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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 17,455 | $161.1 萬 | 0.04% | +17,455 | 新進 |
| Advisors Asset Management, Inc. | 17,467 | $161.2 萬 | 0.02% | +2,343+15.5% | 加碼 |
| Larson Financial Group LLC | 17,473 | $161.2 萬 | 0.04% | +212+1.2% | 加碼 |
| FWL Investment Management, LLC | 17,504 | $161.5 萬 | 0.30% | −2,952−14.4% | 減碼 |
| Groupama Asset Managment | 17,689 | $161.6 萬 | 0.02% | +13+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 17,523 | $161.7 萬 | 0.01% | +1,739+11.0% | 加碼 |
| Lederer & Associates Investment Counsel | 17,601 | $162.4 萬 | 1.07% | +17,601 | 新進 |
| Bartlett & Co. Wealth Management LLC | 17,712 | $163.4 萬 | 0.02% | −346−1.9% | 減碼 |
| Letko, Brosseau & Associates Inc | 17,771 | $164.0 萬 | 0.02% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 17,802 | $164.3 萬 | 0.56% | −1,005−5.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,875 | $164.9 萬 | 0.10% | +1,999+12.6% | 加碼 |
| Hills Bank & Trust Co | 17,908 | $165.2 萬 | 0.07% | −652−3.5% | 減碼 |
| Caldwell Trust Co | 17,940 | $165.5 萬 | 0.13% | −2,408−11.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 17,958 | $165.7 萬 | 0.05% | +1,150+6.8% | 加碼 |
| Safe Harbor Fiduciary, LLC | 18,169 | $167.6 萬 | 1.31% | +2,422+15.4% | 加碼 |
| Focus Financial Network, Inc. | 18,180 | $167.7 萬 | 0.05% | +2,503+16.0% | 加碼 |
| HBW Advisory Services LLC | 18,310 | $168.9 萬 | 0.15% | +1,358+8.0% | 加碼 |
| Trust Asset Management LLC | 18,377 | $169.6 萬 | 0.11% | +1,596+9.5% | 加碼 |
| HM Payson & Co | 18,394 | $169.7 萬 | 0.02% | +1,150+6.7% | 加碼 |
| Advyzon Investment Management, LLC | 18,436 | $170.1 萬 | 0.12% | +1,772+10.6% | 加碼 |
| Providence Wealth Advisors, LLC | 17,636 | $170.5 萬 | 1.00% | −63−0.4% | 減碼 |
| RBF Capital, LLC | 18,500 | $170.7 萬 | 0.07% | 00.0% | 不變 |
| Guardian Asset Advisors, LLC | 18,519 | $170.9 萬 | 0.79% | +2,102+12.8% | 加碼 |
| Sovran Advisors, LLC | 16,193 | $171.6 萬 | 0.13% | +650+4.2% | 加碼 |
| TLWM | 18,642 | $172.0 萬 | 0.28% | −277−1.5% | 減碼 |
| SPWM Advisors LLC | 17,069 | $173.4 萬 | 1.60% | −4,325−20.2% | 減碼 |
| Westpac Banking Corp | 18,811 | $173.6 萬 | 0.11% | +39+0.2% | 加碼 |
| Ducere Wealth Management LLC | 18,813 | $173.6 萬 | 0.52% | +4,207+28.8% | 加碼 |
| Arjuna Capital | 18,922 | $174.6 萬 | 0.39% | −431−2.2% | 減碼 |
| Lummis Asset Management, LP | 17,932 | $175.2 萬 | 1.05% | −300−1.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 19,009 | $175.4 萬 | 0.02% | +196+1.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 19,024 | $175.5 萬 | 0.06% | −158−0.8% | 減碼 |
| Garde Capital, Inc. | 19,108 | $176.3 萬 | 0.08% | −826−4.1% | 減碼 |
| Jeppson Wealth Management, LLC | 19,132 | $176.5 萬 | 0.52% | +40+0.2% | 加碼 |
| Harmony Asset Management LLC | 19,156 | $176.8 萬 | 0.47% | +19,156 | 新進 |
| Whelan Financial | 19,156 | $176.8 萬 | 0.48% | +1,326+7.4% | 加碼 |
| Moody National Bank Trust Division | 19,220 | $177.3 萬 | 0.15% | −994−4.9% | 減碼 |
| Shepherd Street Advisors LLC | 17,313 | $178.0 萬 | 1.56% | −530−3.0% | 減碼 |
| Bayview Asset Management, LLC | 19,407 | $179.1 萬 | 1.34% | −9,570−33.0% | 減碼 |
| Power Wealth Management LLC | 19,430 | $179.3 萬 | 0.62% | −4,630−19.2% | 減碼 |
| Blalock Williams, LLC | 19,526 | $180.2 萬 | 1.17% | +3,547+22.2% | 加碼 |
| Cidel Asset Management Inc | 19,542 | $180.3 萬 | 0.09% | +573+3.0% | 加碼 |
| NBT Bank N A | 19,627 | $181.1 萬 | 0.12% | −257−1.3% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 19,642 | $181.2 萬 | 0.41% | +13+0.1% | 加碼 |
| Stance Capital LLC | 19,656 | $181.4 萬 | 0.55% | +19,256+4,814.0% | 加碼 |
| Figure 8 Investment Strategies LLC | 19,693 | $181.7 萬 | 1.54% | +2,362+13.6% | 加碼 |
| Bridges Investment Management Inc | 19,742 | $182.2 萬 | 0.02% | +3,676+22.9% | 加碼 |
| Moors & Cabot, Inc. | 19,833 | $183.0 萬 | 0.07% | −501−2.5% | 減碼 |
| Virtus Investment Advisers, Inc. | 19,859 | $183.2 萬 | 0.43% | +1,563+8.5% | 加碼 |
| Paradigm Asset Management Co LLC | 19,900 | $183.6 萬 | 0.39% | +6,350+46.9% | 加碼 |
| Intrepid Family Office LLC | 20,000 | $184.5 萬 | 1.70% | +10,000+100.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 20,229 | $186.6 萬 | 0.12% | −14,798−42.2% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 20,242 | $186.8 萬 | 0.45% | −87−0.4% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 20,277 | $187.1 萬 | 0.09% | −300−1.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 20,281 | $187.1 萬 | 0.12% | +20,281 | 新進 |
| Tritonpoint Wealth, LLC | 20,316 | $187.5 萬 | 0.18% | +17,727+684.7% | 加碼 |
| Stephens Inc | 20,448 | $188.7 萬 | 0.02% | −32,058−61.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 20,450 | $188.7 萬 | 0.11% | +20,450 | 新進 |
| Regions Financial Corp | 20,537 | $189.5 萬 | 0.01% | −262−1.3% | 減碼 |
| Modus Advisors, LLC | 20,588 | $190.0 萬 | 0.47% | −827−3.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 20,808 | $192.0 萬 | 0.03% | +20,808 | 新進 |
| Cookson Peirce & Co Inc | 20,859 | $192.5 萬 | 0.06% | +1,088+5.5% | 加碼 |
| Pictet & Cie (Europe) SA | 20,860 | $192.5 萬 | 0.04% | +505+2.5% | 加碼 |
| Wedmont Private Capital | 18,745 | $193.3 萬 | 0.05% | −160−0.8% | 減碼 |
| RiverPark Advisors, LLC | 21,049 | $194.2 萬 | 0.89% | +272+1.3% | 加碼 |
| Guggenheim Capital LLC | 21,213 | $195.7 萬 | 0.01% | +2,998+16.5% | 加碼 |
| SageView Advisory Group, LLC | 21,263 | $196.2 萬 | 0.06% | −3,065−12.6% | 減碼 |
| Elevated Private Wealth, LLC | 21,274 | $196.3 萬 | 1.87% | +21,274 | 新進 |
| Frank, Rimerman Advisors LLC | 21,369 | $197.2 萬 | 0.11% | +1,585+8.0% | 加碼 |
| Aaron Wealth Advisors | 21,400 | $197.5 萬 | 0.10% | −11,290−34.5% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,435 | $197.8 萬 | 1.77% | −27−0.1% | 減碼 |
| Westerkirk Capital Inc. | 21,500 | $198.4 萬 | 0.19% | +21,500 | 新進 |
| Pettee Investors, Inc. | 21,532 | $198.7 萬 | 0.98% | −275−1.3% | 減碼 |
| Ategra Capital Management, LLC | 21,574 | $199.1 萬 | 1.06% | +5,345+32.9% | 加碼 |
| Qtron Investments LLC | 21,579 | $199.1 萬 | 0.27% | −3,130−12.7% | 減碼 |
| Daytona Street Capital LLC | 19,450 | $199.7 萬 | 1.46% | +2,260+13.1% | 加碼 |
| MBM Wealth Consultants, LLC | 21,681 | $200.1 萬 | 0.39% | +2,952+15.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 21,742 | $200.6 萬 | 0.05% | −13,063−37.5% | 減碼 |
| Essex Savings Bank | 21,788 | $201.0 萬 | 0.43% | −48−0.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 21,871 | $201.8 萬 | 0.07% | +21,869+1,093,450.0% | 加碼 |
| 1st Source Bank | 21,893 | $202.0 萬 | 0.09% | −111−0.5% | 減碼 |
| Sarasin & Partners LLP | 21,900 | $202.1 萬 | 0.02% | +3,900+21.7% | 加碼 |
| Csenge Advisory Group | 21,946 | $202.5 萬 | 0.08% | +2,473+12.7% | 加碼 |
| Keystone Financial Services | 22,065 | $203.6 萬 | 0.52% | +388+1.8% | 加碼 |
| Howard Financial Services, Ltd. | 22,309 | $205.8 萬 | 0.21% | +4,822+27.6% | 加碼 |
| Marshall Wace, LLP | 22,317 | $205.9 萬 | 0.00% | +22,317 | 新進 |
| WT Wealth Management | 22,341 | $206.1 萬 | 0.57% | +4,111+22.6% | 加碼 |
| Maia Wealth LLC | 22,367 | $206.4 萬 | 0.30% | −4,582−17.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 22,443 | $207.1 萬 | 0.46% | +8,268+58.3% | 加碼 |
| Uhlmann Price Securities, LLC | 22,467 | $207.3 萬 | 0.08% | +50+0.2% | 加碼 |
| Wolff Wiese Magana LLC | 22,487 | $207.5 萬 | 0.95% | −61−0.3% | 減碼 |
| Old National Bancorp | 22,595 | $208.5 萬 | 0.04% | +1,827+8.8% | 加碼 |
| Diversified Investment Strategies, LLC | 22,635 | $208.9 萬 | 1.35% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 22,641 | $208.9 萬 | 0.08% | −598−2.6% | 減碼 |
| Constant Guidance Financial LLC | 22,663 | $209.1 萬 | 1.31% | +22,663 | 新進 |
| K.J. Harrison & Partners Inc | 22,743 | $209.8 萬 | 0.30% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 23,257 | $210.6 萬 | 0.07% | 00.0% | 不變 |
| City Holding Co | 22,846 | $210.8 萬 | 0.24% | −102−0.4% | 減碼 |
| Tealwood Asset Management Inc | 22,875 | $211.1 萬 | 0.81% | −93−0.4% | 減碼 |
| Investment Advisory Services Inc | 22,960 | $211.8 萬 | 0.61% | −41−0.2% | 減碼 |