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 |
|---|---|---|---|---|---|
| WBI Investments | 13,743 | $126.8 萬 | 0.31% | +10,664+346.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 13,756 | $126.9 萬 | 0.15% | −97−0.7% | 減碼 |
| Nautilus Advisors LLC | 12,338 | $127.2 萬 | 0.75% | 00.0% | 不變 |
| Mission Wealth Management, LP | 13,820 | $127.5 萬 | 0.02% | +7,778+128.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 13,855 | $127.8 萬 | 0.23% | +1,475+11.9% | 加碼 |
| Everhart Financial Group, Inc. | 13,894 | $128.2 萬 | 0.08% | −191−1.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 14,022 | $129.4 萬 | 0.03% | −928−6.2% | 減碼 |
| HCR Wealth Advisors | 14,040 | $129.6 萬 | 0.12% | +352+2.6% | 加碼 |
| Cassaday & Co Wealth Management LLC | 14,046 | $129.6 萬 | 0.02% | +5,886+72.1% | 加碼 |
| Alps Advisors Inc | 14,049 | $129.6 萬 | 0.01% | +14,049 | 新進 |
| Ausdal Financial Partners, Inc. | 14,058 | $129.7 萬 | 0.05% | +211+1.5% | 加碼 |
| Central Trust Co | 14,059 | $129.7 萬 | 0.02% | −2,178−13.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 14,088 | $130.0 萬 | 0.75% | +561+4.1% | 加碼 |
| Mutual Advisors, LLC | 14,124 | $130.3 萬 | 0.02% | +1,578+12.6% | 加碼 |
| Fruth Investment Management | 14,245 | $131.4 萬 | 0.31% | 00.0% | 不變 |
| South Dakota Investment Council | 14,256 | $131.5 萬 | 0.02% | +400+2.9% | 加碼 |
| Quantitative Investment Management, LLC | 14,257 | $131.5 萬 | 0.14% | +14,257 | 新進 |
| Gladstone Institutional Advisory LLC | 14,316 | $132.1 萬 | 0.04% | +414+3.0% | 加碼 |
| Paragon Private Wealth Management, LLC | 14,356 | $132.5 萬 | 0.35% | +1,427+11.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 14,367 | $132.6 萬 | 0.07% | −2,921−16.9% | 減碼 |
| Uncommon Cents Investing LLC | 14,400 | $132.9 萬 | 0.29% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 14,403 | $132.9 萬 | 0.23% | −64−0.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 14,476 | $133.6 萬 | 0.33% | −22−0.2% | 減碼 |
| National Asset Management, Inc. | 14,792 | $133.9 萬 | 0.07% | −1,104−6.9% | 減碼 |
| Sheets Smith Wealth Management | 14,521 | $134.0 萬 | 0.13% | 00.0% | 不變 |
| Peak Asset Management, LLC | 14,563 | $134.4 萬 | 0.20% | +14,563 | 新進 |
| Checchi Capital Advisers, LLC | 14,640 | $135.1 萬 | 0.09% | +386+2.7% | 加碼 |
| JNBA Financial Advisors | 14,643 | $135.1 萬 | 0.10% | +52+0.4% | 加碼 |
| Canopy Partners, LLC | 14,651 | $135.2 萬 | 0.41% | −809−5.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 14,731 | $135.9 萬 | 0.02% | −3,742−20.3% | 減碼 |
| Belpointe Asset Management LLC | 14,749 | $136.1 萬 | 0.04% | +1,775+13.7% | 加碼 |
| Kelly Lawrence W & Associates Inc | 14,767 | $136.3 萬 | 0.29% | 00.0% | 不變 |
| Montecito Bank & Trust | 14,777 | $136.3 萬 | 0.20% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 14,818 | $136.7 萬 | 0.01% | +1,533+11.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 15,028 | $138.7 萬 | 0.37% | 00.0% | 不變 |
| Indivisible Partners | 15,040 | $138.8 萬 | 0.08% | +1,486+11.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 15,136 | $139.7 萬 | 0.05% | −2,707−15.2% | 減碼 |
| Benjamin Edwards Inc | 15,162 | $139.9 萬 | 0.01% | −1,623−9.7% | 減碼 |
| Sienna Gestion | 15,330 | $140.4 萬 | 0.08% | −1,710−10.0% | 減碼 |
| Neumann Capital Management, LLC | 15,232 | $140.5 萬 | 0.93% | −100−0.7% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 15,235 | $140.6 萬 | 0.82% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 15,250 | $140.7 萬 | 0.06% | 00.0% | 不變 |
| Wealth Alliance | 15,285 | $141.0 萬 | 0.12% | −1,998−11.6% | 減碼 |
| Pure Financial Advisors, Inc. | 15,319 | $141.3 萬 | 0.02% | −252−1.6% | 減碼 |
| Tranquilli Financial Advisor LLC | 15,329 | $141.4 萬 | 0.76% | −12−0.1% | 減碼 |
| Everest Financial Group LLC | 15,442 | $142.5 萬 | 0.19% | −48−0.3% | 減碼 |
| Postrock Partners LLC | 15,444 | $142.5 萬 | 0.58% | +366+2.4% | 加碼 |
| MCF Advisors LLC | 15,450 | $142.6 萬 | 0.05% | −156−1.0% | 減碼 |
| Ronald Blue Trust, Inc. | 15,516 | $143.2 萬 | 0.02% | +1,480+10.5% | 加碼 |
| Chicago Capital, LLC | 15,527 | $143.3 萬 | 0.03% | −20.0% | 減碼 |
| Cigna Investments Inc | 15,538 | $143.3 萬 | 0.19% | −376−2.4% | 減碼 |
| Capstone Investment Advisors, LLC | 15,608 | $144.0 萬 | 0.01% | −14,185−47.6% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 15,611 | $144.0 萬 | 0.11% | +10+0.1% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 15,629 | $144.2 萬 | 0.23% | +15,629 | 新進 |
| Garner Asset Management Corp | 15,707 | $144.9 萬 | 0.47% | +1,578+11.2% | 加碼 |
| Retirement Planning Group | 15,778 | $145.6 萬 | 0.04% | −1,137−6.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,829 | $146.1 萬 | 0.04% | −791−4.8% | 減碼 |
| Meriwether Wealth & Planning, LLC | 15,830 | $146.1 萬 | 0.72% | +184+1.2% | 加碼 |
| Fusion Capital, LLC | 15,934 | $147.0 萬 | 0.34% | +656+4.3% | 加碼 |
| La Banque Postale Asset Management SA | 15,992 | $147.6 萬 | 0.01% | +1,223+8.3% | 加碼 |
| Ninety One SA (PTY) Ltd | 15,999 | $147.6 萬 | 0.08% | −19,363−54.8% | 減碼 |
| Mainstream Capital Management LLC | 16,030 | $147.9 萬 | 0.89% | −663−4.0% | 減碼 |
| Inceptionr LLC | 16,051 | $148.1 萬 | 0.36% | +7,693+92.0% | 加碼 |
| Integrated Investment Consultants, LLC | 16,065 | $148.2 萬 | 0.29% | −614−3.7% | 減碼 |
| Portfolio Design Labs, LLC | 16,072 | $148.3 萬 | 0.24% | +1,416+9.7% | 加碼 |
| Dynasty Wealth Management, LLC | 16,225 | $149.7 萬 | 0.01% | −3,530−17.9% | 減碼 |
| TD Waterhouse Canada Inc. | 15,634 | $149.8 萬 | 0.00% | −7,384−32.1% | 減碼 |
| Perryman Financial Advisory Inc | 16,264 | $150.1 萬 | 0.20% | −290−1.8% | 減碼 |
| Evercore Wealth Management, LLC | 16,285 | $150.3 萬 | 0.02% | −208−1.3% | 減碼 |
| Atomi Financial Group, Inc. | 16,315 | $150.5 萬 | 0.04% | −4,177−20.4% | 減碼 |
| Next Capital Management LLC | 16,323 | $150.6 萬 | 0.41% | −600−3.5% | 減碼 |
| New England Research & Management, Inc. | 16,325 | $150.6 萬 | 0.59% | +16,325 | 新進 |
| Trust Co of Toledo NA | 16,358 | $150.9 萬 | 0.13% | +1,827+12.6% | 加碼 |
| Keating Financial Advisory Services, Inc. | 16,371 | $151.1 萬 | 0.20% | −895−5.2% | 減碼 |
| 44 Wealth Management LLC | 16,377 | $151.1 萬 | 0.50% | −171−1.0% | 減碼 |
| Axq Capital, LP | 16,411 | $151.4 萬 | 0.16% | +16,411 | 新進 |
| Venture Visionary Partners LLC | 16,443 | $151.7 萬 | 0.04% | −4,547−21.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 14,950 | $152.4 萬 | 0.04% | −876−5.5% | 減碼 |
| FLC Capital Advisors | 16,528 | $152.5 萬 | 0.25% | +707+4.5% | 加碼 |
| Athena Wealth Management, LLC | 16,551 | $152.7 萬 | 1.14% | +5,477+49.5% | 加碼 |
| First Commonwealth Financial Corp | 16,559 | $152.8 萬 | 0.21% | +1,375+9.1% | 加碼 |
| Ballast Rock Private Wealth LLC | 16,612 | $153.3 萬 | 0.71% | +12+0.1% | 加碼 |
| United Bank | 16,655 | $153.7 萬 | 0.47% | +91+0.5% | 加碼 |
| BayBridge Capital Group, LLC | 16,657 | $153.7 萬 | 0.80% | +11,318+212.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 16,663 | $153.8 萬 | 0.38% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 16,682 | $153.9 萬 | 0.02% | −626−3.6% | 減碼 |
| Elyxium Wealth, LLC | 16,772 | $154.8 萬 | 0.16% | +14,479+631.4% | 加碼 |
| Boston Private Wealth LLC | 16,797 | $155.0 萬 | 0.10% | −1,175−6.5% | 減碼 |
| J. Safra Sarasin Holding AG | 16,522 | $155.3 萬 | 0.02% | −14,807−47.3% | 減碼 |
| RMR Capital Management, LLC | 16,845 | $155.4 萬 | 1.07% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 16,869 | $155.7 萬 | 0.18% | +2,122+14.4% | 加碼 |
| Wedbush Securities Inc | 16,966 | $156.5 萬 | 0.04% | −32−0.2% | 減碼 |
| Frec Markets, Inc. | 16,999 | $156.8 萬 | 0.14% | +6,456+61.2% | 加碼 |
| Embree Financial Group | 17,124 | $158.0 萬 | 0.16% | −70−0.4% | 減碼 |
| IKE Capital, LLC | 17,192 | $158.6 萬 | 0.83% | −3,752−17.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 17,332 | $159.9 萬 | 0.27% | +5,048+41.1% | 加碼 |
| Insight 2811, Inc. | 17,370 | $160.3 萬 | 0.65% | +3,109+21.8% | 加碼 |
| Menard Financial Group LLC | 17,401 | $160.6 萬 | 0.87% | +17,401 | 新進 |
| Bank of Hawaii | 17,401 | $160.6 萬 | 0.08% | −552−3.1% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 17,454 | $161.0 萬 | 0.62% | +17,454 | 新進 |