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 |
|---|---|---|---|---|---|
| Cypress Capital Advisors, LLC | 8,741 | $80.7 萬 | 0.33% | −268−3.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 8,742 | $80.7 萬 | 0.05% | +3,367+62.6% | 加碼 |
| Hyperion Capital Advisors LP | 8,767 | $80.9 萬 | 0.36% | 00.0% | 不變 |
| Sutton Place Investors LLC | 8,808 | $81.3 萬 | 0.39% | −10−0.1% | 減碼 |
| Modern Wealth Management, LLC | 8,810 | $81.3 萬 | 0.01% | +58+0.7% | 加碼 |
| Joel Isaacson & Co., LLC | 8,812 | $81.3 萬 | 0.02% | +81+0.9% | 加碼 |
| Manchester Financial Inc | 8,812 | $81.3 萬 | 0.14% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 8,816 | $81.3 萬 | 0.04% | −447−4.8% | 減碼 |
| Quadcap Wealth Management, LLC | 8,822 | $81.4 萬 | 0.08% | +155+1.8% | 加碼 |
| Johnson Financial Group, Inc. | 8,845 | $81.6 萬 | 0.03% | −3,180−26.4% | 減碼 |
| Scharf Investments, LLC | 8,859 | $81.7 萬 | 0.03% | +8,859 | 新進 |
| Silver Oak Securities, Inc | 8,871 | $81.8 萬 | 0.05% | +886+11.1% | 加碼 |
| Davidson Kahn Capital Management, LLC | 8,876 | $81.9 萬 | 0.35% | −358−3.9% | 減碼 |
| HighPoint Advisor Group LLC | 8,888 | $82.0 萬 | 0.03% | −1,261−12.4% | 減碼 |
| Avondale Wealth Management | 8,900 | $82.1 萬 | 0.33% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 8,914 | $82.3 萬 | 0.04% | −1,313−12.8% | 減碼 |
| West Financial Advisors, LLC | 9,000 | $83.0 萬 | 0.13% | 00.0% | 不變 |
| Kearns & Associates LLC | 9,000 | $83.0 萬 | 0.39% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 9,013 | $83.2 萬 | 0.13% | +9,013 | 新進 |
| Peak Planning Group, LLC | 9,047 | $83.5 萬 | 0.19% | −2,834−23.9% | 減碼 |
| Kesler, Norman & Wride, LLC | 9,089 | $83.9 萬 | 0.13% | +173+1.9% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 370 | $84.1 萬 | 0.25% | −5,534−93.7% | 減碼 |
| Independence Bank of Kentucky | 9,123 | $84.2 萬 | 0.09% | −437−4.6% | 減碼 |
| Syon Capital LLC | 9,146 | $84.4 萬 | 0.04% | −2,762−23.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 9,149 | $84.4 萬 | 0.02% | −16−0.2% | 減碼 |
| Sax Wealth Advisors, LLC | 9,037 | $84.9 萬 | 0.03% | +285+3.3% | 加碼 |
| Torrey Growth & Income Advisors | 9,181 | $85.1 萬 | 0.29% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 9,258 | $85.4 萬 | 0.09% | +9,258 | 新進 |
| Forbes J M & Co LLP | 9,283 | $85.7 萬 | 0.07% | −280−2.9% | 減碼 |
| Trust Point Inc. | 9,322 | $86.0 萬 | 0.07% | −190−2.0% | 減碼 |
| Waterloo Capital, L.P. | 9,340 | $86.2 萬 | 0.05% | +443+5.0% | 加碼 |
| One Capital Management, LLC | 9,183 | $86.3 萬 | 0.02% | 00.0% | 不變 |
| Castleark Management LLC | 9,360 | $86.4 萬 | 0.02% | −494,693−98.1% | 減碼 |
| Miller Global Investments, LLC | 9,470 | $87.4 萬 | 0.72% | 00.0% | 不變 |
| Old Peak Finance LLC | 9,480 | $87.5 萬 | 0.42% | +142+1.5% | 加碼 |
| Wilian Securities, LLC | 9,493 | $87.6 萬 | 0.52% | +5,714+151.2% | 加碼 |
| Sovereign's Capital Management, LLC | 9,517 | $87.8 萬 | 0.59% | −210−2.2% | 減碼 |
| Diversified Management Inc | 9,537 | $88.0 萬 | 0.19% | −47,691−83.3% | 減碼 |
| Navellier & Associates Inc | 9,555 | $88.2 萬 | 0.07% | +3,055+47.0% | 加碼 |
| EntryPoint Capital, LLC | 9,602 | $88.6 萬 | 0.22% | +9,602 | 新進 |
| Engineers Gate Manager LP | 9,620 | $88.8 萬 | 0.01% | −303,021−96.9% | 減碼 |
| Erste Asset Management GmbH | 9,805 | $88.8 萬 | 0.01% | −69−0.7% | 減碼 |
| Sweeney & Michel, LLC | 8,254 | $88.8 萬 | 0.23% | +921+12.6% | 加碼 |
| Tranquility Partners, LLC | 9,789 | $90.3 萬 | 0.31% | −1,083−10.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,835 | $90.7 萬 | 0.02% | +744+8.2% | 加碼 |
| First Dallas Securities Inc. | 9,852 | $90.9 萬 | 0.30% | +30.0% | 加碼 |
| Ark Wealth Advisors LLC | 9,889 | $91.2 萬 | 0.81% | +321+3.4% | 加碼 |
| Herold Advisors, Inc. | 9,905 | $91.3 萬 | 0.18% | +373+3.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,897 | $91.3 萬 | 0.11% | −1,716−14.8% | 減碼 |
| Kirtland Hills Capital Management, LLC | 9,923 | $91.6 萬 | 0.26% | +58+0.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 9,924 | $91.6 萬 | 0.14% | −1,028−9.4% | 減碼 |
| Independence Wealth Advisors, LLC | 9,927 | $91.6 萬 | 0.46% | +62+0.6% | 加碼 |
| PDS Planning, Inc | 9,936 | $91.7 萬 | 0.05% | −145−1.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,959 | $91.9 萬 | 0.05% | −1,876−15.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 10,000 | $92.3 萬 | 0.01% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,000 | $92.3 萬 | 0.22% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 10,069 | $92.9 萬 | 0.06% | −113−1.1% | 減碼 |
| Variant Private Wealth, LLC | 10,075 | $93.0 萬 | 1.05% | +33+0.3% | 加碼 |
| Stonebridge Financial Group, LLC | 10,085 | $93.0 萬 | 0.13% | +10,085 | 新進 |
| StoneX Group Inc. | 10,091 | $93.1 萬 | 0.04% | −895−8.1% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,109 | $93.3 萬 | 0.15% | +35+0.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 10,140 | $93.6 萬 | 0.01% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 10,144 | $93.6 萬 | 0.25% | −493−4.6% | 減碼 |
| Mezzasalma Advisors, LLC | 10,196 | $94.1 萬 | 0.19% | −78,371−88.5% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 10,210 | $94.2 萬 | 0.25% | −393−3.7% | 減碼 |
| Element Pointe Advisors, LLC | 10,216 | $94.3 萬 | 0.15% | +150+1.5% | 加碼 |
| Sanders Morris Harris LLC | 10,250 | $94.6 萬 | 0.55% | +5,500+115.8% | 加碼 |
| Tran Capital Management, L.P. | 10,295 | $95.0 萬 | 0.11% | −2,140−17.2% | 減碼 |
| Vima LLC | 10,351 | $95.5 萬 | 0.93% | +10,351 | 新進 |
| Circle Wealth Management, LLC | 10,368 | $95.7 萬 | 0.01% | −931−8.2% | 減碼 |
| OpenArc Corporate Advisory, LLC | 10,371 | $95.7 萬 | 0.01% | −1,167−10.1% | 減碼 |
| Citizens National Bank Trust Department | 10,382 | $95.8 萬 | 0.14% | +217+2.1% | 加碼 |
| Oxford Asset Management LLP | 10,392 | $95.9 萬 | 0.47% | +10,392 | 新進 |
| Camden Capital, LLC | 10,461 | $96.5 萬 | 0.05% | −623−5.6% | 減碼 |
| Crumly & Associates Inc. | 10,479 | $96.7 萬 | 0.19% | +115+1.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 10,485 | $96.7 萬 | 0.25% | −824−7.3% | 減碼 |
| Harbour Investments, Inc. | 10,488 | $96.8 萬 | 0.01% | +201+2.0% | 加碼 |
| SJS Investment Consulting Inc. | 10,497 | $96.9 萬 | 0.11% | +95+0.9% | 加碼 |
| Invictus Private Wealth, LLC | 10,536 | $97.2 萬 | 0.05% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 10,199 | $97.7 萬 | 0.06% | +1,193+13.2% | 加碼 |
| Navalign, LLC | 10,587 | $97.7 萬 | 0.23% | +78+0.7% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 10,599 | $97.8 萬 | 0.11% | −2,534−19.3% | 減碼 |
| Equitable Trust Co | 10,632 | $98.1 萬 | 0.04% | −1,101−9.4% | 減碼 |
| Novare Capital Management LLC | 10,662 | $98.4 萬 | 0.07% | −125−1.2% | 減碼 |
| O'Rourke & Company, Inc | 10,676 | $98.5 萬 | 0.34% | −333−3.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 10,685 | $98.6 萬 | 0.04% | +932+9.6% | 加碼 |
| Van Diest Capital, LLC | 10,687 | $98.6 萬 | 0.88% | −16,609−60.8% | 減碼 |
| Revisor Wealth Management LLC | 10,720 | $98.9 萬 | 0.24% | −308−2.8% | 減碼 |
| Cooper Financial Group | 10,739 | $99.1 萬 | 0.08% | −7,458−41.0% | 減碼 |
| Advisor Resource Council | 9,857 | $99.2 萬 | 0.33% | +324+3.4% | 加碼 |
| Sentinus, LLC | 10,779 | $99.5 萬 | 0.08% | +5,608+108.5% | 加碼 |
| Future Fund LLC | 10,834 | $100.0 萬 | 0.29% | +138+1.3% | 加碼 |
| S&G Foundation | 10,837 | $100.0 萬 | 0.05% | 00.0% | 不變 |
| NorthRock Partners, LLC | 10,851 | $100.1 萬 | 0.01% | +529+5.1% | 加碼 |
| Ethos Financial Group, LLC | 9,593 | $100.2 萬 | 0.07% | −19−0.2% | 減碼 |
| RiverFront Investment Group, LLC | 10,864 | $100.2 萬 | 0.01% | +671+6.6% | 加碼 |
| Thor Investment Management Inc | 10,875 | $100.3 萬 | 0.57% | +38+0.4% | 加碼 |
| Shira Ridge Wealth Management | 10,876 | $100.4 萬 | 0.35% | −125−1.1% | 減碼 |
| Ironwood Financial, llc | 9,803 | $100.4 萬 | 0.16% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,886 | $100.4 萬 | 0.09% | −159−1.4% | 減碼 |