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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 47,048 | $442.2 萬 | 2.21% | −2,214−4.5% | 減碼 |
| Strategic Global Advisors, LLC | 46,558 | $437.6 萬 | 0.70% | −910−1.9% | 減碼 |
| Rossmore Private Capital | 46,454 | $436.6 萬 | 0.38% | −230−0.5% | 減碼 |
| Main Street Research LLC | 46,360 | $435.7 萬 | 0.25% | +14,578+45.9% | 加碼 |
| GAMMA Investing LLC | 46,331 | $435.4 萬 | 0.20% | +8,348+22.0% | 加碼 |
| MUFG Securities Americas Inc. | 46,218 | $434.4 萬 | 0.28% | +1,219+2.7% | 加碼 |
| Community Financial Services Group, LLC | 46,592 | $430.3 萬 | 0.76% | +2,781+6.3% | 加碼 |
| TCW Group Inc | 45,548 | $428.1 萬 | 0.03% | −251−0.5% | 減碼 |
| Delta Capital Management LLC | 45,345 | $426.2 萬 | 2.35% | −40−0.1% | 減碼 |
| Securian Asset Management, Inc | 45,313 | $425.9 萬 | 0.17% | −106−0.2% | 減碼 |
| Victrix Investment Advisors | 45,263 | $425.4 萬 | 1.54% | +1,855+4.3% | 加碼 |
| Maltese Capital Management LLC | 45,200 | $424.8 萬 | 0.84% | −4,800−9.6% | 減碼 |
| Park Avenue Securities LLC | 45,080 | $423.7 萬 | 0.03% | −9,442−17.3% | 減碼 |
| Alerus Financial NA | 45,018 | $423.1 萬 | 0.21% | −14,125−23.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 44,913 | $422.1 萬 | 0.29% | 00.0% | 不變 |
| Huntington National Bank | 44,829 | $421.3 萬 | 0.02% | −1,584−3.4% | 減碼 |
| Destination Wealth Management | 44,815 | $421.2 萬 | 0.11% | +31,263+230.7% | 加碼 |
| Chatham Capital Group, Inc. | 44,687 | $420.0 萬 | 0.61% | −590−1.3% | 減碼 |
| SAM Advisors, LLC | 44,671 | $419.8 萬 | 1.32% | +111+0.2% | 加碼 |
| Gotham Asset Management, LLC | 44,493 | $418.1 萬 | 0.01% | −1,418−3.1% | 減碼 |
| LS Investment Advisors, LLC | 44,407 | $417.3 萬 | 0.62% | −3,998−8.3% | 減碼 |
| Brighton Jones LLC | 44,317 | $416.5 萬 | 0.09% | +44,317 | 新進 |
| Miracle Mile Advisors, LLC | 44,206 | $415.4 萬 | 0.06% | −1,927−4.2% | 減碼 |
| East Coast Asset Management, LLC. | 44,119 | $414.6 萬 | 1.37% | −867−1.9% | 減碼 |
| Montag A & Associates Inc | 43,980 | $413.3 萬 | 0.19% | −673−1.5% | 減碼 |
| 180 Wealth Advisors, LLC | 43,873 | $412.3 萬 | 0.47% | +310+0.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 43,015 | $404.3 萬 | 0.22% | −4,088−8.7% | 減碼 |
| TD Private Client Wealth LLC | 42,992 | $404.0 萬 | 0.08% | +4,720+12.3% | 加碼 |
| Secure Asset Management, LLC | 42,986 | $404.0 萬 | 0.64% | +3,293+8.3% | 加碼 |
| Parallel Advisors, LLC | 42,786 | $402.1 萬 | 0.07% | +2,304+5.7% | 加碼 |
| Red Spruce Capital, LLC | 42,783 | $402.1 萬 | 1.65% | +412+1.0% | 加碼 |
| Lantern Wealth Advisors, LLC | 42,626 | $400.6 萬 | 2.05% | +294+0.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 42,585 | $400.2 萬 | 0.04% | +9,704+29.5% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 42,547 | $399.9 萬 | 1.56% | +817+2.0% | 加碼 |
| Goelzer Investment Management, Inc. | 42,340 | $397.9 萬 | 0.19% | +424+1.0% | 加碼 |
| Buttonwood Financial Advisors Inc. | 42,106 | $395.7 萬 | 1.32% | −306−0.7% | 減碼 |
| Wealthspire Advisors, LLC | 42,097 | $395.6 萬 | 0.03% | −10,239−19.6% | 減碼 |
| Apollon Wealth Management, LLC | 42,042 | $395.1 萬 | 0.06% | +792+1.9% | 加碼 |
| Quadrant Capital Group LLC | 41,954 | $394.3 萬 | 0.12% | +548+1.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 41,906 | $393.8 萬 | 0.05% | +32,395+340.6% | 加碼 |
| Kestra Investment Management, LLC | 41,499 | $390.0 萬 | 0.07% | +11,026+36.2% | 加碼 |
| TCG Advisory Services, LLC | 41,499 | $390.0 萬 | 0.10% | −92,000−68.9% | 減碼 |
| Conscious Wealth Investments, LLC | 38,840 | $389.4 萬 | 2.17% | −974−2.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 41,428 | $389.3 萬 | 0.09% | +27,911+206.5% | 加碼 |
| Skopos Labs, Inc. | 41,269 | $387.8 萬 | 0.12% | +18,715+83.0% | 加碼 |
| Walleye Capital LLC | 41,246 | $387.6 萬 | 0.02% | −113,097−73.3% | 減碼 |
| Mengis Capital Management, Inc. | 41,107 | $386.3 萬 | 0.66% | −74−0.2% | 減碼 |
| Courier Capital LLC | 41,029 | $385.6 萬 | 0.22% | −680−1.6% | 減碼 |
| Pine Haven Investment Counsel, Inc | 40,776 | $383.2 萬 | 2.82% | −537−1.3% | 減碼 |
| FSB Premier Wealth Management, Inc. | 40,776 | $383.2 萬 | 1.20% | +442+1.1% | 加碼 |
| Bryn Mawr Trust Co | 40,458 | $380.2 萬 | 0.09% | −4,133−9.3% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 40,309 | $378.8 萬 | 3.75% | −1,311−3.1% | 減碼 |
| Fiduciary Group LLC | 40,102 | $376.9 萬 | 0.32% | −574−1.4% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 40,038 | $376.3 萬 | 1.20% | +40.0% | 加碼 |
| Means Investment Co., Inc. | 39,937 | $375.3 萬 | 0.33% | −460−1.1% | 減碼 |
| Roundview Capital LLC | 39,902 | $375.0 萬 | 0.23% | +8,359+26.5% | 加碼 |
| Greenup Street Wealth Management LLC | 39,739 | $373.5 萬 | 0.53% | −14,976−27.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 39,700 | $373.1 萬 | 0.10% | −2,700−6.4% | 減碼 |
| GeoWealth Management, LLC | 39,698 | $373.1 萬 | 0.13% | +1,277+3.3% | 加碼 |
| Sepio Capital, LP | 39,560 | $371.8 萬 | 0.20% | +695+1.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 39,484 | $371.0 萬 | 0.07% | +4,657+13.4% | 加碼 |
| Fiduciary Financial Group, LLC | 39,240 | $368.8 萬 | 0.49% | −5,648−12.6% | 減碼 |
| LGT Group Foundation | 39,167 | $368.1 萬 | 0.04% | −16,709−29.9% | 減碼 |
| Marble Wealth, LLC | 39,152 | $367.9 萬 | 0.64% | −2,248−5.4% | 減碼 |
| Vestcor Inc | 39,086 | $367.3 萬 | 0.10% | −1,392−3.4% | 減碼 |
| Sculati Wealth Management, LLC | 38,960 | $366.1 萬 | 1.35% | −970−2.4% | 減碼 |
| Polar Asset Management Partners Inc. | 38,685 | $363.6 萬 | 0.09% | −104,115−72.9% | 減碼 |
| Anchor Investment Management, LLC | 38,632 | $363.1 萬 | 0.30% | +405+1.1% | 加碼 |
| Partners Capital Investment Group, LLP | 38,623 | $363.0 萬 | 0.14% | −4,514−10.5% | 減碼 |
| Stableford Capital II LLC | 38,431 | $361.2 萬 | 1.34% | +294+0.8% | 加碼 |
| HF Advisory Group, LLC | 38,372 | $360.6 萬 | 1.23% | +771+2.1% | 加碼 |
| Vontobel Holding Ltd. | 38,322 | $360.2 萬 | 0.01% | −1,552−3.9% | 減碼 |
| Kidder Stephen W | 38,310 | $360.0 萬 | 1.06% | +7,435+24.1% | 加碼 |
| Nelson Capital Management, LLC | 37,933 | $356.5 萬 | 0.44% | −436−1.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 37,926 | $356.4 萬 | 0.25% | −855−2.2% | 減碼 |
| Summit Financial, LLC | 37,879 | $356.0 萬 | 0.05% | −255−0.7% | 減碼 |
| Twin Capital Management Inc | 37,788 | $355.1 萬 | 0.46% | −167−0.4% | 減碼 |
| Savvy Advisors, Inc. | 37,707 | $354.4 萬 | 0.10% | +4,876+14.9% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 37,506 | $352.5 萬 | 2.13% | −675−1.8% | 減碼 |
| Gs Investments, Inc. | 37,493 | $352.4 萬 | 2.02% | +73+0.2% | 加碼 |
| American Trust | 37,462 | $352.1 萬 | 0.31% | −6,008−13.8% | 減碼 |
| Integrated Advisors Network LLC | 37,458 | $352.0 萬 | 0.18% | −37,440−50.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 37,292 | $350.5 萬 | 0.02% | −72,583−66.1% | 減碼 |
| Asio Capital, LLC | 37,227 | $349.9 萬 | 0.49% | +37,227 | 新進 |
| Oddo BHF Asset Management SAS | 36,859 | $346.4 萬 | 0.14% | +36,859 | 新進 |
| SGL Investment Advisors, Inc. | 39,364 | $345.7 萬 | 1.30% | −774−1.9% | 減碼 |
| Inkwell Capital LLC | 36,610 | $344.1 萬 | 3.50% | −320−0.9% | 減碼 |
| Bleakley Financial Group, LLC | 36,096 | $339.2 萬 | 0.05% | +1,489+4.3% | 加碼 |
| Central Bank & Trust Co | 36,054 | $338.8 萬 | 0.53% | −573−1.6% | 減碼 |
| Annandale Capital, LLC | 35,848 | $336.9 萬 | 0.55% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 35,840 | $336.8 萬 | 0.15% | −10,264−22.3% | 減碼 |
| Everence Capital Management Inc | 35,800 | $336.4 萬 | 0.21% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 35,691 | $335.4 萬 | 0.18% | +1,233+3.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 35,576 | $334.3 萬 | 0.03% | +267+0.8% | 加碼 |
| Brown Brothers Harriman & Co | 35,544 | $334.0 萬 | 0.02% | +12,678+55.4% | 加碼 |
| Convergence Investment Partners, LLC | 35,293 | $331.7 萬 | 0.54% | +9,937+39.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 35,027 | $329.2 萬 | 0.23% | +6,031+20.8% | 加碼 |
| CSM Advisors, LLC | 34,879 | $327.8 萬 | 0.08% | +34,879 | 新進 |
| Webster Bank, N. A. | 34,876 | $327.8 萬 | 0.31% | +215+0.6% | 加碼 |
| Ninety One SA (PTY) Ltd | 35,362 | $327.1 萬 | 0.14% | +14,606+70.4% | 加碼 |