 0.15% | +1,141+2.3% | 加碼 |
| Capital Analysts, LLC | 50,497 | $474.5 萬 | 0.12% | −4,495−8.2% | 減碼 |
| Prospera Financial Services Inc | 50,449 | $474.2 萬 | 0.08% | −1,253−2.4% | 減碼 |
| Greenleaf Trust | 50,306 | $472.8 萬 | 0.05% | −866−1.7% | 減碼 |
| Delaney Dennis R | 50,140 | $471.2 萬 | 1.67% | +23,187+86.0% | 加碼 |
| Independent Advisor Alliance | 50,129 | $471.1 萬 | 0.05% | −4,982−9.0% | 減碼 |
| Puzo Michael J | 49,557 | $465.7 萬 | 1.36% | +8,072+19.5% | 加碼 |
| North Dakota State Investment Board | 49,453 | $464.8 萬 | 0.20% | −9,078−15.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 49,381 | $464.1 萬 | 0.13% | +12,787+34.9% | 加碼 |
| Quadrature Capital Ltd | 49,323 | $463.5 萬 | 0.06% | +49,323 | 新進 |
| Empirical Finance, LLC | 49,137 | $461.8 萬 | 0.22% | −30−0.1% | 減碼 |
| Hixon Zuercher, LLC | 48,885 | $459.4 萬 | 1.43% | −511−1.0% | 減碼 |
| Arq Wealth Advisors, LLC | 48,710 | $457.8 萬 | 0.83% | +42,450+678.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 48,334 | $454.2 萬 | 0.17% | −200−0.4% | 減碼 |
| Nicolet Bankshares Inc | 48,613 | $452.7 萬 | 0.17% | +35,955+284.0% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 48,075 | $451.8 萬 | 0.91% | +9,369+24.2% | 加碼 |
| Resources Investment Advisors, LLC. | 48,042 | $451.5 萬 | 0.04% | +7,101+17.3% | 加碼 |
| Lakehouse Capital Pty Ltd | 32,894 | $451.4 萬 | 3.04% | −78,924−70.6% | 減碼 |
| Malaga Cove Capital, LLC | 47,976 | $450.9 萬 | 1.62% | +3,045+6.8% | 加碼 |
| AE Wealth Management LLC | 47,945 | $450.6 萬 | 0.02% | −22,504−31.9% | 減碼 |
| Hunter Perkins Capital Management, LLC | 47,856 | $449.8 萬 | 1.05% | −230−0.5% | 減碼 |
| Chase Investment Counsel Corp | 47,626 | $447.5 萬 | 1.17% | +47,626 | 新進 |
| Quadrant Private Wealth Management, LLC | 47,558 | $446.9 萬 | 0.69% | +41,468+680.9% | 加碼 |
| Clean Yield Group | 47,271 | $444.3 萬 | 1.25% | +6,822+16.9% | 加碼 |
| First National Advisers, LLC | 47,242 | $444.0 萬 | 0.65% | −3,964−7.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 47,080 | $442.5 萬 | 0.53% | 00.0% | 不變 |