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 2 季 13F 持有人
Schwab Charles Corp 在 2026/6/30 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
- 2,318
- 較 2026 年第 1 季 +9 家
- 持有股數
- 14.4 億
- 較 2026 年第 1 季 +3,191 萬 (+2.3%)
- 總市值
- $1,338 億
- 較 2026 年第 1 季 +$5.43 億 (+0.4%)
- 新進機構
- 169
- 另有 906 家加碼
- 清倉機構
- 160
- 另有 963 家減碼
另有 31 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 6,889 | $63.6 萬 | 0.05% | +764+12.5% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 6,897 | $63.6 萬 | 0.04% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 6,924 | $63.8 萬 | 0.22% | −3,853−35.8% | 減碼 |
| Goldstein Advisors, LLC | 6,916 | $63.8 萬 | 0.06% | +6,916 | 新進 |
| Arcataur Capital Management LLC | 6,922 | $63.9 萬 | 0.16% | +104+1.5% | 加碼 |
| Western Pacific Wealth Management, LP | 6,960 | $64.2 萬 | 0.58% | +1,545+28.5% | 加碼 |
| Defiance ETFs, LLC | 6,725 | $64.4 萬 | 0.01% | +1,152+20.7% | 加碼 |
| Auxier Asset Management | 6,993 | $64.5 萬 | 0.09% | +25+0.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 6,986 | $64.6 萬 | 0.17% | +1,153+19.8% | 加碼 |
| Osborne Partners Capital Management, LLC | 7,029 | $64.9 萬 | 0.04% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 7,035 | $64.9 萬 | 0.09% | −8,054−53.4% | 減碼 |
| MOR Wealth Management, LLC | 7,070 | $65.2 萬 | 0.26% | +3,295+87.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 7,077 | $65.3 萬 | 0.05% | +160+2.3% | 加碼 |
| OneAscent Financial Services LLC | 7,101 | $65.5 萬 | 0.03% | −909−11.3% | 減碼 |
| Leonteq Securities AG | 7,109 | $65.6 萬 | 0.04% | +611+9.4% | 加碼 |
| Novem Group | 7,125 | $65.7 萬 | 0.07% | −354−4.7% | 減碼 |
| Argentarii, LLC | 6,137 | $66.1 萬 | 0.20% | +3,780+160.4% | 加碼 |
| Fiduciary Family Office, LLC | 7,175 | $66.2 萬 | 0.17% | +2,830+65.1% | 加碼 |
| Advisortrust Partners, LLC | 7,177 | $66.2 萬 | 0.23% | +1,030+16.8% | 加碼 |
| Vann Equity Management LLC | 7,190 | $66.3 萬 | 0.40% | +398+5.9% | 加碼 |
| Accredited Investors Inc. | 7,286 | $67.2 萬 | 0.03% | 00.0% | 不變 |
| Larry Mathis Financial Planning, LLC | 7,286 | $67.2 萬 | 0.51% | 00.0% | 不變 |
| XTX Topco Ltd | 7,304 | $67.4 萬 | 0.01% | −9,241−55.9% | 減碼 |
| Vigilare Wealth Management | 7,308 | $67.4 萬 | 0.21% | −55−0.7% | 減碼 |
| Naviter Wealth, LLC | 7,321 | $67.6 萬 | 0.06% | +289+4.1% | 加碼 |
| Opal Wealth Advisors, LLC | 7,324 | $67.6 萬 | 0.15% | +2,907+65.8% | 加碼 |
| Cambria Investment Management, L.P. | 7,348 | $67.8 萬 | 0.03% | +1,187+19.3% | 加碼 |
| Level Four Advisory Services, LLC | 7,365 | $68.0 萬 | 0.02% | +1,391+23.3% | 加碼 |
| Compass Advisory Group LLC | 7,375 | $68.0 萬 | 0.16% | 00.0% | 不變 |
| Coign Capital Advisors LLC | 7,385 | $68.1 萬 | 0.31% | +147+2.0% | 加碼 |
| Unified Investment Management | 7,401 | $68.3 萬 | 0.64% | +12+0.2% | 加碼 |
| Founders Financial Securities LLC | 7,452 | $68.8 萬 | 0.04% | −132−1.7% | 減碼 |
| Carson Advisory Inc. | 7,468 | $68.9 萬 | 0.32% | +911+13.9% | 加碼 |
| VestGen Advisors, LLC | 7,479 | $69.0 萬 | 0.02% | +1,149+18.2% | 加碼 |
| Massmutual Trust Co FSB | 7,482 | $69.0 萬 | 0.02% | −540−6.7% | 減碼 |
| Triad Wealth Partners, LLC | 6,548 | $69.3 萬 | 0.04% | −7,643−53.9% | 減碼 |
| LCNB Corp | 7,528 | $69.5 萬 | 0.21% | −219−2.8% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 7,533 | $69.5 萬 | 0.54% | +965+14.7% | 加碼 |
| Proficio Capital Partners LLC | 7,549 | $69.7 萬 | 0.03% | +7,549 | 新進 |
| Mosaic Family Wealth Partners, LLC | 7,643 | $70.5 萬 | 0.05% | +7,643 | 新進 |
| Shum Financial Group, Inc. | 7,677 | $70.8 萬 | 0.43% | +1,369+21.7% | 加碼 |
| Old Port Advisors | 7,686 | $70.9 萬 | 0.14% | +20.0% | 加碼 |
| Bragg Financial Advisors, Inc | 7,687 | $70.9 萬 | 0.02% | −128−1.6% | 減碼 |
| Bridgewater Advisors Inc. | 6,706 | $71.0 萬 | 0.04% | −46−0.7% | 減碼 |
| Tred Avon Family Wealth, LLC | 7,707 | $71.1 萬 | 0.22% | +10.0% | 加碼 |
| SFMG, LLC | 7,723 | $71.3 萬 | 0.04% | −641−7.7% | 減碼 |
| Heartland Bank & Trust Co | 7,723 | $71.3 萬 | 0.15% | −85−1.1% | 減碼 |
| Viawealth, LLC | 7,740 | $71.4 萬 | 0.36% | 00.0% | 不變 |
| Dutch Asset Corp | 7,750 | $71.5 萬 | 0.36% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 7,760 | $71.6 萬 | 0.04% | −883−10.2% | 減碼 |
| Net Worth Advisory Group | 7,828 | $72.2 萬 | 0.18% | −164−2.1% | 減碼 |
| Platform Technology Partners | 7,850 | $72.4 萬 | 0.12% | −228−2.8% | 減碼 |
| Tactive Advisors, LLC | 7,858 | $72.5 萬 | 0.18% | −1,233−13.6% | 減碼 |
| Western Wealth Management, LLC | 7,868 | $72.6 萬 | 0.02% | +158+2.0% | 加碼 |
| Okabena Investment Services Inc | 7,881 | $72.7 萬 | 0.13% | −82−1.0% | 減碼 |
| Cypress Wealth Services, LLC | 7,888 | $72.8 萬 | 0.09% | −815−9.4% | 減碼 |
| Freestone Capital Holdings, LLC | 7,888 | $72.8 萬 | 0.02% | −157−2.0% | 減碼 |
| Optas, LLC | 7,937 | $73.2 萬 | 0.10% | +1,169+17.3% | 加碼 |
| Mather Group, LLC. | 7,944 | $73.3 萬 | 0.01% | +401+5.3% | 加碼 |
| Klingman & Associates, LLC | 7,948 | $73.3 萬 | 0.03% | −469−5.6% | 減碼 |
| Bingham Private Wealth, LLC | 8,015 | $74.0 萬 | 0.51% | +2,351+41.5% | 加碼 |
| Intrepid Financial Planning Group LLC | 8,027 | $74.1 萬 | 0.25% | +100+1.3% | 加碼 |
| Affinity Investment Advisors, LLC | 8,029 | $74.1 萬 | 0.38% | +319+4.1% | 加碼 |
| Kennebec Savings Bank | 8,037 | $74.2 萬 | 0.60% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 8,042 | $74.2 萬 | 0.31% | 00.0% | 不變 |
| Bramshill Investments, LLC | 8,048 | $74.3 萬 | 0.06% | +95+1.2% | 加碼 |
| Verity Asset Management, Inc. | 8,048 | $74.3 萬 | 0.28% | +229+2.9% | 加碼 |
| IHT Wealth Management, LLC | 8,056 | $74.3 萬 | 0.02% | −18−0.2% | 減碼 |
| Lyell Wealth Management, LP | 8,078 | $74.5 萬 | 0.05% | 00.0% | 不變 |
| JB Capital LLC | 8,082 | $74.6 萬 | 0.03% | −10,501−56.5% | 減碼 |
| RFG Advisory, LLC | 8,084 | $74.6 萬 | 0.01% | −745−8.4% | 減碼 |
| Capula Management Ltd | 8,094 | $74.7 萬 | 0.00% | +1,754+27.7% | 加碼 |
| R Squared Ltd | 8,099 | $74.7 萬 | 0.39% | +8,099 | 新進 |
| Sky Investment Group LLC | 8,145 | $75.2 萬 | 0.12% | +1,260+18.3% | 加碼 |
| Sigma Investment Counselors Inc | 8,149 | $75.2 萬 | 0.04% | +4,784+142.2% | 加碼 |
| Sterling Investment Counsel, LLC | 8,158 | $75.3 萬 | 0.18% | +1,466+21.9% | 加碼 |
| CVA Family Office, LLC | 8,211 | $75.8 萬 | 0.07% | −133−1.6% | 減碼 |
| HMV Wealth Advisors, LLC | 8,249 | $76.1 萬 | 0.30% | 00.0% | 不變 |
| St Germain D J Co Inc | 8,261 | $76.2 萬 | 0.03% | +63+0.8% | 加碼 |
| Ramirez Asset Management, Inc. | 8,307 | $76.6 萬 | 0.08% | −6−0.1% | 減碼 |
| Nilsine Partners, LLC | 8,319 | $76.8 萬 | 0.05% | −777−8.5% | 減碼 |
| Legacy Capital Group California, Inc. | 8,323 | $76.8 萬 | 0.23% | −222−2.6% | 減碼 |
| Parkside Financial Bank & Trust | 8,386 | $77.4 萬 | 0.05% | −189−2.2% | 減碼 |
| Fidelis Capital Partners, LLC | 8,389 | $77.4 萬 | 0.04% | −258−3.0% | 減碼 |
| Independent Financial Group, LLC | 8,411 | $77.6 萬 | 0.01% | +458+5.8% | 加碼 |
| Atlas Capital Advisors LLC | 8,423 | $77.7 萬 | 0.09% | +7,306+654.1% | 加碼 |
| Sigma Planning Corp | 8,448 | $77.9 萬 | 0.02% | −10,073−54.4% | 減碼 |
| Boltwood Capital Management | 8,460 | $78.1 萬 | 0.18% | +423+5.3% | 加碼 |
| Capital Investment Advisors, LLC | 8,504 | $78.5 萬 | 0.01% | −543−6.0% | 減碼 |
| TownSquare Capital, LLC | 8,508 | $78.5 萬 | 0.14% | +484+6.0% | 加碼 |
| Regatta Capital Group, LLC | 8,566 | $79.0 萬 | 0.11% | −231−2.6% | 減碼 |
| Bluedoor Private Wealth, LLC | 8,567 | $79.0 萬 | 0.33% | +46+0.5% | 加碼 |
| Bright Futures Wealth Management, LLC. | 8,569 | $79.1 萬 | 0.51% | −1,005−10.5% | 減碼 |
| Leavell Investment Management, Inc. | 8,573 | $79.1 萬 | 0.03% | −551−6.0% | 減碼 |
| Oregon Pacific Wealth Management, LLC | 8,598 | $79.3 萬 | 0.74% | −149−1.7% | 減碼 |
| Integral Investment Advisors, Inc. | 8,659 | $79.9 萬 | 0.18% | −192−2.2% | 減碼 |
| N.E.W. Advisory Services LLC | 8,677 | $80.1 萬 | 0.05% | +36+0.4% | 加碼 |
| Hedges Asset Management LLC | 8,700 | $80.3 萬 | 0.53% | +8,700 | 新進 |
| Summit Global Investments | 8,721 | $80.5 萬 | 0.04% | +1,169+15.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,740 | $80.6 萬 | 0.01% | −1,480−14.5% | 減碼 |