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 |
|---|---|---|---|---|---|
| Stone Point Wealth LLC | 10,900 | $100.6 萬 | 0.26% | 00.0% | 不變 |
| Oder Investment Management, LLC | 10,951 | $101.0 萬 | 0.68% | −38−0.3% | 減碼 |
| Avise Financial Cooperative, Inc. | 10,985 | $101.4 萬 | 0.72% | +1,155+11.7% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 10,987 | $101.4 萬 | 0.23% | −462−4.0% | 減碼 |
| Financial Consulate, Inc | 10,994 | $101.4 萬 | 0.11% | −227−2.0% | 減碼 |
| First American Trust, FSB | 11,004 | $101.5 萬 | 0.06% | −30.0% | 減碼 |
| Integrity Alliance, LLC. | 11,004 | $101.5 萬 | 0.03% | −64−0.6% | 減碼 |
| Private Trust Co NA | 11,029 | $101.8 萬 | 0.08% | −704−6.0% | 減碼 |
| Nabity-Jensen Investment Management Inc | 11,100 | $102.4 萬 | 0.63% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 11,125 | $102.7 萬 | 0.03% | −951−7.9% | 減碼 |
| Birmingham Capital Management Co Inc | 11,150 | $102.9 萬 | 0.39% | 00.0% | 不變 |
| United Community Bank | 11,155 | $102.9 萬 | 0.32% | +6+0.1% | 加碼 |
| Sage Rhino Capital LLC | 11,164 | $103.0 萬 | 0.17% | +409+3.8% | 加碼 |
| Machina Capital S.A.S. | 11,190 | $103.3 萬 | 0.16% | −14,600−56.6% | 減碼 |
| Thomasville National Bank | 11,203 | $103.4 萬 | 0.06% | +11,203 | 新進 |
| Tower Trust & Investment Co | 11,205 | $103.4 萬 | 0.63% | +214+1.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,212 | $103.5 萬 | 0.06% | +927+9.0% | 加碼 |
| Palisade Asset Management, LLC | 11,277 | $104.1 萬 | 0.10% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 11,325 | $104.5 萬 | 0.06% | −4,350−27.8% | 減碼 |
| Aprio Wealth Management, LLC | 11,325 | $104.5 萬 | 0.05% | +233+2.1% | 加碼 |
| Shelton Capital Management | 11,375 | $105.0 萬 | 0.02% | −93,683−89.2% | 減碼 |
| Hodges Capital Management Inc. | 11,446 | $105.6 萬 | 0.07% | −25−0.2% | 減碼 |
| Capital Advantage, Inc. | 11,472 | $105.9 萬 | 0.13% | −209−1.8% | 減碼 |
| HBK Investments L P | 11,483 | $106.0 萬 | 0.01% | +1,627+16.5% | 加碼 |
| Vicus Capital | 11,487 | $106.0 萬 | 0.07% | −41−0.4% | 減碼 |
| Axxcess Wealth Management, LLC | 11,497 | $106.1 萬 | 0.02% | +11,497 | 新進 |
| Portland Global Advisors LLC | 11,534 | $106.4 萬 | 0.10% | +11,534 | 新進 |
| Zions Bancorporation, National Association | 11,547 | $106.5 萬 | 0.06% | +3,208+38.5% | 加碼 |
| Polymer Capital Management (US) LLC | 11,623 | $107.2 萬 | 0.16% | +3,360+40.7% | 加碼 |
| D L Carlson Investment Group Inc | 11,697 | $107.9 萬 | 0.17% | −20,813−64.0% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 11,775 | $108.7 萬 | 0.44% | −450−3.7% | 減碼 |
| Howard Capital Management Inc. | 11,801 | $108.9 萬 | 0.01% | +6,192+110.4% | 加碼 |
| Lodestone Wealth Management LLC | 11,871 | $109.5 萬 | 0.39% | +41+0.3% | 加碼 |
| Summit Asset Management, LLC | 11,895 | $109.8 萬 | 0.14% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 11,898 | $109.8 萬 | 0.23% | −174−1.4% | 減碼 |
| Cullinan Associates Inc | 11,900 | $109.8 萬 | 0.08% | 00.0% | 不變 |
| 71 West Capital Partners | 11,902 | $109.8 萬 | 0.04% | +2,742+29.9% | 加碼 |
| Total Wealth Planning & Management, Inc. | 11,974 | $110.5 萬 | 0.80% | +995+9.1% | 加碼 |
| Xxi Wealth, LLC | 12,000 | $110.7 萬 | 0.51% | +17+0.1% | 加碼 |
| Keebeck Wealth Management, LLC | 12,015 | $110.9 萬 | 0.11% | +1,528+14.6% | 加碼 |
| Longfellow Investment Management Co LLC | 12,098 | $111.6 萬 | 0.23% | +54+0.4% | 加碼 |
| Diametric Capital, LP | 12,134 | $112.0 萬 | 0.12% | +12,134 | 新進 |
| Hohimer Wealth Management, LLC | 12,153 | $112.1 萬 | 0.12% | +459+3.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 12,265 | $113.2 萬 | 0.25% | +84+0.7% | 加碼 |
| Ameritas Advisory Services, LLC | 12,319 | $113.7 萬 | 0.02% | +2,712+28.2% | 加碼 |
| Cumberland Partners Ltd | 12,332 | $113.8 萬 | 0.07% | 00.0% | 不變 |
| Opal Capital LLC | 12,395 | $114.4 萬 | 0.20% | +2,184+21.4% | 加碼 |
| VELA Investment Management, LLC | 12,410 | $114.5 萬 | 0.28% | −16−0.1% | 減碼 |
| Paragon Capital Management Inc | 12,416 | $114.6 萬 | 0.86% | +12,416 | 新進 |
| H&H Retirement Design & Management INC | 10,991 | $114.8 萬 | 0.54% | −68−0.6% | 減碼 |
| Hamel Associates, Inc. | 12,494 | $115.3 萬 | 0.32% | −450−3.5% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 12,500 | $115.3 萬 | 0.01% | 00.0% | 不變 |
| Islay Capital Management, LLC | 12,536 | $115.7 萬 | 0.54% | +1,089+9.5% | 加碼 |
| Spire Wealth Management | 12,539 | $115.7 萬 | 0.03% | −50,179−80.0% | 減碼 |
| Gateway Investment Advisers LLC | 12,543 | $115.7 萬 | 0.01% | −298,781−96.0% | 減碼 |
| Fiduciary Alliance LLC | 12,602 | $116.3 萬 | 0.08% | +615+5.1% | 加碼 |
| Birinyi Associates Inc | 12,607 | $116.3 萬 | 0.28% | +1,326+11.8% | 加碼 |
| Stablepoint Partners, LLC | 12,611 | $116.4 萬 | 0.16% | +163+1.3% | 加碼 |
| Sumitomo Life Insurance Co | 12,619 | $116.4 萬 | 0.02% | −676−5.1% | 減碼 |
| Wall Street Access Asset Management, LLC | 12,620 | $116.4 萬 | 0.17% | +6,307+99.9% | 加碼 |
| Personal Cfo Solutions, LLC | 12,622 | $116.5 萬 | 0.17% | +618+5.1% | 加碼 |
| Redwood Investment Management, LLC | 12,630 | $116.5 萬 | 0.12% | +1,442+12.9% | 加碼 |
| Essex Financial Services, Inc. | 12,651 | $116.7 萬 | 0.06% | −1,196−8.6% | 減碼 |
| Proffitt & Goodson Inc | 12,655 | $116.8 萬 | 0.16% | +124+1.0% | 加碼 |
| Gsa Capital Partners LLP | 12,671 | $116.9 萬 | 0.07% | +10,100+392.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 12,698 | $117.2 萬 | 0.10% | 00.0% | 不變 |
| Parrish Capital LLC | 12,722 | $117.4 萬 | 1.13% | −1,922−13.1% | 減碼 |
| Avestar Capital, LLC | 12,744 | $117.6 萬 | 0.07% | −905−6.6% | 減碼 |
| Costello Asset Management, INC | 12,784 | $118.0 萬 | 0.35% | +30.0% | 加碼 |
| Granite Investment Partners, LLC | 12,810 | $118.2 萬 | 0.06% | 00.0% | 不變 |
| Bank of Stockton | 12,810 | $118.2 萬 | 0.33% | +88+0.7% | 加碼 |
| Colton Groome Financial Advisors, LLC | 12,886 | $118.9 萬 | 0.29% | +1,535+13.5% | 加碼 |
| American Money Management, LLC | 12,893 | $119.0 萬 | 0.17% | −10.0% | 減碼 |
| Davis R M Inc | 12,947 | $119.5 萬 | 0.02% | +102+0.8% | 加碼 |
| Franklin Street Advisors Inc | 13,010 | $120.0 萬 | 0.07% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 13,040 | $120.3 萬 | 0.06% | −3,224−19.8% | 減碼 |
| Change Path, LLC | 13,046 | $120.4 萬 | 0.03% | −5,687−30.4% | 減碼 |
| Hillsdale Investment Management Inc. | 13,050 | $120.4 萬 | 0.03% | +1,570+13.7% | 加碼 |
| Atlantic Trust, LLC | 13,064 | $120.5 萬 | 0.16% | −865−6.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 13,078 | $120.7 萬 | 0.00% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 13,083 | $120.7 萬 | 0.58% | −150−1.1% | 減碼 |
| Foundations Investment Advisors, LLC | 13,151 | $121.3 萬 | 0.01% | −1,541−10.5% | 減碼 |
| New Age Alpha Advisors, LLC | 13,200 | $121.8 萬 | 0.05% | +13,200 | 新進 |
| Directional Asset Management | 13,231 | $122.1 萬 | 1.16% | −328−2.4% | 減碼 |
| Angeles Wealth Management, LLC | 13,252 | $122.3 萬 | 0.06% | +1,582+13.6% | 加碼 |
| Highland Capital Management, LLC | 13,258 | $122.3 萬 | 0.06% | −1,134−7.9% | 減碼 |
| Hardy Reed LLC | 13,305 | $122.8 萬 | 0.08% | −87−0.6% | 減碼 |
| Strong Retirement Solutions LLC | 13,364 | $123.3 萬 | 0.74% | +1,464+12.3% | 加碼 |
| Leisure Capital Management | 13,373 | $123.4 萬 | 0.39% | −22−0.2% | 減碼 |
| BIP Wealth, LLC | 13,383 | $123.5 萬 | 0.04% | +74+0.6% | 加碼 |
| Catalyst Financial Partners LLC | 13,433 | $123.9 萬 | 0.12% | −80−0.6% | 減碼 |
| PVG Asset Management Corp | 13,439 | $124.0 萬 | 0.72% | 00.0% | 不變 |
| Fundamentun, LLC | 13,451 | $124.1 萬 | 0.04% | −625−4.4% | 減碼 |
| Vertrix Wealth Management, LLC | 13,469 | $124.3 萬 | 0.42% | +1,524+12.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,578 | $125.3 萬 | 0.03% | +50+0.4% | 加碼 |
| Headlands Technologies LLC | 13,591 | $125.4 萬 | 0.13% | +10,763+380.6% | 加碼 |
| Sowell Financial Services LLC | 13,600 | $125.5 萬 | 0.04% | +447+3.4% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 13,670 | $126.1 萬 | 0.04% | −146−1.1% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 13,685 | $126.3 萬 | 0.19% | −1,613−10.5% | 減碼 |
| Profund Advisors LLC | 13,700 | $126.4 萬 | 0.03% | −697−4.8% | 減碼 |